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BMO Financial Group Relationship Manager, US Personal & Commercial Banking Finance in Chicago, Illinois


The Relationship Manager, US P&C Finance, is accountable to support the Senior Relationship Manager to provide advice and service to business leaders in Consumer Lending. This includes actively monitoring financial management activities and ensuring performance and business plans are aligned to optimize performance in all areas including project funding, cost management and productivity. The Relationship Manager is part of a financial center of competence that will support the businesses medium to long term strategic planning. The role will support assigned business unit leadership in achieving financial goals through the provision of decision support including information, expertise, advice and recommendations. This role is accountable to develop, monitor and review financial plans, forecasts and objectives. Also accountable to provide governance for issue identification and reporting for BMO US client groups, escalating issues to the Senior Relationship Manager and/or Corporate Controller, as required.


Business Delivery & Operational Effectiveness

  • Coordinate, review and validate business unit planning and forecasting activities for consistency in achieving overall business strategic plans, providing financial advice and decision support where required.

  • Provide financial analysis, planning and forecasting to identify strengths, opportunities, weaknesses and threats, and develop recommendations for plans to address.

  • Prepare, analyze and communicate financial results for the business unit to various stakeholders within Finance and across Consumer Lending.

  • Interpret financial results for the business unit, highlighting trends and underlying causes and determining the key financial performance messages. Client & Relationship Management

  • Build strong relationships and provide value add advice to business partners to ensure financial results are well understood and business results optimized.

  • Display and encourage appropriate high performance behaviors that reflect our culture of Being BMO.

  • Provide proactive, creative solutions and analysis, including cost allocation principles, methodology and activity based costing, to support business financial and strategic initiatives and achievement of business strategies and financial targets.

  • Work in partnership with the business and the Finance management, to assist in optimal structuring of new initiatives and strategies, ensure that structures comply with regulatory rules and guidelines.

  • Support business group financial performance management activities, providing business group decision makers and Senior Relationship Managers with financial information, advice and counsel. Risk Management and Control

  • Provide leadership on financial processes for the business unit ensuring accurate recording, reporting, and communication of all transactions.

  • Provide attestation to the validity of financial results and highlight significant information including variances, trends, opportunities and exposures to the Senior Relationship Manager

  • Complete/support the completion of all regulatory and external reporting requirements ensuring accuracy and timeliness of information. Change & Innovation

  • Participate in various initiatives and projects providing financial advice and expertise on impacts to the supported business group.

  • Optimize the use of new technology and information systems updates to improve processes and system efficiencies

  • Foster an environment of continuous improvement.

Managerial Leadership (Note: Not accountable to formally manage direct reports

  • Support the learning and development of more junior roles within the team, acting as a “go to” person for questions and concerns and optimizing succession planning.


  • MBA preferred or comparable work experience

  • CPA or equivalent preferred

  • 5 to 8 years of retail banking experience

  • Experience in consumer lending, particularly mortgage, home equity, auto or credit card

  • Excellent financial analysis ability

  • Broad experience in planning, forecasting and analysis

  • Strong verbal and written communication skills, with experience in preparing and delivering presentations

  • Excellent relationship management capabilities; ability to develop and foster relationships with and influence senior executives

  • High achievement orientation/strive for a standard of excellence and visibly demonstrate the ability to get the job done

  • High degree of demonstrated conceptual/strategic thinking

  • Essbase knowledge preferred

  • Strong knowledge of Word, Excel and PowerPoint

We’re here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.

Job Field:

Business Advisory

Job Schedule:


Primary Location:

United States-Illinois-Chicago