Commercial Banking Relationship Manager – Healthcare & Professional Practices

BMO Financial is seeking a Practice Solutions Relationship Officer to support healthcare and professional practice clients with tailored financial solutions. In this client-facing role, you will build and deepen relationships, assess practice needs, and recommend lending, cash management, and insurance products that drive growth and stability. You’ll collaborate with product and credit partners, analyze financial performance, and ensure an exceptional, compliant client experience within BMO’s inclusive, purpose-driven culture focused on community impact and long-term career development. Develop and manage relationships with healthcare practice clients, serving as primary financial liaison Assess client needs and recommend banking, lending, and insurance solutions to support practice growth Collaborate with internal partners to structure customized credit, cash management, and payment solutions Analyze financial statements and practice performance to identify opportunities and mitigate risk Support onboarding, account opening, and ongoing service, ensuring a seamless client experience Maintain a strong pipeline through proactive outreach, networking, and referrals Ensure compliance with bank policies, regulatory requirements, and risk management standards Provide insights on market trends and practice management to help clients achieve business objectives Relationship management Commercial lending Credit analysis Financial statement analysis Cash management solutions Sales and business development Customer service Regulatory compliance Portfolio management CRM software Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Series 6 or 7 (preferred, if selling investment or insurance products) State insurance license (preferred) Credit or commercial lending training program (preferred) MBA or advanced finance coursework (preferred)