JONATHAN TROUT
Omaha
Summary
Relationship Manager with broad experience spanning retail banking, wealth management, and private bank operations. Demonstrated success leading lending and investment initiatives, partnering with Private Bank leadership to grow shared client relationships, and supporting rapid portfolio expansion through data-driven reporting and process development. Recognized for strong collaboration, operational leadership, and a client-first approach to delivering comprehensive financial solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Manager
BMO Wealth Management
04.2025 - Current
- Led lending and investment operational initiatives within a high-growth Private Bank environment
- Developed referral partnerships with Private Bank Directors, driving expansion of shared client relationships and new business pipelines
- Collaborated with leadership to design capacity and performance reporting, enabling effective planning across multiple operational functions
- Played a key role in standing up a new Private Bank team while managing the bank’s fastest-growing market
- Helped scale the client base from ~7,000 to 14,000+ households in one year
- Structured and closed $30M+ in custom investment lines of credit for high-net-worth clients
Relationship Banker
BMO Bank N.A.
Tampa
02.2023 - 04.2025
- Led team and market in investment referrals for F24, producing 33 referrals with 50+ investment products opened
- Generated business through customer profiling, cross-selling, and new relationship development
- Partnered with Financial Advisors to host joint client meetings on deposits and financial planning
- Maintained long-term client relationships through consultative product education
- Educated clients on savings, credit cards, mortgages, and investment products
Relationship Banker
U.S. Bank
Lincoln
06.2022 - 01.2023
- Built and managed a book of clients with diverse financial needs
- Pursued and converted leads to expand product and service penetration
- Assisted customers with account opening, management, and optimization
- Maintained knowledge of industry trends, regulations, and best practices
- Implemented strategies to maximize returns while minimizing risk
Senior Specialist – Fraud Investigator
First National Bank of Omaha
Omaha
08.2021 - 05.2022
- Investigated escalated fraud claims involving potential criminal activity
- Managed a high-volume case queue requiring multi-week investigations
- Coordinated directly with law enforcement agencies
Education
Associate of Business Management -
Metropolitan Community College
Elkhorn, NEHigh School Diploma -
Elkhorn South High School
Elkhorn, NESkills
- Extensive knowledge of Banking and lending
- Proficiency in Microsoft Office
- Wealth Management
- Project leadership in client and process initiatives
- Complex investment credit facilities
Certification
- Cash Flow Cycles and Analysis, Corporate Finance Institute (CFI), 05/01/25, 142292930
- Account Monitoring and Warning Signs, Corporate Finance Institute (CFI), 05/01/25, 142150603
- Loan Security, Corporate Finance Institute (CFI), 05/01/25, 141853660
- Accounting Fundamentals, Corporate Finance Institute (CFI), 05/01/25, 141849095
- Fundamentals of Credit, Corporate Finance Institute (CFI), 04/01/25, 141741052
- Financial Analysis Fundamentals, Corporate Finance Institute (CFI), 04/01/25, 141708710
- NMLS License, 06/01/22, 2388113
Timeline
Relationship Manager
BMO Wealth Management
04.2025 - Current
Relationship Banker
BMO Bank N.A.
02.2023 - 04.2025
Relationship Banker
U.S. Bank
06.2022 - 01.2023
Senior Specialist – Fraud Investigator
First National Bank of Omaha
08.2021 - 05.2022
Associate of Business Management -
Metropolitan Community College
High School Diploma -
Elkhorn South High School