Address
Form of workApplication Deadline:
Address:
105 rue St-Jacques OJob Family Group:
Corporate Finance Team Overview:
The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $25,000,000 or more, both on a syndicated and bilateral basis.
Job Overview
The Director manages a commercial lending portfolio and supports the origination of new clients, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships by cross selling other products (e.g., derivatives, cash management & corporate cards, subordinated debt and equity, leasing, trade finance products, etc.).
Job Description:
- Prepares credit recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data of new and existing clients.
- Directly manages the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
- Manages the risk of the assigned complex portfolio in a timely and precise manner.
- Leads and executes business development plans for clients.
- Acts as a key contact to clients on credit related questions and develop strong relationship with clients.
- Provides research and data gathering to facilitate solution to the client’s/prospect’s business and needs.
- Participates in sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
- Coordinates service administration and processing ensuring client experience is seamless and opportunities are identified and met.
- Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
- Conducts independent analysis and assessment to resolve strategic issues.
- Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution.
- Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
- Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Seasoned professional with a combination of education, experience, and industry knowledge.
- Master or MBA degree (finance, accounting, economics, or related field) with a strong academic achievement with 3-5 years of relevant experience or an undergraduate degree with 5-7 years of relevant experience.
- A CPA, CBV, CFA or other relevant professional designation or advanced degree, ongoing or completed, is an asset.
- Excellent analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis.
- Excellent computer literacy and technical skills as it relates to Microsoft Office applications (Excel, Word, PowerPoint).
- Excellent verbal & written communication skills in French and English.
- Excellent collaboration & team skills.
- Excellent negotiations skills with both clients and legal counsel.
- Strong organizational and collaboration skills with the ability to prioritize work and manage multiple tasks while meeting time sensitive deadlines.
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO 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 https://jobs.bmo.com/ca/en.
BMO 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. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO 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 https://jobs.bmo.com/ca/en.
BMO 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. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
