Senior Director

Address:

Overview of the Corporate Finance team:

The Corporate Finance team, part of Canadian Corporate Banking, is part of BMO Financial Group and serves large corporate and private clients operating in a variety of industries. The team is responsible for marketing, managing, and monitoring large corporate loan portfolios, as well as supporting credit requirements and cross-selling efforts for other activities, including subordinated debt, equipment leasing, derivatives, cash management, and international trade financing. The team evaluates bilateral financing opportunities of at least $1,500,000.

Job overview

The Senior Manager works with an analyst to manage a portfolio of business loans, develop new clients, and ensure development with other products as part of a larger sector team that maintains strong client relationships. He or she facilitates growth initiatives for the Bank through significant business expansion and excellent customer relationship management by cross-selling other products (e.g., derivatives, cash management, corporate cards, subordinated debt, private equity, leasing, or international trade financing products).

Job description

op the market by acquiring new clients. Ensure a constant presence in key centers of influence and market activities in order to promote the organization.

• Be involved in credit recommendations regarding risk, transaction structure, and client requirements. This includes working closely with the analyst assigned to them to facilitate the annual revaluation process, interim revaluations, quarterly reports, and exception resolution.
• Quickly and accurately manage the risk of the complex portfolio assigned to them.
• Lead and execute business expansion plans for clients.
• Act as the primary point of contact for clients and build strong relationships with them.
• Research data to facilitate solutions to the needs and activities of the client or potential client.
• Coordinate the administration and processing of services, ensuring a seamless customer experience and identifying and capitalizing on business opportunities.
• Make recommendations to senior management regarding strategy and new initiatives based on in-depth knowledge of the organization or group.
• Conduct independent assessment and analysis to resolve strategic issues.
• Recommend organizational priorities, provide advice on resource requirements, and develop a roadmap for strategic execution.
• Maintain accurate records and ensure compliance with prescribed standards and methods, as well as the protection of the Bank's overall interests.
• Leverage expertise and demonstrate creative thinking to manage unique or ambiguous situations and find solutions to issues that may be complex and rare.
• Assign additional tasks or responsibilities as needed.

Knowledge and skills

• Seasoned professional combining the required level of education, experience, and industry knowledge
• Bachelor's and/or Master's degree in business administration or a master's degree in another field (finance, accounting, economics, or related field), good academic results, and three to five years of relevant experience.
• CPA, EEE, or CFA designation or other relevant professional designation or graduate degree in progress or obtained, an asset
• Excellent quantitative or analytical skills, particularly in financial, accounting, and statistical analysis, as well as data analysis
• Excellent computer skills and technical skills related to Microsoft Office applications (Excel, Word, PowerPoint)
• Excellent verbal and written communication skills in French and English
• Excellent collaborative and team spirit
• Excellent negotiation skills with clients and legal advisors
• Strong organizational and collaborative skills with the ability to prioritize tasks and manage multiple tasks while meeting tight deadlines
• Established business development network.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.