Director/Managing Director, Corporate Banking - Chicago or New York

Application Deadline:

09/26/2024

Address:

320 S Canal Street

Job Family Group:

Capital Mrkts Sales & Service

Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.

• Uses expertise in financial markets to cultivate relationships with new and existing clients and develop new client relationships.
• Grows/elevates the BMO and BMO Capital Market brand with a commitment to and presence in the community.
• Delivers activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into significant sales.
• Operates as key member of the deal team with efforts to maximize sector penetration and returns.
• Creates pitch books for clients with respect to financial solutions and leads/participates in presentation to clients.
• Monitors client, client industry and regulatory agencies for potential changes which may affect client’s portfolio and business needs.
• Initiates contact with partners for new client sales.
• Partners with deal team and product specialists for accurate, detailed client information.
• Prepares credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.
• Directly manages a diverse portfolio.
• Reviews and continually monitors performance of existing accounts and client relationships.
• Understands the needs of clients and provides relevant ideas and opinions to generate recommendations.
• Recognizes opportunities to cross-sell and to grow share of clients' wallet.
• Collaborates with sector coverage partners to cover clients and prospects and to identify/ deliver creative, timely solutions.
• Prepares/oversees delivery of creative and timely “pitches”.
• Provides strong deal structuring and negotiates transactions with clients.
• Obtains credit concurrence and coordinates pricing approval as client advocate.
• Maintains key ongoing coverage contact with lending clients and sector managers.
• Develops and maintains strong client relationships at all levels. Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
• Identifies and leverages key decision makers and influencers in client / internal organizations.
• Anticipates changes in client needs and provides strategic/creative solutions.
• Acts as a positive change agent to drive improved efficiency and effectiveness.
• Identifies and delivers on opportunities to improve the client experience; brings in partners where appropriate.
• Provides strategic input into business decisions as a trusted advisor.
• Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Develops and leverages relationships across LOBs, with executive and external clients to foster and support coordination.
• Ensures alignment between stakeholders.
• Works with specialists as needed to support successful deal completion.
• Uses financial analysis to proactively identify opportunities to cross-sell.
• Generates updated financial models/ analyses as business needs and industry requirements dictate.
• Analyzes/assesses industry compilations.
• Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
• Completes due diligence and credit analysis on new and existing client relationships. May includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Understand complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
• Balances the Bank's risk appetite with the client needs in making recommendations/ proposal.
• Makes decisions based on a strong understanding of risks; effective