Senior Vice President/Director, Corporate Banking - Manager/Portfolio Management - Chicago

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. Position will largely be internally focused on Portfolio Management and Risk Related Initiatives.

• 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 dat