Program Manager, CCB Industry Initiatives and Partnerships

Application Deadline:

12/22/2024

Address:

100 King Street West

Job Family Group:

Commercial Sales & Service

Industry Initiatives and Partnerships is a National team of subject matter experts supporting accelerated growth within the market, by executing strategic initiatives for Canadian Commercial Bank. Working closely with Corporate Finance and Mid Market front line, we drive a focus on One Client Revenue through our day-to-day actions. The team focuses on new client acquisition and exceptional experience of both internal and external relationships.

Program Manager Franchise Finance: Facilitates decisioning and analysis of information in order to effectively lead the execution of strategic initiatives while delivering on business and financial goals, and to support lending decisions and processes for the Bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will manage resources, collaborate with stakeholders and make credit recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures:

• Business Development: Identify/participate in franchise related tradeshows, webinars, local marketing, and community involvement opportunities that will attract new franchise business clients
• Collaboration: Engage Franchisors for franchisee referrals and introduce the prospects to appropriate advisors for onboarding and ongoing relationship management.  
• Establishes cross-selling initiatives to increase penetration with client.
• Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
• Serves as a daily escalation resource to ensure client expectations are met or exceeded.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Conducts independent analysis and assessment to resolve strategic issues.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Participates in the development of financial models and other analytical tools.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Maintains current on financing trends in the Franchise markets, and communicate same to team members.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Oversees preparation of concise, well reasoned credit correspondence.
• Oversees documentation and ongoing monitoring of portfolio.
• Provides accurate financial analysis and risk assessment of the portfolio.
• Partners with internal stakeholders for accurate, detailed client information.
• Develops credit information to aid in lending decisions on new, renewal and extension loans.
• Prepares summary, present facts and offer opinions concerning credit worthiness.
• Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
• Provides input into the planning and implementation of operational programs.
• Builds effective relationships with internal/external stakeholders.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Gather, monitor and analyze internal and external data to provide insights for strategic opportunities and recommendations on sector solutions/programs/processes
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Sales management- In-depth.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Salary