Director banking product sales finance

BMO Sponsor Finance originates, structures, underwrites and manages middle-market private equity sponsor transactions including leveraged buyouts, dividend recapitalizations, add-on acquisitions and growth capital.

As a Director, you will facilitate growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.

• Key focus of position will be to further escalate BMO's One Client approach by leveraging BMO’s world-class suite of banking products and solutions to meet clients needs and in turn, drive significant revenue growth; in particular, around treasury management, interest rate hedging, FX, etc.
• Working with BMO SF sector team leaders and relationship managers, proactively and independently take the lead on identifying opportunities and delivering/growing our treasury management and other banking product sales/solutions to existing/prospective SF client base to ensure optimal client cross sell coverage.
• Strong banking product knowledge required for Commercial Banking, Treasury Management, Capital Markets, and Wealth Management.
• Develop and execute on short and medium term account plan, including relationship and product/solution strategy and roadmap.
• Key Performance Indicators include revenue growth, net new client acquisition, product sales, and customer service (NPS) metrics.
• Effectively manage a portfolio of clients, ensuring client needs are satisfactorily addressed/met, translating to a positive customer experience.
• Requires strong risk, compliance, and capital management acumen.
• Strong team player that can work with multiple interdisciplinary teams and product groups to identify/troubleshoot issues quickly and expeditiously achieve outstanding results.
  
  

Qualifications:

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
• If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Seasoned professional with a combination of education, experience and industry knowledge.

Advanced level of proficiency:

• Project Management
• Change Management

Expert level of proficiency:

• Product Knowledge
• Regulatory Compliance
• Structuring Deals
• Portfolio Management
• Credit Risk Assessment
• Customer Service
• Stakeholder Management
• Negotiation
• Customer Relationship Building

Salary:

$122,400.00 - $228,000.00

Pay Type:

Salaried

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:

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

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

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.