BMO Sponsor Finance is looking to solve the problem of facilitating growth for the Bank through business development and management of key client relationships, and further escalating BMO's One Client approach by leveraging BMO’s world-class suite of banking products and solutions to meet clients needs and drive significant revenue growth.
Requirements
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- Advanced level of proficiency: Project Management
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- Advanced level of proficiency: Change Management
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- Expert level of proficiency: Product Knowledge
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- Expert level of proficiency: Regulatory Compliance
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- Expert level of proficiency: Structuring Deals
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- Expert level of proficiency: Portfolio Management
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- Expert level of proficiency: Credit Risk Assessment
Responsibilities
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- 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.
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- 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.
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- Develop and execute on short and medium term account plan, including relationship and product/solution strategy and roadmap.
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- Effectively manage a portfolio of clients, ensuring client needs are satisfactorily addressed/met, translating to a positive customer experience.
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- Requires strong risk, compliance, and capital management acumen.
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- Strong team player that can work with multiple interdisciplinary teams and product groups to identify/troubleshoot issues quickly and expeditiously achieve outstanding results.
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- Strong banking product knowledge required for Commercial Banking, Treasury Management, Capital Markets, and Wealth Management.
Other
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- 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.
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- Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
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- If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
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- Seasoned professional with a combination of education, experience and industry knowledge.
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- Strong team player that can work with multiple interdisciplinary teams and product groups to identify/troubleshoot issues quickly and expeditiously achieve outstanding results.
