Manager, Commercial Services Finance

Commercial Sales & Service

Corporate Finance Team Overview:

The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $25,000,000 or more, both on a syndicated and bilateral basis.

The Director manages a commercial lending portfolio and supports the origination of new clients, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships by cross selling other products (e.g., derivatives, cash management & corporate cards, subordinated debt and equity, leasing, trade finance products, etc.).

Prepares credit recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data of new and existing clients.

Directly manages the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.

Manages the risk of the assigned complex portfolio in a timely and precise manner.

Acts as a key contact to clients on credit related questions and develop strong relationship with clients.

Provides research and data gathering to facilitate solution to the client's/prospect's business and needs.

Participates in sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.

Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.

Conducts independent analysis and assessment to resolve strategic issues.

Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.

Master or MBA degree (finance, accounting, economics, or related field) with a strong academic achievement with 3-5 years of relevant experience or an undergraduate degree with 5-7 years of relevant experience.

A CPA, CBV, CFA or other relevant professional designation or advanced degree, ongoing or completed, is an asset.

Excellent analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis.

Excellent computer literacy and technical skills as it relates to Microsoft Office applications (Excel, Word, PowerPoint).

Excellent negotiations skills with both clients and legal counsel.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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. It calls on us to create lasting, positive change for our customers, our communities and our people. 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.

Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.