Director-Commercial Banking (Equipment Finance)

Bank of Montreal   •  


Industry: Accounting, Finance & Insurance


11 - 15 years

Posted 100 days ago

This job is no longer available.


A. Business Development and Delivery

  • Collaborate with coverage relationship partner to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.
  • Actively manage client solution opportunities within sector portfolios.
  • Operate as key member of the deal team and lead preparation of lending proposals and pitches to prospective clients with efforts to maximize sector penetration and returns.
  • Deliver activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into significant sales.
  • Provide deal structuring expertise additional expertise as knowledge base and needs dictate. Negotiate transactions with clients.
  • Maintain awareness of all firm products and services offered and facilitate means of receiving continuous updates.

B. Client Performance Management.

  • Oversee documentation and ongoing monitoring of asset and client performance. Actively manage portfolio to maximize return and credit quality.
  • Prepare/oversee preparation of concise, well reasoned credit correspondence.
  • Obtain credit concurrence and coordinate pricing approval as client advocate.

C. Sales Support and Partnerships

  • Maintain key ongoing contact with lending clients and sector relationship managers.
  • Actively work with specialists as needed to support successful deals.

D. Management of Team and Team Workflow

  • Effectively manage work flow of analysts and associates by aligning tasks with departmental goals and objectives.
  • Lead team to success by capturing opportunities for ongoing mentoring, coaching, and career development of analysts and associates.


To deliver on these accountabilities, the incumbent must have the following authorities:

Access to client information; Associated authorities for deal underwriting; Managerial authority to hire and deploy staff within existing team of direct reports; Authority to travel to various client sites and business meetings;



  • An undergraduate degree.

  • Focal areas of finance, economics, or accounting preferred.CPA or MBA or equivalent experience in finance, accounting and business law.12-16 years of relevant experience in negotiating and structuring financial transactions.

  • Minimum of 12 years in financial services industry experience in a corporate lending environment developing business.

  • Formal credit training and prior lending authority.

  • Relevant Business Services Sector experience is highly desired.

  • Credit analysis experience/ understanding.

  • Excellent knowledge of the organizational lending and portfolio management policies and objectives.

  • Excellent knowledge of the banks financial solution products and services.

  • Expert knowledge in one or more areas as recognized by clients and peers.

  • Has additional years of experience and tenure to investment/ portfolio colleagues within the same business.