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Preferred Bilingual of both Japanese and English.

Facilitates 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.

• Structures deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
• Provides support for sales activities such as presentations, bids/proposals, and requests for information.
• Coordinates cash management product implementations to ensure that the process stays on track and aligns with established timelines.
• Participates in industry forums and conferences to stay ahead on industry trends, competitive insights, and emerging products and services.
• Works with internal teams to structure tailored financial products and solutions that meet client needs, ensuring compliance with regulatory requirements and bank policies.
• Collects and analyzes client data and market trends to provide actionable insights for strategic decisions.
• Analyzes internal sales reports, offering recommendations for improvements to materials based on data and client feedback.
• Identifies areas for process improvement and manages initiatives to streamline operations, improve efficiency, and enhance the overall client experience.
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
• Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Identifies share of wallet opportunities.
• Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
• Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

• 5+ 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 job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Technical proficiency gained through education and/or business experience.

Intermediate level of proficiency:

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

Advanced level of proficiency:

• Financial Analysis

Salary:

Pay Type:

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: