Job Description
Join BMO Financial Group as the Director of Commercial Banking in the Corporate Finance team. Manage large loan portfolios, support client origination, and drive business development efforts.
This pivotal role focuses on maintaining a portfolio exceeding $25 million and enhancing client relationships. You will execute strategic initiatives, assess risks, and prepare credit recommendations to support client needs. Your analytical proficiency and leadership experience will enable you to navigate complex financial landscapes in a fast-paced environment.
Key Responsibilities:
• Analyze financial data to make credit recommendations
• Oversee annual portfolio reviews and client assessments
• Implement business development strategies effectively
• Engage in pitch preparations and client meetings
• Maintain thorough documentation to support compliance
Requirements:
• Master’s degree or MBA with significant finance experience
• CPA or CFA certification preferred
This pivotal role focuses on maintaining a portfolio exceeding $25 million and enhancing client relationships. You will execute strategic initiatives, assess risks, and prepare credit recommendations to support client needs. Your analytical proficiency and leadership experience will enable you to navigate complex financial landscapes in a fast-paced environment.
Key Responsibilities:
• Analyze financial data to make credit recommendations
• Oversee annual portfolio reviews and client assessments
• Implement business development strategies effectively
• Engage in pitch preparations and client meetings
• Maintain thorough documentation to support compliance
Requirements:
• Master’s degree or MBA with significant finance experience
• CPA or CFA certification preferred