Director, Team Lead - Commercial Banking Portfolio Manager - Diversified Industries West
Company: Bank of Montreal
Location: San Francisco
Posted on: April 30, 2024
Job Description:
Director, Team Lead - Commercial Banking Portfolio Manager -
Diversified Industries West page is loaded Director, Team Lead -
Commercial Banking Portfolio Manager - Diversified Industries West
Apply locations San Francisco, CA, USA Sacramento, CA, USA San
Ramon, CA, USA time type Full time posted on Posted 3 Days Ago job
requisition id R240005906 Application Deadline:
04/23/2024Address:180 Montgomery St.Job Family Group:Commercial
Sales & Service Why Work for BMO? - BMO is in the top 10 largest
banks in North America. At BMO we have a shared Purpose: to Boldly
Grow the Good in business and life. BMO's Purpose informs our
strategy, drives our ambition, and reinforces our commitment to
double the good. BMO is focused on building a digitally enabled,
future-ready bank with leading efficiency, profitability and
loyalty powered by a winning culture driven by our Purpose. Join
BMO and be part of a team and culture that celebrates big ideas,
values authenticity, supports your personal and professional
growth, and makes a real impact in local communities. About BMO
Commercial BankBMO Commercial is a top 5 commercial bank in North
America with a footprint in 32 states serving over 4 million
customers. Our commitment is to be the bank that defines great
customer experience. The Commercial banking team offers clients a
unique combination of deep regional knowledge and expertise in
specific industries and sectors. This role will be supporting the
Diversified Industries segment. At BMO Commercial Bank, we
understand agriculture-the cyclical nature of its industries, its
volatile commodity prices, the impact of varying weather conditions
and especially the diverse and unexpected industry shocks that can
affect agricultural businesses. Join a team with over 75 years of
industry experience and dedicated agribusiness and protein banking
specialists. What Will You Do? -As a Portfolio Manager, you will
facilitate decisioning and analysis of all types of credit
information to support lending decisions and processes for the
bank. You will maintain and promote a client service environment to
satisfy and exceed customer needs and expectations. You will make
credit decisions and recommendations in accordance with sound
credit-granting principles and in compliance with Bank Policies &
Procedures.
- Coordinate the preparation of lending proposals and pitches to
prospective clients with efforts to maximize business and
returns
- Negotiate transactions with clients and provides deal
structuring expertise
- Partner with internal stakeholders for accurate and detailed
client information and provides accurate financial analysis and
risk assessment of new and existing customers
- Participate in the development of financial models and other
analytical tools to assist clients in evaluating capital
structure
- Be up to date on financing trends in target clients' markets
and share with team
- Develop credit information to make lending decisions on new,
renewal and enhancement loans
- Exercise judgment utilizing assigned credit authority to
provide comprehensive client solutions within bank risk
tolerances
- Minimize BMO's risk exposure by adhering to internal credit
policies and procedures with respect to lending decisions.
Influences and negotiates to achieve strategic business
initiatives
- Act as the prime subject matter expert for internal/external
stakeholders
- Act as a trusted advisor to assigned business/group
- Identify cross-selling opportunities to support a One Bank
approach and provide comprehensive financial solutions to
clients
- Prepare summary, present facts and offer opinions concerning
credit worthiness
- Conduct independent analysis and assessment to resolve
strategic issues
- Apply deep expertise in bank products, processes, and systems
and effectively trouble shooting to ensure a high-quality client
experience
- Serve as a daily escalation resource to ensure client
expectations are met or exceeded
- Recommend and implement solutions based on analysis of issues
and implications for the business
- Oversee preparation of concise, well reasoned credit
correspondence
- Oversee documentation and ongoing monitoring of asset and
client performanceWhat Do You Need to Succeed? -
- 10+ years of relevant experience
- Bachelor's Degree
- Robust knowledge and technical proficiency gained through
financial services experience
- Strong analytical skills and ability to problem solve and make
data-driven decisions
- Excellent verbal and written communication skills and ability
to effectively collaborate and influenceWork ArrangementAt BMO our
work options encourage flexibility around when and where you work,
and a focus on personal wellness and work-life boundaries.This role
has a hybrid work arrangement. The employee will work both from
home and at our one of our offices in Northern California.
Specifics of the work arrangement to be discussed with the hiring
leader.What Do We Offer? -
- Competitive compensation packages
- Our winning culture (limitless professional and personal
opportunities, wellness, community connections, continuous
learning, diversity, equity and inclusion)
- Our benefits (comprehensive health, wellness and insurance
benefits, financial benefits, flexible work options, taking time
away from work, development programs) - Compensation and
Benefits:$120,000.00 - $222,600.00Pay Type:SalariedThe 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: -
https://jobs.bmo.com/global/en/Total-Rewards Equal Employment
Opportunity StatementBMO is proud to be an Equal Employment
Opportunity and Affirmative Action employer. We do not discriminate
based upon race, religion, color, national origin, sex (including
pregnancy, childbirth, or related medical conditions), sexual
orientation, gender, gender identity, gender expression,
transgender status, sexual stereotypes, age, status as a protected
veteran, status as an individual with a disability, or other
applicable legally protected. characteristics. We also consider
qualified applicants with criminal histories, consistent with
applicable federal, state and local law.We're here to helpAt BMO we
are driven by a shared Purpose: Boldly Grow the Good in business
and life. It calls on us to create lasting, positive change for our
customers, our communities and our people. By working together,
innovating and pushing boundaries, we transform lives and
businesses, and power economic growth around the world.As a member
of the BMO team you are valued, respected and heard, and you have
more ways to grow and make an impact. 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.To find out more visit us at http://jobs.bmo.com/us/en BMO
is committed to an inclusive, equitable and accessible workplace.
By learning from each other's differences, we gain strength through
our people and our perspectives. BMO is an equal
opportunity/affirmative action employer. All qualified applicants
will receive consideration for employment without regard to sex,
gender identity, sexual orientation, race, color, religion,
national origin, disability, protected Veteran status, age, or any
other characteristic protected by law. Accommodations are available
on request for candidates taking part in all aspects of the
selection process. To request accommodation, please contact your
recruiter.Note to Recruiters: BMO does not accept unsolicited
resumes from any source other than directly from a candidate. Any
unsolicited resumes sent to BMO, directly or indirectly, will be
considered BMO property. BMO will not pay a fee for any placement
resulting from the receipt of an unsolicited resume. A recruiting
agency must first have a valid, written and fully executed agency
agreement contract for service to submit resumes. Similar Jobs (3)
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Keywords: Bank of Montreal, Lodi , Director, Team Lead - Commercial Banking Portfolio Manager - Diversified Industries West, Hospitality & Tourism , San Francisco, California
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