Associate, Commercial Banking (Corporate Finance Group)

Bank of Montreal; Toronto; On-site; CAD 68,000 - 126,000; Full time

Job summary

An established industry player is seeking an Associate in Commercial Banking to support lending decisions and enhance client experiences. This role requires a blend of analytical expertise and strong communication skills to influence and negotiate effectively. You will engage with clients and stakeholders, develop financial models, and ensure adherence to credit policies. The company is dedicated to fostering growth and positive change, offering a supportive environment for professional development. Join a team that values diversity and is committed to making a meaningful impact in the community.

Benefits

Health Insurance

Tuition Reimbursement

Retirement Plans

Qualifications

• 5-7 years of relevant experience in commercial banking.
• Deep knowledge of banking products, processes, and systems.

Responsibilities

• Facilitate decision-making and analysis of credit information.
• Develop financial models and analytical tools for client evaluation.
• Negotiate transactions and oversee documentation.

Skills

Analytical Skills

Communication Skills

Collaboration

Influence

Data-driven Decision Making

Education

Post-secondary degree or equivalent

Job description

Associate, Commercial Banking (Corporate Finance Group)

Apply locations Toronto, ON, CAN

Posted 2 Days Ago | Job Requisition ID: R250003047

Application Deadline: 05/22/2025

Address: 100 King Street West

Job Family Group: Commercial Sales & Service

This role involves facilitating decision-making and analysis of credit information to support lending decisions, maintaining a client service environment, and making credit decisions in line with bank policies and sound credit principles.

1. Establish cross-selling initiatives to increase client penetration.
2. Apply expertise in bank products, processes, and systems to ensure high-quality client experiences.
3. Coordinate closing processes with relevant departments, clients, and attorneys.
4. Serve as an escalation resource to meet or exceed client expectations.
5. Act as a trusted advisor, influence and negotiate to achieve business objectives.
6. Develop financial models and analytical tools to evaluate client capital structures.
7. Design and produce reports and dashboards, and stay updated on market financing trends.
8. Lead communication strategies to influence behavior and develop tailored messaging.
9. Prepare concise credit correspondence and lending proposals to maximize penetration and returns.
10. Negotiate transactions, oversee documentation, and monitor asset and client performance.
11. Manage workflow of analysts, provide financial analysis and risk assessments, and partner with internal stakeholders for detailed client information.
12. Make lending decisions based on comprehensive credit information, assist in negotiations, and ensure adherence to credit policies to minimize risk.
13. Build relationships with stakeholders, provide technical support, and handle non-routine situations independently.

Qualifications:

• Typically 5-7 years of relevant experience with a post-secondary degree or equivalent.
• Deep knowledge of banking products, processes, and systems.
• Strong communication, collaboration, analytical, influence, and data-driven decision-making skills.

Salary: $68,000 - $126,000 (Salaried)

Salaries vary based on location, skills, experience, and qualifications, and may include incentives and benefits such as health insurance, tuition reimbursement, and retirement plans. For more details, visit Total Rewards.

About Us:

At BMO, we are driven by a Purpose: Boldly Grow the Good in business and life, creating positive change for customers, communities, and employees. We support your growth with training, coaching, and resources to help you succeed and make an impact from day one. Learn more at BMO Careers.

BMO is committed to diversity, equity, and accessibility. Accommodations are available upon request during the recruitment process.