Director, Insurance Banking & Corporate Credit Leader

Internationalinsuranceprofessionals; Chicago (IL); Sur place; USD 225 000 - 275 000; Plein temps

Résumé du poste

BMO Financial Group in Chicago or New York seeks a Director for Corporate Banking Insurance to blend portfolio management, credit underwriting, and client origination. You will lead a senior deal team and drive cross-sell within insurance clients.

You will build relationships, review credit requests, and ensure risk controls while coordinating with product teams to deliver tailored financial solutions.

Qualifications

• Minimum of 10 years of relevant experience in Corporate Banking covering the insurance sector.
• Excellent knowledge of lending and portfolio management policies and objectives.
• MBA, CFA or equivalent experience preferred in financial services, accounting, or legal fields.

Responsabilités

• Uses insurance sector expertise to cultivate relationships with new and existing clients and develop new client relationships.
• Grows/elevates the BMO Capital Market brand with a commitment to and presence in the community.
• Collaborates with sector coverage partners to cover clients and prospects and to identify/deliver creative, timely solutions.
• Prepares credit documentation (i.e., including applications, memoranda, presentations) for internal and external stakeholders.

Connaissances

Relationship management

Credit underwriting

Negotiation

Cross-sell experience

Analytical skills

Communication skills

Formation

Undergraduate degree in finance/economics/accounting

MBA or CFA preferred

Description du poste

BMO Financial Group in Chicago or New York seeks a Director for Corporate Banking Insurance to blend portfolio management, credit underwriting, and client origination. You will lead a senior deal team and drive cross-sell within insurance clients.

You will build relationships, review credit requests, and ensure risk controls while coordinating with product teams to deliver tailored financial solutions.