Vice President or Director - Portfolio Manager Commercial/Corporate Banking Specialty Sectors

BMO U.S.; Chicago (IL); On-site; USD 120,000 - 223,000; Full time

Job summary

An established industry player is seeking a Vice President or Director - Portfolio Manager to lead initiatives in Commercial and Corporate Banking. This pivotal role involves managing client relationships, making informed credit decisions, and enhancing service levels through strategic improvements. With a focus on business development, financial analysis, and stakeholder collaboration, you'll play a crucial part in driving the success of the organization. If you have a strong background in banking and a passion for client satisfaction, this is an exciting opportunity to make a significant impact.

Benefits

Health Insurance

Retirement Plans

Performance Incentives

Qualifications

• 10+ years of experience in commercial or corporate banking.
• Strong analytical and communication skills are essential.

Responsibilities

• Lead business development plans to exceed goals.
• Conduct financial and risk analyses of customers.
• Design credit structures tailored to client needs.

Skills

Commercial Banking

Credit Underwriting

Client Management

Analytical Skills

Communication Skills

Collaboration Skills

Education

Degree in Finance

Degree in Economics

Degree in Accounting

Job description

Vice President or Director - Portfolio Manager Commercial/Corporate Banking Specialty Sectors

Join to apply for the Vice President or Director - Portfolio Manager Commercial/Corporate Banking Specialty Sectors role at BMO U.S.

Role Overview

This position supports Commercial and Corporate clients within BMO's National Infrastructure practice. Key responsibilities include facilitating credit decisioning and analysis, maintaining a client-focused environment, and making credit decisions aligned with sound principles and policies.

Key Responsibilities

1. Lead and execute business development plans to meet or exceed goals.
2. Enhance service levels and client satisfaction through process improvements.
3. Provide strategic advice to senior management and contribute to business decisions.
4. Manage resources and lead strategic initiatives to achieve financial targets.
5. Develop business cases, analyze options, and assess ROI.
6. Collaborate with stakeholders to prepare presentations and proposals.
7. Manage databases in compliance with data standards.
8. Lead change management initiatives, including stakeholder engagement and evaluation.
9. Design comprehensive credit structures for client needs.
10. Generate ideas, identify solutions, and support marketing efforts.
11. Conduct financial and risk analyses of customers.
12. Gather detailed client information for accurate lending decisions.
13. Negotiate loan terms and prepare creditworthiness summaries.
14. Adhere to credit policies to minimize risk exposure.
15. Contribute to operational planning and build stakeholder relationships.
16. Serve as a resource to leadership and address complex situations creatively.

Qualifications

• Degree in finance, economics, or accounting; high academic achievement preferred.
• 10+ years of relevant experience in commercial or corporate banking, including credit underwriting and client management.
• Strong communication, analytical, influence, and collaboration skills.
• Ability to manage ambiguity and make data-driven decisions.

Compensation and Benefits

Salary range: $120,000 - $222,600, with potential performance incentives and benefits including health insurance, retirement plans, and more. For details, visit Total Rewards.

About BMO

We are committed to creating positive change and supporting our employees' growth. Learn more at our careers page.

Equal Opportunity Statement

BMO is an equal opportunity employer and provides accommodations for applicants with disabilities. For assistance, contact [e-mail].