VP Relationship Manager – Equipment Finance
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Calgary • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$69,000 - CA$129,000 per year
Job Level
Lead
About the role
- Facilitates growth for the Bank through business development and management of key client relationships
- Maintains an outstanding and continuous record of significant revenue generation from sales and syndications
- Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts
- Structures complex deals and secures credit approvals, working with internal stakeholders and external partners
- Develops new business by contacting prospects and clients
- Reviews loan applications and cash management service agreements
- Develops market strategies to align with business goals
- Represents bank at industry forums and conferences
- Engages with senior leadership and cross-functional teams
- Prepares reports on team performance, client satisfaction, and market trends
Requirements
- 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management
- Bachelor’s degree required; Business Administration, Finance, and Accounting preferred
- Deep knowledge and technical proficiency gained through extensive education and business experience
- Advanced level of proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building
- Expert level of proficiency: Financial Analysis
Benefits
- Health insurance
- Tuition reimbursement
- Accident insurance
- Life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Product KnowledgeRegulatory ComplianceStructuring DealsPortfolio ManagementCredit Risk AssessmentProject ManagementFinancial Analysis
Soft skills
Relationship ManagementProblem SolvingNegotiationCustomer Relationship Building
Certifications
Bachelor’s degree