BMO U.S.

Sales Director, Corporate Finance

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: Pickering • Canada

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Salary

💰 CA$86,000 - CA$160,000 per year

Job Level

Lead

About the role

  • The Sales Director manages a commercial lending portfolio and supports the origination of new clients, and coordinates with other products.
  • Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships by cross selling other products.
  • Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
  • Leads the structuring of high-value, complex deals and credit approvals.
  • Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
  • Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
  • Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.

Requirements

  • 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
  • Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
  • Any other related discipline or commensurate work experience considered.
  • If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
  • Seasoned professional with a combination of education, experience and industry knowledge.
  • Advanced level of proficiency: Project Management, Change Management.
  • Expert level of proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, Customer Relationship Building.
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and 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 & Tools
Relationship ManagementAccount ManagementPortfolio ManagementCredit QualificationsProduct KnowledgeRegulatory ComplianceStructuring DealsCredit Risk AssessmentNegotiationCustomer Service
Soft Skills
Business DevelopmentClient Relationship ManagementStrategic Problem-SolvingStakeholder ManagementChange ManagementProject ManagementClient EngagementConflict ResolutionLeadershipCommunication