VP, SBA Specialty Finance Officer

BMO U.S.

VP, SBA Specialty Finance Officer at BMO supporting growth through relationship management and business development. Managing complex client relationships and driving revenue generation through strategic decision making.

Posted 5/8/2026full-timeGreenwood Village • Colorado • 🇺🇸 United StatesLead💰 $88,800 - $165,600 per yearWebsite

About the role

Key responsibilities & impact

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 and maintaining strong client relationships
Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue
Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management
Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards
Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios
Identifies key market segments and leverages industry trends to drive business growth and expand the client base
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions
Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs
Identifies share of wallet opportunities
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards

Requirements

What you’ll need

7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management
Bachelor’s degree required; Business Administration, Finance and Accounting preferred
Any other related discipline or commensurate work experience considered
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

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Product KnowledgeRegulatory ComplianceStructuring DealsPortfolio ManagementCredit Risk AssessmentProject ManagementFinancial Analysis

Soft Skills

Problem SolvingNegotiationCustomer Relationship Building