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Director, Commercial Banking – Technology & Innovation Group
BMO U.S.Director overseeing commercial banking for high-growth technology companies at BMO. Managing credit portfolios and supporting strategic client relationships for growth in Canada’s innovation economy.
About the role
Key responsibilities & impact- Prepare credit recommendations, including risk assessment, deal structuring, and analysis of financial and operational information for new and existing technology clients
- Directly manage annual reviews, interim reviews, and portfolio monitoring requirements for a complex set of clients
- Partner closely with Origination Managing Directors and Directors to support prospecting, early opportunity assessment, and development of New Business Committee materials
- Identify cross-bank opportunities in treasury, FX, capital markets, and other commercial products to broaden client relationships
- Provide mentorship and guidance to Analysts and Associates on deal analysis, underwriting standards, and portfolio management
- Participate in sales activities such as pitch preparation, prospect research, and development of client files for further action
- Act as a key client point of contact on credit-related matters and support strong ongoing relationship management
- Ensure adherence to internal control, compliance, audit, and regulatory standards; contribute to training and process improvements
- Maintain accurate documentation and ensure alignment with bank credit policies and risk appetite
- Apply sound judgment and creativity to solve complex or ambiguous problems in the innovation sector
Requirements
What you’ll need- Typically 8–10+ years of relevant experience in commercial lending, technology finance, corporate banking, or related fields
- Post-secondary degree in business, finance, economics, or a related discipline
- Strong financial, analytical, and credit skills
- Professional designations (CFA, CPA, CBV, or related) considered an asset
- Experience in contract negotiations with clients and legal counsel
- Demonstrated ability to build and manage strong client relationships
- Excellent communication, collaboration, and problem-solving skills
- High proficiency in Microsoft Office (Excel, Word, PowerPoint)
Benefits
Comp & perks- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
credit analysisrisk assessmentdeal structuringportfolio managementfinancial analysisunderwriting standardscontract negotiationscomplianceauditregulatory standards
Soft Skills
mentorshiprelationship managementcommunicationcollaborationproblem-solvingcreativityjudgmentclient managementanalytical skillsleadership
Certifications
CFACPACBV