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BMO U.S.

VP, SBA Specialty Finance Officer

BMO U.S.

VP, SBA Specialty Finance Officer at BMO facilitating growth through business development and strategic client management. Leading structuring of complex deals and managing high-value client portfolios.

Posted 5/22/2026full-timeLos Angeles • California • 🇺🇸 United StatesLead💰 $122,400 - $228,000 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
  • Leads the structuring of high-value, complex deals, and credit approvals
  • Drives negotiations for high-value, complex transactions
  • Manages high-value client portfolios, driving cross-selling, retention, and profitability
  • Represents bank at industry forums and conferences
  • Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives

Requirements

What you’ll need
  • 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management
  • Bachelor’s degree required; Business Administration, Finance and Accounting preferred
  • Credit Qualifications and associated credit knowledge and skills if applicable
  • 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

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
Relationship ManagementAccount ManagementPortfolio ManagementProject ManagementChange ManagementProduct KnowledgeRegulatory ComplianceStructuring DealsCredit Risk AssessmentCustomer Service
Soft Skills
NegotiationStakeholder ManagementCustomer Relationship Building