Director, UHNW Lending

BMO U.S.

Director of UHNW Lending at BMO, managing client portfolios and providing lending expertise. Ensuring compliance and identifying business opportunities while leading change management programs.

Posted 6/3/2026full-timeCalgary • 🇨🇦 CanadaLead💰 CA$86,000 - CA$160,000 per yearWebsite

About the role

Key responsibilities & impact

Provides a superior level of customer service and portfolio management in lending services for clients
Applies lending expertise to a lending and deposit portfolio
Manages the preparation of new lending proposals or presentations to clients
Ensures new business meets policy and procedures requirements
Provides advice and support for unique and complex credit transactions
Identifies cross-selling opportunities to increase client penetration
Negotiates directly with clients on new and existing opportunities
Works directly with clients in the event of deteriorating credit situations
Monitors and tracks performance, and addresses any issues
Leads change management programs of varying scope

Requirements

What you’ll need

Typically 7+ years of relevant experience
Post-secondary degree in related field of study or equivalent combination of education and experience
In-depth / expert knowledge of personal and commercial credit and non-credit products
In-depth / expert knowledge of risk management concepts
Verbal & written communication skills - In-depth / Expert
Analytical and problem solving skills - In-depth / Expert
Influence skills - In-depth / Expert
Collaboration & team skills with a focus on cross-group collaboration - In-depth / Expert
Able to manage ambiguity
Data driven decision making - In-depth / Expert

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

lending expertiseportfolio managementcredit transactionsrisk managementdata driven decision makinganalytical skillsproblem solving skillsnegotiation skillscross-sellingchange management

Soft Skills

customer serviceverbal communicationwritten communicationinfluence skillscollaboration skillsteam skillsability to manage ambiguity