Ag Regional Finance Manager

Bank of Montreal•Virtual, NE

1d•Remote

About The Position

This role is responsible for facilitating growth for the Bank through business development and managing key client relationships, with a focus on significant revenue generation from sales and syndications. The manager acts as an escalation point for complex client issues, resolving conflicts and maintaining strong client relationships. Key responsibilities include structuring complex deals, securing credit approvals, and working with internal and external partners to optimize revenue. The position involves developing new business by contacting prospects and clients, cross-selling Bank products and services (credit, trust/investment, cash management), and reviewing loan applications and cash management service agreements for accuracy and compliance. The manager will develop and implement market strategies, identify key market segments, and leverage industry trends to expand client portfolios. Representation at industry forums and conferences is expected to gather insights and drive strategic decision-making. Collaboration with senior leadership and cross-functional teams is crucial for aligning strategies and addressing client needs. The role also involves preparing performance reports for senior executives, building long-term relationships with high-value clients, negotiating high-value transactions, and analyzing market trends to inform client solution strategies. The manager will work with internal teams to define products and solutions, identify share of wallet opportunities, and use analysis tools to grow a portfolio that exceeds ROE thresholds. Adherence to regulatory requirements, internal controls, and compliance policies is essential to mitigate risk and maintain service standards. The focus is primarily on business/group within BMO, with potential for broader enterprise-wide focus, providing specialized consulting, analytical, and technical support. The role requires independent work, exercising judgment to solve problems, and handling non-routine situations.

Requirements

7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics.
Bachelor’s degree required.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Advanced level of proficiency in: Product Knowledge, Agricultural Finance, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building.
Expert level of proficiency in: Financial Analysis.

Nice To Haves

Bachelor's degree in Business Administration, Finance and Accounting preferred.

Responsibilities

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.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.