Director, Corporate Banking, FIG Insurance
About The Position
Bright Vision Technologies is a forward-thinking software development company dedicated to building innovative solutions that help businesses automate and optimize their operations. We leverage cutting-edge cloud data platform technologies to design scalable, secure, and high-performance analytics environments. As we continue to grow, we’re looking for a skilled Director, Corporate Banking, FIG Insurance to join our dynamic team and contribute to our mission of transforming business processes through technology. This is a fantastic opportunity to join an established and well-respected organization offering tremendous career growth potential. The Director will work for the Corporate Banking – Global Financial Institutions Group – Insurance Team based in Chicago or New York, which has a global platform with a leadership position in Canada and the US. The Director will assume both a Portfolio Management and Relationship Management role, with a blended focus on both credit underwriting, structuring, and risk adjudication as well as direct origination, cross-sell, and client relationship management responsibilities. Uses insurance industry expertise to cultivate relationships with new and existing clients and develop new client relationships specifically within the insurance sector. Grows/elevates the BMO and BMO Capital Market brand with a commitment to and presence in the community. Recognizes opportunities to cross-sell and to grow share of clients' wallet. Collaborates with sector coverage partners to cover clients and prospects and to identify/ deliver creative, timely solutions. Operates as key member of the deal team with efforts to maximize the insurance sector penetration and returns. Creates and delivers pitch books for clients with respect to financial solutions and leads presentations to clients. Reviews and guides work of team members to deliver business results. Generates updated financial models/ analyses as business needs and industry requirements dictate. Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. Completes due diligence and credit analysis on new and existing insurance client relationships. Includes client visits, analysis of business models, and comprehensive review of insurance industry trends and related regulations. Applies insurance expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Requirements
- Minimum of 10 years of relevant experience in Corporate Banking covering the insurance sector and negotiating and structuring lending transactions with a history of successful cross sell.
- Seasoned professional with a combination of education, experience and industry knowledge.
- Excellent knowledge of lending and portfolio management policies and objectives.
- Excellent knowledge of the bank’s financial solution products and services.
- Exceptional analytical skills. Expertise in financial computer applications and database management tools.
- Undergraduate degree has focal areas of finance, economics, or accounting preferred with high academic achievement.
- Ability to create and deliver professional product ideas and presentations.
- 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.
Nice To Haves
- MBA, CFA or equivalent experience preferred in financial services, accounting, or legal fields.
Responsibilities
- Portfolio Management
- Relationship Management
- Credit underwriting, structuring, and risk adjudication
- Direct origination, cross-sell, and client relationship management responsibilities
- Cultivate relationships with new and existing clients and develop new client relationships specifically within the insurance sector
- Grows/elevates the BMO and BMO Capital Market brand with a commitment to and presence in the community
- Recognizes opportunities to cross-sell and to grow share of clients' wallet
- Collaborates with sector coverage partners to cover clients and prospects and to identify/ deliver creative, timely solutions
- Operates as key member of the deal team with efforts to maximize the insurance sector penetration and returns
- Creates and delivers pitch books for clients with respect to financial solutions and leads presentations to clients
- Reviews and guides work of team members to deliver business results
- Generates updated financial models/ analyses as business needs and industry requirements dictate
- Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
- Completes due diligence and credit analysis on new and existing insurance client relationships. Includes client visits, analysis of business models, and comprehensive review of insurance industry trends and related regulations
- Applies insurance expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
1-10 employees
