Supports the origination, structuring, and ongoing management of corporate lending transactions—primarily within the Internet and Digital Media sector and select other technology subsectors. Operates as part of a broader coverage team, partnering closely with Investment Banking, Product partners, and Portfolio Management to deliver integrated client solutions. Responsibilities include providing lending expertise, cross‑selling Corporate Banking products (FX/treasury, cash management, corporate cards, commodities, investment management, securitization, leasing, trade finance), facilitating credit approvals, and maintaining strong client relationships. Key Responsibilities Client Relationship & Business Development Cultivates, maintains, and deepens relationships with new and existing clients across the Internet & Digital Media sector. Expands BMO’s presence and brand through strong market engagement and community involvement. Identifies and initiates new business opportunities, including cross‑selling products and expanding share of wallet. Anticipates evolving client needs and delivers strategic, creative, and timely solutions. Serves as a trusted advisor by providing insights, recommendations, and strategic guidance. Deal Execution & Structuring Acts as a key member of deal teams to drive sector penetration and optimized returns. Leads the structuring, negotiation, and execution of lending transactions. Prepares and delivers client pitch materials and participates in presentations. Partners with Investment Banking and product specialists to ensure accurate and comprehensive client information. Coordinates pricing, credit concurrence, and internal approvals as client advocate. Works with specialists to support successful transaction execution. Credit, Risk & Portfolio Management Directly manages a diverse lending portfolio, ensuring strong credit quality and performance. Conducts due diligence, financial analysis, modeling, and credit assessment on new and existing clients. Monitors client performance, industry trends, and regulatory changes to identify risks and opportunities. Understands transaction complexity and associated risks (credit, market, operational, regulatory). Balances client needs with the bank’s risk appetite and evaluates risk‑return trade‑offs. Ensures adherence to internal controls, compliance standards, and policy requirements. Collaboration & Leadership Collaborates closely with cross‑functional partners across the bank to deliver seamless client coverage. Supports strategic initiatives and contributes to enterprise‑level decisions. Integrates data and insights from multiple sources to improve processes and reporting. Guides work of junior team members and contributes to continuous improvement efforts. Operates as a subject matter expert for senior leaders and internal stakeholders. Acts as a change agent to enhance team efficiency and effectiveness.
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Job Type
Full-time
Career Level
Director
Number of Employees
5,001-10,000 employees