Director, Not for Profit and Government Banking

Bank of Montreal • Newport Beach, CA

1d

About The Position

The Director, Not for Profit and Government Banking facilitates growth for the Bank through business development and management of key client relationships. The role maintains a continuous record of significant revenue generation from sales and syndications and manages high-value client portfolios to drive cross-selling, retention, and profitability.

The Director leads the structuring, pricing coordination, negotiation, and credit approval process for high-value, complex deals. Acting as the primary client advocate, the role develops tailored financial and loan solutions, provides strategic advice on products, options, rates, terms, and collateral, and resolves complex client issues. It also identifies share-of-wallet opportunities and proactively evaluates client returns against ROE thresholds.

The position leads market coverage strategies, analyzes market and industry developments, and represents the Bank at industry forums and conferences. It works with senior leadership and cross-functional stakeholders to define client-focused products, solutions, and strategies, and reports on team performance, client satisfaction, market trends, and strategic initiatives. The Director operates at a group- or enterprise-wide level as a specialist resource, applies sound risk management, and ensures compliance with regulatory requirements, internal controls, policies, laws, and regulations.

The role requires 10 or more years of relevant relationship, account, or portfolio management experience in a corporate or similarly segmented banking environment with sales metrics preferred, and a bachelor's degree. A degree in Business Administration, Finance, or Accounting is preferred; another related discipline or commensurate work experience may be considered. Credit qualifications and associated knowledge and skills are required if the role is credit-qualifiable.

Requirements

• 10 or more years of relevant experience in Relationship Management, Account Management, or Portfolio Management in a corporate or similarly segmented banking environment with sales metrics is preferred.
• Bachelor's degree required; Business Administration, Finance, or Accounting preferred. Another related discipline or commensurate work experience may be considered.
• If the role is credit-qualifiable, meet credit qualifications and associated credit knowledge and skills according to credit portfolio requirements and qualification standards.
• Seasoned professional with a combination of education, experience, and industry knowledge.
• Advanced proficiency in Project Management and Change Management.
• Expert proficiency in Product Knowledge, Regulatory Compliance, Deal Structuring, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, and Customer Relationship Building.

Nice To Haves

• 10 or more years of relevant relationship, account, or portfolio management experience in a corporate or similarly segmented banking environment with sales metrics.
• Bachelor's degree in Business Administration, Finance, or Accounting.

Responsibilities

• Facilitate business development and manage key client relationships to grow the Bank.
• Generate significant revenue through sales and syndications.
• Serve as an escalation point for complex client issues and resolve conflicts while maintaining strong client relationships.
• Lead structuring, pricing coordination, negotiations, and credit approvals for high-value, complex transactions.
• Manage high-value client portfolios to drive cross-selling, client retention, and profitability.
• Implement cross-selling initiatives and convert client opportunities into revenue-generating sales.
• Lead market coverage strategies to expand portfolios, identify opportunities, and align activity with business goals.
• Represent the Bank at industry forums and conferences and use market insights to inform strategic decisions.
• Engage senior leadership and cross-functional teams to align strategies and develop holistic business solutions.
• Report to Bank leadership on team performance, client satisfaction, market trends, and strategic initiatives.
• Provide strategic advice on loan products, options, rates, terms, and collateral requirements.
• Build and maintain long-term relationships with high-value and strategic clients and provide advice on financial solutions.
• Analyze market trends, client industry developments, and competitive positioning to inform client strategies.
• Work with internal teams and stakeholders to define products, solutions, and strategies that meet client needs.
• Identify share-of-wallet opportunities and use analysis tools to grow portfolios beyond ROE thresholds and proactively evaluate client returns.
• Ensure relationship management adheres to regulatory requirements, internal controls, and compliance policies.
• Apply the Bank's Risk Management Framework and make sound, risk-informed decisions in line with business strategy, approved risk appetite, policies, laws, and regulations.
• Adapt to shifting trends and address complex, non-routine, unique, or ambiguous situations; undertake broader work or accountabilities as needed.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives, discretionary bonuses, and other perks and rewards may be included in total compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Director