Sponsor Finance (SF) Banking Product Sales Director

BMO • Chicago, IL

137d • $122,400 - $228,000

About The Position

BMO Sponsor Finance originates, structures, underwrites and manages middle-market private equity sponsor transactions including leveraged buyouts, dividend recapitalizations, add-on acquisitions and growth capital. As a Director, you will facilitate 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. Key focus of position will be to further escalate BMO's One Client approach by leveraging BMO's world-class suite of banking products and solutions to meet clients needs and in turn, drive significant revenue growth; in particular, around treasury management, interest rate hedging, FX, etc. Working with BMO SF sector team leaders and relationship managers, proactively and independently take the lead on identifying opportunities and delivering/growing our treasury management and other banking product sales/solutions to existing/prospective SF client base to ensure optimal client cross sell coverage. Strong banking product knowledge required for Commercial Banking, Treasury Management, Capital Markets, and Wealth Management. Develop and execute on short and medium term account plan, including relationship and product/solution strategy and roadmap. Key Performance Indicators include revenue growth, net new client acquisition, product sales, and customer service (NPS) metrics. Effectively manage a portfolio of clients, ensuring client needs are satisfactorily addressed/met, translating to a positive customer experience. Requires strong risk, compliance, and capital management acumen. Strong team player that can work with multiple interdisciplinary teams and product groups to identify/troubleshoot issues quickly and expeditiously achieve outstanding results.

Requirements

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment.
• Bachelor's degree required; Business Administration, Finance and Accounting preferred.
• Credit Qualifications and associated credit knowledge and skills if applicable.
• Advanced level of proficiency in Project Management and Change Management.
• Expert level of proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, and Customer Relationship Building.

Responsibilities

• Facilitate growth for the Bank through business development and management of key client relationships.
• Maintain a continuous record of significant revenue generation from sales and syndications.
• Leverage BMO's suite of banking products and solutions to meet client needs and drive revenue growth.
• Identify opportunities and deliver/grow treasury management and other banking product sales/solutions.
• Develop and execute short and medium term account plans, including relationship and product/solution strategy.
• Manage a portfolio of clients, ensuring client needs are satisfactorily addressed.
• Work with multiple interdisciplinary teams to identify and troubleshoot issues.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree