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Bank of Montreal

Runs Canadian and US banks for people and firms

Michigan Market Executive - Emerging Middle Market, Director

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeRemote

About the Job

Requirements

  • At least 10 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.
  • A bachelor’s degree is required. A master’s degree and CPA certification are preferred. Business Administration, Finance, and Accounting are preferred disciplines; another related discipline or commensurate work experience is considered.
  • For a Credit Qualifiable role, meet credit qualifications and associated credit knowledge and skills according to credit portfolio requirements and qualification standards.
  • Extensive industry knowledge is required.
  • Expert-level proficiency in product knowledge, regulatory compliance, deal structuring, portfolio management, credit risk assessment, project management, change management, customer service, stakeholder management, negotiation, customer relationship building, and people management is expected.

Responsibilities

  • Lead a team of relationship managers in the Emerging Middle Market Group.
  • Drive overall market-share growth within the assigned area by leveraging the existing client network and acquiring new clients directly.
  • Recruit, develop, and coach the team in managing critical middle-market relationships, with a focus on gaining market share and achieving high client satisfaction.
  • Facilitate bank growth through business development and management of key client relationships, maintaining a continuous record of significant revenue generation from sales and syndications.
  • Serve as an escalation point for complex client issues, resolve conflicts using strategic problem-solving, and maintain strong client relationships.
  • Lead the structuring of high-value, complex deals and credit approvals in alignment with client needs.
  • Manage high-value client portfolios to drive cross-selling, retention, and profitability.
  • Identify new business opportunities, acquire clients, penetrate markets, and expand the client base using market insights, competitor analysis, and cross-selling initiatives.
  • Lead market-coverage strategies to expand portfolios, identify opportunities, and align with business goals.
  • Represent the bank at industry forums and conferences, using insights on trends, competition, and emerging products to inform strategic decisions.
  • Advise committees and task forces, providing strategic insights and guidance for key initiatives.
  • Streamline operational processes by identifying improvement areas and implementing best practices.
  • Develop communication strategies to influence stakeholders and support organizational change.
  • Oversee team resource allocation, including personnel and budgets, to meet organizational goals, improve team performance, and drive client satisfaction.
  • Build and maintain long-term relationships with high-value and strategic clients, provide strategic advice on financial solutions, and ensure exceptional service and partnership.
  • Structure deals, secure credit approvals, negotiate high-value transactions, and identify cross-selling opportunities.
  • Analyze market trends, client-industry developments, and competitive positioning to inform client solution strategies and optimize satisfaction.
  • Work with internal teams and stakeholders to define products, solutions, and strategies that fit client needs.
  • Identify share-of-wallet opportunities.
  • Use analysis tools to nurture and grow a portfolio that exceeds return-on-equity thresholds and proactively evaluate client returns.
  • Ensure regulatory requirements, internal controls, and compliance policies are followed in relationship management to mitigate risk and maintain service standards.
  • Foster a culture aligned with the organization’s purpose, values, and strategy, and model its values and behaviours.
  • Promote alignment between values and behaviour to foster diversity and inclusion.
  • Connect work to the organization’s purpose, set goals, define expected outcomes, and ensure accountability for follow-through.
  • Build collaborative, interdependent teams across functional and operating groups to create value for stakeholders.
  • Attract, retain, and enable the career development of top talent.
  • Improve team performance, recognize and reward performance, coach employees, support their development, and manage poor performance.
  • Operate at a group or enterprise-wide level as a senior specialist resource across the organization.
  • Influence how teams and groups work together.
  • Apply expertise and creative thinking to unique or ambiguous situations and solve complex, interdependent problems.
  • Communicate abstract concepts in simple terms.
  • Build strong internal and external networks and work across teams to achieve business objectives.
  • Anticipate trends and implement appropriate changes.
  • Take measured risks within the Risk Management Framework, Risk Culture, approved Risk Appetite, applicable policies, laws, and regulations, making sound risk-informed decisions that align with business strategy and protect bank assets.
  • Perform other broader work or accountabilities as assigned.

Desired Qualifications

  • A master’s degree is preferred.
  • CPA certification is preferred.
  • Business Administration, Finance, or Accounting is preferred as a degree discipline.
  • At least 10 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.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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