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Bank of Montreal

Runs Canadian and US banks for people and firms

Market Executive - Emerging Middle Market, Director

Retail & Commercial BankingUpdated on Nov 6
Full-timeIndianapolis, IN, USAIn-person

About the Job

Requirements

  • 10+ years of relevant experience in relationship management, account management, or portfolio management in a corporate or similar 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 fields. Another related discipline or commensurate work experience is considered.
  • For a credit-qualifiable role, credit qualifications and associated credit knowledge and skills must meet the 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 required.

Responsibilities

  • Lead a team of relationship managers in the Emerging Middle Market Group.
  • Drive overall market-share growth in the assigned area by leveraging an existing client network and acquiring new clients directly.
  • Recruit, develop, and coach the team in managing critical middle-market relationships, with a focus on market-share growth and client satisfaction.
  • Facilitate bank growth through business development and management of key client relationships, maintaining a record of revenue generation from sales and syndications.
  • Act as an escalation point for complex client issues and resolve conflicts using strategic problem-solving while maintaining 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, applying insights about trends, competition, and emerging products to strategic decision-making.
  • Advise committees and task forces, providing strategic insights and guidance for key initiatives.
  • Streamline operational processes by identifying improvements 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 performance, and drive client satisfaction.
  • Build and maintain long-term relationships with high-value and strategic clients by advising on financial solutions and ensuring strong 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 solutions and improve client satisfaction.
  • Work with internal teams and stakeholders to define products, solutions, and strategies suited to client needs.
  • Identify share-of-wallet opportunities.
  • Use analysis tools to grow a portfolio that exceeds return-on-equity thresholds and proactively evaluate client returns.
  • Ensure compliance with regulatory requirements, internal controls, and policies in relationship-management activities, mitigating risk and maintaining service standards.
  • Foster a culture aligned with the bank'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 bank's purpose, set goals and expected outcomes, and ensure accountability for follow-through.
  • Build interdependent teams that collaborate across functional and operating groups to create value for stakeholders.
  • Attract, retain, and support 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 bank.
  • Influence how teams and groups work together.
  • Apply expertise and creative thinking to resolve unique or ambiguous situations and multiple interdependent complex 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.
  • Apply the bank's Risk Management Framework and Risk Culture within approved risk appetite, making risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations.

Desired Qualifications

  • 10+ years of relevant experience in relationship management, account management, or portfolio management in a corporate or similar segmented banking environment with sales metrics is preferred.
  • A master's degree and CPA certification are preferred. Business Administration, Finance, and Accounting are preferred fields.

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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