Job Title

VP Relationship Manager - Equipment Finance Facilitates 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. Acts as an escalation point for complex client issues, using strategic problemsolving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by crossselling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decisionmaking. Engages with senior leadership and crossfunctional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong longterm relationships with the banks highvalue and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates highvalue transactions, and identifies opportunities for crossselling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprisewide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles nonroutine situations. Broader work or accountabilities may be assigned as needed. Qualifications 7+ 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. Bachelors degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced Level of Proficiency Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert Level of Proficiency Financial Analysis Salary $69,000.00 - $129,000.00 Pay Type Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for parttime roles will be prorated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performancebased incentives, discretionary bonuses, as well as other perks and rewards. Location Greater Calgary Metropolitan Area About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From indepth training and coaching, to manager support and networkbuilding opportunities, well help you gain valuable experience, and broaden your skillset. Benefits BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit Inclusion and Accessibility BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. #J-18808-Ljbffr