VP, SBA Specialty Finance Officer

Responsibilities

• Facilitate growth through business development and management of key client relationships
• Structure complex specialty finance deals and secure credit approvals
• Develop new business by contacting prospects and cross-selling bank products including credit, trust, and cash management
• Act as an escalation point for complex client issues using strategic problem-solving
• Review loan applications and cash management agreements to ensure alignment with risk management standards
• Identify market segments and leverage industry trends to expand client portfolios
• Maintain strong long-term relationships with high-value strategic clients
• Ensure adherence to regulatory requirements, internal controls, and compliance policies

Requirements

• 7+ years of experience in Relationship Management, Account Management, or Portfolio Management within a corporate banking environment
• Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
• Expert level proficiency in financial analysis
• Advanced proficiency in credit risk assessment, deal structuring, and portfolio management
• Strong negotiation, problem-solving, and customer relationship building skills
• Proven ability to manage sales metrics and drive revenue growth

About the Company

BMO is the 8th largest bank in North America and the 4th largest commercial lender, driven by a purpose to Boldly Grow the Good in business and life. We provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across Canada, the United States, and globally.