Vice President / Director, Equipment Finance
BMO U.S. · Winter Park, FL · 1 mo ago
Finance$120k–$250k/yrFull-time
About the role
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 problem-solving to resolve conflicts and maintaining strong client relationships.
Responsibilities
- Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
- Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
- Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
- Manages high-value client portfolios, driving cross-selling, retention, and profitability.
- Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
- Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
- Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
- Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
- Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
- Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
- Builds and maintains strong long-term relationships with