VP, SBA Specialty Finance Officer

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. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.

Responsibilities

• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintain strong client relationships.
• Learns and applies expertise to address unique or ambiguous situations and find solutions to problems that can be complex and non-routine.
• Represents the bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
• Works closely with internal teams and stakeholders to define products, solutions, and strategies that best fit clients' needs.
• Identifies share of wallet opportunities and leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
• Manages high-value client portfolios, driving cross-selling, retention, and profitability.
• Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
• Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
• Applies expertise and thinks creatively to address unique or ambiguous situations and find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

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.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Advanced level of proficiency: Project Management, Change Management, Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, Customer Relationship Building.

Qualifications

• Salary: $122,400.00 - $228,000.00
• Pay Type: Salaried

Benefits

See details at https://jobs.bmo.com/us/en/Total-Rewards

Schedule

Full-Time

Pay

Salaried

Company

BMO Financial Group

Equal Opportunity Employer

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.