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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Relationship Management, Account Management, and Portfolio Management within a corporate banking environment, with a strong focus on strategic problem-solving, client advocacy, and regulatory compliance. Proven ability to drive high-value transactions, manage client portfolios, and lead cross-functional teams to achieve business growth and client satisfaction.
Highest-signal resume keywords
Relationship ManagementPortfolio ManagementCredit Risk AssessmentNegotiationRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product KnowledgeStructuring DealsCredit QualificationsChange ManagementProject Management
Soft Skills
Strategic Problem-SolvingCustomer Relationship BuildingStakeholder ManagementCoachingTeam Performance Improvement
Industry Keywords
Corporate BankingClient AdvocacyMarket TrendsCross-SellingRisk Management Framework
About the role
Key responsibilities & impact- Facilitate growth for the Bank through business development and management of key client relationships.
- Act as an escalation point for complex client issues and resolve conflicts using strategic problem-solving.
- Lead the structuring of high-value, complex deals and credit approvals.
- Oversee credit approvals and drive pricing coordination as the primary client advocate.
- Drive negotiations for high-value, complex transactions and credit approvals.
- Manage high-value client portfolios, driving cross-selling, retention, and profitability.
- Implement cross-selling initiatives and transition opportunities into revenue-generating sales.
- Lead market coverage strategies to expand portfolios and identify opportunities.
- Represent the bank at industry forums and conferences and leverage market insights for strategic decision-making.
- Engage with senior leadership and cross-functional teams to align strategies and address client needs.
- Deliver reports to bank leadership on team performance, client satisfaction, market trends, and strategic initiatives.
- Provide strategic advisory on loan products, options, rates, terms, and collateral requirements.
- Build and maintain long-term relationships with high-value and strategic clients.
- Analyze market trends, client industry developments, and competitive positioning to optimize client solution strategies.
- Work with internal teams to define products, solutions, and strategies for clients.
- Identify share of wallet opportunities.
- Use analysis tools to grow a portfolio that exceeds ROE thresholds and evaluate client returns.
- Ensure adherence to regulatory requirements, internal controls, compliance policies, laws, and regulations.
- Foster BMO purpose, values, diversity, and inclusion.
- Build interdependent teams across functional and operating groups.
- Attract, retain, and develop top talent.
- Improve team performance, coach employees, support development, and manage poor performance.
- Serve as a specialist resource to senior leaders and stakeholders.
- Implement changes in response to shifting trends and take measured, risk-informed decisions within BMO’s Risk Management Framework.
Requirements
What you’ll need- 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.
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
- Any other related discipline or commensurate work experience considered.
- 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 in Project Management, Change Management, and People Management.
- Expert level of proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, and Customer Relationship Building.
Benefits
Comp & perks- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Accommodations available on request during the selection process