
5001 - 10000 employees
🛡️ Insurance
💼 Consulting
📦 Logistics
Insurance • Consulting • Logistics
BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.
🕒 July 16
🌾 Nebraska – Remote
💵 $90k - $180k / year
⏰ Full Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 55%
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5001 - 10000 employees
🛡️ Insurance
💼 Consulting
📦 Logistics
Insurance • Consulting • Logistics
BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.
• 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 • Structure complex deals and secure credit approvals • Develop new business through prospecting, client contact, and cross-selling Bank products and services • Review loan applications and cash management service agreements for accuracy, completeness, and risk alignment • Develop market strategies and identify opportunities to expand client portfolios • Identify key market segments and leverage industry trends to drive growth • Represent the Bank at industry forums and conferences • Engage senior leadership and cross-functional teams to align strategies and address client needs • Prepare reports on team performance, client satisfaction, and market trends for senior executives • Build and maintain relationships with high-value and strategic clients • Negotiate high-value transactions and identify cross-selling opportunities • Analyze market trends, client industry developments, and competitive positioning • Define products, solutions, and strategies that fit client needs • Identify share-of-wallet opportunities • Grow portfolios that exceed ROE thresholds and proactively evaluate client returns • Ensure adherence to regulatory requirements, internal controls, and compliance policies • Provide specialized consulting, analytical, and technical support • Diagnose and solve problems within established rules • Handle non-routine situations independently
• 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 • Bachelor’s 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 proficiency in Product Knowledge, Agricultural Finance, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, and Customer Relationship Building • Expert proficiency in Financial Analysis
• 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 • Tools and resources to reach new milestones • Reasonable accommodations for individuals with disabilities
Apply Now🕒 July 16
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