
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
💵 $88.8k - $165.6k / year
⏰ Full Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 20%
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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 • Generate revenue through sales and syndications • Act as an escalation point for complex client issues and resolve conflicts • Structure complex deals and secure credit approvals with internal stakeholders and external partners • Develop new business through prospecting, client contact, and cross-selling credit, trust/investment, and cash management products • Review loan applications and cash management service agreements for accuracy, completeness, and risk-management alignment • Develop market strategies, identify opportunities, and expand client portfolios • Analyze market segments, industry trends, client developments, and competitive positioning • Represent the bank at industry forums and conferences • Engage senior leadership and cross-functional teams to develop holistic business solutions • Prepare reports on team performance, client satisfaction, and market trends for senior executives • Build and maintain long-term relationships with high-value and strategic clients • Negotiate high-value transactions and identify share-of-wallet and cross-selling opportunities • Nurture and grow a portfolio exceeding ROE thresholds and proactively evaluate client returns • Ensure adherence to regulatory requirements, internal controls, and compliance policies • Provide specialized consulting, analytical, and technical support • Independently handle non-routine situations and solve problems within established rules
• 7+ years of relevant experience in Relationship Management, Account Management, or Portfolio Management in a corporate or similar segmented banking environment with sales metrics 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, Deal Structuring, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, and Customer Relationship Building • Expert proficiency in Financial Analysis
• 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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