Business Development Officer – Team Lead

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🔥 0 minutes ago

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $164.4k - $285.6k / year

⏰ Full Time

🟠 Senior

💰 Business Development (BDR)

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BMO

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

🔥 Funding within the last year

💰 $142.9M Post IPO debt on 2025-11

Banking • Finance

BMO is the Bank of Montreal, a major Canadian financial institution that provides retail and commercial banking services in Canada and the United States. The provided site text highlights separate Canadian and U. S. banking experiences and bilingual (English/French) support, indicating a consumer-facing bank serving individuals and businesses across North America.

📋 Description

• 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. • Manage high-value client portfolios, driving cross-selling, retention, and profitability. • Identify new business opportunities, acquire clients, penetrate markets, and expand the client base. • Lead market coverage strategies to expand portfolios and align with business goals. • Represent the bank at industry forums and conferences. • Advise committees and task forces with strategic insights and guidance. • Streamline operational processes and implement best practices. • Develop communication strategies to influence stakeholders and support organizational change. • Oversee team resource allocation, personnel, and budgets. • Build and maintain long-term relationships with high-value and strategic clients. • Structure deals, secure credit approvals, negotiate high-value transactions, and identify cross-selling opportunities. • Analyze market trends, client industry developments, and competitive positioning. • Work with internal teams and stakeholders to define client-focused products, solutions, and strategies. • Identify share-of-wallet opportunities. • Use analysis tools to grow a portfolio exceeding ROE thresholds and proactively evaluate client returns. • Ensure adherence to regulatory requirements, internal controls, compliance policies, laws, and regulations. • Foster BMO purpose, values, strategy, diversity, and inclusion. • Build interdependent teams across functional and operating groups. • Attract, retain, coach, develop, and manage performance of top talent. • Operate at a group/enterprise-wide level as a senior specialist resource across BMO. • Influence how teams and groups work together and address complex or ambiguous problems. • Communicate abstract concepts in simple terms. • Foster internal and external networks across multiple teams. • Anticipate trends and implement appropriate changes. • Apply BMO's Risk Management Framework and make sound, risk-informed decisions.

🎯 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 preferred. • Bachelor’s degree required; Master’s degree preferred. • CPA certification preferred. • Business Administration, Finance, or Accounting preferred. • Related discipline or commensurate work experience considered. • Seasoned expert with extensive industry knowledge. • Technical leader viewed as a thought leader for innovation. • Expert proficiency in Product Knowledge. • Expert proficiency in Regulatory Compliance. • Expert proficiency in Structuring Deals. • Expert proficiency in Portfolio Management. • Expert proficiency in Credit Risk Assessment. • Expert proficiency in Project Management. • Expert proficiency in Change Management. • Expert proficiency in Customer Service. • Expert proficiency in Stakeholder Management. • Expert proficiency in Negotiation. • Expert proficiency in Customer Relationship Building. • Expert proficiency in People Management. • Ability to apply the Risk Management Framework and comply with applicable policies, laws, and regulations.

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident insurance • Life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Equal employment opportunity • Reasonable accommodations for individuals with disabilities