
5001 - 10000 employees
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
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.
🔥 23 hours ago
🌾 Nebraska – Remote
💵 $88.8k - $165.6k / year
⏰ Full Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
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5001 - 10000 employees
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
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.
• 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. • Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. • Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. • Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. • Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. • Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. • Identifies key market segments and leverages industry trends to drive business growth and expand the client base. • Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. • Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. • Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. • Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. • Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
• 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. • Deep knowledge and technical proficiency gained through extensive education and business experience. • Advanced level of proficiency: Product Knowledge, Agricultural Finance, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building. • Expert level of proficiency: Financial Analysis.
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans
Apply Now🔥 23 hours ago
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