VP, Relationship Manager – Transportation Finance

🔥 0 minutes ago

🦌 Connecticut, New Hampshire, +1 more states – Remote

🦌 Connecticut – Remote 🗻 New Hampshire – Remote 🍂 Massachusetts – Remote

💵 $88.8k - $165.6k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

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BMO U.S.

WebsiteLinkedInAll Job Openings

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.

📋 Description

• 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 • Develop new business by contacting prospects and clients and cross-selling credit, trust/investment, and cash management products and services • Review loan applications and cash management service agreements for accuracy, completeness, and alignment with risk standards • Develop market strategies, identify opportunities, and expand client portfolios • 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 long-term relationships with high-value and strategic clients • Negotiate high-value transactions and identify cross-selling and share-of-wallet opportunities • Analyze market trends, client industry developments, and competitive positioning • Work with internal teams to define products, solutions, and strategies for client needs • Nurture and grow a portfolio that exceeds ROE thresholds and proactively evaluate client returns • Ensure adherence to regulatory requirements, internal controls, compliance policies, laws, and regulations • Apply BMO's Risk Management Framework and make risk-informed decisions aligned with business strategy

🎯 Requirements

• 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, 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 • Ability to comply with regulatory requirements, internal controls, compliance policies, laws, and regulations • Ability to make sound, risk-informed decisions within BMO’s Risk Management Framework and approved Risk Appetite

🏖️ Benefits

• 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 • Equal employment opportunity • Reasonable accommodations for individuals with disabilities