Managing Director - Chicago, United States - BMO US

BMO US

Verified Company

Chicago, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

320 S Canal Street Chicago Illinois,60606

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.

Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).

Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.

Monitors performance results across regions, market and sales professional level; develops action plans to resolve gaps.

Manages the preparation of new lending proposals or presentations to clients/prospects.
Ensures new business meets policy and procedures requirements for profitability and risk management.
Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.
Identifies crossselling opportunities to increase client penetration for banking, investments and deposits.
Negotiates directly with clients on new and existing opportunities.
Works directly with clients in the event of deteriorating credit situations.
Provides day to day technical support and management of accounts for team members and customers.
May act as lead relationship manager.
Supports the sales process and client experience, identifying gaps, issues and best practices.
Ensures timely resolution of all client questions and concerns, both internal and external.
Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Develops an expert understanding of business/group challenges.
Networks with industry contacts to gather competitive insights and best practices.
Recommends measures to improve organizational effectiveness.
Identifies emerging issues and trends to inform decisionmaking.
Contributes to the development of the business plan and executes to meet all identified business objectives.
Identifies new and innovative ways of managing the business and increasing competitiveness with the requirements of the market.
Identifies and shares best practices to maximize productivity and encourage continuous improvement.
Conducts independent analysis and assessment to resolve strategic issues.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Completes comprehensive analysis for risk, financial and profitability rating and assessments.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Designs and produces regular and adhoc reports, and dashboards.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
Reviews the composition and concentration of risk in the portfolio; identifies deteriorating risk situations and material exceptions, escalating as required for further attention and regularization.
Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Oversees the setup, maintenance, advances / loan drawdowns and related account administration within the te