Director, Global Trade, Global Transaction Banking - Bank of Montreal

Director, Global Trade, Global Transaction Banking

Location: San Francisco, CA, USA

Time Type: Full time

Posted on: 2 Days Ago

Application Deadline: 09/29/2024

Address: 180 Montgomery St.

Job Family Group: Capital Markets Sales & Service

Provides innovative solutions for corporate, commercial, institutional, and government clients for monetary activities related to commerce and international trade including: traditional trade finance, Supply Chain Finance, Documentary Letters of Credit, Standby Letters of Credit, Demand Guarantees and Documentary Collections. Originates and structures corporate lending transactions that facilitate the financing and risk mitigation of export or import transactions where goods and services are either bought or sold and markets the Bank’s full capabilities to clients worldwide. Also provides ongoing management of the lending portfolio.

• Uses expertise in financial markets to cultivate relationships with new and existing clients and develop new client relationships.
• Grows/elevates the BMO and BMO Capital Market brand with a commitment to and presence in the community.
• Develops and delivers cross-selling initiatives to clients across all areas of the firm and transitions them into significant sales.
• Operates as key member of the deal team with efforts to maximize sector penetration and returns.
• Creates pitch books for clients with respect to financial solutions and leads/participates in presentation to clients.
• Monitors client, client industry and regulatory agencies for potential changes which may affect client’s portfolio and business needs.
• Assists in the preparation of credit documentation for internal and external stakeholders.
• Directly manages a diverse portfolio. Reviews and continually monitors performance of existing accounts and client relationships.
• Understands the needs of clients and provides relevant ideas and opinions to generate recommendations.
• Recognizes opportunities to cross-sell and to grow share of clients' wallet.
• Actively manages opportunities within sector portfolios. Collaborates with sector coverage partners to cover clients and prospects and to identify/deliver creative, timely solutions.
• Provides strong deal structuring and other expertise in the preparation/delivery of creative and timely “pitches”.
• Ensures credit concurrence and coordinates pricing approval as client advocate.
• Maintains key ongoing coverage contact with lending clients and sector managers.
• Develops and maintains strong client relationships at all levels. Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
• Identifies and leverages key decision makers and influencers in client/internal organizations.
• Anticipates changes in client needs and provides strategic/creative solutions.
• Acts as a positive change agent to drive improved efficiency and effectiveness.
• Identifies and delivers on opportunities to improve the client experience; brings in partners where appropriate; delivers a full BMO experience.
• Assists in the development of strategic plans.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Develops and leverages relationships across LOBs, with executive and external clients to foster and support coordination.
• Works with specialists as needed to support successful deal completion.
• Uses financial analysis to proactively identify opportunities to cross-sell.
• Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
• Completes due diligence and credit analysis on new and existing client relationships. May include client visits, analysis of business models, and comprehensive review of industry trends and related regulations.
• Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Understands complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
• Balances the Bank's risk appetite with the client needs in making recommendations/proposals.
• Makes decisions based on a strong understanding of risks; effectively evaluates risk-return trade-offs, and proactively takes accountability for risks assumed.
• Identifies and acts on the delivery of meaningful revenue, cost reduction or capital optimization opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Reviews and guides work of team members to deliver business results.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• An undergraduate degree. Focal areas of finance, economics, or accounting preferred. High academic achievement.
• MBA, CFA or equivalent experience in financial services, accounting, or legal fields.
• Minimum of 3 years managing a team of professional sales managers.
• Excellent knowledge of the organizational lending and portfolio management policies and objectives.
• Excellent knowledge of the bank’s financial solution products and services.
• Ability to create and deliver professional product ideas and presentations.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

Base Salary Range: 175,000.00- 215,000.00 USD

Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Equal Employment Opportunity Statement:

BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

We’re here to help:

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people.

To find out more visit us at BMO Careers.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property.

About Us

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