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Managing Director & National Sales Leader, ABL

Managing Director & National Sales Leader, ABL

BmoChicago, IL, US
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Commercial Sales & Service Manager

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.

Responsibilities include :

  • Acting as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
  • Leading the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
  • Managing high-value client portfolios, driving cross-selling, retention, and profitability.
  • Driving efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives.
  • Leading market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
  • Representing the bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
  • Advising in various committees and task forces, providing strategic insights and guidance to drive key initiatives.
  • Streamlining operational processes, identifying areas for improvement and implementing best practices.
  • Developing communication strategies to influence stakeholders and support organizational change.
  • Overseeing resource allocation for the team, ensuring effective use of personnel and budgets to meet organizational goals, enhance team performance, and drive client satisfaction.
  • Building and maintaining 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.
  • Structuring deals, securing credit approvals, negotiating high-value transactions, and identifying opportunities for cross-selling.
  • Analyzing market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
  • Working closely with internal teams and stakeholders to define products, solutions, and strategies that best fit clients' needs.
  • Identifying share of wallet opportunities.
  • Leveraging analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
  • Ensuring adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
  • Fostering a culture aligned to BMO purpose, values, and strategy and role modeling BMO values and behaviors in all that they do.
  • Ensuring alignment between values and behavior that fosters diversity and inclusion.
  • Regularly connecting work to BMO's purpose, setting inspirational goals, defining clear expected outcomes, and ensuring clear accountability for follow-through.
  • Building interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Attracting, retaining, and enabling the career development of top talent.
  • Improving team performance, recognizing and rewarding performance, coaching employees, supporting their development, and managing poor performance.
  • Acting as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
  • Operating at a group / enterprise-wide level and serving as a senior specialist resource across BMO.
  • Influencing how teams / groups work together.
  • Applying expertise and thinking creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
  • Communicating abstract concepts in simple terms.
  • Fostering strong internal and external networks and working with and across multiple teams to achieve business objectives.
  • Anticipating trends and responding by implementing appropriate changes.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • 10+ 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, Master's degree preferred, CPA certification preferred; Business Administration, Finance, and Accounting preferred. Any other related discipline or commensurate work experience considered.
  • Seasoned expert with extensive industry knowledge.
  • Technical leader viewed as a thought leader for innovation.
  • Expert level of proficiency :

  • Product Knowledge
  • Regulatory Compliance
  • Structuring Deals
  • Portfolio Management
  • Credit Risk Assessment
  • Project Management
  • Change Management
  • Customer Service
  • Stakeholder Management
  • Negotiation
  • Customer Relationship Building
  • People Management
  • Salary : $164,400.00 - $285,600.00

    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. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

    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.

    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. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state, and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

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