Associate Director, Loan Syndications

Address:

Loan Syndications Team Overview:

The Loan Syndications team within Canadian Commercial Banking is part of BMO Financial group and covers both public and large private corporate clients operating in various industries. The team is responsible for structuring advising marketing and coordinating large syndicates and also supporting deal teams in cross selling efforts for other businesses. The team is an integral part of our go-to-market strategy and serves as key advisor to some of the banks most significant clients.

Job Overview

The Associate Director plays a critical role in supporting the growth and advice objectives of the business. This role requires a combination of advanced financial analysis strong credit analysis and relationship management abilities. Associate Directors contribute to client discussions structuring and syndicate oversight while also supporting new business efforts and delivering a superior client experience. Work is performed in close partnership with Senior Director/or Director. The team is responsible for structuring advising marketing and coordinating large syndicates and also supporting deal teams in cross selling efforts for other businesses. The team is an integral part of our go-to-market strategy and serves as key advisor to some of the banks most significant clients.

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.

• Serves as a key advisor to cross-functional teams for large complex credit transactions providing key intelligence and guidance on structure pricing and market dynamics.
• Supports members of the broader team with client servicing special requests and projects.
• Leads the structuring of high-value complex deals and credit approvals ensuring alignment with client needs.
• Oversees credit approvals and drives pricing coordination acting as the primary client advocate to ensure alignment with client needs and bank objectives.
• Drives negotiations for high-value complex transactions and credit approvals ensuring deals are structured to meet client needs.
• Manages high-value client portfolios driving cross-selling retention and profitability.
• Implements cross-selling initiatives driving client engagement and successfully transitioning opportunities into revenue-generating sales.
• Leads market coverage strategies to expand portfolios identify opportunities and align with business goals.
• Represents bank at industry forums and conferences leveraging insights on trends competition and emerging products to drive strategic decision-making.
• Engages with cross-functional teams to align strategies address client needs and drive holistic business solutions.
• Delivers reports to the banks leadership on team performance client satisfaction market trends and key strategic initiatives delivering insights that inform corporate strategy.
• Drives strategic advisory on loan products options rates terms and collateral requirements ensuring tailored solutions that align with client needs and business objectives.
• Builds and maintains strong long-term relationships with the banks high-value and strategic clients providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Structures deals negotiates high-value transactions and identifies opportunities for cross-selling.
• Analyzes market trends client industry developments and competitive positioning to inform client solution strategies and optimize client satisfaction.
• Works closely with internal teams and stakeholders to define products solutions and strategies that best fit clients needs.
• Identifies share of wallet opportunities.
• Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
• Ensures adherence to regulatory requirements internal controls and compliance policies in all aspects of relationship management mitigating risk and maintaining service standards.
• 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.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role in line with our Risk Culture and within our approved Risk Appetite making sound and risk informed decisions that align to business strategy protect assets and adhere to applicable policy documents (Frameworks Policies Standards Procedures and Supporting documents) laws and regulations.

Qualifications:

• 8 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.
• Bachelors degree or higher is required; Business Administration Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
• If a Credit Qualifiable role Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Seasoned professional with a combination of education experience and industry knowledge.

Advanced level of proficiency:

• Project Management
• Change Management

Expert level of proficiency:

• Product Knowledge
• Regulatory Compliance
• Structuring Deals
• Portfolio Management
• Credit Risk Assessment
• Customer Service
• Stakeholder Management
• Negotiation
• Customer Relationship Building

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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. To view more details of our benefits please visit: Us

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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

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. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.