Vice President, Director Equipment Finance Sales

Final date to receive applications:

Address: 320 S Canal Street

Job Family Group:
Commercial Sales & Service

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.

• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.

• 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 senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions.

• Delivers reports to the bank's 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 bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.

• Structures deals, secures credit approvals, 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.

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;
Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.

• 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

Salary

$ - $

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…