Head of U.S. Family Office and Firm Banking

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 cross-selling 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.

• Acts as a subject matter expert on relevant regulations and policies.

• Identifies emerging issues and trends to inform decision-making.

• 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 analyzes data and information to provide insights and recommendations.

• Monitors and tracks performance, and addresses any issues.

• Designs and produces regular and ad‑hoc 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…