Commercial Banker, VP

2 weeks ago

San Francisco, California, United States Bank of Montreal Full time

Application Deadline:

03/20/2025

Address:
VIRTUAL(U)05 - HomeRes - CA

Job Family Group:
Commercial Sales & Service

Ideal candidate will have Transportation Industry knowledge and experience focusing on the trucking subsector and truck dealerships.

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

  • Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
  • Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.
  • Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
  • May coordinate closing with closing department, clients and attorneys.
  • Serves as a daily escalation resource to ensure client expectations are met or exceeded.
  • Advises clients on loan products, options, rates, terms and collateral requirements.
  • May advise business clients on cash management/deposits solutions.
  • Advises clients, where possible, on business management and other financial matters.
  • Develops and manages Commercial banking relationships, plans for prospective clients;
  • may include focused calling and pipeline management activities.
  • Acts as the prime subject matter expert for internal/external stakeholders.
  • Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
  • Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
  • Monitors and tracks performance, and addresses any issues.
  • Ensures proper documentations for loans and cash management services.
  • Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.
  • Evaluates and structures loan requests, determining appropriate documentation for Approved loans.
  • Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
  • Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.
  • Follows up after closing to insure all documents are completed and filed.
  • Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
  • Gathers data to advance sale process and completes all required documentation.
  • Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
  • Tracks implementation requests to keep the process on track with timelines.
  • Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
  • Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
  • Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
  • Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
  • Maintains current client information on Bank system/files to ensure client history is accurate and complete.
  • Ensures accurate billing to clients.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.
    Qualifications:
  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
Salary:

$87,000.00 - $161,400.00

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About 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. 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.

To find out more visit us at http://jobs.bmo.com/us/en

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.

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.

  • Tech VP

    2 days ago

    San Francisco, California, United States Selby Jennings Full time

    Job Title: Investment Banking Associate / VPLocation: San FranciscoJob Summary:We are collaborating with a top bulge bracket investment banking firm based in San Francisco, currently looking to expand their Tech coverage team by bringing on a talented Associate and VP. The SF team stands out for its exceptional group of elite bankers, renowned for their deep...

  • Commercial Banker Portfolio Manager

    3 weeks ago

    San Francisco, California, United States Amalgamated Bank Full time

    Job DescriptionAs a Commercial Banker in our Cash Management team, you will be responsible for developing and managing a portfolio of relationships with a focus on deposits and providing support to our most complex clients. Your expertise in banking products, combined with strong sales abilities, will be essential in creating tailored proposals to meet...

  • VP of Commercial Sales and Marketing

    4 days ago

    San Francisco, California, United States Moody's Investors Service Full time

    We are looking for a highly experienced VP of Commercial Sales and Marketing to join our team as a Strategic Business Development Leader. This individual will be responsible for leading business development activities, executing and improving business, and championing the adoption of digital channels by issuers and staff.The ideal candidate will have a...

  • VP, Commercial Sales

    3 weeks ago

    San Francisco, California, United States Jobleads-US Full time

    How you can help make a better world of workCulture Amp is looking for a VP, Global Commercial Sales to lead the charge in helping as many new businesses build a better workplace. This is a role crucial to the long-term success of our business. Working with the Chief Revenue Officer, you will be tasked with evolving our Commercial Sales Team globally as we...

  • Commercial Banker

    6 days ago

    San Francisco, California, United States Amalgamated Bank of NY Full time

    At Amalgamated Bank of NY, we are seeking a highly skilled Commercial Banker to join our team focused on deposit solutions. In this role, you will be responsible for developing and managing a portfolio of relationships with a focus on deposits and providing support to the region's most complex clients utilizing cash management services.The ideal candidate...

  • Commercial Banker- Cash Management

    3 weeks ago

    San Francisco, California, United States Amalgamated Bank Full time

    An exciting position is now available at America's Socially Responsible Bank Amalgamated Bank is seeking an experienced Commercial Banker to join our team focused on cash management. In this role, you will be responsible for developing and managing a portfolio of relationships with a focus on deposits and providing support to the region's most complex...

  • VP of Growth and Expansion

    3 days ago

    San Francisco, California, United States Adyen Full time

    We're looking for a seasoned marketing leader to join our team as the VP of Marketing, North America. In this role, you'll be responsible for creating Adyen's marketing strategy to drive marketing goals in alignment with our commercial strategy.The RoleYou'll translate regional commercial priorities and our global marketing strategy into a regional approach,...

  • VP of Marketing, NA Growth Strategy

    4 days ago

    San Francisco, California, United States Tbwa ChiatDay Inc Full time

    About the RoleThis role will work from our San Francisco or New York office and report directly to the President of North America with a dotted line to the SVP of Marketing.The VP of Marketing, North America is responsible for creating Adyen's marketing strategy to drive marketing goals in alignment with the commercial strategy, with a heavy focus on new...

  • VP Finance

    7 days ago

    San Francisco, California, United States Harmonic Finance Inc ™ | Certified B Corp Full time

    VP Finance - Rapid Growth Fintech/ SaaS Start-Up | RemoteHarmonic Finance Inc | Certified B CorpThis range is provided by Harmonic Finance Inc | Certified B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range$230,000.00/yr - $300,000.00/yrVP Finance | Rapid-Growth Fintech/ SaaS Startup |...

  • Commercial Banker, VP

    2 weeks ago

    San Jose, California, United States BMO Financial Group Full time

    Ideal candidate will have Transportation Industry knowledge and experience focusing on the trucking subsector and truck dealerships.Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from...

  • Commercial Banking Executive

    4 days ago

    San Francisco, California, United States Bank of Montreal Full time

    Job DescriptionWe are looking for a highly experienced Commercial Banking Executive to lead our East Bay operations. As a senior leader, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and driving revenue growth through strategic partnerships and alliances.You will oversee a team...

  • Commercial Banking Associate

    2 days ago

    San Francisco, California, United States East West Bank Full time

    About UsEAST WEST BANK (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation and enterprising spirit.We are committed to absolute integrity and give people the confidence to reach further.As a Senior Relationship Banker at East West Bank, you will be part of a world-class team that focuses on delivering high-quality relationship banking...

  • VP Program Manager

    1 week ago

    San Francisco, California, United States Discover International Full time

    I'm recruiting for a VP Program Management/Head of Program Management for a young and growing biotech in the Bay Area. Ideally looking for a candidate with experience moving programs from IND enabling through to phII/phIII across multiple therapeutic areas. This role will interact cross functionally with the internal and external stakeholders and will need...

  • Senior Relationship Banker

    1 week ago

    San Francisco, California, United States East West Bank Full time

    IntroductionSince 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Senior Relationship Banker

    1 week ago

    San Francisco, California, United States East West Bank Full time

    IntroductionSince 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Senior Relationship Banker

    2 weeks ago

    San Francisco, California, United States Unavailable Full time

    IntroductionSince 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • VP of Corporate Development

    15 hours ago

    San Diego, California, United States Tide Rock Full time

    Tide Rock is seeking a highly experienced professional to join our Corporate Development team as VP of Corporate Development & Deal Origination.This critical role involves leading a high-volume M&A function, managing teams that identify, acquire, and grow high-potential businesses aligned with our investment profile.The ideal candidate will have a proven...

  • VP, Global Markets Advisor

    1 week ago

    San Francisco, California, United States BMO Financial Group Full time

    BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarketsWe are seeking a results-driven Global Markets Advisor ("GMA") with a proven track record in sales to join our dynamic team. In...

  • Relationship Banker

    5 days ago

    San Francisco, California, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its "Different Approach, Better Results" philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...

  • Relationship Banker

    5 days ago

    San Francisco, California, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its "Different Approach, Better Results" philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...