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Commercial Banking Analyst Development Program

2 months ago

San Francisco, California, United States BMO Full time
About the Role

This is a challenging and rewarding opportunity to join BMO's Commercial Banking team as a Commercial Analyst Development Program (CADP) participant. As a CADP participant, you will be part of a comprehensive training program that will equip you with the skills and knowledge necessary to succeed in a commercial banking career.

Key Responsibilities
  • Facilitate decision-making and analysis of credit information to support lending decisions and processes.
  • Maintain and promote a client service environment to satisfy and exceed customer needs and expectations.
  • Make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
  • Act timely, efficiently, and independently, taking ownership of client satisfaction.
  • Provide advice and guidance to assigned business/group on implementation of solutions.
  • Break down strategic problems, and analyze data and information to provide insights and recommendations.
  • Conduct thorough analysis of client capital and credit risk.
  • Provide accurate financial analysis and risk assessment of new and existing customers.
  • Partner with internal stakeholders for accurate, detailed client information.
  • Develop credit information to make lending decisions on new, renewal, and extension loans.
  • Assist in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
  • Prepare summary, present facts, and offer opinions concerning credit worthiness.
  • Minimize BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
  • Provide input into the planning and implementation of operational programs.
  • Build effective relationships with internal/external stakeholders.
  • Focus may be on a business/group.
  • Think creatively and propose new solutions.
  • Exercise judgment to identify, diagnose, and solve problems within given rules.
  • Work mostly independently.
  • Broad work or accountabilities may be assigned as needed.
Requirements
  • Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • 3-5 years of previous Commercial Loan and Credit analyst experience required.
  • In-depth specific functional knowledge and broad business knowledge.
  • Strong analytical skills.
  • Exceptional skills in quantitative analytics and credit analysis skills.
  • Highly developed written and oral communication skills.
  • Strong proficiency in Microsoft Office products and the Internet.
  • Strong interpersonal skills.
  • Ability to work under limited supervision.
  • Basic understanding of risk management concepts.
  • Ability to learn and adapt quickly.
  • Excellent capability to independently and proactively service multiple clients.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.