Portfolio Manager

3 weeks ago

Indianapolis, Indiana, United States Bank of Montreal Full time

Job Summary

We are seeking a seasoned Portfolio Manager to join our Diversified Industries Group. The ideal candidate will have 7+ years of experience in credit covering the middle market, generating $50MM - $2B in revenue.

The Portfolio Manager will be responsible for building a primarily new portfolio focused on new client acquisition and growth in market share in this middle market segment across all industry verticals.

The successful candidate will develop and leverage strong relationships with the Relationship Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience.

The Portfolio Manager will also be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business, including Wealth, Retail, Small Business, and Capital Markets.

Key Responsibilities

  • Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank.
  • Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations.
  • Leads and executes business development plans to achieve business goals.
  • Improves service levels, client satisfaction, and loyalty scores by identifying and providing recommendations for process improvement.
  • Provides strategic input into business decisions as a trusted advisor.
  • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
  • Develops the business case by identifying needs, analyzing potential options, and assessing expected return on investment.
  • Partners with internal stakeholders to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations, and proposals.
  • Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
  • Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Provides direction on the creation of comprehensive credit structures to meet the transactional needs of clients.
  • Collaborates with internal stakeholders to generate ideas, identify client solutions, and pursue marketing efforts.
  • Provides accurate financial analysis and risk assessment of new and existing customers.
  • Partners with internal stakeholders for accurate, detailed client information.
  • Develops credit information to make lending decisions on new, renewal, and extension loans.
  • Assists in negotiations of terms and conditions of all decisions made via phone and email interaction with clients.
  • Prepares summary, presents facts, and offers opinions concerning credit worthiness.
  • Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
  • Provides input into the planning and implementation of operational programs.
  • Builds effective relationships with internal/external stakeholders.
  • 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.

Qualifications

Typically 7+ years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.

Seasoned professional with a combination of education, experience, and industry knowledge.

Verbal and written communication skills - In-depth/Expert.

Analytical and problem-solving skills - In-depth/Expert.

Influence skills - In-depth/Expert.

Collaboration and team skills; with a focus on cross-group collaboration - In-depth/Expert.

Able to manage ambiguity.

Data-driven decision making - In-depth/Expert.

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