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Portfolio Manager
2 months ago
We are seeking a highly skilled and experienced Portfolio Manager to join our team at the Bank of Montreal. As a key member of our lending team, you will be responsible for providing exceptional customer service and portfolio management in lending services for all existing and potential clients.
Key Responsibilities- Portfolio Management: Provide proactive credit analysis, structuring, decisions, and portfolio monitoring to ensure timely and accurate completion of transaction processing.
- Customer Service: Ensure timely resolution of all client questions and concerns, both internal and external, and provide day-to-day technical support and management of accounts for team members and customers.
- Business Development: Identify cross-selling opportunities to increase client penetration for banking, investments, and deposits, and prepare new business proposals or presentations to clients/prospects.
- Relationship Management: Act as lead relationship manager, partner with the leadership team on strategic direction and complex line-of-business projects, and conduct independent analysis and assessment to resolve strategic issues.
- Compliance: Ensure proper adherence to the code of conduct and ethical guidelines, follow security and safeguarding procedures, and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering, or defalcation.
- Experience: Typically between 5-7 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
- Knowledge: In-depth knowledge of personal and commercial credit and non-credit products, monitoring/operational processes, and applications, as well as loan and security documentation, including registration and renewal routine.
- Skills: Expert communication and relationship management skills, analytical and problem-solving skills, and influence skills.
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and experienced professional looking for a challenging and rewarding role, please submit your application.
