BMO Financial Group Jobs

Mobile bmo Logo

Job Information

BMO Financial Group Director-Commercial Banking, ABL in Irvine, California


The Director is a key lead on deal teams, collaborating and generating solutions to current and prospective clients within sector markets. As a sector and deal structuring expert, the Director will assist in generating significant revenue by actively managing business development opportunities and overseeing ongoing monitoring of client portfolio performance to maximize penetration and return. The Director achieves various partnering efforts, including management of the team and client initiatives, to ensure successfuldeals. The role is accountable for ensuring the team maintains the required internal control standards, including adherence to audit, regulatory and compliance policies.

The Director Business Development is responsible for originating lending and other revenue generating opportunities for the Bank while enhancing brand awareness and market penetration through a targeted prospecting approach. The Director is a key lead on deal teams, collaborating internally and externally to generate and present solutions to perspective clients within sector markets in an effort to maximize market penetration and returns. This position will serve as a primary contact with the C suite executives of prospects. The Director is to maintain an awareness of all bank products and services offered and facilitate cross selling solutions. This position is supported by industry experts and products experts within BMO. As the primary client advocate this position must champion prospect initiatives and manage the deal process to ensure the timely delivery of solutions.


A. Business Development & Delivery 30

B. Risk Management & Control 20

C. Sales Support and Partnership 30

D. Management of Team and Team Workflow 20


A. Business Development & Delivery

-Collaborate with coverage relationship partner to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.

-Actively manage ABL client solution opportunities within sector portfolios.

-Call on centers of influence to obtain bona fide referrals

-Directly call on known asset based borrowers.

-Operate as key member of the deal team and lead preparation of lending proposals and pitches to prospective clients with efforts to maximize sector penetration and returns.

-Deliver activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into significant sales.

Provide deal structuring expertise additional expertise as knowledge base and needs dictate.

-Negotiate transactions with clients.

-Maintain awareness of all firm products and services offered and facilitate -means of receiving continuous updates.

B.Risk Management & Control

-Oversee documentation and ongoing monitoring of asset and client performance.

-Actively manage portfolio to maximize return and credit quality.

-Prepare/oversee preparation of concise, well reasoned credit correspondence.

-Obtain credit concurrence and coordinate pricing approval as client advocate

-Protect the Bank’s assets and maintain quality of portfolio by adhering to lending processes, policies & procedures, legal and ethical requirements and regulations, audit requirements, and established risk guidelines.

C.Sales Support and Partnerships

-Maintain key ongoing contact with lending clients and sector relationship managers.

-Actively work with specialists as needed to support successful deals.

D.Management of Team and Team Workflow

-Effectively manage work flow of analysts and associates by aligning tasks with departmental goals and objectives.

-Lead team to success by capturing opportunities for ongoing mentoring, coaching, and career development of analysts and associates.




  • An undergraduate degree with focus on finance, economics, or accounting preferred.

  • CPA, MBA or equivalent experience in finance, accounting and business law.

  • 10 years of relevant experience in negotiating and structuring Asset Based transactions.

  • Formal credit training and prior lending authority.

  • Credit analysis experience/understanding.

  • Excellent knowledge of the organizational lending and portfolio management policies and objectives.

  • Excellent knowledge of the bank’s financial solution products and services.

  • Expert knowledge in one or more areas as recognized by clients and peers.


  • Exceptional abilities in business development with demonstrated excellence in cross-selling success, sustaining significant revenue generation.

  • Highly developed written and oral communication skills.

  • Exceptional analytical skills.

  • Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet.

  • Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building.

  • Strong ability to advocate persuasively.

  • Ability to work under limited supervision.

  • Ability to learn and adapt quickly.

  • Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities.

  • Proven abilities in managerial and leadership skills.

We’re here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

As a member of the BMO Harris Bank 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 .

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.


Job Field:

Commercial Banking

Job Schedule:


Primary Location:

United States-California-Irvine