Managing Director, National Accounts

3 days ago

Calgary AB, Calgary Census Division, AB; Alberta, Canada Bank of Montreal Full-time €120,000 - €215,000

Application Deadline: 10/30/2026 Address: 525 8th Ave SW East Tower Job Family Group: Commercial Sales & Service

The Managing Director Auto Finance 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. Is accountable to directly generate sales with new clients and coordinate all sales to existing and new clients. This role will develop and execute a 1–2-year sales plan to significantly expand the Bank’s market share and revenue base in the Large Corporate Auto / Dealership segment through the acquisition of profitable clients. The Managing Director is accountable to develop an effective internal and external network for successful opportunities and to co‑ordinate the client relationship for further revenue generation. Primarily interfacing at the Owner/CEO level, this role will apply effective and professional consultative sales and business development principles, practices and techniques to ensure the identification, negotiation, structuring and provision of the initial underwriting for unique, complex business transactions. The Managing Director will ensure credit decisions and recommendations are in accordance with sound credit‑granting principles and ensure compliance with internal and external requirements and regulations.



Key Responsibilities

Business Delivery and Operational Effectiveness Develop, implement, review and revise short (3 – 12 months) and long term (1 – 2 year) rolling sales strategies and tactical plans, focusing on identifying profitable Large Corporate Auto / Dealership business prospects and existing clients with complex needs and opportunities, to grow the portfolio. Apply territory management, relationship selling and relationship expansion strategy and performance to current and potential Corporate Finance clients, ensuring comprehensive, holistic financial solutions. Accompany and support the Head, National Accounts, with client interactions, and relationship building. Understand and adhere to credit granting policies relative to quality and verification of information, analysis, profitability and credit recommendations, executing sale of credit/non-credit products and services to corporate clients and prospects as defined. Plan, implement and maintain an effective business development and community involvement strategy to expand and protect share of profitable corporate clients, utilizing an extensive network of referral resources. Manage a high‑value portfolio with a focus on client retention, profitability and long‑term growth. Sales and Service Complete proactive, focused, profitable sales of Automotive Finance Division products and services, based on referrals/prospects, and knowledge of the regional and North American corporate marketplace to improve share of wallet and market share. For new prospects, review and analyze financial statements, cash flow and working capital position, business plans, goals and objectives etc. all of which could be complex, together with relevant client‑industry developments and competitive positioning, developing suggestions and alternatives that meet or exceed the client’s objectives. Collaborate with internal product, credit and solution partners to define strategies and solutions that best fit client needs. Prepare proposals, undertake negotiations with prospects, and complete internal negotiations relative to the sale of product and services. Be highly visible in the marketplace to proactively, and with a long‑term focus, develop an internal and external network of referral sources that effectively generates prospects for new business to maintain a consistent pipeline of prospective corporate large clients for future execution. Apply resourceful business development and relationship management skills, and sales/service principles, practices and techniques, to support the achievement of target level revenues through the sale of the full suite of customized commercial products and services. Build and sustain long‑term relationships with high‑value and strategic clients, providing strategic advice and exceptional service to strengthen partnership and client loyalty. Act as the escalation point for complex client issues, applying strategic problem‑solving and conflict‑resolution skills to protect client relationships and ensure a high level of customer satisfaction.

Planning

Develop, implement, review and revise a 1 – 2-year Sales and Territory Development Plan, for existing clients and key prospects, focusing on identifying corporate finance banking needs and opportunities which will result in meeting or exce