Associate, Transaction Banking
1 month ago
100 King Street West Toronto Ontario,M5X 1A1
Provides innovative solutions for corporate, institutional, and government clients for monetary activities related to commerce and international trade including: traditional trade finance, Supply Chain Finance, Documentary Letters of Credit, Standby Letters of Credit, Demand Guarantees and Documentary Collections. Originates and structures corporate lending transactions that facilitates the financing and risk mitigation of export or import transactions where goods and services are either bought or sold and markets the Bank’s full capabilities to clients worldwide. Also provides ongoing management of the lending portfolio.
- Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
- Monitors client, client industry and regulatory agencies for potential changes which may affect client’s portfolio and business needs.
- Initiates contact with partners for new client sales.
- Participates in deal teams to develop, present and win mandates for new opportunities.
- Directly manages a diverse portfolio of small and middle market companies with progression toward increasing client responsibility.
- Reviews and continually monitors performance of existing accounts and client relationships.
- Identifies opportunities to diversify client portfolios.
- Understands the needs of clients and provides relevant ideas and opinions to generate recommendations.
- Identifies opportunities for increased efficiency and improved service to internal and external clients.
- Provides analytical findings to deal teams.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Uses financial analysis to proactively identify opportunities to cross-sell.
- Analyzes/assesses industry compilations.
- Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
- Complete due diligence and credit analysis on new and existing client relationships. May include client visits, analysis of business models, and comprehensive review of industry trends and related regulations.
- Understand complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
- Provides feedback on, and, supports continuous improvement opportunities.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts, where applicable.
- Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:
- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
- MBA degree preferred.
- Credit analysis experience/ understanding.
- Demonstrates solid deal/transaction execution and/or project management skills.
- Exceptional skills in quantitative analytics and credit analysis skills.
- Technical proficiency gained through 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.
- Data driven decision making - In-depth.
**We’re here to help**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO 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.
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