Managing Director - Vendor ELS
Bank of the West
- Tempe, AZ
- Permanent
- Full-time
- Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
- Ensures alignment between values and behaviour that fosters diversity and inclusion.
- Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
- Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
- Attracts, retains, and enables the career development of top talent.
- Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
- Generates significant revenue for the bank over a sustained period of time and recognizes revenue opportunities to cross-sell bank products for all areas of the Bank.
- Leads the deal team in executing pitches to prospective clients with efforts to maximize sector penetration and returns.
- Delivers highly reliable activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into sales.
- Provides deal structuring expertise and additional expertise as knowledge base and needs dictate.
- Negotiates transactions with clients on highly complex matters.
- Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks
- Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.
- Oversees documentation and ongoing monitoring of asset and client performance.
- Obtains credit concurrence and coordinates pricing approval as client advocate.
- Actively works with specialists as needed to support successful syndication and sales.
- Reinforces sales process and client experience, identifies gaps, issues and best practices.
- Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
- Develops an expert understanding of business/group challenges.
- May consult to or serve on various committees and task forces.
- Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Ensures alignment between stakeholders.
- Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
- Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
- Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
- Determines and deploys equipment, processes and human resources, and optimize the allocation of resources.
- Develops, implements and reviews a plan to complete all assigned tasks in a timely manner to acceptable quality standards and in accordance with bank guidelines.
- Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
- Gathers data to advance sale process and completes all required documentation.
- Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
- Tracks implementation requests to keep the process on track with timelines.
- Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
- Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
- Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
- Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
- Maintains current client information on Bank system/files to ensure client history is accurate and complete.
- Ensures accurate billing to clients.
- Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
- Influences how teams/groups work together.
- Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
- Communicates abstract concepts in simple terms.
- Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
- Anticipates trends and responds by implementing appropriate changes.
- Broader work or accountabilities may be assigned as needed.
- Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- This position requires Credit Qualification. The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures.
- An undergraduate degree. Focal areas of finance, economics, or accounting preferred.
- CPA or MBA or equivalent experience in finance, accounting and business law.
- 15+ years of relevant experience in negotiating and structuring financial transactions.
- Minimum of 15 years in financial services industry experience in a corporate lending environment with solid achievements in developing business.
- Formal credit training and prior lending authority.
- Seasoned expert with extensive industry knowledge.
- Technical leader viewed as a thought leader for innovation.
- Verbal & written communication skills - Expert.
- Analytical and problem solving skills - Expert.
- Influence skills - Expert.
- Collaboration & team skills; with a focus on cross-group collaboration - Expert.
- Able to manage ambiguity.
- Data driven decision making - Expert.