Overview
Senior Portfolio Banker/BMO Family Office – Capital Advisory Services Jobs in Los Angeles, USA at BMO Financial Group
Position: Senior Portfolio Banker / BMO Family Office – Capital Advisory Services
Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).
+ Manages the preparation of new lending proposals or presentations to clients/prospects.
+ Ensures new business meets policy and procedures requirements for profitability and risk management.
+ Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.
+ Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.
+ Negotiates directly with clients on new and existing opportunities.
+ Works directly with clients in the event of deteriorating credit situations.
+ Provides day to day technical support and management of accounts for team members and customers.
+ May act as lead relationship manager.
+ Supports the sales process and client experience, identifying gaps, issues and best practices.
+ Ensures timely resolution of all client questions and concerns, both internal and external.
+ Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
+ Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
+ Acts as a subject matter expert on relevant regulations and policies.
+ May network with industry contacts to gain competitive insights and best practices.
+ Identifies emerging issues and trends to inform decision-making.
+ Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
+ Partners with the leadership team on strategic direction and complex line-of-business projects.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Acts as the prime subject matter expert for internal/external stakeholders.
+ Collaborates with internal and external stakeholders in order to deliver on business objectives.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Completes comprehensive analysis for risk, financial and profitability rating and assessments.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
+ 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.
+ Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels.
+ Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
+ Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines.
+ May provide specialized support for other internal and external regulatory requirements.
+ Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
+ Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank’s philosophy and principles outlined in corporate risk policy and supporting policies and procedures.
+ Identifies and escalates irregularities and discrepancies to management as per guidelines.
+ Participates in assigned audits and compliance reviews.
+ Ensures proper adherence to the code of conduct and ethical guidelines.
+ Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
+ Protects the Bank’s assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.
+ Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
+ Applies expertise and thinks…
Title: Senior Portfolio Banker/BMO Family Office – Capital Advisory Services
Company: BMO Financial Group
Location: Los Angeles, USA
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