Regional Director, Lending – Private Wealth
Job Description
Description
Application Deadline:
09/12/2025
Address:
1250 boul Rene Levesque Ouest
Job Family Group:
Wealth Sales & Service
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 Private Banking Officers and Lending Specialists. 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).
- 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.
- 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
Company
BMO Financial Group
Location
Montreal
Country
Canada
Salary
100.000
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