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 cl...