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BMO U.S.
BMO U.S.
5,001 – 10,000 Employees
ConsultingInsuranceLogistics
BMO U.S. is a U.S.-based diversified financial services company serving individuals, small businesses, and large enterprises. Its offerings span personal and business banking, mortgages, investments, financial planning, insurance, wealth management, commercial lending, and commercial mortgages. The company also supports digital and cross-border banking, alongside asset management and capital markets activities. Its broad operating model creates opportunities across financial services, banking technology, customer support, commercial finance, and related corporate functions.
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Senior Vice President, Equipment Finance Sales Director

Lead BMO’s Equipment Finance sales growth through complex deal structuring, credit approvals, and commercial banking partnerships. Manage strategic client portfolios, negotiations, cross-selling, and revenue performance.

USUnited StatesCACalifornia
$120,000 – $250,000 / year
On-siteFull-timeSeniorEnglish RequiredVice President

Description

  • Drive Equipment Finance sales growth through business development and key client relationships.
  • Partner with Commercial Bank relationship managers to sell directly to bank customers and prospects.
  • Generate revenue through sales and syndications.
  • Provide daily sales and operational support.
  • Resolve client issues and identify, address, or refer opportunities to improve service.
  • Escalate and resolve complex client issues and conflicts.
  • Structure high-value, complex deals and lead credit approval processes.
  • Oversee credit approvals and coordinate pricing while advocating for clients.
  • Negotiate high-value, complex transactions and credit approvals.
  • Manage major client portfolios to support cross-selling, retention, and profitability.
  • Turn cross-selling opportunities into revenue-generating sales.
  • Lead market coverage plans to expand portfolios and identify opportunities.
  • Represent BMO at industry forums and conferences.
  • Work with senior leaders and cross-functional teams to align strategies and meet client needs.
  • Report on team performance, client satisfaction, market trends, and strategic initiatives.
  • Advise clients on loan products, options, rates, terms, and collateral requirements.
  • Build and maintain relationships with strategic, high-value clients.
  • Assess market trends, client industry developments, and competitive positioning.
  • Collaborate with internal teams to define products, solutions, and strategies.
  • Identify opportunities to grow share of wallet.
  • Use analytical tools to grow portfolios above return-on-equity thresholds and assess client returns.
  • Meet regulatory, internal control, and compliance requirements.
  • Advise senior leaders and stakeholders as a specialist resource.
  • Adapt approaches in response to changing trends.

Requirements

  • At least 10 years of relevant commercial banking experience, preferably in Equipment Finance.
  • Bachelor’s degree required; a degree in Business Administration, Finance, or Accounting is preferred.
  • Experience structuring equipment loans and leases.
  • Business development experience.
  • Negotiation experience.
  • Deal structuring experience.
  • Knowledge of commercial banking products.
  • Knowledge of commercial banking regulatory compliance.
  • Credit risk assessment experience.
  • Customer service experience.
  • Customer relationship management experience.

Benefits

  • Performance-based incentives.
  • Discretionary bonuses.
  • Health insurance.
  • Tuition reimbursement.
  • Accident insurance.
  • Life insurance.
  • Retirement savings plans.
  • In-depth training and coaching.
  • Manager support.
  • Opportunities to build a professional network.
  • Tools and resources to support career milestones.
  • Reasonable accommodations for people with disabilities.

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