Director, Corporate Finance

Bank of Montreal

kelowna, regional district of central okanagan, Canada
Full-time
Posted June 16, 2026

Job Description

Responsibilities

  • Facilitate growth for the Bank through business development and management of key client relationships.
  • Maintain an outstanding record of significant revenue generation from sales and syndications.
  • Act as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintain strong client relationships.
  • Lead the structuring of high‑value, complex deals and credit approvals, ensuring alignment with client needs.
  • Oversee credit approvals and drive pricing coordination, acting as the primary client advocate to ensure alignment with bank objectives.
  • Drive negotiations for high‑value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
  • Manage high‑value client portfolios, driving cross‑selling, retention, and profitability.
  • Implement cross‑selling initiatives, driving client engagement and successfully transi...