Credit Associate - Law Firms And Professional Service Firms
BMO
Chicago, IL, US
Base: $57,500.00 - $106,500.00; bonus/equity: may ...
High-net-worth client relationship management
Complex balance sheet management expertise
Business development and sales execution
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance
Job Summary
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance.
Candidates will act as a trusted advisor to high-net-worth clients, providing integrated and customized advice to help them achieve their financial goals.
BMO offers a comprehensive compensation package including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.
Matching Summary
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance.
Salary
Base: $57,500.00 - $106,500.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
High-net-worth client relationship management
Complex balance sheet management expertise
Business development and sales execution
Financial planning principles application
Risk management and compliance adherence
Nice-to-have
Consultative approach to customer conversations
Collaborative deal team environment experience
Strategic problem-solving capabilities
Data-driven decision making skills
Ability to build trusted advisor relationships
Key Requirements
4-6 years of relevant experience
Post-secondary degree in related field
Credit qualifications and knowledge per standards
Federal registration for consumer loan originator (NMLS)
Criminal background review and credit history evaluation