BMO Financial Group Director in Chicago, Illinois


This position will be part of the newly created Middle Market Healthcare Group. The Director is a key lead on deal teams, collaborating and generating solutions to current and perspective clients within sector markets. As a sector and deal structuring expert, the Director will assist in generating significant revenue by actively managing business development opportunities and overseeing ongoing monitoring of client portfolio performance to maximize penetration and return. The Director achieves various partnering efforts, including management of the team and client initiatives, to ensure successful deals. The role is accountable for ensuring the team maintains the required internal control standards, including adherence to audit, regulatory and compliance policies.


Business Development & Delivery:

  • Collaborate with coverage relationship partner to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.

  • Actively manage client solution opportunities within sector portfolios.

  • Operate as key member of the deal team and lead preparation of lending proposals and pitches to prospective clients with efforts to maximize sector penetration and returns.

  • Deliver activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into significant sales.

  • Provide deal structuring expertise additional expertise as knowledge base and needs dictate.

  • Negotiate transactions with clients.

  • Maintain awareness of all firm products and services offered and facilitate means of receiving continuous updates.

Risk Management & Control:

  • Oversee documentation and ongoing monitoring of asset and client performance.

  • Actively manage portfolio to maximize return and credit quality.

  • Prepare/oversee preparation of concise, well reasoned credit correspondence.

  • Coordinate pricing approval as client advocate

  • Protect the Bank’s assets and maintain quality of portfolio by adhering to lending processes, policies & procedures, legal and ethical requirements and regulations, audit requirements, and established risk guidelines.

Sales Support and Partnerships:

  • Maintain key ongoing contact with lending clients and sector relationship managers.

  • Actively work with specialists as needed to support successful deals.

Management of Team and Team Workflow:

  • Effectively manage work flow of analysts and associates by aligning tasks with departmental goals and objectives.

  • Lead team to success by capturing opportunities for ongoing mentoring, coaching, and career development of analysts and associates.



  • An undergraduate degree. Focal areas of finance, economics, or accounting preferred.

  • CPA or MBA or equivalent experience in finance, accounting and business law.

  • 12-16 years of relevant experience in negotiating and structuring financial transactions, with 10-12 years of healthcare industry lending experience strongly preferred.

  • Minimum of 12 years in financial services industry experience in a corporate lending environment developing business.

  • Formal credit training and prior lending authority.

  • This position requires Credit Qualification. The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures.

  • Relevant Business Services Sector experience is highly desired.

  • Credit analysis experience/ understanding.

  • Excellent knowledge of the organizational lending and portfolio management policies and objectives.

  • Excellent knowledge of the bank’s financial solution products and services.

  • Expert knowledge in one or more areas as recognized by clients and peers.

  • Has additional years of experience and tenure to investment/ portfolio colleagues within the same business.


  • Exceptional abilities in business development with demonstrated excellence in cross-selling success, sustaining significant revenue generation.

  • Highly developed written and oral communication skills.

  • Exceptional analytical skills.

  • Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet.

  • Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building.

  • Strong ability to advocate persuasively.

  • Ability to work under limited supervision.

  • Ability to learn and adapt quickly.

  • Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities.

  • Proven abilities in managerial and leadership skills.

Working Conditions:

The normal USA Office environment applies to this position with minimal exposure to safety risks. High levels of stress may be experienced due to managing multiple and conflicting priorities. This is a highly analytical environment with decision-making needs.

We’re here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.


Job Field:

Commercial Banking

Job Schedule:


Primary Location:

United States-Illinois-Chicago