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Director, UHNW Lending

Company

BMO

Location

calgary, ab

Posted

June 12, 2026

Position Overview

Responsibilities

  • 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 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 clients in the event of deteriorating credit situations.
  • Provides day‑to‑day technical support and management of accounts for team members and customers.
  • May act as lead relationship manager.
  • Supports the sales process and client experience, identifying gaps, issues and best practices.
  • Ensures timely resolution of all client questions and concerns, both internal and extern...

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