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Vice President Global Trade

Milwaukee, WI 53201

Job ID: 14866 Type: FE-Financial Services

Requisition Id:
Intake call recording

This diverse role is responsible for managing an individual portfolio of key Trade Finance franchise relationships and developing new Trade Finance relationships in BMO Harris Bank N.A. and BMO Capital Markets.


The mandate is to develop new and grow existing profitable Trade Finance relationships and business opportunities, gain market share in the United States and deliver high quality products and services to clients addressing their specific needs.


The position involves frequent interaction and extensive teamwork with BMO colleagues from various market segments and lines of business around the world including sales and product management, relationship management, compliance/risk management, credit and trade finance operations (GTO). 

Customer profile is mainly large corporations and mid-market companies actively involved internationally through import or export of products and services


Business Development & Client Management:

  • Contribute to the team sales results primarily by winning new clients and secondarily by managing own client portfolio Formal presentations of the product offering to key stakeholders within the international field such as internal bank partners, external clients/prospect and trade associations.

  • Assist clients and BMO relationship managers with structuring the financing and risk mitigation related to international trade transactions.

  • Apply innovative ways of using and selling trade finance solutions in the procurement and supply chain finance spectrum such as accounts receivable  and payable  financing.

  • Leverage firm’s resources by cross-selling other products and services to clients and prospects.


Strategy and Planning:

  • Development of annual individual business strategy and sales goals and objectives in conjunction with the regional plan and execution of same

  • Ensuring active involvement in and integration of TF client relationship planning within the context of overall client relationship coverage plan developed by commercial or corporate banking Relationship Managers.



  • Measure individual profitability and productivity.

  • Provide support and collaborate with colleagues ensuring group objectives are materialized  




  • Expertise of the global business environment

  • International financial transactions such as Import-Export Letters of Credit and Collections, Standby Letters of Credit, Bank Guarantees, Supply Chain Finance  and other trade products, services and practices

  • Understanding of the regulatory and compliance environment relating to international trade

  • Understanding of credit analysis and financial statements would be an asset


  • A self-starter

  • Confident, self-motivated individual that thrives in a fast-paced, dynamic environment.

  • Team player able to constructively interact with many elements of client and BMO organization.

  • Strong sales, negotiation, interpersonal and communication skills.

  • Proficient in the use of bank and TF related business systems and general technology such as PowerPoint, Siebel, Livelink, etc.

  • Skilled in adapting the role and approach as the requirements of the situation change, and adept at seeking new and better ways of attaining goals.

  • Regular travel to visit clients and prospects will be required.



  • Undergraduate degree with a focus on Business, Economics, Finance/Accounting, International Relations or equiv. MBA is an asset.

  • 4+ years of relevant banking experience and/or Trade Finance experience in the corporate sphere with specific focus on Trade Finance Sales/Operations/Product Development, and/or Global Treasury Management, and/or Commercial or Corporate Banking Relationship Management.
  • Experience in the areas of development of sales strategy and business plans, as well as financial modeling and client profitability measurement.


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.


Employee Status: Regular Travel: Yes, 10 % of the Time Job Level: People Manager More Information About the Job
Is Relocation Available?
Yes, nationwide

Is there a bonus structure?

Are you open to sponsorship?

This position is:

Is there a possibility to work remote?

Is there equity?

Are there flexible work hours?

Does this position have direct reports?

What are the 3-4 non-negotiable requirements on this position?
typical 3 years experience in trade finance & sales w relationships est with other clients - currently working in a bank (will consider candidate from corporate if meets all other requirements) Ability to bring new clients to bank but specifically to the group (letters of credit, open account solutions, supply chain solutions)

What are the nice-to-have skills?
candidates w energy & potential to grow someone with operations and less sales could work if they have the sales potential for growth - does not require a lot of time to train

What is exciting about this opportunity? Please use this section to describe team and company culture.
Wells Fargo has laid off in trade so would like to use this candidate market to source candidates Candidate can work in Chicago if needed but would support Milwaukee & WI market Will need to travel to WI areas to develop relationships Relocation would be based on specific candidates - could offer a lump sum for relocation costs have a book of business that can be used as potential business Previous person retired - candidate will inherit their book of business bonus is paid based of a % of their base salary - bonus is based on targets of sales goals will want to work in office when not traveling but opportunity to work remote as needed interview process - phone screen w recruiter, HM interview w candidate in-person(phone if not local), team interview (fly candidate to office if not local) to present a sales pitch, Managing Director interview

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