Bryan Maldonado Email & Phone Number

Chicago, Illinois, United States

• BMO Sponsor Finance maintains capabilities across the capital structure including senior/first lien, junior/second lien, unitranche, and equity co-invest. BMO Sponsor Finance has $20+ billion in loans to 300+ Private Equity owned companies and covers 500+ Private Equity Sponsors across the U.S.• Refine BMO’s One Client approach by identifying banking product/solution opportunities to existing/prospective Sponsor Finance clients that will translate to significant revenue growth.• Coordinate with Sponsor Finance Deal Team and Relationship Managers to develop and execute on relationship, strategic, product, and solution strategy.• Develop credit information to make lending decisions on new, renewal, and extension loans. Conduct thorough analysis of client capital and credit risk.

Chicago, Illinois, United States

• Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers.• Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.• Assist Private Wealth Advisors in market research of client and prospects.• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.• Prepares reports for financial plans; inputs appropriate data according to established.• Makes updates to sales tracking, forecast & pipeline, relationship plans and other databases.• Supports the achievement of the business plan within the designated territory / region.• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

Naperville, Illinois, United States

• Design and implement an annual business development plan to maximize referrals/opportunities through proactive outreach to branch-managed small business clients, personal prospects from business banking, and other selected personal customers.• Foster customer loyalty by creating positive customer experiences grounded in an understanding of personal and small business banking client needs.• Apply the risk management framework to the lending portfolio to protect the Bank's assets and maintain the quality of the portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.• Identify financial solutions and preferred banking channels for customers while recommending tailored solutions that address both sales and service needs.

Naperville, Illinois, United States

• Assessed customer needs and conveyed advice related to business products and strategies to consistently exceed sales goals by at least 130%.• Identified and made referrals to other business groups monthly (e.g., Treasury Payment Services, Merchant Services, Transportation Financing).• Solved complex or unresolved customer issues and escalated appropriate situations to Team Lead or Manager.

Buffalo Grove, Illinois, United States

• Collaborated with Team Lead in training multiple waves of new hires while focusing on lending products, recognizing sales opportunities, and providing real world examples.• Built and maintained a half a million HELOC pipeline with new and existing customers. • Enhanced customer satisfaction by sharing product feedback from staff and customers to Team Lead to address changing customer needs.• Oversaw the acquisition of new clients and relationship management of more than $2 million deposit accounts monthly.

Libertyville, Illinois, United States

• Developed, maintained, and supported the sale of banking products and services by generating and following referrals and leads identified in Salesforce. • Communicated with Spanish-speaking customers and offered banking products and services to meet their specific needs. • Adhered to all internal policies and procedures to decrease risk for the customer’s and the bank’s assets.• Initiated and maintained constant customer contact through face-to-face interaction, cold calls/telemarketing, and community involvement while continuing to drive sales and referrals.

Buffalo Grove, Illinois, United States

• Addressed the specific needs of Spanish-speaking customers as their primary contact.• Advised customers on 700+ 401K plans and made appropriate suggestions to enhance their banking relationship.• Counseled customers on complex IRS policies and investment options.• Provided excellent customer service while assisting department service level needs and achieving service goals.

Bachelor’S Degree

High School