BMO U.S.

Customer Support

• Provides first and/or second level business support
• Acts as trusted advisors to stakeholders
• Provides extensive business knowledge
• Develops solutions based on business strategy
• Supports execution of strategic initiatives
• Builds effective relationships with stakeholders
• Analyzes data and information for insights
• Leads and participates in team projects
• Executes work to deliver service
• Provides coaching guidance to junior team members
• First point of contact operational support
• Notifies and provides regular updates on operational issues
• Supports change management activities

Customer Service Representative

Bilingual

• Fournit des services de vente et de gestion des cartes d’entreprise aux clients ou prospects de BMO.
• Conseille les clients sur les stratégies et produits liés aux cartes d’entreprise (y compris les cartes de crédit) qui répondent à leurs objectifs.
• Effectue les activités de vente et de service pour le client conformément aux procédures approuvées.
• Gère les demandes de service client entrants et les billets électroniques dans les délais de niveau de service.
• Se tient informé des besoins des consommateurs, des tendances du secteur, des meilleures pratiques et de l’environnement réglementaire en lien avec les produits et services offerts.

Associate, Corporate Card Services – Bilingual in English, French

Attorney

• Manage delinquent mortgage and loan accounts
• Ensure foreclosure proceedings are initiated and tracked in a timely manner
• Coordinate with legal teams, real estate agents, and internal departments
• Prepare and review foreclosure documentation accurately
• Maintain accurate records and provide regular updates to management
• Monitor and manage overdue mortgage or loan accounts
• Address complex escalated customer requests and transactions
• Execute established loss mitigation processes for non-performing and high-risk accounts
• Provide advice related to payments and overall collections strategies

Bilingual Legal Mortgage Collections Specialist – Foreclosure

Security Engineer

• Lead the design and maturity of end-to-end cloud security across multi-cloud environments (AWS, Azure, GCP)
• Drive enterprise-wide security improvements through architecture, governance, and cross-functional engagement
• Own secure cloud architecture aligned to Zero Trust principles
• Act as enterprise SME across all cyber domains, driving engagement and measurable improvements
• Integrate security into platform, infrastructure, and AI adoption strategies

Senior Cloud Security Architect

Account Manager

• Build and grow a portfolio of commercial clients with strong connections to Pacific Rim markets.
• Facilitate growth for the Bank through business development and management of key client relationships.
• Maintain an outstanding and continuous record of significant revenue generation from sales and syndications.
• Act as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
• Develop new business by contacting prospects and clients, and by cross-selling Bank products and services.

Relationship Manager

• Cultivates, builds, and manages relationships with a portfolio of small business clients
• Applies professional consultative sales and business development practices
• Actively identifies opportunities and refers to BMO colleagues
• Proactively develops and executes sales strategies to attract new business clients
• Develops internal and external networks and referral sources to ensure ongoing growth
• Generates appointments and opportunities to grow business results through targeted sales efforts
• Develops, maintains, and executes a business plan to achieve customer retention objectives

Business Banking Relationship Manager

Data Analyst

• Understands and articulates the business case of business questions
• Designs dashboards and analyses
• Identifies trends and patterns and provide insights through reporting and data visualization techniques
• Works with other data and analytics professionals
• Builds various reporting dashboards using appropriate data extraction and visualization techniques
• Researches continuous improvement in data visualization
• Develops tools and delivers training programs for reporting tools and self-serve analytics

Data Analyst, Visualization

Analyst

• Analyze and prepare credit information to support lending decisions for new and existing commercial banking loans and credit solutions within an assigned client portfolio
• Deliver policy-compliant credit recommendations while leading projects and initiatives focused on enhancing credit quality, optimizing ROE, and maintaining exceptional client service across USCB
• Minimize BMO’s risk exposure by adhering to internal credit policies and procedures
• Independently perform/approve financial covenant compliance calculations and verify collateral margining
• Lead and support project management initiatives in collaboration with LOBs, offshore partners, Risk/Control, and other stakeholders

Senior Commercial Portfolio Analyst

Software Engineer

• Uses advanced analytical algorithms and technologies to mine and analyze large sets of structured and unstructured data to obtain insights
• Designs and constructs new processes for modeling data
• Develops predictive models and leverages big data technology to design solutions that deliver smarter business decisions, improve customer experience, and drive productivity
• Collaborates with other data and analytics professionals and teams to optimize, refine, and scale analysis into mature analytics solutions
• Provides specialized consulting, analytical and technical support

Anaplan Developer

Financial Planning and Analysis

• Service incoming phone calls and emails from clients in a professional manner within service level goals
• Provide comprehensive client service and account management to clients, including executing trades on client account open requests, facilitating customer asset transfers, and providing general information on accounts and products
• Uncover referral opportunities to Financial Advisors as opportunities arise during the customer conversation
• Resolve any client issue or concern quickly and effectively to retain the relationship and build future opportunities for growth

Investment Specialist

• Facilitates growth for the Bank through business development and management of key client relationships
• Maintains an outstanding and continuous record of significant revenue generation from sales and syndications
• Leads the structuring of high-value, complex deals, and credit approvals
• Drives negotiations for high-value, complex transactions
• Manages high-value client portfolios, driving cross-selling, retention, and profitability
• Represents bank at industry forums and conferences
• Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives

VP, SBA Specialty Finance Officer

Manager

• Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects
• Supports sales and customer service activities to meet strategic customer experience and profitability goals
• Advises customers on products and strategies that meet their financial objectives
• Conducts cold calls to prospective customers to develop new customer relationships
• Develops and executes a branch business plan to maximize business growth and wallet share
• Builds effective relationships with internal/external stakeholders

Bank Manager

• Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts
• Advises internal and external stakeholders on complex credit risk transactions and mitigation strategies
• Makes credit decisions/recommendations in accordance with sound credit-granting principles
• Works with stakeholders to deepen relationships and grow overall profitability of the portfolio
• Recommends alternatives to credit proposals
• Contributes to the development and implementation of lending related policies and procedures
• Acts as a trusted advisor to assigned business/group
• Influences and negotiates to achieve business objectives
• Recommends and implements solutions based on analysis of issues
• Assists in the development of strategic plans
• Identifies emerging issues and trends to inform decision-making
• Integrates information from multiple sources to enable more efficient processes
• Employs systems to manage information
• Breaks down strategic problems, analyzes data and information to provide insights and recommendations
• Builds change management plans of varying scope and type
• Leads or participates in defining the communication plan
• Provides technical expertise to other team members
• Supports the manager by coordinating and managing workflow

Relationship Manager – Special Accounts

• Facilitates growth for the Bank through business development and management of key client relationships.
• Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
• Structures deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
• Provides support for sales activities such as presentations, bids/proposals, and requests for information.
• Coordinates cash management product implementations to ensure that the process stays on track and aligns with established timelines.
• Participates in industry forums and conferences to stay ahead on industry trends, competitive insights, and emerging products and services.
• Works with internal teams to structure tailored financial products and solutions that meet client needs, ensuring compliance with regulatory requirements and bank policies.
• Collects and analyzes client data and market trends to provide actionable insights for strategic decisions.
• Analyzes internal sales reports, offering recommendations for improvements to materials based on data and client feedback.
• Identifies areas for process improvement and manages initiatives to streamline operations, improve efficiency, and enhance the overall client experience.
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
• Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Identifies share of wallet opportunities.
• Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
• Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.

Relationship Manager, Japanese Banking

• Supports the execution of accurate and efficient daily pricing processes for fund valuation
• Researches and analyses price movements, company news, corporate actions reports, market value reports to provide fair value prices
• Works across BMO to deliver specific project/program results in alignment with overall group goals
• Supports an efficient and effective fund valuation function which uses common information sources and practices, reduces ongoing costs, increases service level performance and minimizes risk
• Provides input into the planning and implementation of daily pricing uploads/processes
• Participates and provides input/support when fair value events occur
• Supports the production of financial, regulatory, and management reporting requirements
• Executes work to deliver timely, accurate, and efficient service for daily, monthly, quarterly and annual processes for reporting
• Analyses data and information to provide financial, regulatory and related risk insights and recommendations
• Supports the interpretation and definition of internal and external policies and regulatory requirements e.g. credit reporting
• Ensures strong governance and effective controls across finance & accounting activities and information in accordance with enterprise standards
• Provides attestation to the validity of financial results and highlight significant information including variances, trends, opportunities and exposures to their Manager
• Provides information and support the process for internal (Corporate and SOX) and external audits
• Gathers and formats data into regular and ad-hoc reports, and dashboards
• Organizes work information to ensure accuracy and completeness
• Thinks creatively and proposes new solutions
• Exercises judgment to identify, diagnose, and solve problems within given rules
• Works mostly independently