BMO U.S.

Analyst

• Investigates and identifies strategies to optimize business operations and services
• Defines business requirements to inform technology build and operations
• Sources business and market data to evaluate the effect of projects
• Assesses efficiency and performance of technology
• Identifies and analyzes malfunctions, system workflow, and troubleshoots issues
• Elicits requirements and analyzes feasibility for expected business outcomes
• Supports various project teams across the project lifecycle

Business Technology Analyst, Summer 2026 – Co-op/Intern

• Act as a primary sales contact for clients, responding to product inquiries, pricing discussions, implementation timelines, and requirements.
• Partner with clients to gather required information and complete documentation necessary to advance sales opportunities through the approval and implementation process.
• Support pre‑sales activities, including pitch preparation, client and industry research, and preparation of prospect and client materials for Sales Professional Planning.
• Develop a strong understanding of client needs, objectives, and desired outcomes to support effective solution design.
• Assist in the development of tailored solutions and recommendations aligned with client strategies and stakeholder requirements, including supporting implementation where required.
• Work with internal pricing models and tools to generate pricing analyses and recommendations in support of client proposals.
• Contribute to focused calling initiatives and pipeline management activities as needed.
• Provide materials and support to deliver a high‑quality client experience throughout the sales and onboarding process.
• Identify, document, and escalate potential risk issues, and recommend workflow or administrative process improvements to enhance efficiency and client service.
• Perform additional duties as required, including industry and company‑specific research and ad hoc projects in support of senior professionals.

Global Trade, Corporate Banking Analyst

Consultant

• Provides exceptional service to credit card customers by reviewing and analyzing each case
• Works with merchants to ensure the accuracy of each chargeback submission
• Contacts customers to request additional information and/or documentation as required
• Identifies and escalates any adverse trends or situations which may result in financial loss or represent a risk to the organization
• Sends out client communications, transaction processes, and interfaces operations partners to ensure customer needs are met.
• Ensures delivery of exemplary service by investigating and resolving client/customer questions and issues in a timely, efficient and effective manner
• Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements
• Proactively address and resolve issues and concerns presented by internal partners
• Leads/participates in the design, implementation and management of core business/group processes
• Processes issuer chargebacks, adhering to BMO policies and procedures
• Handles customer inquires in an informed, professional, and efficient manner
• Probes as needed to understand customer needs and provides advice as required
• Manages transactional outcomes of customer calls or defers to appropriate internal business groups
• Escalates complex or unresolved customer situations to internal groups as required
• Performs any required documentation after completed calls to ensure customer’s requests are accurately processed
• Maintains the confidentiality of customer and Bank information
• Keeps up to date with banking industries practices and trends
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
• Analyzes issues and determines next steps

Dispute Consultant

Account Manager

• Ideal candidate 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.
• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
• Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
• Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
• Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.
• Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
• Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
• Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
• Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
• Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
• 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.

VP, Senior Relationship Manager, Commercial – Emerging Middle Market

Vice President

• Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions.
• Makes credit decisions and recommendations in compliance with bank policies while maintaining an exceptional client service environment.
• Negotiates loan structures and terms and conditions that align client requirements with bank risk appetite and policies.
• Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.
• Monitors portfolio to identify deteriorating credit conditions and compliance, analyzes metrics, and assesses broader industry trends.

VP, Credit Portfolio Officer, Commercial – Emerging Middle Market

Executive Assistant

• Performs a variety of administrative and clerical tasks
• Provides professional support to one or more Managers and their direct reports
• Establishes administrative support & reception best practices
• Identifies, develops, recommends and implements cost saving opportunities
• Provides subject matter expertise and advice related to assigned strategic initiatives
• Builds effective relationships with internal/external stakeholders
• Gathers and formats data into regular and ad-hoc reports, and dashboards
• Manages sensitive communications, Outlook inbox, reports, invoices, and related documents for the assigned Executive

Manager

• Manage a team of 2-3 analysts
• Conduct proactive analysis to identify loan pricing opportunities and risks; present recommendations to senior management and executives.
• Own client profitability methodologies, including ROE frameworks, Basel parameters, RWA, FTP parameters and expense allocation methodology.
• Define business requirements for the Data Foundations team to build and maintain data sources that support ROE, loan pricing insights, and portfolio trends.
• Serve as the business owner for the Pricing & Profitability application; Collaborate with client-facing teams and executives to prioritize enhancements and new capabilities; Translate business needs into formal requirements for Technology and ensure product delivery meets expectations.
• Work with external data providers and vendors to benchmark the bank’s pricing and profitability performance; Bring market intelligence into internal discussions to inform strategic decisions.

Senior Manager, Pricing & Profitability

QA Engineer

• Ensures the quality of the products that technology delivers, working closely with all applications, common services/middleware, and infrastructure teams throughout the development/engineering lifecycle
• Designs, develops, executes, and maintains test plans of infrastructure, common services/middleware, data, and applications in various environments
• Records and documents testing results (including anomalies and issues) and compares them to expected results
• Detects solution failures so that defects may be discovered and corrected
• Generates historical analysis of test results and maintains a list/repository of defects
• Reviews and interprets all documentation related to testing, including business requirements and functional and design specifications, to provide input to the project team on the planning of testing activities
• Provides immediate response to production program problems
• Conducts independent analysis and assessment to resolve strategic issues
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
• Monitors and tracks performance, and addresses any issues
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations
• Leads and implements core initiatives with complete test strategies
• Able to develop test automation suites, design frameworks, and define standards
• Oversees several test projects simultaneously and provides scheduling support to operations
• Ensures that systems and software are functionally appropriate, technically sound and well integrated
• Reviews, evaluates, and derives requirements for testability
• Designs, develops, executes, and maintains testing strategies and plans to ensure stability and efficiency, enabling a seamless customer experience
• Executes and verifies test cases as part of the overall functional testing of Information Technology products as well as reporting defects and test results to the stakeholders
• Recommends approaches to streamline and integrate technological processes and systems in the organization to improve overall efficiency and improve the bank
• Ensures the accuracy and consistency of test results through documentation processes
• Follows BMO’s SDLC process
• Communicates the overall quality of a deliverable and ensures metrics are used to drive delivery and identify any areas of concern
• Participates in programs/projects across the enterprise
• Participates as an active stakeholder in every initiative, driving quality based on fact-based metrics
• Ensures development teams’ unit testing practices are in place and confirms core criteria met prior to integrated testing delivery
• Proactively provides improvement opportunities to the team to enhance the customer experience
• Drives the testing automation capabilities
• Identifies opportunities to strengthen the quality assurance capability, such as: sharing expertise to promote technical development, mentoring employees, building communities of practice and networks
• Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning

Quality Assurance Specialist – Automation, Contact Centre Applications

Director

• Plays a critical role in supporting the growth and risk‑management objectives of the portfolio.
• Contributes to client decisioning, credit structuring, and portfolio oversight.
• Analyses credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions.
• Negotiates loan structures and terms and conditions that align client requirements with the bank's risk appetite and policies.
• Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends.

Associate Director, Commercial Banking

• Provides subject matter expertise and effective solutions within a professional practice area of the assigned portfolio to support business/group strategies
• Develops professional practices to scale and maturity for various roles through defined practice management tools & techniques
• Conducts training, coaching, facilitation and applies change management expertise to drive business results
• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives
• Builds interdependent teams that collaborate across functional and operating groups

Senior Director, PM Consulting

Platform Engineer

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M365 Platform, Power Platform Engineer

• Act as a primary sales contact for clients, responding to product inquiries, pricing discussions, implementation timelines, and requirements.
• Partner with clients to gather required information and complete documentation necessary to advance sales opportunities through the approval and implementation process.
• Support pre-sales activities, including pitch preparation, client and industry research, and preparation of prospect and client materials for Sales Professional Planning.
• Develop a strong understanding of client needs, objectives, and desired outcomes to support effective solution design.
• Assist in the development of tailored solutions and recommendations aligned with client strategies and stakeholder requirements, including supporting implementation where required.
• Work with internal pricing models and tools to generate pricing analyses and recommendations in support of client proposals.
• Contribute to focused calling initiatives and pipeline management activities as needed.
• Provide materials and support to deliver a high-quality client experience throughout the sales and onboarding process.
• Identify, document, and escalate potential risk issues, and recommend workflow or administrative process improvements to enhance efficiency and client service.
• Perform additional duties as required, including industry and company-specific research and ad hoc projects in support of senior professionals.

Financial Planning and Analysis

• Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects
• Advises customers on wealth and investment strategies and products that meet customer’s objectives
• Fulfills sales and service activities for the customer in accordance with approved procedures
• Identifies and makes referrals to other business groups as needed
• Provides professional quality sales and service for customer and prospect inquiries, issues, and requests
• Probes to understand customer needs and advises them through their unique investment needs
• Achieves sales targets with a focus on relevant investment products
• Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups
• Escalates complex or unresolved customer situations to senior managers as required
• Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner
• Maintains the confidentiality of customer and Bank information

Investment Specialist, Bilingual – French, English

Sales

• Drives sales results for designated products through internal BMO channels by improving employees’ product knowledge and customer needs conversations
• Provides training and coaching to optimize sales and channel performance
• Supports various national and regional programs to drive overall business growth
• Gathers and shares insights about product, processes, and client experience to continuously improve market offer
• Identifies gaps and opportunities in business plan and recommends solutions to achieve results
• Assists in managing customer escalation process related to new features, benefits and price
• 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 and implications for the business
• Engages in independent analysis and assessment to resolve strategic issues

Regional Sales Manager, Retail Distribution – Global Asset Management

• Follow department SOX controls when processing daily work.
• Review client inquiries, scheduled or on-demand, troubleshoot/resolve problems independently, escalate all unresolved processing problems.
• Investigate accounting and P&I breaks related to various reconciliations and system entries.
• Create, update, and document procedures for applications developed (BMAs).
• Act as SME to translate business objectives into plans that can be implemented for small- to mid-sized initiatives.
• Prepare daily and monthly reconciliation activities & reports, provide commentary on discrepancies and outliers.

Business Technology Analyst, Summer 2026 – Co-op/Intern

Global Trade, Corporate Banking Analyst

Dispute Consultant

VP, Senior Relationship Manager, Commercial – Emerging Middle Market

VP, Credit Portfolio Officer, Commercial – Emerging Middle Market

Executive Assistant

Senior Manager, Pricing & Profitability

Quality Assurance Specialist – Automation, Contact Centre Applications

Associate Director, Commercial Banking

Senior Director, PM Consulting

M365 Platform, Power Platform Engineer

Global Trade, Corporate Banking Analyst

Investment Specialist, Bilingual – French, English

Regional Sales Manager, Retail Distribution – Global Asset Management

Senior Analyst, Safekeeping