BMO U.S.

Account Manager

• 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
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients

Relationship Manager, Japanese Banking – Pac Rim

Account Executive

• Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions
• Monitors implementation activities to ensure alignment with timelines
• Provides tailored treasury management solutions and optimizes sales processes

Director, Senior Treasury Sales Consultant

Financial Planning and Analysis

• Provides financial and investment planning and advice in collaboration with other team members
• Determines client needs and provides solutions through the sales of managed products and services
• Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning
• Implements business development strategies to acquire new business and cultivate branch employee referrals
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders

Financial Advisor

Consultant

• Responsible for the design, implementation and management of Microsoft based server, endpoint, virtualized infrastructure, cloud and enterprise applications
• Investigates new technologies and methodologies and is responsible for their introduction into existing standards
• Resolves Level 2 system problems either independently or by coordinating resolution with software vendors and hardware manufacturers
• Designs and reviews deployment architecture for medium and complex development projects
• Applies in-depth experience with components of on-premises and cloud infrastructure
• Plans, acquires, and coordinates the installation of infrastructure devices across the enterprise
• Acts as the primary technical liaison between Infrastructure and other IT teams, vendors, and partners
• Oversees the implementation of security measures to protect systems and data
• Designs, builds, deploys, evaluates and maintains existing and future enterprise IT infrastructure
• Provides direct technical guidance and support to the team and other departments
• Identifies opportunities to streamline infrastructure management processes

Infrastructure Consultant – Windows Server, Virtualization, Cloud

• Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach.
• Collaborates to generate creative, client-focused solutions to prospective and current clients.
• Develops written internal and external marketing on pitch material.
• Supports deal teams in development, presentation, and winning mandates.
• Seeks to develop an understanding of client needs and outcomes.
• Provides materials to support an outstanding client experience.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Provides analytical findings to deal teams.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Researches and analyzes company and industry financial and operating information.
• Performs complex financial modeling and runs valuation analyses as part of client / industry evaluations.
• Creates statistical exhibits and financial performance trend analysis for client presentations.
• Prepares industry compilations.
• Performs market research and synthesizes findings for internal and external presentations.
• Applies technical concepts and understands implication of work to client/transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
• Delivers financial modeling to support strategic recommendations to clients.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently. Broader work or accountabilities may be assigned as needed.

Analyst, Real Estate, Investment Banking

Insurance

• Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities.
• Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements.
• Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience.
• Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.
• Checks and reconciles information and documentation to ensure accuracy and completeness.
• Identifies and resolves discrepancies in accordance with standard procedures.
• Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.
• Data enters, reviews and verifies loan information and documentation for processing and/or further handling.
• Manages documentation to ensure that records are maintained in a proper manner.
• Analyzes data and information to provide insights and recommendations.
• Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.

Insurance Specialist

Manager

• Acts as a subject matter expert on specific marketing and sales force programs and applications.
• Analyzes business opportunities to recommend new strategies, programs, and tactics.
• Designs and executes programs to improve the effectiveness of the sales force.
• Provides support to employees to facilitate the achievement of business results.
• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
• Develops an expert understanding of business/group challenges.
• Networks with industry contacts to gather competitive insights and best practices.
• Recommends measures to improve organizational effectiveness.
• May consult to or serve on various committees and task forces.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
• Defines business requirements for analytics and reporting to ensure data insights inform business decision making.
• Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Leads/participates in the design, implementation and management of core business/group processes.
• Oversees the design, development, and implementation of tools and training required to deliver business results.
• Breaks down strategic problems and analyzes data and information to provide insights and recommendations.
• Monitors and tracks performance and addresses any issues.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Develops and manages a business/group program.
• Prepares or leads execution of communications and change management plans.

Performance Manager – Emerging Markets

Sales

• Provides strategic project management leadership for a line of business or function
• Delivers strategically significant, complex, multi-year projects and programs
• Communicates the organizational impacts of the change
• Builds a strong network and relationships with Executives
• Develops and implements project plans
• Builds and manages a project team
• Leads strategic initiatives to improve productivity, profitability, and customer experience
• Manages the usage of enterprise tools and templates
• Ensures Project Management Standards are applied across all initiatives
• Partners with business operations to monitor, report and track project outcomes
• Ignites engagement by aligning our culture to our strategy

Managing Director – PM Head, Performance & Sales Effectiveness

Director

• Provides strategic project management leadership for a line of business (LOB) or function
• Delivers strategically significant, complex, multi-year projects and programs
• Communicates organizational impacts of change and provides solutions to the executive team
• Builds a strong network and relationships with executives to lead projects
• Develops and implements project plans including setting the vision and resource plans
• Builds and manages a performance-capable team, including project managers and consultants
• Sets context and direction for strategic vision and tactics to fulfill business objectives
• Creates training and development plans for project teams
• Leads strategic initiatives focusing on horizontal alignment to improve productivity and customer experience
• Manages all aspects of project execution and ensures compliance with Project Management Standards

Managing Director – PM Strategic Project

• Proactively builds and manages an assigned portfolio of mass affluent clients
• Acts as the primary client contact to uncover financial needs and provide solutions
• Works collaboratively within the market, BMO partners, and the community
• Uses a consultative sales process to develop strong customer relationships
• Proactively works with assigned customer portfolio to uncover needs
• Makes key recommendations on products, pricing, and services
• Achieves results and meets sales targets by acquiring new assets
• Review credit applications to ensure sound credit granting principles
• Executes quality customer review meetings for retention and relationship expansion purposes
• Educates clients about available digital options for conducting banking transactions
• Liaises between clients and various departments to provide product support

Senior Premier Relationship Manager

• 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.
• Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
• Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
• Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
• Manages high-value client portfolios, driving cross-selling, retention, and profitability.
• Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
• Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
• 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.
• Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
• Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
• 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.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

VP, Specialty Finance Officer – Small Business Administration

Executive Assistant

• Performs a variety of administrative and clerical tasks, financial and human resources administration
• Provides professional support to one or more Managers and their direct reports
• Supports the execution of strategic initiatives; includes tracking metrics and milestones
• Builds effective relationships with internal/external stakeholders
• Analyzes data and information to provide insights and recommendations
• Leads the planning, coordinating and implementing department events
• Coordinates and monitors budgets and reporting on results vs. budget
• Provides coaching and mentoring to more junior administrative assistants

• Generates new business opportunities with existing and new clients
• Participates in Bank and community activities to increase brand visibility
• Leads the development and delivery of customized lending proposals
• Coordinates and negotiates transactions with internal and external stakeholders
• Acts as the main point of client contact
• Consults with internal and external stakeholders to complete client requests
• Collaborates in financial analysis and risk assessment of customers
• Facilitates working sessions with clients and internal stakeholders
• Makes credit/lending decisions and recommendations
• Ensures ongoing monitoring and management of assigned portfolio of accounts
• Collaborates with deal team and other supporting resources

Senior Relationship Manager

Customer Retention Specialist

• Provides support to clients and team members inside and/or outside the province of Quebec.
• Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use.
• Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques.
• Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools.
• Builds various reporting dashboards using the most appropriate data extraction, data cleaning and data visualization techniques.
• Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
• Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
• Develops data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers.
• Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
• Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users.

Customer Loyalty Analyst

• Owns the end-to-end SBL product lifecycle, including product design, eligibility standards, pricing methodology, collateral frameworks, and ongoing enhancements.
• Defines and executes the multi-year SBL product roadmap, balancing growth, profitability, client experience, and risk discipline.
• Ensures SBL product alignment with Wealth, Private Bank, Commercial, Risk, Treasury, Legal, and Operations partners.
• Exercises senior judgment over credit risk, collateral risk, and margin exposure, ensuring adherence to Corporate Risk Policy and approved Risk Appetite.
• Monitors portfolio trends, utilization, and performance metrics; recommends strategic adjustments as market conditions evolve.