BMO U.S.

Administration

• Work as part of a Client Strategy Team, or serve as the primary relationship manager, to provide expert fiduciary administration for an existing portfolio of trust and investment management accounts.
• Ensure that all accounts are administered in accordance with governing instruments, internal procedures, and applicable laws and regulations.
• Build and maintain strong relationships with clients, beneficiaries, and next generation to meet their financial and estate planning needs.
• Work collaboratively with internal colleagues from Investments, WM Legal, Trust Real Estate & Special Assets, and Trust Tax to address risk issues, ensure effective administration, and deliver integrated client solutions.
• Partner and communicate with clients, beneficiaries, co-trustees, trust protectors, external counsel and other individuals associated with the administration of fiduciary accounts.
• Responsible for the driving the profitability and growth of the Trust Discipline consistent with established strategic goals and priorities.
• Maintain appropriate contact with clients and beneficiaries through regular contact to service needs effectively, mitigate risks, and deepen existing relationships with the next generation.
• Develop and maintain expertise as a subject-matter expert in the area of estate planning and personal trust administration to serve as an internal resource to elevate and grow existing client relationships.
• Actively participate in business development activities, including identifying opportunities to expand existing relationships and attract new clients.
• Stay current on changes in trust and tax law, and estate planning trends to provide proactive guidance to clients.
• Mentor and support less seasoned team members, fostering a culture of collaboration and excellence.

Director, Trust Administration

Manager

• 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 and procedures while maintaining an exceptional client service environment.
• Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral.
• Develops proposals to capture new business and expand client relationships.
• Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis.

Portfolio Manager, Commercial – Emerging Middle Market

• Strategic multi-year planning
• Roadmap design & execution
• Product design, build and execution
• Program design & strategy
• Partner with Marketing on campaign design & execution – driving profitable acquisition
• Budget management & financial forecasting
• Partner/stakeholder management
• P&L Owner to drive results for the Business Checking pillar against stated goals, KPIs and industry benchmarks (accounts, balances, profitability)

Senior Manager, Business Checking

QA Automation Engineer

• Design, develop, and maintain Power Automate cloud and desktop flows to automate business processes across Microsoft 365 and integrated systems
• Build Power Apps (Canvas and Model-Driven) to support automated workflows and user-facing process solutions
• Develop reusable components, connectors, and standardized automation patterns
• Integrate Power Platform solutions with SharePoint, Teams, Outlook, Excel, Dataverse, and approved third-party systems
• Implement approvals, notifications, data synchronization, and exception handling workflows
• Apply software engineering principles (versioning, error handling, logging, documentation) to low-code solutions
• Support ALM for Power Platform, including solution packaging, environment separation (Dev/Test/Prod), and deployments
• Optimize performance, scalability, and reliability of automation solutions
• Troubleshoot and resolve issues in production automations and apps
• Ensure solutions comply with Power Platform governance, security, and data loss prevention (DLP) policies
• Follow enterprise standards for identity, access control, auditing, and data handling
• Partner with platform and risk teams to review and approve automation designs
• Work with business teams to identify automation opportunities and translate requirements into technical solutions
• Provide technical guidance and best practices to citizen developers
• Contribute to documentation, templates, and internal knowledge bases
• Participate in Power Platform communities of practice and continuous improvement initiatives

Power Platform Automation Engineer

Bilingual

• Probe to understand customer needs and provide Business Banking sales, service, and advice to existing BMO customers or prospects.
• Advise customers on Business Banking strategies and products (including credit cards) that meet their objectives and priorities.
• Fulfill sales and service activities for the customer in accordance with approved procedures.
• Identify and make referrals to other business groups as needed.
• Handle customer inquiries in an informed, professional, and efficient manner.
• Escalate complex or unresolved customer situations to the appropriate BMO colleague as required.
• Perform any required activities & transactional outcomes after calls to ensure customer’s requests are accurately processed.
• Maintain current knowledge of business banking and credit card products & processes and integrate into customer conversations in a professional manner.

Bilingual Specialist, Business Banking Services

Operations

• Designs, builds, deploys, evaluates, and maintains existing and future IT infrastructure
• Ensures all IT systems function efficiently and seamlessly
• Applies in-depth experience with components of on-premises and cloud infrastructure
• Plans, acquires, and coordinates the installation of infrastructure devices across the enterprise while ensuring safe networks with disaster recovery options
• Administers automated workflow tools, middleware application servers, and server visualization technologies
• Acts as the primary technical liaison between Infrastructure and other IT teams, vendors and partners, as well as the business to design infrastructure solutions
• Works to determine enterprise security controls and identify any threats to the infrastructure
• Diagnoses complex network, storage, and server issues and implements corrective solutions
• Tracks vulnerabilities, applies remediations and patches to network and server assets
• Conducts feasibility studies to determine the likelihood of proposed project's success in the current environment
• Provides proactive network/server monitoring to ensure optimum performance and acts on real-time alerts of critical issues
• Performs hardware, software, and firmware upgrades - researches and recommends network upgrades
• Manages and coordinates the release of changes into production applying standardized procedures and minimizing risk to existing services

M365 Operations Specialist

Engineer

• Design, develop, and maintain Power Automate cloud and desktop flows to automate business processes across Microsoft 365 and integrated systems
• Build Power Apps (Canvas and Model-Driven) to support automated workflows and user-facing process solutions
• Develop reusable components, connectors, and standardized automation patterns
• Integrate Power Platform solutions with SharePoint, Teams, Outlook, Excel, Dataverse, and approved third-party systems
• Implement approvals, notifications, data synchronization, and exception handling workflows
• Apply software engineering principles (versioning, error handling, logging, documentation) to low-code solutions
• Support ALM for Power Platform, including solution packaging, environment separation (Dev/Test/Prod), and deployments
• Optimize performance, scalability, and reliability of automation solutions
• Troubleshoot and resolve issues in production automations and apps
• Ensure solutions comply with Power Platform governance, security, and data loss prevention (DLP) policies
• Work with business teams to identify automation opportunities and translate requirements into technical solutions
• Provide technical guidance and best practices to citizen developers

Power Apps Enablement Engineer

Client Services Representative

• Support and collaborate with TPS Client Service & Implementation (CS&I) leadership
• Identify needs and deliver effective learning and performance-focused programs supporting the business strategy
• Develop, promote, maintain, and actively manage designated learning program(s)
• Ensure the effective and efficient execution of all program components
• Work closely with CS&I Senior Managers and Team Leads, Change Management, product partners and other subject matter experts
• Conduct independent analysis and assessment to resolve strategic issues
• Track and monitor program performance, and address any issues

Bilingual Training Specialist, Learning & Development – Client Service & Implementation

• Proactively provides expert advice on mortgage renewal/financing needs
• Fulfills sales and service activities for customers by following approved procedures
• Identifies and makes referrals to other business groups
• Drives the sales process for inbound and outbound customer contacts upon mortgage renewal
• Negotiates home financing pricing ensuring customers feel valued
• Handles customer contacts in a professional manner
• Collaborates with internal and external stakeholders to deliver on business objectives
• Escalates complex or unresolved customer situations to managers as required
• Performs documentation to ensure customer requests are accurately processed

Bilingual Virtual Mortgage Retention, French, English

Product Manager

• Product Development - design, manage, and enhance products throughout the product lifecycle with the ability to identify and analyze client/stakeholder needs and user testing related feedback.
• Product Financials - managing product P&L’s by analyzing financials, maintaining, and enhancing periodic product dashboards, as well as presenting the product financial progress on a routine basis.
• Product Strategy and Roadmap Planning - collaborating and maintaining relationships with key stakeholders, staying current on industry trends, and executing on the product strategy and providing thought-leadership in the industry.
• Product Marketing - creation and maintenance of informative product documents to support internal and external training and servicing.
• Product Operations - partnering with internal and external stakeholder to identify opportunities for improving the client experience or simplifying product processes.
• Risk Management – participation in risk assessments, routine reviews of product procedures to ensure regulatory and risk adherence and ownership of remediation.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Leads, develops, and manages strategies for reporting and forecasting and/or analytics teams within the business.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.

Senior Receivables Product Manager

Data Engineer

• Uses advanced analytical algorithms and technologies to mine and analyze large sets of structured and unstructured data
• Designs and constructs new processes for modeling data
• Develops predictive models and leverages big data technology to design solutions that deliver smarter business decisions
• Collaborates with other data and analytics professionals to optimize analysis into mature analytics solutions
• Plays an active role in the futuristic display of data and advancement of innovative data strategies
• Uses data mining to assess feasibility of AI/ML solutions
• Conducts large-scale analysis of information to discover patterns and trends
• Provides recommendations for business leaders to maintain market competitiveness

Data Engineer – AI, MLOps

• Supports the build, management, and execution of an enterprise-wide liquidity and funding management framework
• Provides expertise for the measurement, analysis, and oversight of the Bank’s global regulatory and internal funding risks
• Advises on liquidity and funding risk mitigation, product development, and optimization
• Provides strategic input into business decisions as a trusted advisor
• Makes recommendations to senior leaders on strategy and new initiatives
• Manages resources and leads execution of liquidity & funding related strategic initiatives

Senior Manager, US Liquidity and Funding

Risk

• Supports the business/group leader in the effective implementation, maintenance and administration of first line of defense programs.
• Contributes to a strong risk management culture through collaboration with other first line employees, and second & third line functions.
• Supports a single business unit with corresponding number of regulators.
• Supports the implementation of risk management programs/frameworks.
• Ensures alignment between stakeholders.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities.
• Monitoring to ensure that 1st line jobs are following defined processes and procedures.
• Develops, documents and maintains business/group procedures.

Risk Analyst, Vendor Governance and Oversight

• Oversees, manages, and supports the operational aspects of Microsoft 365 Copilot services across the enterprise
• Ensures Copilot features run smoothly and comply with BMO’s policies
• Manages and maintains all Copilot-related policies and configurations
• Serves as the primary operational support specialist for Copilot, handling break/fix troubleshooting and user support escalation
• Oversees Copilot licensing operations and governance
• Acts as a liaison between the Copilot operations function and other IT teams

M365 Copilot Operations Specialist

Financial Crime

• Critically assess management and internal control processes
• Approve the nature, extent, and timing of audits and report findings
• Provide independent assurance on quality and effectiveness of internal control
• Ensure audits are conducted effectively and efficiently
• Identify control deficiencies and provide assessments
• Develop and maintain good working relations with stakeholders