BMO U.S.

Analyst

• Process various daily events and research reconciliations and reporting
• Provide support and deliver specific operational processes to ensure timely and accurate settlement of transactions
• Support for specialized operations - Asset Servicing, Correspondent Banking Services, and Wire Payment Operations hub
• Ensure compliance with all regulatory topics and reporting requirements
• Gather and format data into regular and ad-hoc reports
• Communicate and collaborate with internal and external stakeholders to deliver on business objectives

Reorg Analyst

Financial Planning and Analysis

• Service incoming phone calls and emails from clients in a professional manner within service level goals
• Demonstrate effective core competencies through each stage of a call by connecting with clients, asking open ended questions and listening to the needs of the client to uncover opportunities
• Provide comprehensive client service and account management to clients, including but not limited to executing trades on client account open requests, facilitating customer asset transfers into the bank, providing general and specific information on accounts and products, addressing web navigation queries, account opening and maintenance processing, utilizing client relationship management system to track activities and contacts, uncovering referral opportunities to financial advisors
• Support service requests based on investment solutions from a product set

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
• 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
• Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction

Regional Finance Manager

• Provides tax planning and advice as part of a comprehensive wealth management solution
• Provides technical expertise for tax planning solutions and administration
• Works collaboratively as part of the client/relationship management solution
• Identifies and makes referrals to other business groups
• Identifies opportunities to grow existing relationships and develop new business
• Participates in advisory committees for tax planning and related wealth management
• Assists in the development of strategic plans
• Identifies emerging issues and trends to inform decision-making
• Provides insight and shares expertise with team members for taxation concepts
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
• Designs and produces regular and ad-hoc reports, and dashboards
• Builds change management plans of varying scope and type
• Provides input into the planning and implementation of operational programs
• Reviews the program for effectiveness, considers industry trends and recommends enhancements
• Identifies business needs, designs/develops tools and training programs
• Provides proactive, integrated, and customized tax planning strategies to help clients achieve financial and personal goals

Trust Tax Consultant

Director

• Delivers an exceptional customer experience for a portfolio of high risk borrowing accounts
• Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies
• Makes credit decisions/recommendations in accordance with credit-granting principles and compliance with Bank Policy & Procedures
• Works with stakeholders to deepen relationships and grow overall profitability
• Fosters a culture aligned to BMO purpose, values and strategy
• Ensures alignment between values and behaviour that fosters diversity and inclusion
• Builds interdependent teams that collaborate across functional and operating groups
• Attracts, retains, and enables the career development of top talent
• Acts as a trusted advisor to senior leaders for business decisions and strategic initiatives
• Develops an expert understanding of business/group challenges
• Consults to or serves on various committees and task forces
• Provides credit coaching, training and support to direct team and other stakeholders
• Influences and negotiates to achieve business objectives
• Monitors financial and risk performance of account portfolio

Managing Director

Account Manager

• This role sits within the Core Commercial Real Estate Group and is responsible for driving growth for the Bank through strategic business development and the 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.
• 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.
• Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.

Director, Relationship Manager

General Counsel

• Advise on all aspects of bank regulatory issues
• Provide guidance and advice to lines of business and corporate areas regarding implications of applicable laws and regulations on business strategies and new products, services, and activities
• Assist in regulatory notifications and/or applications related to bank reorganization, expansion, or acquisition activity
• Ensure BMO stays abreast of proposed changes to banking laws and regulations, including analyzing, assessing, summarizing, and reporting with respect to proposed amendments and other related developments
• Participate in and advise on the bank’s advocacy efforts, focused on emerging supervisory and regulatory matters

Senior Counsel – Regulatory

Software Engineer

• Applies development expertise building middleware and back-end systems
• Designs the strategy for continuous enhancement, performance optimization, stability, and scalability
• Designs, develops, and maintains fully-fledged and functioning platforms with databases or servers
• Ensures cross-platform compatibility and fixes issues during test and production phases
• Builds dynamic and innovative software product/apps including front-end, middleware, and back-end components
• Maintains and upgrades the software following deployment
• Oversees and guides the analysis, writing, building, and deployment of software
• Provides specialized consulting, analytical and technical support
• Exercises judgment to identify, diagnose, and solve problems within given rules

Senior Developer – Emerging Payments, Zelle, ACH, TCH, Wire

Engineer

• Designs, builds, deploys, and maintains enterprise integration of Microsoft 365 Copilot services into BMO's IT infrastructure
• Ensures AI-powered systems function efficiently, securely, and seamlessly alongside existing technology
• Applies in-depth experience with cloud and on-premises infrastructure to plan the rollout of Copilot solutions
• Develops and tests connectors for internal tools and data sources to extend Copilot capabilities
• Vets new Copilot features/integrations before enterprise rollout
• Manages Copilot Studio access and coordinates proof-of-concept activities for emerging technologies
• Ensures endpoint readiness for user devices and networks
• Collaborates with enterprise architecture and risk teams on secure vetting of Azure Copilot features
• Researches and acts on Azure Advisor recommendations to improve cloud performance
• Develops and leverages AI-driven automation tools to streamline Azure operations
• Monitors and manages the security posture of Copilot services
• Acts as the primary technical liaison between the integration team and other IT teams, vendors, and partners
• Diagnoses complex issues and implements corrective solutions to ensure high availability of Copilot features
• Creates release plans, test and validation strategies for Copilot updates

M365 Copilot Engineer

• 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.
• 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.

Vice President, Relationship Manager – Industrial Services, AEC

Human Resources

• Provides expert employee relations advice and governance to an assigned portfolio
• Ensures that employee relations policies, practices and strategies support business/group strategies
• Supports various employee relations programs & initiatives
• Acts as a trusted advisor to assigned business/group
• Influences and negotiates to achieve business objectives
• Provides expertise related to operating procedure interpretation and misconduct issues
• Designs and produces reports and dashboards
• Builds change management plans and leads change management activities
• Manages high risk ER matters including legal case management and investigations
• Educates managers on Labor Relations management
• Investigates employee complaints and provides solutions for resolution

Employee Relations Business Partner – Bilingual

• Designs, builds, deploys, and maintains enterprise integration of Microsoft 365 Copilot services into BMO’s IT infrastructure.
• Develops and tests connectors for internal tools and data sources to extend Copilot capabilities.
• Manages Copilot Studio access and coordinates proof-of-concept activities for emerging Copilot technologies.
• Ensures endpoint readiness for user devices and networks to support Copilot features.
• Collaborates with enterprise architecture and risk teams for secure vetting of Azure Copilot features.
• Researches and acts on Azure Advisor recommendations to improve cloud performance, reduce costs, and enhance security posture.
• Develops AI-driven automation tools to streamline Azure operations.
• Monitors and manages the security posture of Copilot services, preventing policy conflicts and risks.
• Acts as the primary technical liaison between the Copilot integration team and other IT teams, vendors, and partners.

Business Intelligence Analyst

• Supports an assigned senior leader in executing strategic priorities for the business/group
• Gathers and integrates information to promote the effective and profitable operation of the business/group
• Works with stakeholders to interpret financial and business results
• Provides strategic counsel on community/industry events
• Supports the effective management of risk
• Makes recommendations to senior leaders on strategy and new initiatives
• Develops and manages comprehensive information management systems
• Builds effective relationships with internal/external stakeholders

Business Insights Analyst

• Provides support and product expertise for the financial planning business development
• Services relationships in the assigned portfolio to ensure an exceptional client experience
• Introduces services to clients to enhance the overall experience
• Assists in preparing new business proposals or presentations to clients/prospects
• Takes ownership of client issues and collaborates with others to resolve or escalate per guidelines
• Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager
• Develops an understanding of customer needs and the account strategy and effectively communicates this to clients and prospects

Wealth Analyst

Manager

• Act as a trusted advisor to senior executives, delivering strategic insights and recommendations on business decisions
• Develop compelling business cases by identifying organizational needs, evaluating options, and assessing return on investment
• Conduct comprehensive market analysis and competitive research to identify opportunities for growth and differentiation
• Lead cross functional teams to execute strategic initiatives ensuring alignment with business and financial goals

Reorg Analyst

Investment Specialist

Regional Finance Manager

Trust Tax Consultant

Managing Director

Director, Relationship Manager

Senior Counsel – Regulatory

Senior Developer – Emerging Payments, Zelle, ACH, TCH, Wire

M365 Copilot Engineer

Vice President, Relationship Manager – Industrial Services, AEC

Employee Relations Business Partner – Bilingual

M365 Copilot Engineer

Business Insights Analyst

Wealth Analyst

Manager, Canadian Commercial Banking Strategy