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.
• 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.

Emerging Middle Market Relationship Manager, Vice President

Security Engineer

• Assess, design, implement, automate, and document security solutions, controls, and processes for Amazon Web Services (AWS) and Microsoft Azure cloud platforms
• Develop and maintain security patterns for cloud platforms and services; assess all cloud patterns to ensure adherence to best security practices and controls
• Design and implement security baseline controls for Cloud Services for integration into the CI/CD process
• Build and deliver policies as code, automating security controls and best practices
• Be the cloud security subject matter expert for the Cloud Engineering group and its partners in any IaaS, PaaS, and SaaS implementations
• Define and implement a security framework for AI/ML systems, covering the full model lifecycle from data ingestion and training to deployment and monitoring
• Implement and manage data security posture management (DSPM) tools to continuously monitor sensitive data exposure across cloud environments
• Provide subject matter expertise on architecture, authentication, and systems security based on a clear understanding of the engineering stack, services, and data flow

Principal Cloud Security Engineer

Financial Planning and Analysis

• 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, SBA Specialty Finance Officer

Director

• Lead and develop high performing team of analytical experts
• Act as translation layer between business needs and analytics team
• Drive analytical insights, reporting and process improvements
• Collaborate with senior leadership and product leaders
• Contribute to multi-channel customer journey opportunities

Director, NA Channels Integration

VP, Senior Relationship Manager, Commercial – Emerging Middle Market

• Primarily support customers in the inbound call queue at the BMO Investment Centre
• Invoke trust and build meaningful customer relationships
• Deliver an amazing customer experience, regardless of obstacles
• Become an expert in understanding customer needs and providing wealth and investment-related sales and services
• Support customers through onboarding new accounts, Mutual Fund and Term investment transactions, reviewing customer goals and objectives

Investment Specialist – Bilingual in French and English

Customer Support

• Acts as the primary point of contact for Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners
• Owns and follows up on complex files
• Understands customer needs and delivers tailored wealth and investment-related solutions
• Manages transactional outcomes and escalates unresolved situations as needed
• Reviews and processes documentation during Partner and customer interactions
• Maintains current knowledge of investment markets and integrates insights into customer conversations
• Incorporates relevant marketing programs and promotions into customer interactions
• Adheres to all regulatory and compliance requirements including Anti-Money Laundering (AML)

Partner Support Specialist, Bilingual in French and English

• Prepare credit recommendations, including risk assessment, deal structuring, and analysis of financial and operational information for new and existing technology clients
• Directly manage annual reviews, interim reviews, and portfolio monitoring requirements for a complex set of clients
• Partner closely with Origination Managing Directors and Directors to support prospecting, early opportunity assessment, and development of New Business Committee materials
• Identify cross-bank opportunities in treasury, FX, capital markets, and other commercial products to broaden client relationships
• Provide mentorship and guidance to Analysts and Associates on deal analysis, underwriting standards, and portfolio management
• Participate in sales activities such as pitch preparation, prospect research, and development of client files for further action
• Act as a key client point of contact on credit-related matters and support strong ongoing relationship management
• Ensure adherence to internal control, compliance, audit, and regulatory standards; contribute to training and process improvements
• Maintain accurate documentation and ensure alignment with bank credit policies and risk appetite
• Apply sound judgment and creativity to solve complex or ambiguous problems in the innovation sector

Director, Commercial Banking – Technology & Innovation Group

Counselor

• Manages a portfolio of clients to retain and grow the relationships
• Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans
• Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement
• Drives new sales results through referrals and personal network
• Works collaboratively in the branch and with regional teams to identify and make referrals
• Supports the achievement of business development, revenue, referral, retention, and compliance targets
• Monitors and tracks performance, and addresses any issues

Investment Counsellor

• Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers
• Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines
• Gathers and formats data into regular and ad-hoc reports, and dashboards
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities
• May function as a problem-solving resource for more junior staff
• Organizes work information to ensure accuracy and completeness
• Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements
• Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls
• Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests
• Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs)
• Checks and reconciles information and documentation to ensure accuracy and completeness
• Analyzes data and information to provide insights and recommendations
• Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required
• Communicates and collaborates with internal and external stakeholders to deliver on business objectives
• Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations
• Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity
• Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes
• Supports the development of tools and delivery of training focused on delivering business results
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees

Senior Associate, Investment Operations

Manager

• Develops and maintains business decision support strategies using analytical solutions
• Supports the development of the strategy and roadmap for data quality, data analytics, data modeling, reporting, and business intelligence
• Provides strategic input into business decisions as a trusted advisor
• Makes recommendations to senior leaders on strategy and new initiatives
• Acts as a subject matter expert on relevant regulations and policies
• Influences and negotiates to achieve business objectives
• Networks with industry contacts to gain competitive insights and best practices
• Interprets new regulations and assesses impacts to the decision strategy framework
• Identifies emerging issues and trends to inform decision-making
• Leads the development and maintenance of the decision strategy management framework
• Measures the effectiveness of the decision strategy management framework; recommends changes as required
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals
• Ensures alignment between stakeholders
• Represents the decision strategy function during internal/external regulatory audits and/or examinations
• Develops and manages information management systems; designs and/or leads initiatives to improve processes, analysis and reporting
• Coordinates management of databases; ensures alignment and integration of data in adherence with data governance standards
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations
• Designs and produces regular and ad-hoc reports, and dashboards
• Leads change management programs of varying scope and type

Senior Manager, Business Banking Credit Risk Strategy

Bilingual

• Provides corporate cards sales and service to BMO customers or prospects
• Advises customers on corporate card strategies and products (including credit cards)
• Fulfills sales and service activities for the customer in accordance with approved procedures
• Identifies and makes referrals to other business groups as needed
• Stays abreast of consumer needs, industry trends and best practices
• May provide training and coaching to junior associates
• Handles customer inquiries in an informed, professional, and efficient manner
• Escalates complex or unresolved customer situations as required

Bilingual Associate – Corporate Cards

Underwriter

• Lead and manage a large, multi-functional Business Banking Lending Center (BPLC) encompassing service representatives, underwriters, portfolio managers, and credit approvers.
• Own the end-to-end lending operating model, ensuring underwriting and servicing processes are well-designed, documented, tested, and consistently executed.
• Maintain a strong culture of risk management and control aligned with enterprise frameworks and regulatory expectations.
• Address complex customer concerns, complaints, and escalations to ensure fair, timely, and favorable resolution.
• Partner with senior executives and business leaders to align operational capabilities with growth, risk, and financial objectives.
• Develop and oversee performance, risk, and compliance reporting across operations, training, and automation.
• Lead the design and delivery of enterprise learning programs, including digital content, virtual sessions, and on-the-job training.

Managing Director – Head, U.S. Business Banking Loan Underwriting, Operations, Transformation

Operations

• Support U.S. Banking operations through data-driven reporting and analysis
• Partner closely with business leaders and external vendors
• Develop reports and dashboards that highlight risks and recurring issues
• Provides oversight, governance, and monitoring of operations
• Develops and implements an integrated roadmap for quality practices
• Provides technical support, mentoring, coaching, and training to team members
• Coordinates and executes activities for strategic initiatives
• Supports change management and documents operational procedures

Operations Analyst

• Understands customer needs and provides wealth and investment-related sales and service
• Advises customers on wealth and investment strategies and products
• Fulfills sales and service activities in accordance with approved procedures
• Identifies and makes referrals to other business groups as needed
• May make outbound calls to customers and proactively enhance customer experience
• Stays abreast of consumer needs, industry trends, and regulatory environment
• Provides quality sales and service for customer inquiries, issues, and requests
• Achieves sales targets focusing on relevant investment products
• Manages transactional outcomes or refers to internal business groups
• Escalates complex situations to senior managers as required
• Completes documentation after customer interactions to ensure requests are processed accurately
• Maintains current knowledge of investment markets, practices, and trends
• Integrates marketing promotions and programs into customer conversations
• Adheres to regulatory and compliance requirements including reporting requirements