BMO U.S.

Customer Support

• Conduct outbound calls to clients to follow up on incomplete applications or missing documentation and clearly communicate requirements
• Respond to client inquiries, issues, and requests in a professional and timely manner
• Review submitted documents, identify gaps, and guide clients on next steps to ensure completion
• Manage client interactions end-to-end, ensuring requests are resolved or routed to the appropriate internal teams
• Escalate complex or unresolved issues to senior team members when required
• Accurately document all client interactions and ensure updates are recorded in accordance with procedures
• Maintain confidentiality of client and Bank information at all times
• Monitor and report any suspicious activity in line with Anti-Money Laundering (AML) requirements
• Adhere to all regulatory and compliance standards, including AML, Terrorist Financing, FCAC consumer provisions, and Privacy Act requirements
• Stay informed on internal processes, policies, and relevant updates to support accurate guidance to clients
• Complete assigned tasks within defined guidelines and escalate issues as needed

Customer Support Advisor

Account Manager

• Cultivates, builds, and manages relationships with a portfolio of small business clients
• Identifies opportunities and refers to BMO colleagues
• Develops and executes sales strategies to attract new clients
• Develops client rapport and instills confidence
• Delivers exceptional customer service
• Resolves or escalates issues
• Supports the development and promotion of a business/group program

Business Banking Relationship Manager

Risk

• Supports the business/group leader in implementing, maintaining, and administering first line of defense programs
• Ensures adherence and efficiency in oversight of business operations
• Contributes to a risk management culture through collaboration with first line employees and risk functions
• Acts as a strategic partner ensuring program elements integrate with overall business/group strategies
• Develops expert understanding of business/group challenges
• Prepares and briefs senior leaders on regulatory matters
• Monitors and advises on risk requirements within defined risk appetite.
• Tracks performance and addresses issues, leading change management programs.

Director, Experience Management – Governance

Data Engineer

• Design and implement reliable, scalable data ingestion and integration pipelines for structured, semi-structured, unstructured data (e.g., databases, files, documents, APIs, events), and multi-modal data, ensuring data is AI ready, governed, secure, and observable
• Experience applying data quality, validation, monitoring and testing frameworks in production pipelines
• Ensure pipelines follow enterprise governance, access control, and security standards, including role-based access and lineage considerations
• Monitor pipeline performance, troubleshoot failures, and optimize cost and throughput
• Integrate AI services (e.g., document processing/understanding, content understanding, embeddings, search, LLM APIs) into production data workflows
• Build, automate and maintain ETL/ELT pipelines using cloud-native services and distributed processing frameworks
• Develop production-grade services using Python and REST APIs to expose data and AI capabilities
• Partner with leadership to clarify expected outcomes/vision and translate them into an executable build plan, architecture decisions, and delivery milestones
• Develop feature engineering pipelines to support ML and GenAI use cases, including retrieval-augmented generation (RAG)
• Own the development of AI data engineering standards, best practices, and reusable frameworks, driving consistency and quality across teams and platforms
• Lead collaboration with cross-functional teams to ensure clear, consistent definition and alignment of data input and output requirements.

AI Data Engineer

Administrative Assistant

• Performs a variety of administrative and clerical tasks
• Provides professional support to one or more Managers and their direct reports
• Supports the execution of strategic initiatives
• Builds effective relationships with internal/external stakeholders
• Analyzes data and information to provide insights and recommendations
• Provides specialized and professional support to an executive and their senior managers
• Manages and monitors calendars and upcoming events
• Supports the coordination and implementation of department events

Senior Administrative Assistant – Mortgage

• Coordinate fiduciary tax tasks, processes, and team workflows across volume
• Ability specialized specific tax law areas
• Trust, estate, IRAs, & GST taxation background
• Project management for special client and organizational projects
• Review account documents for assigned accounts
• Manage and maintain assigned accounts for timely, accurate tax reporting
• Mitigate client, administrator, and internal inquiries, support trust, and investment teams
• Respond to tax notices and work directly with tax authorities and vendors
• Provide tax training across organization when required

Fiduciary Tax Administrator

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Works collaboratively within the branch and through various channels with BMO partners.
• Supports customer requests for banking services, including handling transactions and customer inquiries.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation.
• Escalates complex or unresolved customer situations to managers as required.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs.
• Organizes work information to ensure accuracy and completeness.
• Looks for ways to contribute to the ongoing improvement of the overall customer experience.

Customer Service Representative

Financial Planning and Analysis

• Facilitates growth for the Bank through business development and management of key client relationships
• Maintains a record of significant revenue generation from sales and syndications
• Acts as an escalation point for complex client issues using strategic problem-solving
• Leads the structuring of high-value, complex deals and credit approvals
• Oversees credit approvals and drives pricing coordination
• Drives negotiations for high-value, complex transactions and credit approvals
• Manages high-value client portfolios, driving cross-selling, retention, and profitability
• Implements cross-selling initiatives, driving client engagement and transitioning opportunities into revenue-generating sales
• Engages with senior leadership and cross-functional teams to align strategies and drive holistic business solutions

Director, Corporate Finance

• Call on franchised auto dealers across the state of Florida
• Facilitate growth for the Bank through business development and management of key client auto dealership relationships
• Maintain a record of significant revenue generation from sales and syndications
• Act as an escalation point for complex client issues
• Lead the structuring of high-value, complex deals and credit approvals
• Manage high-value client portfolios, driving cross-selling, retention and profitability
• Identify new business opportunities and expand client base
• Lead market coverage strategies to expand portfolios
• Represent bank at industry forums and conferences
• Advise in various committees and task forces

Director, Commercial Banking – Dealer Finance

Product Manager

• Researches, defines, aligns, develops, and implements sales and marketing strategies with P&L (profit and loss) accountability.
• Carries out market research, forecasting, pricing, and competitive analysis.
• Monitors product and system performance, assesses problems, and develops and implements solutions.
• Manages product risks in compliance with legal, regulatory, and risk compliance, and reporting.
• Collaborates with internal partners across the enterprise to take products to market.
• Fosters a culture aligned to BMO purpose, values and strategy.
• Builds interdependent teams that collaborate across functional and operating groups.
• Attracts, retains, and enables the career development of top talent.
• Makes strategy and new initiative recommendations to senior leaders.
• Acts as a subject matter expert on relevant regulations and policies.
• Develops business cases by identifying needs, analyzing potential options, and assessing expected returns on investment.
• Oversees the development of business analytics and insights (e.g. portfolio profitability tracking, customer analytics, revenue forecasts, operations metrics, trend analytics, and predictive modelling).
• Leads change management programs of varying scope and type.
• Provides input into the planning and implementation of operational programs.

Senior Product Manager, Integrated Liquidity

QA Engineer

• Execute design effectiveness (DE) and operating effectiveness (OE) testing of controls related to Data Governance and AI Governance.
• Develop and document test steps and test scripts aligned to approved testing methodologies and risk frameworks.
• Perform reperformance testing, sampling, and evidence validation to assess control execution.
• Provide risk, control, and process advisory support to business and technology partners related to Data and AI governance.
• Advise on control design, control enhancements, and process improvements to address identified risks or emerging governance expectations.
• Support and provide input into risk assessments, including identification of inherent risks, evaluation of mitigating controls, and assessment of control coverage.
• Lead and conduct walkthroughs with control owners and stakeholders to understand end-to-end processes related to in-scope control activities.
• Document process flows, control descriptions, and key risks based on walkthroughs and artifact reviews.
• Analyze and assess business and governance artifacts, including: Data governance policies, standards, and procedures, Data lineage, metadata, and data quality documentation, AI governance artifacts.

Control Tester, Data & AI Governance

Manager

• Provides daily operational service support and ensures the delivery of exceptional client experiences
• Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions
• Leads and executes business development plans so that business goals are achieved or exceeded
• Participates on client calls as required
• Addresses customer services issues according to established guidelines, escalating as required
• Develops solutions for customer issues, engaging multiple stakeholders as required
• Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients
• Creates policies and procedures to ensure quality client service and product delivery while protecting the Banks’ interests and managing risk
• Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards
• Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments
• Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures
• Designs comprehensive training programs to enhance team capabilities and align with strategic objectives
• Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively
• Responds to and facilitates the resolution of client service requests
• Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction
• Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls
• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do
• Ensures alignment between values and behaviour that fosters diversity and inclusion
• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders
• Attracts, retains, and enables the career development of top talent
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance

Client Delivery Team Manager

• Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients.
• Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
• Negotiates loan structures and terms and conditions that align client requirements with the 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, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
• Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.
• Leads proposal development and delivers presentations to capture new business and expand client relationships.

Portfolio Manager

Full-stack Engineer

• Drive the development of the “Agent Ecosystem” by designing, building, and operationalizing enterprise-grade AI agents and the orchestration layer that seamlessly coordinates their interactions.
• Serve as a player-coach, balancing hands-on engineering, building agent prototypes and platform components, with strategic guidance, including shaping product direction, advising on implementation best practices, and fostering a culture of technical excellence.
• Initially focus on creating foundational patterns and frameworks that can be leveraged across the broader agent development landscape, enabling scalability and reusability.
• Design Agents and implement an agent orchestration layer (routing, tool-calling patterns, workflow coordination, agent registry integration, state management, and failure/fallback strategies) by leveraging your software development super-powers (Python).
• Define and apply enterprise agent patterns (standard agent templates, reusable components, and orchestration controls).
• Establish observability/monitoring for agents and orchestrations: logging, tracing, drift detection signals, agent-specific metrics, and operational dashboards.
• Integrate Microsoft Azure services and Microsoft ecosystem components (with emphasis on Azure AI capabilities and “Foundry” experience where applicable).
• Partner with leadership to clarify expected outcomes/vision and translate them into an executable build plan, architecture decisions, and delivery milestones.
• Operate and support production grade AI solutions to meet availability, reliability, and performance expectation.
• Perform routine model, prompt, and configuration updates within approved change processes.
• Embed Applied AI Evals considerations into the platform: governance hooks, auditability, risk controls, and operational readiness for agents.

Software Developer, AI Agents

• Cultivates, builds, and manages relationships with a portfolio of small business clients
• Applies professional consultative sales and business development practices
• Actively identifies opportunities and refers to BMO colleagues
• Proactively develops and executes sales strategies to attract new business clients
• Develops and maintains long-term profitable relationships and expands wallet share
• Understands customer needs and offers financial solutions