BMO U.S.

Manager

• Evaluate the risk level of commercial transactions and make informed decisions
• Analyze credit information to support lending decisions for Commercial banking loans
• Prepare comprehensive credit summaries in collaboration with Relationship Managers and Credit Manager
• Monitor portfolio performance and ensure compliance with credit policies

Senior Portfolio Manager – Commercial, Emerging Middle Market

Financial Planning and Analysis

• Provides financial and investment planning and advice in collaboration with other team members
• Determines client needs and provides solutions though the sales of managed products and services
• Supports the achievement of sales and performance targets for new asset sales
• Implements business development strategies to acquire new business
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products
• Implements a relationship management plan in collaboration with the lead relationship manager
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs
• Conducts independent analysis and assessment to resolve strategic issues
• Monitors and tracks performance and addresses any issues
• Designs and produces regular and ad-hoc reports, and dashboards

Financial Advisor

Account Manager

• Responsible for retention and growth of an existing portfolio of specialty clients in the Religious non-profit sector
• Travel up to 50% within territory
• Develop new business by contacting prospects and clients
• Analyze financial and related data to determine the needs of the client
• Ensure proper documentation for loans and cash management services
• Track implementation requests to keep the process on track with timelines

VP Relationship Manager, Religious Institutions

• Partner with business leaders to identify opportunities and deliver impactful insights.
• Conduct deep-dive analyses on banking products, client behavior, and performance trends.
• Develop executive-ready presentations that translate data into strategic recommendations.
• Use SQL and Python to extract, analyze, and visualize data.
• Build scalable analytical solutions and automate recurring processes.
• Collaborate with product, finance, and strategy teams to align analytics with business priorities.
• Serve as a thought partner to stakeholders, helping them interpret data and make informed decisions.

Manager, Data & Analytics

Analyst

• Analyze banking product performance and client behavior to identify opportunities and risks.
• Support recurring and ad-hoc reporting needs for business stakeholders.
• Translate data into clear, actionable insights that inform decisions across sales, pricing, and profitability.
• Use SQL and Python to extract, clean, and analyze data.
• Build and maintain scalable data pipelines and reporting.
• Collaborate with cross-functional teams to align analytics with business goals.

Senior Analyst, Data and Analytics

• Cultivates, builds, and manages relationships with small business clients
• Applies professional consultative sales and business development practices
• Develops sales strategies to attract new business clients
• Identifies opportunities and refers to BMO colleagues
• Develops internal and external networks for growth
• Generates appointments and opportunities through targeted sales efforts
• Develops and maintains a business plan
• Answers inquiries about business banking products and services
• Provides advice and guidance on implementation of solutions
• Monitors and tracks performance, and addresses issues

Business Banking Relationship Manager

• Provides financial and investment planning and advice to deliver a solution in the best interests of the customer
• Determines client needs and provides solutions though the sales of managed products and services
• Provides other solutions indirectly through referrals to business partners
• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours
• Ensures alignment between values and behaviour that fosters diversity and inclusion
• Regularly connects work to BMO’s purpose and sets inspirational goals
• Builds interdependent teams that collaborate across functional and operating groups
• Attracts, retains, and enables the career development of top talent
• Improves team performance, recognizes and rewards performance, coaches employees
• Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction
• Enhances presence in the marketplace by collaborating with internal and external stakeholders

Market Leader – Financial Planning

• Investigates and identifies strategies to optimize business operations and services
• Defines business requirements to inform technology build and operations
• Sources business and market data to evaluate the effect of projects
• Assesses efficiency and performance of technology
• Identifies and analyzes malfunctions, system workflow, and troubleshoots issues
• Elicits requirements and analyzes feasibility for expected business outcomes
• Supports various project teams across the project lifecycle

Business Technology Analyst, Summer 2026 – Co-op/Intern

• Act as a primary sales contact for clients, responding to product inquiries, pricing discussions, implementation timelines, and requirements.
• Partner with clients to gather required information and complete documentation necessary to advance sales opportunities through the approval and implementation process.
• Support pre‑sales activities, including pitch preparation, client and industry research, and preparation of prospect and client materials for Sales Professional Planning.
• Develop a strong understanding of client needs, objectives, and desired outcomes to support effective solution design.
• Assist in the development of tailored solutions and recommendations aligned with client strategies and stakeholder requirements, including supporting implementation where required.
• Work with internal pricing models and tools to generate pricing analyses and recommendations in support of client proposals.
• Contribute to focused calling initiatives and pipeline management activities as needed.
• Provide materials and support to deliver a high‑quality client experience throughout the sales and onboarding process.
• Identify, document, and escalate potential risk issues, and recommend workflow or administrative process improvements to enhance efficiency and client service.
• Perform additional duties as required, including industry and company‑specific research and ad hoc projects in support of senior professionals.

Global Trade, Corporate Banking Analyst

Consultant

• Provides exceptional service to credit card customers by reviewing and analyzing each case
• Works with merchants to ensure the accuracy of each chargeback submission
• Contacts customers to request additional information and/or documentation as required
• Identifies and escalates any adverse trends or situations which may result in financial loss or represent a risk to the organization
• Sends out client communications, transaction processes, and interfaces operations partners to ensure customer needs are met.
• Ensures delivery of exemplary service by investigating and resolving client/customer questions and issues in a timely, efficient and effective manner
• Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements
• Proactively address and resolve issues and concerns presented by internal partners
• Leads/participates in the design, implementation and management of core business/group processes
• Processes issuer chargebacks, adhering to BMO policies and procedures
• Handles customer inquires in an informed, professional, and efficient manner
• Probes as needed to understand customer needs and provides advice as required
• Manages transactional outcomes of customer calls or defers to appropriate internal business groups
• Escalates complex or unresolved customer situations to internal groups as required
• Performs any required documentation after completed calls to ensure customer’s requests are accurately processed
• Maintains the confidentiality of customer and Bank information
• Keeps up to date with banking industries practices and trends
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
• Analyzes issues and determines next steps

Dispute Consultant

• Ideal candidate 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, Senior Relationship Manager, Commercial – Emerging Middle Market

Vice President

• 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 while maintaining an exceptional client service environment.
• Negotiates loan structures and terms and conditions that align client requirements with 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, analyzes metrics, and assesses broader industry trends.

VP, Credit Portfolio Officer, Commercial – Emerging Middle Market

Executive Assistant

• Performs a variety of administrative and clerical tasks
• Provides professional support to one or more Managers and their direct reports
• Establishes administrative support & reception best practices
• Identifies, develops, recommends and implements cost saving opportunities
• Provides subject matter expertise and advice related to assigned strategic initiatives
• Builds effective relationships with internal/external stakeholders
• Gathers and formats data into regular and ad-hoc reports, and dashboards
• Manages sensitive communications, Outlook inbox, reports, invoices, and related documents for the assigned Executive

• Manage a team of 2-3 analysts
• Conduct proactive analysis to identify loan pricing opportunities and risks; present recommendations to senior management and executives.
• Own client profitability methodologies, including ROE frameworks, Basel parameters, RWA, FTP parameters and expense allocation methodology.
• Define business requirements for the Data Foundations team to build and maintain data sources that support ROE, loan pricing insights, and portfolio trends.
• Serve as the business owner for the Pricing & Profitability application; Collaborate with client-facing teams and executives to prioritize enhancements and new capabilities; Translate business needs into formal requirements for Technology and ensure product delivery meets expectations.
• Work with external data providers and vendors to benchmark the bank’s pricing and profitability performance; Bring market intelligence into internal discussions to inform strategic decisions.

Senior Manager, Pricing & Profitability

Platform Engineer

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