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.
• 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.
• Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
• 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.
• Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
• Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
• 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.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.

Senior Relationship Manager

Manager

• 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.
• 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.
• Acts as a trusted advisor to assigned business/group.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Identifies emerging issues and trends to inform decision-making.
• Assists in the development of strategic plans.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Communicates with internal business partners and external customers in response to standard and non-standard inquiries.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Monitors and tracks performance, and addresses any issues.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendation.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Develops and manages a business/group program.
• Reviews the program for effectiveness, considers industry trends, and recommends enhancements; makes changes as required.
• Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
• Fulfills routine and frequently non-routine transactions, responds to internal business partner and/or external customer inquiries / requests, and/or audit/reconciliation activities.
• Analyzes and resolves complex issues in accordance with Bank and industry standards.
• Acts as primary back-up to team members and as back-up to the manager.
• Evaluates circumstances requiring exceptions and engages senior management for resolution.
• May act as the day-to-day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
• 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.

Manager, Managed Account Services

Security Engineer

• Manage and provide guidance to the team on the development of highly scalable, flexible, and resilient cloud data platforms
• Lead the design and implementation of enterprise AI/ML platforms
• Drive the enablement of self-service data and AI capabilities
• Enhance the capacity of the Cloud Data and AI Engineering team through hiring and training
• Create and maintain a work environment that promotes client service and teamwork
• Oversee the day-to-day work of the Cloud Data and AI Engineering team
• Develop long- and short-term work plans to meet enterprise Cloud and Data goals
• Provide consistent collaborative leadership with senior executives
• Drive adherence to Agile methodologies

Director Cloud Security – AI Engineering

Data Analyst

• Understands and articulates the business case of business questions and the estimated value being delivered
• Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use
• Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques
• Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools
• Builds various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques
• Provides value through insights, reporting and data visualization techniques
• Selects, configures and implements analytics solutions for consistency and repeatability
• Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights
• Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization
• Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them
• Develops data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers
• Documents data flow, systems and processes to improve the design, implementation and management of business/group processes
• Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences
• Takes measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role

Data Analytics, Visualization

Vice President

• Collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate customers across the U.S.
• Preparing well-reasoned credit proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures.
• Monitoring the performance of an assigned portfolio of customers.
• Analyzing and preparing lending proposals, providing loan structuring expertise and identifying opportunities to maximize penetration and returns.
• Providing accurate financial analysis and oversight of assigned portfolio of customers as well as new customers.
• Evaluating appropriate loan structure with respect to ability to repay, collateral and ownership.
• Preparing and presenting credit applications to Credit Officers to obtain necessary credit approvals.
• Negotiating loans with clients.
• Protecting the Bank’s assets and maintaining quality of portfolio.
• Preparing concise, well-reasoned credit correspondence.
• Monitoring covenants of clients within assigned portfolio.

VP, Portfolio Manager – Commercial Real Estate

• 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.
• Signs off on new, renewal and extension loans within delegated authority.
• 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.
• Networks with industry contacts to gather competitive insights and best practices.
• Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.
• Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
• Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies.

Emerging Middle Market Portfolio Manager – Assistant Vice President

Underwriter

• 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.
• Signs off on new, renewal and extension loans within delegated authority.
• 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.
• Networks with industry contacts to gather competitive insights and best practices.
• Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.
• Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
• Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies.
• Conducts financial analysis and risk assessments of clients’ credit information, for an assigned portfolio, to provide insights and make informed decisions.
• Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
• Minimizes BMO’s risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
• Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded.
• Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.