BMO U.S.

Manager

• 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 and procedures while maintaining an exceptional client service environment.
• Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral.
• Develops proposals to capture new business and expand client relationships.
• Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis.

Portfolio Manager, Commercial – Emerging Middle Market

• Strategic multi-year planning
• Roadmap design & execution
• Product design, build and execution
• Program design & strategy
• Partner with Marketing on campaign design & execution – driving profitable acquisition
• Budget management & financial forecasting
• Partner/stakeholder management
• P&L Owner to drive results for the Business Checking pillar against stated goals, KPIs and industry benchmarks (accounts, balances, profitability)

Senior Manager, Business Checking

QA Automation Engineer

• Design, develop, and maintain Power Automate cloud and desktop flows to automate business processes across Microsoft 365 and integrated systems
• Build Power Apps (Canvas and Model-Driven) to support automated workflows and user-facing process solutions
• Develop reusable components, connectors, and standardized automation patterns
• Integrate Power Platform solutions with SharePoint, Teams, Outlook, Excel, Dataverse, and approved third-party systems
• Implement approvals, notifications, data synchronization, and exception handling workflows
• Apply software engineering principles (versioning, error handling, logging, documentation) to low-code solutions
• Support ALM for Power Platform, including solution packaging, environment separation (Dev/Test/Prod), and deployments
• Optimize performance, scalability, and reliability of automation solutions
• Troubleshoot and resolve issues in production automations and apps
• Ensure solutions comply with Power Platform governance, security, and data loss prevention (DLP) policies
• Follow enterprise standards for identity, access control, auditing, and data handling
• Partner with platform and risk teams to review and approve automation designs
• Work with business teams to identify automation opportunities and translate requirements into technical solutions
• Provide technical guidance and best practices to citizen developers
• Contribute to documentation, templates, and internal knowledge bases
• Participate in Power Platform communities of practice and continuous improvement initiatives

Power Platform Automation Engineer

Bilingual

• Probe to understand customer needs and provide Business Banking sales, service, and advice to existing BMO customers or prospects.
• Advise customers on Business Banking strategies and products (including credit cards) that meet their objectives and priorities.
• Fulfill sales and service activities for the customer in accordance with approved procedures.
• Identify and make referrals to other business groups as needed.
• Handle customer inquiries in an informed, professional, and efficient manner.
• Escalate complex or unresolved customer situations to the appropriate BMO colleague as required.
• Perform any required activities & transactional outcomes after calls to ensure customer’s requests are accurately processed.
• Maintain current knowledge of business banking and credit card products & processes and integrate into customer conversations in a professional manner.

Bilingual Specialist, Business Banking Services

Operations

• Designs, builds, deploys, evaluates, and maintains existing and future IT infrastructure
• Ensures all IT systems function efficiently and seamlessly
• Applies in-depth experience with components of on-premises and cloud infrastructure
• Plans, acquires, and coordinates the installation of infrastructure devices across the enterprise while ensuring safe networks with disaster recovery options
• Administers automated workflow tools, middleware application servers, and server visualization technologies
• Acts as the primary technical liaison between Infrastructure and other IT teams, vendors and partners, as well as the business to design infrastructure solutions
• Works to determine enterprise security controls and identify any threats to the infrastructure
• Diagnoses complex network, storage, and server issues and implements corrective solutions
• Tracks vulnerabilities, applies remediations and patches to network and server assets
• Conducts feasibility studies to determine the likelihood of proposed project's success in the current environment
• Provides proactive network/server monitoring to ensure optimum performance and acts on real-time alerts of critical issues
• Performs hardware, software, and firmware upgrades - researches and recommends network upgrades
• Manages and coordinates the release of changes into production applying standardized procedures and minimizing risk to existing services

M365 Operations Specialist

Engineer

• Design, develop, and maintain Power Automate cloud and desktop flows to automate business processes across Microsoft 365 and integrated systems
• Build Power Apps (Canvas and Model-Driven) to support automated workflows and user-facing process solutions
• Develop reusable components, connectors, and standardized automation patterns
• Integrate Power Platform solutions with SharePoint, Teams, Outlook, Excel, Dataverse, and approved third-party systems
• Implement approvals, notifications, data synchronization, and exception handling workflows
• Apply software engineering principles (versioning, error handling, logging, documentation) to low-code solutions
• Support ALM for Power Platform, including solution packaging, environment separation (Dev/Test/Prod), and deployments
• Optimize performance, scalability, and reliability of automation solutions
• Troubleshoot and resolve issues in production automations and apps
• Ensure solutions comply with Power Platform governance, security, and data loss prevention (DLP) policies
• Work with business teams to identify automation opportunities and translate requirements into technical solutions
• Provide technical guidance and best practices to citizen developers

Power Apps Enablement Engineer

Client Services Representative

• Support and collaborate with TPS Client Service & Implementation (CS&I) leadership
• Identify needs and deliver effective learning and performance-focused programs supporting the business strategy
• Develop, promote, maintain, and actively manage designated learning program(s)
• Ensure the effective and efficient execution of all program components
• Work closely with CS&I Senior Managers and Team Leads, Change Management, product partners and other subject matter experts
• Conduct independent analysis and assessment to resolve strategic issues
• Track and monitor program performance, and address any issues

Bilingual Training Specialist, Learning & Development – Client Service & Implementation

• Proactively provides expert advice on mortgage renewal/financing needs
• Fulfills sales and service activities for customers by following approved procedures
• Identifies and makes referrals to other business groups
• Drives the sales process for inbound and outbound customer contacts upon mortgage renewal
• Negotiates home financing pricing ensuring customers feel valued
• Handles customer contacts in a professional manner
• Collaborates with internal and external stakeholders to deliver on business objectives
• Escalates complex or unresolved customer situations to managers as required
• Performs documentation to ensure customer requests are accurately processed