BMO U.S.

QA Engineer

• Ensures the quality of the products that technology delivers, working closely with all applications, common services/middleware, and infrastructure teams throughout the development/engineering lifecycle
• Designs, develops, executes, and maintains test plans of infrastructure, common services/middleware, data, and applications in various environments
• Records and documents testing results (including anomalies and issues) and compares them to expected results
• Detects solution failures so that defects may be discovered and corrected
• Generates historical analysis of test results and maintains a list/repository of defects
• Reviews and interprets all documentation related to testing, including business requirements and functional and design specifications, to provide input to the project team on the planning of testing activities
• Provides immediate response to production program problems
• Conducts independent analysis and assessment to resolve strategic issues
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
• Monitors and tracks performance, and addresses any issues
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations
• Leads and implements core initiatives with complete test strategies
• Able to develop test automation suites, design frameworks, and define standards
• Oversees several test projects simultaneously and provides scheduling support to operations
• Ensures that systems and software are functionally appropriate, technically sound and well integrated
• Reviews, evaluates, and derives requirements for testability
• Designs, develops, executes, and maintains testing strategies and plans to ensure stability and efficiency, enabling a seamless customer experience
• Executes and verifies test cases as part of the overall functional testing of Information Technology products as well as reporting defects and test results to the stakeholders
• Recommends approaches to streamline and integrate technological processes and systems in the organization to improve overall efficiency and improve the bank
• Ensures the accuracy and consistency of test results through documentation processes
• Follows BMO’s SDLC process
• Communicates the overall quality of a deliverable and ensures metrics are used to drive delivery and identify any areas of concern
• Participates in programs/projects across the enterprise
• Participates as an active stakeholder in every initiative, driving quality based on fact-based metrics
• Ensures development teams’ unit testing practices are in place and confirms core criteria met prior to integrated testing delivery
• Proactively provides improvement opportunities to the team to enhance the customer experience
• Drives the testing automation capabilities
• Identifies opportunities to strengthen the quality assurance capability, such as: sharing expertise to promote technical development, mentoring employees, building communities of practice and networks
• Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning

Quality Assurance Specialist – Automation, Contact Centre Applications

Director

• Plays a critical role in supporting the growth and risk‑management objectives of the portfolio.
• Contributes to client decisioning, credit structuring, and portfolio oversight.
• Analyses credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions.
• Negotiates loan structures and terms and conditions that align client requirements with the bank's risk appetite and policies.
• Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends.

Associate Director, Commercial Banking

• Provides subject matter expertise and effective solutions within a professional practice area of the assigned portfolio to support business/group strategies
• Develops professional practices to scale and maturity for various roles through defined practice management tools & techniques
• Conducts training, coaching, facilitation and applies change management expertise to drive business results
• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives
• Builds interdependent teams that collaborate across functional and operating groups

Senior Director, PM Consulting

Analyst

• 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

Financial Planning and Analysis

• Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects
• Advises customers on wealth and investment strategies and products that meet customer’s objectives
• Fulfills sales and service activities for the customer in accordance with approved procedures
• Identifies and makes referrals to other business groups as needed
• Provides professional quality sales and service for customer and prospect inquiries, issues, and requests
• Probes to understand customer needs and advises them through their unique investment needs
• Achieves sales targets with a focus on relevant investment products
• Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups
• Escalates complex or unresolved customer situations to senior managers as required
• Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner
• Maintains the confidentiality of customer and Bank information

Investment Specialist, Bilingual – French, English

Sales

• Drives sales results for designated products through internal BMO channels by improving employees’ product knowledge and customer needs conversations
• Provides training and coaching to optimize sales and channel performance
• Supports various national and regional programs to drive overall business growth
• Gathers and shares insights about product, processes, and client experience to continuously improve market offer
• Identifies gaps and opportunities in business plan and recommends solutions to achieve results
• Assists in managing customer escalation process related to new features, benefits and price
• 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
• Engages in independent analysis and assessment to resolve strategic issues

Regional Sales Manager, Retail Distribution – Global Asset Management

• Follow department SOX controls when processing daily work.
• Review client inquiries, scheduled or on-demand, troubleshoot/resolve problems independently, escalate all unresolved processing problems.
• Investigate accounting and P&I breaks related to various reconciliations and system entries.
• Create, update, and document procedures for applications developed (BMAs).
• Act as SME to translate business objectives into plans that can be implemented for small- to mid-sized initiatives.
• Prepare daily and monthly reconciliation activities & reports, provide commentary on discrepancies and outliers.

Senior Analyst, Safekeeping

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
• Structures deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue
• Provides support for sales activities such as presentations, bids/proposals, and requests for information
• Coordinates cash management product implementations to ensure that the process stays on track and aligns with established timelines
• Participates in industry forums and conferences to stay ahead on industry trends, competitive insights, and emerging products and services
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients

Relationship Manager, Japanese Banking – Pac Rim

Account Executive

• Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions
• Monitors implementation activities to ensure alignment with timelines
• Provides tailored treasury management solutions and optimizes sales processes

Director, Senior Treasury Sales Consultant

• Provides financial and investment planning and advice in collaboration with other team members
• Determines client needs and provides solutions through the sales of managed products and services
• Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning
• Implements business development strategies to acquire new business and cultivate branch employee referrals
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders

Financial Advisor

Consultant

• Responsible for the design, implementation and management of Microsoft based server, endpoint, virtualized infrastructure, cloud and enterprise applications
• Investigates new technologies and methodologies and is responsible for their introduction into existing standards
• Resolves Level 2 system problems either independently or by coordinating resolution with software vendors and hardware manufacturers
• Designs and reviews deployment architecture for medium and complex development projects
• Applies in-depth experience with components of on-premises and cloud infrastructure
• Plans, acquires, and coordinates the installation of infrastructure devices across the enterprise
• Acts as the primary technical liaison between Infrastructure and other IT teams, vendors, and partners
• Oversees the implementation of security measures to protect systems and data
• Designs, builds, deploys, evaluates and maintains existing and future enterprise IT infrastructure
• Provides direct technical guidance and support to the team and other departments
• Identifies opportunities to streamline infrastructure management processes

Infrastructure Consultant – Windows Server, Virtualization, Cloud

• Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach.
• Collaborates to generate creative, client-focused solutions to prospective and current clients.
• Develops written internal and external marketing on pitch material.
• Supports deal teams in development, presentation, and winning mandates.
• Seeks to develop an understanding of client needs and outcomes.
• Provides materials to support an outstanding client experience.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Provides analytical findings to deal teams.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Researches and analyzes company and industry financial and operating information.
• Performs complex financial modeling and runs valuation analyses as part of client / industry evaluations.
• Creates statistical exhibits and financial performance trend analysis for client presentations.
• Prepares industry compilations.
• Performs market research and synthesizes findings for internal and external presentations.
• Applies technical concepts and understands implication of work to client/transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
• Delivers financial modeling to support strategic recommendations to clients.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently. Broader work or accountabilities may be assigned as needed.

Analyst, Real Estate, Investment Banking

Insurance

• Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities.
• Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements.
• Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience.
• Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.
• Checks and reconciles information and documentation to ensure accuracy and completeness.
• Identifies and resolves discrepancies in accordance with standard procedures.
• Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.
• Data enters, reviews and verifies loan information and documentation for processing and/or further handling.
• Manages documentation to ensure that records are maintained in a proper manner.
• Analyzes data and information to provide insights and recommendations.
• Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.

Insurance Specialist

Manager

• Acts as a subject matter expert on specific marketing and sales force programs and applications.
• Analyzes business opportunities to recommend new strategies, programs, and tactics.
• Designs and executes programs to improve the effectiveness of the sales force.
• Provides support to employees to facilitate the achievement of business results.
• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
• Develops an expert understanding of business/group challenges.
• Networks with industry contacts to gather competitive insights and best practices.
• Recommends measures to improve organizational effectiveness.
• May consult to or serve on various committees and task forces.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
• Defines business requirements for analytics and reporting to ensure data insights inform business decision making.
• Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Leads/participates in the design, implementation and management of core business/group processes.
• Oversees the design, development, and implementation of tools and training required to deliver business results.
• Breaks down strategic problems and analyzes data and information to provide insights and recommendations.
• Monitors and tracks performance and addresses any issues.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Develops and manages a business/group program.
• Prepares or leads execution of communications and change management plans.

Performance Manager – Emerging Markets

• Provides strategic project management leadership for a line of business or function
• Delivers strategically significant, complex, multi-year projects and programs
• Communicates the organizational impacts of the change
• Builds a strong network and relationships with Executives
• Develops and implements project plans
• Builds and manages a project team
• Leads strategic initiatives to improve productivity, profitability, and customer experience
• Manages the usage of enterprise tools and templates
• Ensures Project Management Standards are applied across all initiatives
• Partners with business operations to monitor, report and track project outcomes
• Ignites engagement by aligning our culture to our strategy