BMO U.S.

Director

• Provides strategic project management leadership for a line of business (LOB) or function
• Delivers strategically significant, complex, multi-year projects and programs
• Communicates organizational impacts of change and provides solutions to the executive team
• Builds a strong network and relationships with executives to lead projects
• Develops and implements project plans including setting the vision and resource plans
• Builds and manages a performance-capable team, including project managers and consultants
• Sets context and direction for strategic vision and tactics to fulfill business objectives
• Creates training and development plans for project teams
• Leads strategic initiatives focusing on horizontal alignment to improve productivity and customer experience
• Manages all aspects of project execution and ensures compliance with Project Management Standards

Managing Director – PM Strategic Project

Account Manager

• Proactively builds and manages an assigned portfolio of mass affluent clients
• Acts as the primary client contact to uncover financial needs and provide solutions
• Works collaboratively within the market, BMO partners, and the community
• Uses a consultative sales process to develop strong customer relationships
• Proactively works with assigned customer portfolio to uncover needs
• Makes key recommendations on products, pricing, and services
• Achieves results and meets sales targets by acquiring new assets
• Review credit applications to ensure sound credit granting principles
• Executes quality customer review meetings for retention and relationship expansion purposes
• Educates clients about available digital options for conducting banking transactions
• Liaises between clients and various departments to provide product support

Managing Director – PM Strategic Project

Senior Premier Relationship Manager