BMO U.S.

Financial Planning and Analysis

• Provide support and service for BMO’s Investment Operations business stakeholders and customers
• Execute and deliver Investment product and service processes in adherence with financial and regulatory controls and operational guidelines
• Gather and format data into regular and ad-hoc reports and dashboards
• Support change management execution and sustainment activities
• Organize work information for accuracy and completeness
• Execute service requests, transactions, queries and related routine tasks within SLAs
• Process transactions, activities and services accurately and promptly in response to stakeholder requests
• Respond accurately and knowledgeably to internal and external stakeholder questions and requests
• Follow documented policies and procedures to meet SLAs
• Check and reconcile information and documentation
• Analyze data and information to provide insights and recommendations
• Identify, analyze and resolve issues or escalate as required
• Communicate and collaborate with internal and external stakeholders
• Develop and maintain stakeholder relationships
• Maintain understanding of regulatory requirements and operational risks
• Collaborate on new processes/systems and improvements to existing processes and systems
• Support tool development and training delivery
• Complete complex and diverse tasks and handle escalations from other employees
• Analyze issues and determine next steps
• Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws and regulations

Senior Associate, Investment Operations

Communications

• Work with leaders to execute external positioning and executive communications plans for BMO’s Commercial Bank
• Lead internal and external communications programs for the Commercial Banking team
• Assess communications needs and recommend communications plans and solutions
• Secure necessary approvals and create and deliver communications solutions
• Execute communications supporting BMO’s external consideration and internal employee engagement and alignment
• Apply an integrated communications approach across stakeholder audiences
• Oversee executive communications for U.S. Commercial Bank leadership
• Collaborate with communications, media relations, marketing and business partners to achieve positioning goals
• Provide strategic external communications counsel and support to senior leadership
• Identify stories and opportunities to profile business advancements aligned with the value proposition and client segment strategy
• Use analytics and competitive benchmarking to measure success and demonstrate impact
• Build relationships with internal stakeholders to identify opportunities and maximize results
• Monitor and track feedback and social channels and proactively respond to issues
• Provide competitive intelligence and insights to inform strategy
• Work in compliance with regulatory policies, digital and brand guidelines, standards and processes to mitigate risk and improve effectiveness

Communications Lead, Commercial Bank

• Develop an external positioning platform and supporting program for BMO’s U.S. Commercial Bank
• Lead a team of experienced professionals and vendors/partners to deliver communications results
• Apply an integrated communications lens across stakeholder audiences
• Maintain internal communications approaches supporting alignment and engagement
• Oversee executive communications professionals partnering with business executives
• Collaborate across communications, media relations, marketing, and business partners
• Provide strategic external communication counsel and support to senior leadership
• Identify stories and opportunities to profile business advancements
• Use analytics and competitive benchmarking to measure success and demonstrate impact
• Build relationships with internal stakeholders to understand objectives and maximize results
• Provide competitive intelligence and insight to inform strategy
• Ensure compliance with regulatory policies, digital and brand guidelines, standards, and processes

Director, Commercial & Wealth Communications

Business Analyst

• Support and maintain the Technology Incident Management and Incident Governance framework enterprise-wide
• Ensure major incidents, operational incidents, and service disruptions are managed consistently and in alignment with enterprise standards
• Provide governance oversight, reporting, trend analysis, control effectiveness monitoring, and continuous improvement across the Incident Management lifecycle
• Review and challenge incident records, escalations, communications, and closure activities for compliance with enterprise standards
• Monitor Incident Management controls and identify opportunities to strengthen governance, accountability, and operational effectiveness
• Partner with Major Incident Managers, Technology teams, Service Management, Risk, and Audit stakeholders
• Develop governance solutions and recommendations based on business strategy and stakeholder needs
• Conduct independent reviews of incident trends, control effectiveness, and recurring operational issues
• Support strategic initiatives with internal and external stakeholders
• Build relationships with Technology, Risk, Service Management, Audit, and business stakeholders
• Analyze incident metrics, root cause data, and governance indicators to drive continuous improvement
• Build change management plans and lead or participate in readiness, planning, stakeholder management, execution, evaluation, and sustainment activities
• Produce executive-level Incident Management reporting and insights for senior leadership, governance committees, and risk stakeholders
• Define communication plans, tailored messaging, and distribution channels to influence behaviour
• Maintain governance metrics, KPIs, control monitoring, and reporting processes
• Coordinate Incident Management governance activities, including reporting, control assessments, policy and standard maintenance, training and awareness, and continuous improvement initiatives
• Support Incident Governance forums and committees through agenda management, reporting materials, documentation distribution, action tracking, and meeting minutes
• Exercise judgment to identify, diagnose, and solve complex problems independently
• Apply the Risk Management Framework to make sound, risk-informed decisions that protect the bank and align with business strategy

Incident Management Analyst

Vice President

• Jointly manage new Commercial Real Estate loan requests with the Relationship Manager while protecting the Bank
• Interact with clients to enhance their relationship with the Bank
• Monitor client portfolio performance and complete loan reviews and renewals on time
• Monitor covenants and other credit conditions
• Analyze investor-owned properties and markets nationwide to evaluate repayment ability, credit risk, and collateral valuations
• Generate client solutions, pursue marketing efforts, and cover clients with Relationship Managers
• Manage client solution opportunities within portfolios
• Coordinate lending proposals and pitches for prospective clients
• Lead cross-selling initiatives and increase client share of wallet
• Provide deal structuring expertise
• Negotiate transactions and loan documentation
• Manage Commercial Real Estate loan portfolios, including reviews, renewals, modifications, and interim monitoring
• Complete site inspections at origination and annually thereafter
• Ensure credit decisions comply with sound credit-granting principles and Bank policies
• Protect Bank assets through compliance with lending, legal, ethical, regulatory, audit, and risk-management requirements
• Exercise authorized lending discretion and approval limits
• Follow Know Your Customer and anti-money-laundering procedures
• Prepare or oversee concise credit correspondence
• Obtain credit concurrence as client advocate
• Monitor covenants and asset/client performance to identify deterioration and ensure compliance
• Manage high-risk loans and transfer them to Special Assets Monitoring Unit when appropriate
• Maintain client contact with Relationship Managers
• Work with specialists on cross-sell opportunities
• Maintain and promote a customer service environment
• Manage workflow in alignment with departmental goals
• Mentor, coach, and support career development of analysts and associates

VP, Portfolio Manager – CRE

• Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects
• Advise customers on wealth and investment strategies and products aligned with their objectives
• Fulfill sales and service activities in accordance with approved procedures
• Identify and make referrals to other business groups as needed
• Make outbound customer calls and proactively identify opportunities to enhance customer experience
• Stay current on consumer needs, industry trends, best practices, and regulatory requirements
• Provide professional-quality sales and service for customer and prospect inquiries, issues, and requests
• Probe to understand unique investment needs and advise customers accordingly
• Achieve sales targets focused on relevant investment products
• Manage transactional outcomes or refer matters to appropriate internal business groups
• Escalate complex or unresolved customer situations to senior managers
• Complete required documentation after customer interactions
• Maintain current knowledge of investment markets, practices, and trends
• Integrate marketing promotions and programs into customer conversations where appropriate
• Maintain confidentiality of customer and Bank information
• Identify and report suspicious activity related to money laundering
• Adhere to AML, terrorist financing, FCAC, Privacy Act, regulatory, and compliance requirements
• Analyze issues, determine next steps, and handle escalations from other employees
• Apply BMO’s Risk Management Framework and make sound, risk-informed decisions

Investment Specialist, English Only

General

• Independently review, structure, and adjudicate complex commercial real estate credit applications
• Serve as a senior credit authority and subject matter expert for commercial real estate lending
• Provide recommendations and approvals within delegated lending authority
• Evaluate transaction risk, borrower strength, cash flow, collateral quality, market conditions, and overall creditworthiness
• Partner with Relationship Managers and front-line lending teams to develop sound financing structures
• Monitor and maintain the overall quality of the commercial real estate portfolio
• Identify emerging risks, market trends, and potential credit concerns
• Review approximately 400 credit transactions annually
• Coach, mentor, and provide oversight to less experienced Line Officers and underwriting professionals
• Provide clear and concise credit decisions, including rationale, terms, conditions, covenants, and collateral requirements
• Provide risk insights, industry expertise, and recommendations to senior stakeholders and business partners
• Collaborate across lending, risk, and operational teams to drive process improvements and support strategic initiatives
• Stay current on commercial real estate market trends, economic developments, regulatory requirements, and industry best practices
• Support special projects, portfolio reviews, and strategic initiatives
• Serve as a trusted advisor on complex or non-routine credit matters

Senior Credit Officer, Commercial Real Estate

Account Manager

• Cultivate, build, and manage relationships with a portfolio of small business clients
• Build a pipeline of new business and increase BMO’s market share
• Develop and execute sales strategies to attract new business clients and expand existing relationships
• Develop internal and external networks and referral sources
• Generate appointments and opportunities through targeted sales efforts
• Develop and execute business plans and relationship management strategies to achieve customer retention objectives
• Identify prospective customers and cross-sell additional products and services
• Build client rapport, credibility, and trust
• Understand the local market and develop relationships with centres of influence
• Deliver exceptional customer service and provide expertise, responsive service, and support
• Develop long-term profitable relationships and expand wallet share
• Answer inquiries and provide accurate information about business banking products and services
• Understand customer needs and offer financial solutions aligned with customer goals
• Resolve or escalate issues
• Develop solutions and recommendations based on business strategy and stakeholder needs
• Provide advice and guidance on solution implementation
• Analyze strategic problems, data, and information to provide insights and recommendations
• Monitor and track performance and address issues
• Coordinate database management and ensure data governance alignment
• Build and participate in change management activities
• Support operational program planning and implementation
• Execute timely, accurate, and efficient work
• Support business/group program development and promotion
• Apply security, safeguarding, risk management, and regulatory procedures to protect the bank and maintain operational integrity

Business Banking Relationship Manager – Trainee

• Cultivate, build, and manage relationships with a portfolio of small business clients
• Build a pipeline of new business and increase BMO’s market share
• Apply consultative sales and business development practices for an assigned jurisdiction or portfolio
• Identify opportunities and refer them to BMO colleagues as appropriate
• Develop and execute sales strategies to attract new business clients and expand existing relationships
• Develop internal and external networks and referral sources
• Generate appointments and opportunities through targeted sales efforts
• Develop, maintain, and execute business plans and relationship management strategies
• Identify prospective customers and cross-sell products and services
• Develop client rapport, credibility, and trust
• Understand the local market and develop relationships with centres of influence
• Deliver exceptional customer service and provide expertise, responsive service, and support
• Expand wallet share within the assigned portfolio
• Answer inquiries and provide accurate information about business banking products and services
• Understand customer needs and offer financial solutions
• Resolve or escalate issues
• Develop solutions and recommendations based on business strategy and stakeholder needs
• Provide advice and guidance on implementation of solutions
• Analyze data and information to provide insights and recommendations
• Monitor and track performance and address issues
• Coordinate database management in adherence with data governance standards
• Build change management plans and lead or participate in change management activities
• Provide input into operational program planning and implementation
• Execute work to deliver timely, accurate, and efficient service
• Support development and promotion of business/group programs
• Follow security, safeguarding, risk management, and due diligence procedures
• Maintain confidentiality of customer and Bank information
• Identify risks and complete documentation and regulatory requirements
• Work independently on complex tasks and solve problems within established rules
• Make sound, risk-informed decisions aligned with business strategy and applicable policies and regulations

Business Banking Relationship Manager

Analyst

• Perform ongoing comprehensive client credit analysis for assigned client portfolios
• Assess business entities’ overall financial health and credit risk within prescribed discretionary authority
• Apply lending expertise to underwriting, funding, monitoring, or other parts of the lending process
• Make credit decisions or provide timely advice to business banking relationship managers
• Support strategic initiatives with internal and external stakeholders
• Conduct independent analysis and resolve strategic issues
• Analyze data and information to provide insights and recommendations
• Coordinate databases in accordance with data governance standards
• Build and execute change management plans and activities
• Develop communication plans, tailored messaging, and distribution channels
• Provide input into operational program planning and implementation
• Deliver timely, accurate, and efficient service
• Facilitate funding as an independent control point for legal and security documentation, where applicable
• Analyze lending applications, identify deficiencies or exceptions, and recommend remedies
• Confirm security valuations and complete or approve credit applications
• Develop risk profiles, structure lending proposals, and complete credit investigations
• Respond to audit and quality-check inquiries
• Build relationships and alignment with internal and external stakeholders
• Integrate information from multiple sources to improve processes, analysis, and reporting
• Design and produce regular and ad-hoc reports and dashboards
• Monitor and track performance and address issues
• Follow security, safeguarding, fraud prevention, anti-money laundering, regulatory, legal, audit, and ethical requirements
• Maintain confidentiality of customer and Bank information
• Identify risks and take appropriate actions to maintain operational integrity
• Liaise between clients and organizational departments to discuss issues, procedures, and product support
• Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy

Credit Analyst Trainee

Business Development Rep

• Develop and maintain strategic relationships with centres of influence and third parties, including brokers, brokerages, builders and non-BMO Investment Advisor Offices
• Apply market and industry expertise to deliver a winning customer experience and grow market share
• Identify share of wallet opportunities and refer business opportunities to key partners
• Develop and execute a market business plan to achieve objectives
• Represent sales programs and products in sales calls and at events
• Generate appointments and develop new relationships to grow business results
• Prioritize the market’s client and prospect pipeline
• Support regional sales programs and product delivery to maximize client opportunities and increase referral volume and deal flow
• Train and coach internal and external partners on program/product operational guidelines and regulatory requirements
• Develop solutions and make recommendations based on business strategy and stakeholder needs
• Provide advice and guidance on implementation of solutions
• Collect documentation for onboarding and approval of new partnerships
• Negotiate pricing, underwriting and efficient presentation of applications with brokers, builders and program partners
• Identify and escalate broker/partner behaviour posing fraud, AML, reputation or other risks
• Provide input into planning and implementation of operational programs
• Execute work to deliver timely, accurate and efficient service
• Build effective relationships with internal and external stakeholders
• Analyze data and information to provide insights and recommendations
• Monitor and track referral performance and address issues
• Ensure alignment between stakeholders
• Support strategic initiatives with internal and external stakeholders
• Conduct independent analysis and assessment to resolve strategic issues
• Exercise judgment to identify, diagnose and solve problems
• Take measured risks while protecting the bank under BMO’s Risk Management Framework

Business Development Manager

Insurance

• Promote and sell insurance products and solutions through inbound and outbound channels
• Uncover insurance needs and provide tailored, consultative, client-first solutions
• Drive sales growth and meet individual targets
• Deliver the desired client experience to customers and prospects
• Maximize cross-selling, referrals, and client retention opportunities
• Follow authorized scripts, processes, and procedures
• Manage complex cases and high-end sales
• Provide advice and guidance on solution implementation
• Maintain relevant licenses and satisfy continuing education and Errors & Omissions Insurance requirements
• Support strategic initiatives with internal and external stakeholders
• Build effective stakeholder relationships and ensure alignment
• Analyze data and information to provide insights and recommendations
• Answer technical life insurance questions for licensed agents
• Develop program scripting, objection handling, and training
• Ensure legal and compliance requirements related to sales are met
• Design and develop tools and training programs, including possible training delivery
• Complete administrative functions such as sales reports and follow-up on pending business
• Collaborate with internal stakeholders to build capability and drive business growth
• Apply BMO’s Risk Management Framework and make risk-informed decisions

Bilingual Licensed Insurance Advisor

Manager

• Set the strategic direction and execute enterprise-wide user acceptance testing across banking platforms
• Ensure releases adhere to business requirements, regulatory mandates and risk frameworks
• Lead UAT teams and establish testing governance standards
• Engage stakeholders to enable controlled, audit-ready technology delivery at scale
• Foster a culture aligned with BMO’s purpose, values and strategy
• Build interdependent teams across functional and operating groups
• Attract, retain and develop top talent
• Improve team performance, coach employees, support development and manage performance
• Provide strategic input as a trusted advisor and subject matter expert
• Manage resources and execute strategic initiatives to meet business and financial goals
• Develop business cases, assess options and expected return on investment
• Recommend priorities, resource requirements and strategic execution roadmaps
• Manage all UAT requests for the supported business group
• Define business requirements for analytics and reporting
• Develop and apply database frameworks and oversee database management under data governance standards
• Lead change management programs, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment
• Lead communication strategy development and collaborate on consistent messaging
• Lead operational program execution and adapt it to ensure quality
• Develop and manage test strategies, create and review traceable test cases, execute tests, escalate issues, log outcomes, facilitate defect meetings, validate resolutions and develop exit reports
• Develop UAT solutions and advise business groups on implementation
• Maintain end-to-end knowledge of business processes and project requirements
• Coordinate UAT plans, participants, estimates, schedules, priorities and progress monitoring
• Collaborate with internal and external stakeholders on UAT solution design and implementation
• Monitor UAT performance results and address issues
• Operate at group/enterprise-wide level as a specialist resource to senior leaders and stakeholders
• Apply expertise and creative problem-solving to complex and ambiguous situations
• Implement changes in response to shifting trends
• Apply BMO’s Risk Management Framework and approved Risk Appetite while protecting bank assets and adhering to laws, regulations and policies

Senior UAT Manager

Risk

• Support the Bank of Montreal’s Enterprise Chief Data Office in advancing enterprise data management priorities
• Translate governance objectives, operating models, policies, and strategic priorities into actionable plans, executive-ready deliverables, governance materials, and measurable outcomes
• Contribute to enterprise data strategy and governance initiatives through analysis, planning, stakeholder coordination, and execution support
• Develop presentations, briefing materials, dashboards, reports, and communications for executive and stakeholder audiences
• Manage assigned deliverables, milestones, risks, dependencies, and action items across data strategy and governance workstreams
• Analyze information from multiple sources and synthesize findings into insights, recommendations, and decision-support materials
• Identify opportunities to improve governance processes, reporting capabilities, stakeholder engagement, and operational effectiveness
• Support the development, enhancement, implementation, and maintenance of enterprise data governance policies, standards, procedures, and related artifacts
• Research and analyze impacts, gaps, dependencies, and opportunities related to governance, regulatory, and transformation initiatives
• Document governance requirements, accountability models, ownership structures, decision rights, and operating procedures
• Contribute to governance reporting, metrics, monitoring, adoption tracking, and compliance support
• Maintain governance documentation, inventories, repositories, and decision records
• Coordinate governance forums, steering committees, working groups, and stakeholder engagements
• Prepare agendas, materials, action tracking, follow-up, charters, operating procedures, decision logs, and supporting documentation
• Partner with business, technology, risk, compliance, and data management stakeholders to support governance priorities and resolve implementation questions
• Develop communications, training materials, adoption resources, and readiness activities
• Monitor stakeholder feedback, governance outcomes, and adoption trends to identify continuous improvement opportunities

Analyst, Enterprise Data Strategy – Governance

Operations

• Support execution of business priorities across approximately 180 branches in Greater Toronto
• Translate regional and enterprise priorities into clear field actions
• Support business planning and monitor performance results
• Coordinate regional initiatives and address issues affecting sales, customer experience, operational effectiveness, and risk management
• Lead operational excellence, audit readiness, regulatory compliance, attestations, and issue remediation routines
• Monitor operational health, identify emerging risks, track action plans, and ensure control and governance execution
• Coordinate enterprise initiative implementation and support change adoption
• Support executive communications, leadership meetings, regional reporting, employee engagement activities, and community initiatives
• Advise senior leaders on business decisions and strategic initiatives
• Develop business cases, recommend priorities and resource requirements, and create execution roadmaps
• Manage resources and lead strategic initiatives toward business and financial goals
• Define analytics and reporting requirements and produce reports and dashboards
• Lead change management programs, including readiness, planning, stakeholder management, execution, evaluation, and sustainment
• Manage stakeholder relationships, complaint escalations, communications, budgets, operating expenses, and financial reporting
• Integrate information from multiple sources to improve processes, analysis, and reporting
• Apply risk-informed decision-making aligned with BMO strategy, policies, laws, and regulations