BMO U.S.

Logistics Specialist

• Provide support services and clerical tasks to Virtual Connect Logistics
• Collaborate with internal and external stakeholders to facilitate business objectives in accordance with policies, processes, and controls
• Troubleshoot and resolve routine problems; escalate non-routine problems
• Support change management execution and sustainment activities
• Address infractions of policies or regulations
• Create, maintain, and enter information into databases
• Resolve or escalate invoice discrepancies according to accounts payable policies and vendor agreements
• Coordinate and process equipment warranty, maintenance, and repair work orders
• Manage assets, including the annual audit
• Procure non-standard software and track licenses
• Manage employee hardware returns
• Manage inventory
• Update departmental procedures for manager approval and maintain SharePoint information
• Administer Verint Call Recording and Amazon Connect, including call pulling and scrubbing
• Assist with onboarding and offboarding Virtual Connect employees for telephony and technology requirements
• Complete complex and diverse tasks within established rules and handle escalations

Security Engineer

• Define and execute a risk-based, integrated audit strategy across Cybersecurity and Core Technology
• Lead ongoing risk assessments and develop audit coverage strategies for Cybersecurity and Core Technology risks
• Strengthen audit capabilities through workforce planning, technical specialization, succession management, methodology enhancement, and targeted capability development
• Maintain integrated, risk-based audit coverage across cybersecurity, engineering, technology operations, service management, platform support, cloud, infrastructure, software delivery, operational resilience, and third-party ecosystems
• Identify systemic risks, enterprise-wide control dependencies, and emerging technology risks
• Build partnerships across business, technology, control, and audit teams to support risk management, issue remediation, and a sustainable control environment
• Serve as senior audit relationship lead for technology executives, regulators, control functions, and key stakeholders
• Lead audit support for regulatory examinations, horizontal reviews, regulatory commitments, and remediation activities
• Communicate audit insights, thematic observations, and risk perspectives to executive management and the Board
• Provide strategic leadership and performance oversight of Directors responsible for portfolio execution
• Ensure quality, consistency, and timeliness of audit delivery through standardized methodologies, reusable testing approaches, and continuous improvement
• Establish proactive audit engagement and continuous monitoring across portfolios
• Drive adoption of analytics, continuous assurance, and AI-enabled auditing
• Deliver thematic insights, root-cause analysis, and enterprise-wide risk perspectives across technology domains
• Promote the Bank’s risk culture, open communication, effective challenge, and tone from the top
• Lead and mentor diverse teams, develop leaders, plan for succession, and foster a high-performance culture
• Drive talent acquisition, retention, organizational capability, customer loyalty, and business growth

Managing Director – Cybersecurity, Core Technology Audit

• Provide strategic leadership and enterprise-wide oversight of audit coverage across Cybersecurity and Core Technology
• Define and execute a risk-based, integrated audit strategy focused on current and emerging risks
• Lead risk assessments and develop audit coverage strategies for Cybersecurity and Core Technology risks, control effectiveness, and risk management practices
• Strengthen audit capabilities through workforce planning, technical specialization, succession management, methodology enhancement, and targeted capability development
• Maintain integrated audit coverage across cybersecurity, engineering, technology operations, service management, platform support, cloud, infrastructure, software delivery, operational resilience, and third-party ecosystems
• Build partnerships across business, technology, control, and audit teams to support risk management, issue remediation, and a sustainable control environment
• Serve as senior audit relationship lead for technology executives, regulators, control functions, and other stakeholders
• Lead audit support for regulatory examinations, horizontal reviews, regulatory commitments, and remediation activities
• Communicate audit insights, thematic observations, and risk perspectives to executive management and the Board
• Provide strategic leadership and performance oversight of Directors responsible for portfolio execution
• Ensure quality, consistency, and timeliness of audit delivery through standardized methodologies, reusable testing approaches, and continuous improvement
• Establish proactive audit engagement and continuous monitoring across portfolios
• Drive adoption of analytics, continuous assurance, and AI-enabled auditing
• Deliver thematic insights, root-cause analysis, and enterprise-wide risk perspectives
• Promote the Bank’s risk culture, open communication, effective challenge, and tone from the top
• Lead and mentor diverse teams, develop leaders, plan for succession, and foster a high-performance culture

Customer Support

• Engage with BMO bank clients through inbound and outbound channels to support group insurance products
• Provide general information on group insurance products and guide clients to appropriate online resources and tools
• Direct clients to complete applications through digital platforms
• Support customer enrollment in travel insurance by guiding them through required steps
• Meet and exceed performance metrics, including call handling, client experience, and service quality standards
• Utilize internal systems and tools to track interactions and support client follow-ups
• Identify opportunities to enhance the client experience through effective communication and service
• Stay current on BMO Insurance product offerings, market trends, regulatory changes, and competitor activity
• Adhere to regulatory guidelines and internal policies while ensuring no advisory services are provided
• Ensure accurate documentation of client interactions for compliance and audit requirements
• Champion BMO’s values and maintain integrity and professionalism in every client interaction

Bilingual Customer Support Representative

Growth Marketing

• Own the end-to-end InvestorLine client journey and growth outcomes
• Lead journey modernization, digital and AI enablement, process simplification and organizational readiness
• Align Product, Digital, UX/CX, Marketing, Technology & Operations, Data & Analytics, Risk and enterprise partners around measurable outcomes
• Lead Expert Client Care, Trading & Support and Digital Advice capabilities
• Own acquisition, onboarding, engagement, service, retention and relationship-deepening outcomes
• Establish growth targets and monitor client, financial and business performance measures
• Use client feedback, complaints, behavioural data, operational insights and market trends to identify friction and corrective actions
• Own modernization priorities, roadmaps, requirements, business cases and investment priorities
• Lead digital and AI adoption and change readiness from concept through sustainment
• Establish governance, decision forums and executive reporting
• Own portfolio benefits, performance, risks, dependencies and value realization
• Provide business leadership and advice to senior leaders
• Orchestrate cross-functional enterprise partners around shared outcomes
• Resolve competing priorities and present options, implications and recommendations
• Develop business cases and ensure governance reviews progress, outcomes, risks and decisions
• Translate journey priorities into sustainable processes, controls, training, coaching and performance routines
• Set expectations and build an accountable, inclusive, high-performing culture
• Develop leadership capability and succession depth through coaching, feedback and development plans
• Apply the Risk Management Framework and operate within approved Risk Appetite and applicable policies, standards, laws and regulations

Director, Client Journey – Growth & Modernization

• Engage with BMO bank clients through inbound and outbound channels to support group insurance products
• Provide general information on group insurance products and guide clients to appropriate online resources and tools
• Direct clients to complete applications through digital platforms
• Support customer enrollment in travel insurance by guiding them through required steps
• Meet and exceed performance metrics, including call handling, client experience, and service quality standards
• Utilize internal systems and tools to track interactions and support client follow-ups
• Identify opportunities to enhance the client experience through effective communication and service
• Stay current on BMO Insurance products, market trends, regulatory changes, and competitor activity
• Adhere to regulatory guidelines and internal policies while ensuring no advisory services are provided
• Accurately document client interactions in accordance with compliance standards and audit requirements
• Champion BMO’s values and maintain integrity and professionalism in client interactions

Product Manager

• Supports and services the Investment Operations function for BMO’s business stakeholders and customers
• Executes investment product and service processes while adhering to financial and regulatory controls and operational guidelines
• Advises assigned business groups on solution implementation
• Supports strategic initiatives with internal and external stakeholders
• Project manages delivery of regulatory continuous documents
• Responds to standard and non-standard inquiries from internal business partners and external customers
• Monitors and tracks performance and addresses issues
• Analyzes strategic problems, data, and information to provide insights and recommendations
• Manages vendors and performs oversight and governance in accordance with procurement policies
• Supports change management execution and sustainment activities
• Processes transactions and activities accurately and timely in compliance with regulatory and risk controls
• Checks and reconciles information and documentation for accuracy and completeness
• Identifies, analyzes, resolves, or escalates issues
• Collaborates with stakeholders to deliver business objectives and service expectations
• Supports development and implementation of processes, systems, tools, training, and continuous improvements
• Applies BMO’s Risk Management Framework and makes sound, risk-informed decisions
• Works mostly independently

Associate Product Manager

Risk

• Lead the end-to-end InvestorLine operations ecosystem, with accountability for operational excellence, service resilience, risk management, complex client outcomes and execution readiness
• Drive continuous improvement across servicing capabilities, controls, workforce effectiveness and operating performance through digital enablement, analytics and process improvement
• Lead business operations, risk, fraud, regulatory and complex client resolution capabilities
• Partner with the Director, Client Journey, Growth & Modernization to embed approved priorities into frontline execution, controls, training and sustained operating routines
• Own service-engine performance and operating performance across assigned InvestorLine operations and specialized support capabilities
• Set expectations and operating rhythms for service, productivity, quality, client outcomes, workforce effectiveness and financial performance
• Monitor demand, capacity, service levels and emerging issues, leading interventions to stabilize performance and meet commitments
• Own operational readiness for launches, market events, volume surges and service disruptions, including contingency and recovery plans
• Govern and resolve escalations, complaints, fraud events, regulatory concerns, order-execution issues, non-standard transactions and policy exceptions
• Establish decision rights, escalation paths, service standards, playbooks and specialist support for complex matters
• Embed risk and control requirements into workflows, technology changes, procedures, training and performance routines
• Translate modernization priorities into operational requirements, implementation plans and readiness milestones
• Own frontline readiness, capacity, procedures, training, coaching, controls and launch execution
• Lead operational planning, workforce forecasting, financial management, portfolio governance and performance reporting
• Integrate data sources to provide performance insights, scenarios and recommendations to senior leaders
• Establish dashboards and forums tracking commitments, operational benefits, risks, dependencies and decisions
• Set expectations and build an accountable, inclusive and high-performing culture
• Develop leadership capability and succession depth through coaching, feedback, development plans and talent management
• Apply the Risk Management Framework, operate within approved Risk Appetite, and adhere to applicable policies, standards, procedures, laws and regulations

Director, Client Operations – Risk & Complexity Enablement

Business Operations

• Participate in three 5-month rotations across a variety of roles and functions
• Support research, development, implementation, and execution of business initiatives
• Analyze business challenges, identify opportunities, develop recommendations, and contribute to strategic projects across U.S. Banking and the COO organization
• Conduct market research, forecasting, pricing, and competitive analysis
• Monitor product and system performance and develop solutions
• Analyze product risks for legal, regulatory, risk compliance, and reporting requirements
• Collaborate with internal partners to take products to market
• Support strategic initiatives with internal and external stakeholders
• Conduct independent analysis and assessment to resolve strategic issues
• Build relationships and ensure alignment with stakeholders
• Design and produce regular and ad-hoc reports and dashboards
• Analyze data and information to provide insights and recommendations
• Monitor performance, develop metrics, identify trends, and address issues
• Support change management and operational program implementation
• Gather customer and sales feedback and analyze issues
• Evaluate market research, competitive analysis, customer insights, and channel information
• Act as day-to-day vendor contact and support vendor solution implementation and maintenance
• Resolve internal, first-level customer escalations
• Design, implement, manage, and enhance business processes and products throughout the product lifecycle
• Develop business cases, strategic roadmaps, product documentation, templates, and requirements
• Develop and monitor action plans to optimize financial performance
• Improve processes and customer experience
• Develop Salesforce training and materials and manage change
• Support sales teams with client deals and presentations
• Develop marketing strategies, offers, and campaigns
• Influence or determine credit product risk parameters and metrics
• Apply BMO’s Risk Management Framework and comply with policies, laws, and regulations

Business & Operations Development Specialist – New Grad

• Participate in a 16-month Business & Operations Development Program with three 5-month rotations
• Support research, development, implementation, and execution of business initiatives
• Collaborate with cross-functional teams across U.S. Banking and the COO organization
• Analyze business challenges, identify opportunities, develop recommendations, and contribute to strategic projects
• Conduct market research, forecasting, pricing, and competitive analysis
• Monitor product and system performance and develop solutions to assessed problems
• Analyze product risks in compliance with legal, regulatory, and risk requirements
• Support strategic initiatives with internal and external stakeholders
• Conduct independent analysis and assessment to resolve strategic issues
• Build relationships and ensure alignment with stakeholders
• Design and produce regular and ad-hoc reports and dashboards
• Monitor performance, address issues, and support change management
• Provide input into operational program planning and implementation
• Support development of key metrics and identification of trends
• Gather customer and sales feedback and analyze issues
• Evaluate market research, competitive intelligence, customer insights, and channel information
• Complete internal and regulatory reporting
• Act as day-to-day vendor contact and support vendor solution implementation and maintenance
• Resolve internal, first-level customer escalations
• Design, implement, manage, and enhance core business processes and products throughout the product lifecycle
• Develop business cases, strategic roadmaps, key metrics, action plans, product documentation, templates, and requirements
• Support salesforce training, materials, client deals, and related presentations
• Develop and maintain relationships with external partners and vendors
• Create marketing strategies, offers, and campaigns with Marketing and other partners
• Influence or determine credit product risk parameters and metrics
• Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies and regulations

Business & Operations Development Specialist

• Research, define, align, develop, and implement sales and marketing strategies for banking products with P&L accountability
• Conduct market research, forecasting, pricing, competitive analysis, customer/consumer insights, and channel analysis
• Monitor product and system performance, growth metrics, financial performance, and customer experience
• Manage product risks, regulatory compliance, reporting, attestations, policies, and controls
• Collaborate with internal and external stakeholders to take products to market
• Recommend strategies, new initiatives, product lifecycle actions, and strategic plans to senior leaders
• Act as a subject matter expert on regulations, policies, products, and product management
• Manage resources and lead strategic, operational, and change-management initiatives
• Develop business cases, strategic roadmaps, business requirements, analytics, reports, dashboards, and action plans
• Lead reporting, forecasting, analytics, and predictive modelling activities
• Oversee vendor relationships, external partnerships, and vendor solution implementation
• Resolve complex customer escalations, policy exceptions, internal issues, gaps, and solutions
• Design, implement, manage, and enhance products throughout the product lifecycle
• Develop salesforce training and materials and manage related change
• Support sales teams with client deals and presentations
• Create marketing strategies, offers, and campaigns with Marketing and other partners
• Develop and maintain product documentation, templates, requirements, directives, and policies
• Influence or determine credit product risk parameters and metrics
• Continuously improve processes and deliver optimal customer experience
• Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with policies, laws, regulations, strategy, and risk appetite

Senior Product Manager

Vice President

• Support origination and structuring of corporate lending transactions for sponsor and non-sponsor transactions
• Coordinate with other products as part of a broader coverage team maintaining client relationships
• Provide lending expertise across sectors and establish credit facilities for LBOs, M&A, dividend recapitalizations, refinancings, add-on acquisitions, and investment-grade/sub-investment-grade transactions
• Support Trade Finance product credit approvals
• Manage a diverse lending portfolio of private, public, and middle-market companies
• Monitor existing account and client relationship performance
• Identify opportunities to diversify client portfolios and cross-sell products
• Collaborate with sector coverage partners and product specialists to deliver solutions
• Structure deals and negotiate transactions with clients
• Maintain ongoing coverage contact with lending clients and sector managers
• Build client relationships and align products and services with client needs
• Support strategic initiatives and ensure stakeholder alignment
• Generate financial models and analyses as business needs and industry requirements dictate
• Analyze industry compilations, trends, and regulations
• Complete due diligence and credit analysis for sponsor-backed leveraged borrowers and private-equity ownership structures
• Assess transaction risks, including credit, market, operational, legal/compliance, leverage, acquisition integration, dividend recapitalization, sponsor exit, and cyclical earnings risks
• Make recommendations balancing the Bank’s risk appetite with client needs
• Integrate information from multiple sources to improve processes, analysis, and reporting
• Review and guide Analysts’ and Associates’ work
• Adhere to risk, internal control, compliance, and policy requirements
• Provide specialized consulting, analytical, and technical support
• Independently diagnose and solve non-routine problems

Vice President, Corporate Banking – Portfolio Strategy & Underwriting

Director

• Lead the independent first-line control assurance function for BMO Capital Markets
• Set the assurance strategy, target operating model, annual and multi-year assurance plans and methodology
• Define assurance scope across operational, regulatory, technology, data, third-party, resilience and other non-financial risk controls
• Establish safeguards protecting assurance independence from control ownership, business risk decisions and remediation delivery
• Coordinate first-line coverage with second-line monitoring and Effective Challenge and third-line audit
• Define and govern roles, decision rights, ownership and accountability for business control assurance
• Resolve gaps, duplication and conflicting mandates across Capital Markets control and governance functions
• Prioritize risk-based coverage using control inventories, risk assessments, KRIs, issues, events, audit and regulatory findings, business change and emerging risks
• Govern plan approvals, in-year changes, delivery, quality, dependencies and portfolio performance
• Determine when specialist first-line teams or other assurance providers can be relied upon
• Establish quality assurance frameworks, file review, calibration, performance metrics and root-cause analysis
• Review or approve significant failures, disputed ratings, cross-business themes and methodology exceptions
• Challenge remediation plans and authorize re-testing strategies without assuming remediation ownership
• Escalate unaddressed control weaknesses, overdue remediation, unacceptable risk exposure and assurance impediments
• Present assurance coverage, results, themes, overdue activity and management actions to senior executives and governance committees
• Connect assurance results with KRIs, issues, events, risk assessments and change activity
• Serve as the primary Capital Markets first-line assurance contact for executives, risk, Internal Audit, Corporate functions and regulators
• Lead assurance-related regulatory responses, examinations and reviews
• Lead, coach and hold accountable employees and contractors
• Own workforce, vendor, budget and capacity strategies
• Sponsor workflow, analytics, automation and responsible AI initiatives
• Benchmark the program and drive simplification and control maturity across Capital Markets

Director – Business Control Assurance

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
• Apply consultative sales and business development practices for an assigned jurisdiction/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
• 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 profitable relationships and expand wallet share
• Answer inquiries and provide 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 solution implementation
• Analyze 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
• Provide input into operational-program planning and implementation
• Execute timely, accurate, and efficient service
• Support development and promotion of business/group programs
• Follow security, safeguarding, risk-management, and regulatory procedures
• Maintain confidentiality of customer and Bank information
• Identify risks and take appropriate actions to maintain operational integrity
• Work independently on complex tasks and exercise judgment to solve problems
• Make risk-informed decisions aligned with business strategy, policies, laws, and regulations

Business Banking Relationship Manager

Financial Planning and Analysis

• Provides independent credit adjudication, approval, and risk oversight for a portfolio of Financial Institution clients
• Evaluates complex lending, counterparty credit, and trading-product exposures
• Ensures alignment with the Bank's risk appetite, credit policies, regulatory standards, and portfolio objectives
• Acts as a trusted advisor to senior business and risk leaders on credit decisions, portfolio management, emerging risks, and complex transaction structures
• Independently assesses, approves, and provides recommendations on complex credit transactions involving Financial Institution counterparties
• Evaluates counterparty credit risk, transaction structures, collateral, and risk mitigants
• Monitors portfolio quality, emerging risks, and market developments
• Leads complex credit reviews, portfolio assessments, and risk management initiatives
• Provides independent analysis and recommendations on significant transactions and emerging risk issues
• Partners with Capital Markets, Treasury, Legal, Compliance, and Risk teams
• Supports regulatory reviews, audits, and governance activities
• Builds relationships with internal and external stakeholders and represents Credit Risk in key forums and committees
• Leverages portfolio analytics, reporting, and market insights to identify trends and inform decision-making
• Drives enhancements to credit frameworks, monitoring tools, reporting, and risk management processes
• Leads strategic and operational initiatives that improve effectiveness and risk oversight
• Provides coaching, mentorship, and credit expertise to team members and business partners
• Fosters a strong risk culture and promotes sound credit judgment
• Serves as a senior subject matter expert in Financial Institutions and Counterparty Credit Risk

Logistics Specialist

Managing Director – Cybersecurity, Core Technology Audit

Managing Director – Cybersecurity, Core Technology Audit

Bilingual Customer Support Representative

Director, Client Journey – Growth & Modernization

Bilingual Customer Support Representative

Associate Product Manager

Director, Client Operations – Risk & Complexity Enablement

Business & Operations Development Specialist – New Grad

Business & Operations Development Specialist

Senior Product Manager

Vice President, Corporate Banking – Portfolio Strategy & Underwriting

Director – Business Control Assurance

Business Banking Relationship Manager

Senior Credit Officer – Director, Financial Institutions