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BMO Financial Group
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  • Client Service Analyst  

    - Minneapolis
    Provides support and product expertise for the financial planning busi... Read More
    Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. + Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. + Assist Private Wealth Advisors in market research of client and prospects + Assist Private Wealth Advisors in identifying prospective clients. + Acts as the key service contact for clients. + Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. + Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. + Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects. + Make suggestions about how to improve the overall service interaction for prospects and clients. + Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. + Builds effective relationships with internal/external stakeholders. + Ensures alignment between stakeholders. + Prepares reports for financial plans; inputs appropriate data according to established. + Makes updates to sales tracking, forecast & pipeline, relationship plans and other databases. + Participates in account review process and completion of required action items. + Organizes client files and ensures proper documentation. + Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting. + Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs. + Supports the achievement of the business plan within the designated territory / region. + Collaborates effectively with internal stakeholders to build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. + Develops rapport and instills confidence with the client to develop credibility and earn their trust. + Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. + Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. + Focus may be on a business/group. + 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. + Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. **Qualifications:** + Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + General knowledge of financial planning and wealth management. + Working towards a financial planning designation preferred. + Proficiency in office software and sales management software. + Comfortable exploring beyond one's area of technical expertise (i.e. Discipline) + A willingness and aptitude to influence and recognize new business opportunities. + Specialized knowledge from education and/or business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. **Salary:** $45,000.00 - $83,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Read Less
  • Prioritizes and supports the work of customer-facing and/or internal p... Read More
    Prioritizes and supports the work of customer-facing and/or internal platforms. Tracks and maintains platform health scores as well as adoption rate. Manages the stability, accessibility, scalability, security and support innovation of the platform. Coordinates the activities of technology, design, security and marketing, to develop platform strategies, roadmaps, and execution. Manages the relationship with vendors for support, compliance, license tracking and any other needs. + Builds relationships with and works with stakeholders to understand the platform vision, align and deliver on the roadmap. + Documents business rules, functional/technical specifications, and process interpretations for assigned applications, process flows, systems, and business solutions​. + Analyzes platform data to drive and implement optimizations​. + Undertakes prioritization of work of a component or group of components that are used by customers/end users​. + Understands the competitive and strategic position of the organization, in order to deliver best-in-industry products​. + Ensures compliance with service and support agreements​ and standards. + Manages technical requirements e.g. APIs and other platform components with a focus on security and resilience to protect end-users. + Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. + Ensures alignment between values and behaviour that fosters diversity and inclusion. + Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. + Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. + Attracts, retains, and enables the career development of top talent. + Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. + Implements changes in response to shifting trends. + Broader work or accountabilities may be assigned as needed. + Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. **Qualifications:** Intermediate level of proficiency: + New product development. + User interface and user experience (UI/UX) design. + Cybersecurity and privacy concepts, principles and solutions. + Learning Agility. + Creative thinking. + Emotional agility. Advanced level of proficiency: + System design and implementation. + Application programming interface (API) management. + Product design. + Test driven development. + Devops. + Data collection and analysis. + Cloud computing. + Building and managing relationships. + Product management. + Value propositions. + Continuous improvement management. + Verbal & written communication skills. + Analytical and problem solving skills. + Collaboration & team skills; with a focus on cross-group collaboration. + Able to manage ambiguity. + Data driven decision making. + Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Seasoned professional with a combination of education, experience and industry knowledge. **Salary:** $112,200.00 - $209,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Read Less
  • UAT Senior Manager  

    - Chicago
    **This is a hybrid role** Accountable for the strategic direction and... Read More
    **This is a hybrid role** Accountable for the strategic direction and execution of enterprise wide user acceptance testing across banking platforms, ensuring all releases adhere to business requirements, regulatory mandates, and risk frameworks. Leads high-performing UAT teams, establishing testing governance standards, and engages stakeholders to enable controlled, audit ready technology delivery at scale + Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. + Ensures alignment between values and behaviour that fosters diversity and inclusion. + Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. + Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. + Attracts, retains, and enables the career development of top talent. + Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. + Provides strategic input into business decisions as a trusted advisor. + Acts as a subject matter expert on relevant regulations and policies. + May network with industry contacts to gain competitive insights and best practices. + Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. + 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. + Provides strategic input into business decisions as a trusted advisor. + Acts as the prime subject matter expert for internal/external stakeholders. + Manages all UAT requests for the entire business group supported (e.g., only applicable to Canadian P&C, US P&C, Capital Markets, Wealth Management & GAM). + May network with industry contacts to gain competitive insights and best practices. + Defines business requirements for analytics & 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. + 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, in order to positively influence or change behaviour. + Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. + Acts as the prime subject matter expert for internal/external stakeholders. + Performs user acceptance testing for projects of various complexities, including but not limited to developing & managing the test strategy, creating & reviewing test cases to ensure traceability, executing test cases, escalating issues, logging outcomes, facilitating/participating in defect meetings, reviewing & validating defect resolutions and developing the exit report. + Develops UAT solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Provides advice and guidance to assigned business/group on implementation of UAT solutions. + Develops and maintains in-depth knowledge of end to end business processes and project requirements through close partnership with business/group stakeholders. + Coordinates the appropriate parties to execute the overall test plan for project; including identifying key participants to execute the plan, providing estimates on the UAT cycle, determining the UAT schedule, prioritizing test execution, monitoring the test progress, and escalating as required. + Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of UAT solutions. + Builds effective relationships with internal/external stakeholders. + Leads or participates in change management activities of varying scope and type. + Breaks down strategic problems, and analyses data and information to provide UAT insights and recommendations. + Monitors and tracks UAT performance results and addresses any issues. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. + Implements changes in response to shifting trends. + Broader work or accountabilities may be assigned as needed. + Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. **Qualifications:** + Typically 10+ years of relevant experience with at least 4 years leading UAT programs in banking or financial services environment + Solid understanding of Software Development Life Cycle (SDLC) and experience working within Agile, Waterfall and hybrid delivery models + Deep expertise in UAT methodology - test strategy, test plan design, defect triage, entry/exit criteria and formal sign off process + 4+ years managing a team of UAT analysts, testers across multiple projects or business lines + Strong organizational skills to manage competing priorities, resource constraints and delivery timelines simultaneously + Demonstrated track record of identifying process gaps and implementing measurable improvements to UAT frameworks, tools and operating models + Proficiency with test management tools like Jira and HP ALM + Familiarity with test automation frameworks + Openness to evaluating and adopting emerging tools including AI for test case authoring and UAT documentation + Verbal & written communication skills - In-depth / Expert. + Analytical and problem solving skills - In-depth / Expert. + Influence skills - In-depth / Expert. + Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. + Able to manage ambiguity. + Data driven decision making - In-depth / Expert. **Salary:** $102,000.00 - $190,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Read Less
  • Fiduciary Tax Administrator  

    - Chicago
    The Fiduciary Tax Administrator is responsible for trust and estate ta... Read More
    The Fiduciary Tax Administrator is responsible for trust and estate tax law, including managing workflows and preparing and reviewing trust income tax returns (Forms **1041, 990, 5227, and 1099** ). The role requires understanding asset income taxability, strong written and verbal communication with non‑tax professionals, a commitment to exceptional internal and external client service, and the ability to multitask and manage tax volume under competing priorities. Key Accountabilities: + Coordinate fiduciary tax tasks, processes, and team workflows across volume + Ability specialized specific tax law areas + Trust, estate , IRAs, & GST taxation background + Project management for special client and organizational projects + Review account documents for assigned accounts + Manage and maintain assigned accounts for timely, accurate tax reporting + Mitigate client, administrator, and internal inquiries, support trust, and investment teams + Respond to tax notices and work directly with tax authorities and vendors + Provide tax training across organization when required Knowledge and Skills: + Accounting degree; (CPA/EA or in progress) + 3+ years tax experience or 2+ trust tax experience + Advanced Excel/data skills to manage large data sets, including functions and interactive worksheets + Access database and Power BI experience (plus) + Proficiency in OneSource Trust Tax software + Experience with trust accounting income/principal concepts (SWP/SEI) + Experience with tax research software and capital changes **Salary:** $66,600.00 - $124,200.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Read Less
  • Associate  

    - Indianapolis
    Analyzes credit information to support lending decisions and processes... Read More
    Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio. + Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral. + Supports credit-granting decisions by making recommendations to manager. + Supports portfolio monitoring and compliance, within the portfolio to identify deteriorating credit conditions and ensure compliance. + Analyses metrics and assesses industry trends to spot risks and opportunities. + Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies. + Develops proposals to capture new business and expand client relationships. + Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies + Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions + Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. + Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. + Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. + Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. + Identifies revenue and cross-selling opportunities to enhance portfolio growth. + Identifies share of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. + Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently on a range of complex tasks, which may include unique situations. + Broader work or accountabilities may be assigned as needed. + Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. **Qualifications:** + Preferred 3 - 4 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. + If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. + Technical proficiency gained through education and/or business experience. Intermediate level of proficiency: + Problem Solving + Collaboration + Detail-Oriented + Analytical Thinking + Loan Structuring + Regulatory Compliance + Portfolio Management + Credit Risk Assessment + Banking Operations + Microsoft Office Advanced level of proficiency: + Data analysis tools + Financial analysis **Salary:** $69,000.00 - $127,800.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Read Less
  • Treasury Consultant  

    - Chicago
    Applies consultative sales and relationship management practices to ge... Read More
    Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. + Manages complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. + Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. + Promotes new business opportunities by building client relationships, cross-selling treasury solutions, and leveraging external networks. + Coordinates deal closures by collaborating with internal teams, external stakeholders, and clients to ensure agreements are finalized effectively and in compliance with organizational standards. + Ensures the accuracy of documentation for cash management services, reviewing service agreements and maintaining compliance with internal policies and guidelines. + Proactively resolves discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently. + Monitors client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences. + Serves as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions. + Advises clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning. + Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies. + Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital. + Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. + Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions. + Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. + Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. + Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. **Qualifications:** + 5 - 7 years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment is preferred. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience is considered. + Deep knowledge and technical proficiency gained through extensive education and business experience. Intermediate level of proficiency: + Structuring Deals + People Management Advanced level of proficiency: + Treasury Management + Cash Management + Payment Technologies + Financial Analysis + Risk Assessment + Quality Assurance Auditing + Regulatory Compliance + Data Analysis Reporting + Sales CRM + Problem Solving + Collaboration **Salary:** $74,000.00 - $138,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Read Less
  • Executive Assistant, BMO Capital Markets  

    - New York City
    Performs a variety of administrative and clerical tasks, financial and... Read More
    Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group. + Provides subject matter expertise and advice related to assigned strategic initiatives and act as relationship management for assigned initiatives. + Builds effective relationships with internal/external stakeholders. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Gathers and formats data into regular and ad-hoc reports, and dashboards. + Leads the planning, coordinating and implementing department events. + Provides senior level administrative and operational support within a large, diverse team including one or more senior executives. + Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. + Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. + Provides input into the planning and implementation of administrative programs. + Coordinates and monitors budgets and reporting on results vs. budget. + Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities. + Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events. + Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available. + Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures). + Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries. + Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements + Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget. + Makes travel arrangements, booking flight/hotel reservations as needed. + Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations. + Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies. + Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution. + Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.). + Collaborates with internal and external stakeholders in order to deliver on business objectives. + Organizes work information to ensure accuracy and completeness. + Focus may be on a business/group. + 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. **Qualifications:** + Typically 7+ years of relevant experience in an administrative/ professional support function, demonstrating progressive responsibility and post-secondary degree in related field of study. + Specialized knowledge from education and/or business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. Please note the salary for this specific position in New York City is $80,000 - 95,0000. **Salary:** $49,500.00 - $91,300.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Read Less
  • Client Service Analyst  

    - Madison
    Provides support and product expertise for the financial planning busi... Read More
    Provides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. + Assists in preparing new business proposals or presentations to clients / prospects based upon their needs. + Assists Wealth Advisors in market research of client and prospects. + Assists Wealth Advisors in identifying prospective clients. + Acts as the key service contact for clients. + Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. + Liaises with external advisors of clients on behalf of the wealth advisor / relationship manager. + Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects. + Make suggestions about how to improve the overall service interaction for prospects and clients. + Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. + Builds effective relationships with internal / external stakeholders. + Ensures alignment between stakeholders. + Prepares reports for financial plans; inputs appropriate data according to established guidelines. + Makes updates to sales tracking, forecast and pipeline, relationship plans, and other databases. + Participates in account review process and completion of required action items. + Organizes client files and ensures proper documentation. + Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting. + Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs. + Supports the achievement of the business plan within the designated territory / region. + Collaborates effectively with internal stakeholders to build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. + Develops rapport and instills confidence with the client to develop credibility and earn their trust. + Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. + Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. BMO Financial Group - Internal use only 129905 Specialist I-IC Wealth Advisory Support 5 Page **1** of **2** **Job Description** Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. + Focus may be on a business/group. + 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. **Qualifications:** + Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + General knowledge of financial planning and wealth management. + Working towards a financial planning designation preferred. + Proficiency in office software and sales management software. + Comfortable exploring beyond one's area of technical expertise (i.e. discipline). + A willingness and aptitude to influence and recognize new business opportunities. + Specialized knowledge from education and/or business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. **Salary:** $41,714.00 - $77,500.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Read Less
  • + Must have 3 to 5 years or more experience in Treasury Payment Soluti... Read More
    + Must have 3 to 5 years or more experience in Treasury Payment Solutions + Must have Portfolio Management experience + Must be able to collaborate with the Relationship Managers + Must know Treasury Payment Solutions products + Must have sales acumen Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. **Responsibilities:** + Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. + Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. + Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. + Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives. + Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues. + Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes. + Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management. + Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies. + Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital. + Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. + Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions. + Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. + Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently on a range of complex tasks, which may include unique situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + 3 - 5 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience is considered. + Technical proficiency gained through education and/or business experience. **Advanced level of proficiency:** + Treasury Management + Cash Management + Payment Technologies + Financial Analysis + Risk Assessment + Quality Assurance Auditing + Regulatory Compliance + Data Analysis Reporting + Problem Solving + Time Management + Detail-Oriented **Salary:** $57,500.00 - $106,500.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Read Less
  • Facilitates growth for the Bank through business development and manag... Read More
    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. + Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. + Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. + Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. + Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. + Manages high-value client portfolios, driving cross-selling, retention, and profitability. + Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales. + Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. + Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. + Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. + Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. + Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. + Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. + Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. + Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. + Identifies share of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. + Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. + Implements changes in response to shifting trends. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. + Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency: + Project Management + Change Management Expert level of proficiency: + Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Customer Service + Stakeholder Management + Negotiation + Customer Relationship Building **Salary:** $122,400.00 - $228,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Read Less

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Astrid-Lindgren-Weg 12 38229 Salzgitter Germany