Overview of salaries statistics of the profession "Credit Portfolio Manager in Canada"

Application Deadline: 03/29/2024Address:100 King Street WestOur ideal candidate has experience with building and managing brand new teams with new mandates and solid people management skills. You will be involved with monthly stress tests at the enterprise level and where applicable with Enterprise-Wide Stress Testing & OSFI mandated Macroeconomic Stress Testing. You will have the opportunity to present to various levels of stakeholders including Executives. Coding skills (PySpark, Python, SAS, SQL, R) and data visualization (Power BI) skills are essential. This role will have significant exposure to different areas of the bank and interacting with broad stakeholders. Good visibility over the whole enterprise. This individual will also identify opportunities for ongoing developments and enhancements in the Enterprise's capital planning process as it relates to Wholesale and Retail Credit Risk. The successful candidate will be required to apply exceptional analytical, independent thinking, problem solving, time management, and communication skills on a daily basis.Key Accountabilities Stress Testing and Scenario Analysis Perform Enterprise wholesale and retail credit risk stress testing exercises and ad-hoc analyses.Analyse stress test scenarios, and generate and analyse wholesale and retail credit stress test results (forecast loan losses, risk weighted assets, ECL,etc.).Analyze, develop conclusions and prepare recommendations to present to management.Stay up-to-date on ongoing regulatory changes and expectations that materialize and the impact of these changes on the Enterprise's stress testing process.Produce and validate stress testing reports and presentations.Manage, coach and train team members and reports Change Management Building capability to run scalable, frequent credit stress testsParticipate in discussions to identify opportunities that would continuously improve the stress testing practices of the Enterprise.Proactively suggest improvements to reports and processes used by the Wholesale and Retail Credit stress testing team.Lead quality in all aspects of stress testing across the stress testing team and provide assistance to other team members when needed.Recommend changes to current processes and practices based on changing internal and external requirements.Relationship Management Establish and maintain strong relationships with business colleagues in the lines of business, risk groups, peers and, relevant finance and accounting groups.Foster an environment of knowledge sharing within credit stress testing group and risk and capital reporting.Participate in assigned projects, providing expert input, portfolio information and value added support for initiatives.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.In-depth / expert knowledge and understanding of stress testing and scenario analysis methodologies and frameworks.Critical and strategic thinkingStrong attention to detail to achieve superior quality of deliverablesEnhanced reporting via visualization tools (Power BI)Strong technical skills (data manipulation, programming, Python, SAS, SQL, Pyspark, R)Strong interpersonal, presentation and communication skillsProficiency in statistical/numerical software.In-depth / expert knowledge of quantitative risk modeling, calculation of Regulatory and Economic Capital.Seasoned professional with a combination of education, experience and industry knowledge.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.Grade:8Job Category:People Manager / GestionnaireWe're here to helpAt 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.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview TD Model Validation (MV) group is responsible for the independent validation and approval of analytical models used for risk, pricing, hedging, and capital evaluation for portfolio of financial products. This also includes validation of decision-making models, such as credit approval and behavioral scoring models. Job Details The successful candidate will be a member of the Non-Retail MV group covering both quantitative and qualitative models designed for Non-retail Credit Risk Capital and Allowance estimation and Non-retail Credit Risk and PPNR Stress Testing. The position reports to the Senior Manager, Non-Retail Model Validation group within MV. Detailed accountability includes:• Validate non-retail models including Credit Risk Parameters (i.e., PD, LGD and EAD) and allowance Models (i.e. IFRS 9 and CECL), and Credit Risk and PPNR stress testing models for the non-retail portfolios• Design and implement validation methodologies and standards. Ensure that the validation methodologies and standards are in line with industry best practice or address regulatory and audit requirements and/or findings in a timely manner.• Evaluate the conceptual soundness of the model methodology; Reasonability of assumptions and reliability of inputs; Suitability and comprehensiveness of performance metrics and risk measures associated with the use of the model.• Apply a variety of technical / statistical tests, modeling techniques and business insights to assess the model specification and performance.• Evaluate and implement external models used for benchmarking internal model performance. Participate in model selection and related due diligence activity.• Actively participate with business partners in internal data management to ensure data integrity and the completeness of data capture for model validation and development purpose, as well as meet regulatory requirements on data capture and retention.• Maintain/develop professional knowledge of techniques and developments in the field of quantitative analysis and share knowledge with business partners and senior management.The position involves working effectively with different internal partners such as the Model Development (MD) Group, Internal Audit, etc. Job Requirements • Robust quantitative skills with an advanced degree in one or more of the following areas: Financial Engineering, Mathematics, Statistics, Econometrics, Computer Science & Engineering• Proficiency in SAS and at least one of the following: R, MATLAB, Python, VBA• Ability to write complex SQL queries for data analysis• Familiarity with various modelling techniques and comfortable to conduct quantitative tests• Experience in model development or validation is required• Exposure or experience in credit risk modelling (e.g. AIRB parameter models, allowance models or credit risk stress testing models) for C&I/CRE portfolios is required• Good understanding of AIRB parameters and IFRS9 / CECL requirements and business acumen in macroeconomics and commercial / wholesale credit lending is an asset• Inquisitive nature, ability to ask the right questions and escalate issues. Risk & Control mindset• Good time management and multitasking skills with minimal supervision• Excellent ability to write comprehensive technical documents is required Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!

Location: Surrey, Vancouver - GVA Job Type: Full Time myWork Options: In-person, Hybrid Starting Salary Range: $63,300 Background Screening Requirement: Enhanced Criminal Record Check (every 5 years) Credit Check (every 5 years) Identity Verification Education Verification Employment Verification References What's the job? As the Credit Risk Review Specialist, you are responsible for ensuring the successful operation of the Credit Risk Review Corporate Standard. This position is responsible for establishing a framework for the review of AEF-originated loans and leases. The individual is accountable for assessing adherence to credit policies, standards, and procedures, as well as the completeness and accuracy of loan/lease data by performing independent reviews on AEF lending products on a post-review basis within the organization as well as evaluating activities of Lending personnel (compliance with policy, standards, guidelines, and procedure as well as approvals and pricing) by completing file reviews on transactions. Additional scope of duties includes diligence to promptly identify transactions with potential credit weaknesses, identify relevant trends within the lending portfolio and surface characteristics for management that affect compliance with established lending principles. The Specialist works closely with AEF's credit, collection and fulfilment departments to ensure risk is monitored and documented about lending activity. The incumbent acts as liaison with external parties, e.g. FICOM, KPMG, OSFI, etc. The Specialist is also responsible for monitoring Fraud Risk "Identification, Assessment, Control, Monitoring, and Reporting". Additionally, they work to ensure Fraud Inventory, Risk Appetite and Fraud Risk Governance and Management are maintained and adhered to. What else will you get to do every day? Ensure a complete Fraud inventory is maintained. Must be familiar with legislation that could put AEF/CCS at risk for non-compliance (e.g., FICOM Lending Policy, Credit Union Act, BPCPA, Bank Act, Privacy Act, etc.). Partner with management to identify and assess the organization's credit risk to help management meet operational, financial, and compliance objectives. Ensure Fraud Risk Governance and Management practices and principles are adhered to. Develop and implement a credit risk-based review program using business and risk profiling to meet corporate objectives. Assess the effectiveness and efficiency of credit risk controls, analyze trends, and make recommendations to the Director, Credit - AEF, for changes to AEF lending policies. Comfortable in making presentations to AEF Sr. Leadership and department management teams. Ensure all Fraud Risk identification, assessment, control, monitoring, and reporting requirements are adhered to. Provide support and assistance to the external/internal auditors, including but not limited to the completion of specified internal reviews on which the external/internal auditor relies. Support AEF corporate initiatives as assigned. Ensure the effective planning, organizing and execution of credit risk-based reviews designed to add value and help improve AEF operations. Provide monthly and quarterly Credit Risk Review reports to various department managers and AEF Sr. Leadership. Ensure a strong fraud risk culture is maintained through regular reviews. Ensure AEF adjudication staff reviews credit documents for fraud through the legitimacy and potential alterations of documents. Ensure all fraud key performance indicators are monitored against the established fraud appetite. Ensure the established and documented Fraud Risk Appetite is measured based on the FRMF, including KRIs and KPIs. This includes Fraud Basis Points overall for AEF and by business line, Fraud Basis Points Limits for each channel, Fraud Losses tracking per channel, # Fraud Cases total and per channel. Provide fraud reporting across all Business Lines and Risk Management on detailed fraud operational metrics including but not limited to # fraud applications per channel, $ of fraud exposure per channel, # approved fraud applications, application detection rate, false positive, # collection fraud cases, $ collection fraud cases, $ collection recovery. Who are we looking for? Minimum 4 - 6 Years of Job-Related Experience - Must have credit risk management experience within the financial services industry and a good working knowledge of credit risk. Must have strong lending knowledge, including a full range of products. A combination of relevant experience and education will be considered. Bachelor's Degree in Business Administration, Financial Services, Commerce or related field or equivalent combination of relevant education and experience. Advanced knowledge of MS Excel, Word, and PowerPoint. Proficient knowledge of Compass and Lease Plus banking systems. In-depth knowledge and experience in Credit Underwriting, Collections and Fulfillment. Proficient knowledge of AEF Fraud Guidelines and Routines. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Application Deadline: 04/28/2024Address:224 Main StreetFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.May coordinate closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Advises clients on loan products, options, rates, terms and collateral requirements.May advise business clients on cash management/deposits solutions.Advises clients, where possible, on business management and other financial matters.Develops and manages Commercial banking relationships, plans for prospective clients;may include focused calling and pipeline management activities.Acts as the prime subject matter expert for internal/external stakeholders.Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.Monitors and tracks performance, and addresses any issues.Ensures proper documentations for loans and cash management services.Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.Evaluates and structures loan requests, determining appropriate documentation for Approved loans.Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.Follows up after closing to insure all documents are completed and filed.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.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.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/28/2024 Address: 224 Main Street Job Family Group: Commercial Sales & Service Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Participates and provides leadership in Bank and community activities to increase Banks brand visibility and to enhance new business opportunities. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. May coordinate closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Advises clients on loan products, options, rates, terms and collateral requirements. May advise business clients on cash management/deposits solutions. Advises clients, where possible, on business management and other financial matters. Develops and manages Commercial banking relationships, plans for prospective clients; may include focused calling and pipeline management activities. Acts as the prime subject matter expert for internal/external stakeholders. Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation. Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services. Monitors and tracks performance, and addresses any issues. Ensures proper documentations for loans and cash management services. Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing. Evaluates and structures loan requests, determining appropriate documentation for Approved loans. Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements. Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations. Follows up after closing to insure all documents are completed and filed. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the clients/prospects business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. 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. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $64 600,00 - $119 700,00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/25/2024Address:100 King Street WestDrives change management plans and activities from initiation to implementation & sustainment to achieve desired business results. Engages leaders, stakeholders and other impacted audiences in the change to create an engaged workforce who understands the change & what it means for customers and employees. Understands a variety of business dimensions that must be considered in the implementation of change (products, people, processes, channels), and associated risks that must be interpreted, evaluated and mitigated. Drives overall business results by ensuring that change is understood, accepted and sustained.Analyzes the scope of change to determine people, process, financial, technology, risks & other impacts.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Provides advice and guidance to assigned business/group on implementation of change; evaluates the change environment to understand complexity and impact of change to develop a program that meets required objectives.Applies change management methodology and general management skills and knowledge to plan, organize and execute change management in a variety of project sizes.Collaborates with internal/external stakeholders to provide business context in the design, development and implementation of change. Ensures alignment between stakeholders.Develops change management solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Develops change strategy that enables leaders to promote the change and execute the change; ensures stakeholders to want to make the change.Builds and executes communications plans to drive awareness and understanding, including analyzing audiences, developing key messages and identifying the right channel, frequency and sender.Identifies resistance to the change and builds required plans to overcome objectives through communications and training in order to implement and sustain the change.Monitors and tracks adoption of the change, and addresses any issues. Implements any corrective actions required and celebrates successesQualifications:Typically, between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In depth.Analytical and problem-solving skills - In depth.Influence skills - In-depth.Data driven decision making - In depthBroader Responsibilities IncludeApplies mathematical and statistical methods to financial and risk management problems (e.g. internal controls; enterprise-wide stress testing and scenario analysis; capital modelling; valuations). Through quantitative analytical modelling, identifies important factors to consider for financial disaster and recovery plans. Conducts research and creates tools that use data to develop scenario-based planning and implements complex mathematical models to help the business make better financial and financial decisions (e.g. investments, pricing, etc.), drive innovation and minimize the impact of uncertainty.Develops pricing and quantitative risk models for an assigned portfolio e.g. fixed income, corporate credit and loans.Monitors risk in strategies and portfolios alongside project managers or functional leads.Conducts research and develops tools that use data to make better financial decisions; such as: investments, pricing, etc.Applies knowledge of risk assessment and controls along with extensive understanding of industry compliance standards and regulations.Identifies ways of mitigating potential risks; recommends and implements solutions based on analysis of issues and implications for the business.Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.Conducts quantitative research in risks across strategies and portfolios.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. Foundational level of proficiency: Regulatory capital and stress testing.Compliance and regulation.Machine learning.Learning Agility.Systems Thinking. Intermediate level of proficiency: Model risk management.Data visualization.Data wrangling.Data preprocessing.Critical thinking.Driving Results.Verbal & written communication skills.Collaboration & team skills.Analytical and problem solving skills.Data driven decision making. Advanced level of proficiency: Quantitative financial modeling.Computational thinking and programming.Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and technical proficiency gained through extensive education and business experience.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/12/2024Address:595 Burrard StreetAchieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.Provides support for sales activities such as presentations, bids/proposals, and requests for information.Develops an effective external network to support the identification of new and increased investment/lending business opportunities.Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.Establishes and enhances the Bank's brand by participating in meaningful and focused business and community.Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services.Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.Coordinates cash management product implementation and financial transaction set-up.Ensures consistent personnel training throughout the team.Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.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:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Technical proficiency gained through 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.Data driven decision making - In-depth.Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/02/2024 Address: 4706 - 50th Avenue Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. 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: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through 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. Data driven decision making - In-depth. Compensation and Benefits: $54,500.00 - $101,500.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/05/2024 Address: 5102 - 50th Street Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. 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: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through 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. Data driven decision making - In-depth. Compensation and Benefits: $51,800.00 - $96,500.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/05/2024Address:5102 - 50th StreetProvides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.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:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through 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.Data driven decision making - In-depth.Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/05/2024Address:525 8th Ave SW East TowerProvides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex and/or top tiered clients.Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Gathers and formats data into regular and ad-hoc reports, and dashboards.Explores and identifies enhancements and cross-sell opportunities and bringing these opportunities to the appropriate line of business contact.Actively listens to clients' concerns and diagnoses clients' service needs.Facilitates timely client problem-resolution, engages cross-functional representatives or groups as appropriate.Responds to client concerns in a professional manner to convey ownership, competence, respect for the client relationship.Accurately documents client requests using the group's tracking systems.Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products.Applies consistent and timely follow ups to demonstrate a commitment to customer satisfaction and high standards of responsiveness.Serves as an advocate for individual clients and escalating issues as necessary to facilitate the timely resolution of service problems.Supports the development of tailored messaging, which may include writing, editing and distributing communications.Tracks collection of client service feesCollaborates with internal and external stakeholders in order to deliver on business objectives.Executes work to deliver timely, accurate, and efficient service.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/11/2024Address:100 King Street WestPerforms validation of models and assesses model risk to confirm model appropriateness and capability for a designated portfolio. Provides effective challenge during model development and communicates decisions regarding model use to the business to ensure transparency and understanding of models and model risks. Assesses model's capabilities, stress points and limitations; assesses the associated model risk and the controls in place to mitigate identified risks.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.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.May network with industry contacts to gain competitive insights and best practices.Interprets new regulations and assesses impacts to the program / portfolio validation framework.Influences and negotiates to achieve business objectives.Identifies emerging issues and trends to inform decision-making.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Measures the effectiveness of validation and monitoring framework; recommends changes as required.Conducts independent analysis and assessment to resolve strategic issues.Acts as the prime subject matter expert for internal/external stakeholders.Represents the model validation program / portfolio for internal/external regulatory audits and/or examinations.Ensures alignment between stakeholders.Designs and produces regular and ad-hoc reports, and dashboards.Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting.Defines business requirements for analytics & reporting to ensure data insights inform business decision making.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.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Leads the research and development for validation of new types of models.Leads and integrates the monitoring, measurement & reporting of the status of the model validation program / portfolio to internal & external stakeholders.Provides input into the planning and implementation of ongoing operational programs in support of the model vetting framework and portfolio.Leads in the design, implementation and management of core business/group processes.Develops validation strategies and plans to ensure appropriate type and level of vetting of models is carried out.Independently validates / tests models and their associated assumptions, benchmarks, and supporting documentation against model vesting process, standards, guidelines and principles; assesses the data for model development as well as inputs to the model; compares validation results with model developer results for replicability.Identifies deficiencies, conditions for model use, recommends changes, and escalates as required; quantifies model risks, documents outcomes and communicates with stakeholders.Identifies where corrective actions are required and escalates per guidelines; monitors and ensures corrective action is taken.Provides technical advice and guidance to assigned business/group on implementation of the model vetting framework, and resolution of model risk issues.Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors and tracks performance; addresses any issues.Coordinates and monitors the review and sign-off of model validation reporting including model inventory and model inventory attestations.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:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.In-depth / expert knowledge and understanding of model validation, model risk management practices.In-depth / expert knowledge of regulatory requirements.In-depth / expert knowledge & experience with risk policy frameworks; quality control / testing frameworks.Seasoned professional with a combination of education, experience and industry knowledge.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.Grade:8Job Category:People Manager / GestionnaireWe're here to helpAt 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.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/08/2024 Address: 595 Burrard Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Establishes cross-selling initiatives to increase penetration with client. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. May coordinate closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Conducts independent analysis and assessment to resolve strategic issues. Helps determine business priorities and best sequence for execution of business/group strategy. Acts as the prime subject matter expert for internal/external stakeholders. Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure. Designs and produces regular and ad-hoc reports, and dashboards. Maintains current on financing trends in target clients' markets, and communicate same to team members. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Oversees preparation of concise, well reasoned credit correspondence. Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns. Negotiates transactions with clients and provides deal structuring expertise. Oversees documentation and ongoing monitoring of asset and client performance. May manage work flow of other analysts by aligning tasks with departmental goals and objectives. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMOs risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. 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. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/03/2024Address:595 Burrard StreetAs a Senior Relationship Manager, you will be supporting our Dealer Finance Commercial banking team on complex lending while focusing on relationship management and business development for our BC region. This role collaborates with various regions such as Cash Management, Private Wealth, and other Commercial Banking partners. Please note this is a hybrid opportunity and requires working at our office in Vancouver, BC on a regular basis.Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data 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.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.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:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. MBA and/or CPA designation would be an asset.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.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.Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/08/2024Address:595 Burrard StreetFacilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.Establishes cross-selling initiatives to increase penetration with client.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.May coordinate closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Conducts independent analysis and assessment to resolve strategic issues.Helps determine business priorities and best sequence for execution of business/group strategy.Acts as the prime subject matter expert for internal/external stakeholders.Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.Designs and produces regular and ad-hoc reports, and dashboards.Maintains current on financing trends in target clients' markets, and communicate same to team members.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Oversees preparation of concise, well reasoned credit correspondence.Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.Negotiates transactions with clients and provides deal structuring expertise.Oversees documentation and ongoing monitoring of asset and client performance.May manage work flow of other analysts by aligning tasks with departmental goals and objectives.Provides accurate financial analysis and risk assessment of new and existing customers.Partners with internal stakeholders for accurate, detailed client information.Develops credit information to make lending decisions on new, renewal and extension loans.Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.Prepares summary, present facts and offer opinions concerning credit worthiness.Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.Provides input into the planning and implementation of operational programs.Builds effective relationships with internal/external stakeholders.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.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/03/2024 Address: 595 Burrard Street Job Family Group: Commercial Sales & Service As a Senior Relationship Manager, you will be supporting our Dealer Finance Commercial banking team on complex lending while focusing on relationship management and business development for our BC region. This role collaborates with various regions such as Cash Management, Private Wealth, and other Commercial Banking partners. Please note this is a hybrid opportunity and requires working at our office in Vancouver, BC on a regular basis. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Leads and executes business development plans to that business goals are achieved or exceeded. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. Conducts independent analysis and assessment to resolve strategic issues. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. May network with industry contacts to gain competitive insights and best practices. Coordinates the management of databases; ensures alignment and integration of data 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. Manages the risk of the assigned complex portfolio in a timely and precise manner. Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Banks position. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the clients/prospects business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. 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: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. MBA and/or CPA designation would be an asset. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated history of successful business development, including ability to network in external markets Demonstrated knowledge of relevant industry verticals and markets competitive environment Experience in contact negotiations with both clients and legal counsel Experience drafting responses to complex RFPs Experience with Sales Strategy and Sales referral process development Risk Management - In-depth Sales and Service Management In-depth Relationship Management - In-depth Change Leadership - Working Conflict Management & Resolution In-depth Resource Planning Working Business Acumen In-depth Financial and Working Capital Understanding In-depth Strategic Thinking Working Seasoned professional with a combination of education, experience and industry knowledge. 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. Compensation and Benefits: $84,000.00 - $156,000.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/02/2024 Address: 104 Thames Street South Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. 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: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through 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. Data driven decision making - In-depth. Compensation and Benefits: $51,800.00 - $96,500.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/28/2024Address:3214 Dunmore Road SEProvides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.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:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through 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.Data driven decision making - In-depth.Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/19/2024 Address: 6130 67th Street, Suite 300 Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. 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: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through 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. Data driven decision making - In-depth. Compensation and Benefits: $51,800.00 - $96,500.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/19/2024 Address: 3214 Dunmore Road SE Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. 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: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through 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. Data driven decision making - In-depth. Compensation and Benefits: $51,800.00 - $96,500.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.