Total 4 job vacancies by BMO Bank N.A.

Address:

Job Family Group:

Provides management consulting services and technology/industry expertise in support of business and enterprise needs. Liaises with stakeholders to understand problems and opportunities, to facilitate the organization's goals by understanding business vision, objectives, and key performance indicators. Aligns technology requirements and solutions to a real business need, meets essential quality standards, and ensures approval by all relevant stakeholders. Acts as a consultant to business partners in collaboration with the project team in strategy and planning sessions (e.g. multi-year and annual plans), reviews, or inspections to ensure the quality of work products. Promotes new processes and methodologies, emerging technologies, and agile, and aligns to the unique project team requirements.

• Provides thought leadership in the development of new ideas, processes and emerging technology.
• Provides strategic input into business decisions as a trusted advisor.
• Acts as a subject matter expert on relevant regulations and policies.
• Identifies emerging issues and trends to inform decision-making.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Leads the development of IT strategy by understanding business processes, policies, information and information systems.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Defines business requirements for analytics and reporting to ensure data insights inform business decision making.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• 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.
• Presents and communicates at all levels within IT and across businesses / groups.
• Completes root-cause analysis to determine underlying causes and participates in problem resolution for complex issues at all levels.
• Identifies opportunities to strengthen the IT consulting capability (e.g. shares expertise to promote technical development, mentors employees, builds communities of practice and networks across technology).
• Understands and follows a project requirements management plan so that activities and milestones of the project team can be measured against the goals of the plan.
• Facilitates discussions and follows a disciplined approach to plan, elicit, analyze, document, communicate, and manage business requirements with stakeholders; applies a variety of elicitation techniques to probe, challenge, and understand requirements.
• Provides analytical support and insights to identified / assigned user areas to support relative product, channel, and business development initiatives (e.g. product, portfolio, and profitability analytics, and customer analytics).
• Collaborates in root-cause analysis to determine underlying causes and participates in problem resolution.
• Builds exceptional relationships with internal and external stakeholders.
• Liaises with the business and the technology development and support groups.
• Aligns business needs to vision/goals to ensure development teams to translate them into detailed design specifications and code.
• Assess project impact, benefits, and risks when scope changes.
• Communicates and engages across stakeholder groups during construction and delivery of solutions.
• Assesses the quality of supporting documentation, including business and process requirements documents, to ensure proper analysis supports recommendations or demonstrate continued alignment to strategic objectives.
• Develops a deep understanding of organizational complexity to build strong rapport with internal stakeholders for the construction and delivery of the solution.
• Stays abreast of industry technical and business trends through benchmarking and/or participation in professional associations.
• 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.
• Must have payment expertise on any payment product such as Wire, ACH, Real Time Payment, Zelle, Fednow.
• Business Analysis Accreditation is an asset.
• Knowledge of software development practice, concepts/methodologies (i.e. waterfall, Agile, iterative), and technologies obtained through formal training and/or work experience.
• Knowledge of one or more requirements analysis and problem decomposition techniques.
• Knowledge of technical/business environment (e.g. Microsoft business technologies and applications, relational databases, and SharePoint).
• Understanding of industry standards and standard business capabilities.
• Knowledge of business analysis, project delivery practices and standards across the project lifecycle.
• Possesses a deep understanding and problem solving ability of Information Technology of various complexities.
• Understanding of techniques associated with data modeling, process modeling, and user-centered design within the context of the organizational standards.
• Familiar with business strategy and assessments (i.e. feasibility studies, business cases and/or cost/benefit, project sizing and costing, and current state analysis/needs assessments).
• 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:

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re 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.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.

Address:

Job Family Group:

Job Description Summary

Government Banking’s core business is servicing Local Government agencies with business from RFPs that are time sensitive with strict submission requirements for or risk disqualification. It’s imperative this role demonstrates a sense of urgency, strong organizational, critical thinking/analytical, collaborative, verbal, and written communication skills along with strong ability to multitask to meet deadlines with competing/conflicting priorities. This role wears “different hats” with seasonal workload volume expectation to provide RFP backup/production support, administration-related support, and project support to management. As a Sales Specialist, this role is responsible for providing complex information and data analysis to support projects and/or in the overall management of a business unit/department. Develops and documents business requirements and/or business solutions to solve complex problems and issues related to the business.

Required Experience

• Experience with financial services RFP (Request For Proposal) proofreading and proposal production.
• Proficient in MS Office Outlook, Word, Excel, PowerPoint, Adobe Professional, SharePoint, and Invoice Procurement System
• Strong organizational, critical thinking and analytical skills along with follow through, thoroughness and attention to details.
• Strong written and verbal communication skills
• Strong editing and proofreading skills
• Ability to multi-task and meet deadlines with competing/conflicting priorities
• Bachelor's Degree preferred or 5 years minimum experience in proposal/project/business administration and reporting functions

Skills

• Strong/excellent written and verbal communication skills for documenting necessary processes, business requirement proposals, client interaction, and project documentation as required.
• Strong critical thinking, analytical, inter-personal and problem-solving skills coupled with thoroughness and attention to detail.
• Team player

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.

• Acts timely, efficiently and independently, taking ownership of client satisfaction.
• Assists with more complex client related issues.
• Builds effective relationships with internal/external stakeholders.
• Assesses and evaluates problematic trends in overdrawn accounts and escalates issues as per directives.
• May provide day to day operational leadership and coaching.
• May coordinate client fee billing for third party vendor charges.
• Provides first line assistance on document exception and maturity report research.
• Identifies, records and escalates any potential risk issues and recommends workflow process alternatives.
• Investigates, recommends actions on overdrawn accounts within internal timeframes.
• 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 may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Compensation and Benefits:

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re 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.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.

Address:

Job Family Group:

Please note the target base salary for this specific position in San Francisco is $100K + Depending on Experience

Plus Great Quarterly incentive payouts and annual bonus opportunities

Our Small Business Officer (SBO) is responsible for acquiring new mass small business relationships and proactively developing and retaining high potential business banking relationships with lending needs up to $100,000. Assists assigned retail branches with achieving mass small business goals and partners with retail team members to coach and train on acquisition strategies, retention tactics, and customer inquiries related to mass small business. Independently interprets and provides recommendations and solutions unique to each client's specific banking needs.

• Focuses on acquisition of new small business customers and retention and deepening of existing relationships.
• Acquires new small business relationships through in person prospecting, outside calling, networking, and referrals. Makes a substantial number of outside, in-person calls on prospects and portfolio clients through designated retail branch assignments in a specific geography area.

Additionally, our SBO 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.

Compensation and Benefits:

The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or 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: www.bmousbenefits.com.

We’re 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.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.

Address:

Job Family Group:

Please note the target base salary range for this specific position in Silicon Valley is $80,000 - $100,000K + Depending on Experience, plus Great Quarterly incentive payouts and annual bonus opportunities.

Our Small Business Officer (SBO) is responsible for acquiring new mass small business relationships and proactively developing and retaining high potential business banking relationships with lending needs up to $100,000. Assists assigned retail branches with achieving mass small business goals and partners with retail team members to coach and train on acquisition strategies, retention tactics, and customer inquiries related to mass small business. Independently interprets and provides recommendations and solutions unique to each client's specific banking needs.

• Focuses on acquisition of new small business customers and retention and deepening of existing relationships.
• Acquires new small business relationships through in person prospecting, outside calling, networking, and referrals. Makes a substantial number of outside, in-person calls on prospects and portfolio clients through designated retail branch assignments in a specific geography area.

Additionally, our Small Business Officers provide 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.

Compensation and Benefits:

The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or 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: www.bmousbenefits.com.

We’re 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.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.