BMO Harris Bank

155 job(s) at BMO Harris Bank

BMO Harris Bank Chicago, Illinois
Security Manager-1800010627 Description The Senior Manager acts as the primary owner of the Quality Assurance for the TISO team and specifically for the Security Pre-implementation Reviews (SPIR) for technology projects. This role is also responsible for the creation and maintenance of the Technology Information Security Officer (TISO) operations manual and will assist in development of TISO training activities. Additionally this role supports the TISO team's use of other processes such as Production Access to Data (PAD), risk process, metrics, and other processes necessary to effectively manager the TISO teams. Key Accountabilities Leadership and Direction Ensure efficacy of the SPIR QA process and evaluate / implement quality standards within all TISO processes. Manage the TISO operations manual and onboarding / training process. This requires expert understanding of and ability to adapt and / or automate the TISO processes to increase efficiency. Serve as the primary contact for to evaluate and incorporate TISO process change requests or enhancements / additions to existing responsibilities. Serve as a member of the TISO leadership team and provides assistance with management activities and metrics. Evaluate and coordinate TISO growth opportunities through cross-training and formalized training courses to enhance and maintain TISO capabilities. Participate in TISO projects. Reporting and metrics Prepare monthly status report for the Director, Technology Information Security Officers. Define Key Performance Indicators (KPI) to track effectiveness of support services delivery. Prepare ad hoc reports for senior leadership as required. Business Relationship Management Coordinate activities with all TISO process stakeholder groups including the Technology Business Controls Group and CIO teams to ensure understanding / coordination of and compliance with TISO responsibilities and requirements. Interact with other GITRM and enterprise teams to coordinate GITRM responses to larger concerns. Financial Management Prepare team operating budgets to align with fiscal goals. Forecast effort and cost estimates for resourcing requirements. Manage expenses by following BMO policies and procedures. Qualifications Knowledge 10 years of experience in Information Security, with a minimum of 2 years in a managerial capacity. Expert level knowledge of Information Security processes and best practices. Ability to integrate and optimize complex technology governance processes. Broad understanding of the Financial Regulatory and legal environment for both Canada and the US. Maintains a solid awareness of emerging security technologies and industry trends. Deep understanding of policies, governance structures and processes within the bank. Industry recognized certifications in security and risk related fields are considered an asset. Skills Leadership and team management skills Excellent interpersonal, written and verbal communication Strong analytical and problem solving skills Attention to detail and focus on quality Advanced decision making and risk analysis skills We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. #LI-128297346_SP1 Job Product Management Primary Location United States-Illinois-Chicago Organisation GITRM-X000060 Schedule full-time
BMO Harris Bank Barrington, Illinois
Retail Relationship Banker – Floater - Barrington, IL-1800011651 Description Building relationships that go above and beyond, you'll become the go-to person for customers looking for banking advice. As a Retail Relationship Banker, you'll become an expert in our products and services and build a career where you'll learn, grow and develop your skills. As a Retail Relationship Banker, you will: Assess the needs of customers and offer them banking services that meet their financial needs Generate leads and uncover new streams of revenue within existing relationships Manage risk and compliance while supporting the operations of the branch Build long-term relationships with clients, ensuring they use BMO Harris Bank's products and services for all their banking needs Elevate the customer experience We're looking for Retail Relationship Bankers to develop, maintain and support the appropriate sales of our products and services. By building close relationships with our customers and anticipating their needs, you will be a valuable asset to the bank. You'll analyze customer financials, credit data and other relevant information to evaluate risk levels and present viable financial alternatives and advice to clients. This role is about defining what makes a great customer experience and looking for exciting, new ways to make it even better. At BMO Harris Bank, we value the input of our team and in return, we'll give you everything you need to grow your career in a dynamic environment that encourages trust and responsibility. Qualifications Qualifications and experience To make an impact on our organization, you'll need: An Associate's degree or equivalent work experience; college degree preferred At least one year of banking or customer service/sales experience In-depth understanding of retail banking products and services along with strong sales skills An understanding of state and federal laws and regulations related to Fair Lending Motivation to learn new technologies and skills in a changing environment Strong influencing and interpersonal skills For employees who will be working in the U.S. the following applies: This position will act as an originator of consumer loans as defined by the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act) and the Bank will instruct you on how to comply with the requirement to register with the Nationwide Mortgage Licensing System Registry. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Retail Branch Primary Location United States-Illinois-Barrington Organisation US Personal & Business Banking-X000004 Schedule full-time
BMO Harris Bank Palatine, Illinois
Retail Relationship Banker – Floater - Palatine, IL-1800011653 Description Building relationships that go above and beyond, you'll become the go-to person for customers looking for banking advice. As a Retail Relationship Banker, you'll become an expert in our products and services and build a career where you'll learn, grow and develop your skills. As a Retail Relationship Banker, you will: Assess the needs of customers and offer them banking services that meet their financial needs Generate leads and uncover new streams of revenue within existing relationships Manage risk and compliance while supporting the operations of the branch Build long-term relationships with clients, ensuring they use BMO Harris Bank's products and services for all their banking needs Elevate the customer experience We're looking for Retail Relationship Bankers to develop, maintain and support the appropriate sales of our products and services. By building close relationships with our customers and anticipating their needs, you will be a valuable asset to the bank. You'll analyze customer financials, credit data and other relevant information to evaluate risk levels and present viable financial alternatives and advice to clients. This role is about defining what makes a great customer experience and looking for exciting, new ways to make it even better. At BMO Harris Bank, we value the input of our team and in return, we'll give you everything you need to grow your career in a dynamic environment that encourages trust and responsibility. Qualifications Qualifications and experience To make an impact on our organization, you'll need: An Associate's degree or equivalent work experience; college degree preferred At least one year of banking or customer service/sales experience In-depth understanding of retail banking products and services along with strong sales skills An understanding of state and federal laws and regulations related to Fair Lending Motivation to learn new technologies and skills in a changing environment Strong influencing and interpersonal skills For employees who will be working in the U.S. the following applies: This position will act as an originator of consumer loans as defined by the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act) and the Bank will instruct you on how to comply with the requirement to register with the Nationwide Mortgage Licensing System Registry. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Retail Branch Primary Location United States-Illinois-Palatine Organisation US Personal & Business Banking-X000004 Schedule full-time
BMO Harris Bank Chicago, Illinois
Audit and Compliance Officer, Technology Services -1800011702 Description MANDATE Under the direction of the GITRM Audit and Compliance Director, the Audit and Compliance Officer provides support to the Audit & Compliance function within GITRM. The role supports the GITRM Audit practice and ensures compliance with Information Security and IT Risk Management related requirements. The Audit & Compliance Officer is accountable to ensure that GITRM has a sound Audit framework which supports favorable audit outcomes. The Audit & Compliance Officer works directly with the Audit & Compliance team as well as other areas within GITRM (including Information & Technology Risk, Supplier Assessments, Information Security Operations, Information Risk and Technology Risk Corporate Support Areas), as well as other areas as needed in the effective support and delivery of GITRM Audits and Exams. _______________________________________________________________________________ ACCOUNTABILITIES Supports Internal and External Audit activities across assigned GITRM portfolios Oversees and reviews pre-audit activities such as the completion of a Statement of Disclosure, and Pull List activities by engaging with key stakeholders. Participates as GITRM in all Audit meetings for in-flight audits Provides Director C&A on-going update of in-flight audit status including any issues Recommends actions to respond to additional in-flight audit requests Reviews and co-ordinates GITRMs position on proposed audit observations or findings and facilitates audit response Tracks and reports on any audit remediation activities Facilitates meetings with Audit during remediation as a means to provide status update Makes recommendation to implement new audit program activities or suggests adjusting existing programs to drive a stronger audit program Review results of audits tracking any noted themes and trends that can be applied across GITRM Reviews reports from risk assessments to remain informed on the type of issues that are being identified that might impact GITRM audits Identify systemic issues and make recommendations to the Director, Compliance and Audit Monitors completion of corrective action plans for issues identified in audits Works with Remediation Leads for issue status updates on milestones and development of proof of completion packages Provides first level of internal validation and effective challenge Ability to influence and create sense of urgency as required Prepare and provide updates as required to applicable steering committees, regulators, CSAs and risk management committees/forums Participate in BMOFG committees, working groups and forums where GITRM's audit and compliance programs require representation Performs special projects as assigned AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities:Coordinate and drive GITRM audit activities (SOD, Pull List, Remediation Tracking & Reporting) Direct audit interactions and responses for assigned Audits Escalation to GITRM leadership of audit concerns / identified gaps CROSS-FUNCTIONAL RELATIONSHIPS This job requires the incumbent to interact with the following processes and/or groups: GITRM 1A and 1B GITRM BUCO TBCG Internal Audit and Compliance T&O Risk Governance Qualifications KNOWLEDGE AND SKILLS Knowledge:Possesses a university degree/college diploma in related discipline(s) or equivalent work experience, and/or 8 to 10 years experience in an information security environment preferably with knowledge of Audit and Risk Management Strong knowledge and understanding of emerging technologies as they pertain to external regulatory requirements (e.g., PIPEDA, SOX, ISO, CoBIT, COSO, GLBA) Advanced knowledge of industry directions and trends in Information Security Audit, Risk Management and Regulations Completion of security certifications is considered an asset Demonstrates solid knowledge of the standard operating platforms, system administration, network administration, development process and security process Exhibits advanced knowledge of one or more security processes and technologies Solid understanding of project management processes, documentation, audit and signoff authorities Solid knowledge of the Bank's Policies and Procedures in relation to Risk. Skills:Possesses advanced written and verbal communication skills Demonstrates advanced decision and risk analysis skills Displays solid relationship management and leadership skills, working collaboratively with cross functional groups. Possesses highly developed facilitation, presentation and negotiation skills Is a team player who is self-motivated and goal oriented Strong meeting management and facilitation skills WORKING CONDITIONS The working environment provides minimal exposure to discomfort or risk to safety. Some travel maybe required. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com/ BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Compliance Primary Location United States-Illinois-Chicago Organisation GITRM-X000060 Schedule full-time
BMO Harris Bank New York, New York
Vice President, US Power, Utilities & Infrastructure-1800011759 Description Description The Vice President, US Power, Utilities & Infrastructure (“PU&I”), Investment & Corporate Banking, is a key player on and across investment banking deal teams, collaborating and generating solutions for current and prospective corporate clients, private equity firms and infrastructure / pension funds. The Vice President is responsible for planning, organizing, developing and delivering client presentations, managing and developing analysts and associates, liaising with and building client relationships, and leading the execution of M&A and capital raising transactions. While the Vice President will primarily be responsible supporting senior managing directors, the Vice President will also have an increasing opportunity to take on client coverage responsibilities of his/her own. This role is based in New York City. BMO Capital Markets' US PU&I, Investment & Corporate Banking Group is a newly-formed team lead by senior managing directors who are joining BMO Capital Markets from a top 5 Power & Utilities team with significant sector experience across corporate sell-side and buy-side transactions, asset sales and acquisitions, bridge loans, equity and equity-linked financings, high yield and other debt capital markets transactions. In addition to US business development, the Group's mandate includes cross-border M&A activity with Canada, Europe, and Asia. The senior leadership of the Group has a strong track record of, and on-going commitment to, junior staff retention, internal promotion, and operating a flat organizational structure with open access and communication across the entire team to enhance learning and contribution from all team members. As a critical addition to the newly formed team, the Vice President will also be called upon to help manage junior team members, implement internal training and procedures, and participate in recruiting efforts as the team expands. JOB DESCRIPTION: Business Development and Client Relationship Management Collaborate with sector coverage and product partners to cover clients and prospects and to identify / deliver creative, timely financial and advisory solutions. Actively manage business development and transaction execution activities with PU&I clients. Operate as key member of the client coverage team in an effort to deepen client relationships, maximize sector penetration and generate revenue. Maintain awareness of all firm products and services offered. Participate in business development activities, including conferences and industry networking events. As part of the client coverage team, take responsibility for developing and building client relationships with client management teams and potentially Board members. Over time, take on primary client coverage responsibilities for corporate clients, likely with junior / intermediate scale companies initially as coverage skillset grows. Management of Team and Team Workflow Lead deal teams by effectively managing work flow of analysts and associates in support of client objectives. Prepare / oversee delivery of creative and timely “pitches”. Seek opportunities for ongoing mentoring, coaching, and career development of analysts and associates. Actively participate in lateral internal or external hiring opportunities. Participate in building out the Group's sector specific tools and materials, and coordinating with third party vendors providing consulting and data services, specific to the PU&I sector. Qualifications Knowledge:An undergraduate degree with academic coursework in finance, business, economics, or accounting and an outstanding academic achievement. MBA or equivalent experience as an analyst in investment banking. Minimum of 5 years of relevant experience in investment banking, with a strong preference for dedicated focus in Power, Utilities and Infrastructure, with exposure to regulated and non-regulated market segments. Experience with thermal and renewable generation is a plus. Credit analysis experience / understanding. Skills:Exceptional skills in quantitative analytics, financial modeling and credit analysis. Capabilities in building complex models and reviewing work of others, with experience across M&A, project finance, and corporate finance. Deep understanding of equity capital markets, debt capital markets, and mergers & acquisitions. Developed knowledge of the power & utilities industry. Highly developed written and oral communication skills including the ability to create and deliver professional product ideas and presentations. Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building. Ability to work under limited supervision. Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities. Proven abilities in managerial and leadership skills. Ability to learn and adapt quickly. Expertise in financial computer applications (e.g. Bloomberg, Factset, CapIQ, SNL, etc.) and MS Excel, Word, and PowerPoint. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. #LI-LI5 Job Capital Markets Primary Location United States-New York-New York Organisation I&CB-X000016 Schedule full-time
BMO Harris Bank Phoenix, Arizona
Senior Treasury Sales Professional-1800011769 Description The Senior Treasury Sales Professional will have a mandate split into 2 areas: approximately 25% of the mandate is providing input to the sales strategies and support the achievement of the business objectives and targets of the Treasury & Payment Solutions (“TPS”) group and approximately 75% of the mandate is management of their own sales portfolio (and where applicable, managing a team of Sales Professionals and Sales Associates). The Sales Professional is accountable to provide input to the sales strategies of the TPS group based on a deep understanding of the market, relevant industry verticals within market, client needs and business growth opportunities. They will support the achievement of the business objectives and targets by assisting the Managing Director with the development, implementation and review of a rolling plan and by focusing on the identification of prospective clients, maintaining networks across assigned market segments, developing cross channel sales referral processes. The role is accountable to share and improve product knowledge of the sales team by action as a subject matter expert for Corporate Card or Treasury Management Products in addition to specific client segment (ex: Public Sector). They are also accountable to be visible in the community by publicly representing the Bank on various committees, networking for profitable customer relationships, and participating in community activities as appropriate. The Director is also accountable to achieve sales targets for Corporate Card or TPS products and services through the management of a portfolio and by applying well developed consultative sales and relationship management principles, practices and techniques in order to originate new TPS business with new and existing Commercial and/or Capital Markets clients. Key Accountabilities: Sales Strategy and Effectiveness Provide input to the market segment sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. Demonstrate financial analysis skills in analyzing available financial information on prospects to ensure both creditworthiness and adequate size potential of prospect opportunities. Develop a cross channel sales referral processes within Corporate Card or Treasury Management Services for existing BMO relationships to maximize share of wallet, increase revenue, and acquire new clients. Coordinate, schedule and deliver product presentations to Regional Teams to improve product knowledge on Corporate Card and/or Treasury Management related products and generate new client leads for cross-sell. Assist team members to research prospective clients in advance of the client meeting and shape the sales presentation based on an understanding of the potential client needs and the fit of BMO Corporate Card or Treasury Management related products. Act as Subject Matter Expert for Corporate Card or Treasury Management Products and/or specific client segment (ex: Public Sector) Research and identify existing clients that are prospects for competitors, and create a retention strategy in conjunction with the Regional Sales leaders and identified SRM's. Participate on sales opportunities within the existing client base in partnership with Regional Team representatives as required in high risk or highly competitive situations Leverage TPS SPS (Strategy, Product, Segment) and 3rd party partners to support sales and client retention objectives and the delivery of needs-based client solutions.(MasterCard & DCI financial retention support, participation in best and final presentations) Partner with Salesforce Effectiveness Group in order to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals to effectively address clients' needs, differentiate the Bank from its competition, and reflect the highest standards of professional written communication. Work with the Regional Team Leads on contract, product & pricing parameters in order to successfully negotiate final terms with clients soliciting assistance from various groups within TPS SPS to address potential contract changes and associated risks to BMO. Facilitate communication and successful engagement with Implementation as required by Regional Team Leads to ensure realization of commercial payment volume and revenues for new or expanded client relationships. Act as the liaison between TPS SPS and Treasury and or Corporate Cards to stay abreast of changes in the commercial card, electronic payments, and electronic procurement / receivables industry to effectively respond to client questions and needs, differentiating BMO from its competition. Assist with Performance Management/Scorecard and compensation with a focus on card and industry knowledge related to Commercial Card or Treasury Management Products compensation programs Represent the bank on various committees, network for profitable customer relationships, and participate in community activities as appropriate. Sales and Service Work toward the achievement of sales targets for treasury management or Corporate Card products and services by applying well developed business development and consultative sales techniques. For clients and new prospects, review and analyze cash flow and working capital position, business plans, goals and objectives, etc. all of which could be complex, developing suggestions and alternatives that meet or exceed the client's objectives. Prepare proposals, undertake negotiations with prospects, and complete internal negotiations relative to treasury management and/or Corporate Card sales. Assist Regional Team Leads with the review of complex requests for proposals (RFPs) for card or Treasury related products or joint pitches Proactively, and with a long-term focus, develop an internal and external network that effectively generates prospects for new business as appropriate. This would include maintaining relationships with partners to meet customer needs such as Capital Markets, CFD, Commercial Banking, Treasury, Trade Finance, Wealth Management, Moneris, etc. to ensure customer needs/expectations are profitably met and/or exceeded. Accountable to be visible in the community by publicly representing the Bank, networking for profitable customer relationships, and participating in community activities as appropriate. Utilize every customer transaction/meeting (as appropriate) to strengthen and deepen the client's relationship with the Bank by identifying opportunities to increase share of wallet and/or to generate referrals to other Bank groups. Managerial Leadership (applicable to team leaders only) Provides leadership to the deal team in order to ensure successful transactions are undertaken in an efficient manner. Aligns tasks and assignments with departmental goals and objectives through leadership, planning and direction to the team. Effectively influences and gains support of other areas of the bank in delivering solutions to clients. Builds a high performance/ high productivity work environment by maintaining effective managerial practices. Manages resources effectively and in accordance with allocated budget. Significantly contributes to building an integrated Commercial Banking team by breaking down inefficiencies and role modeling teamwork with a client-centered approach. Effectively communicates and partners with others. Sets appropriate policy/ project initiatives for the team and junior resources and ensures that such initiatives are met. Increases the effectiveness and successful performance of the team through identifying and closing skill/ knowledge gaps along with additional coaching and feedback as required. Represents the bank and demonstrates leadership through participation on industry working groups. Planning Assist with the development, implementation and review of a rolling plan focusing on identifying prospective clients within designated market segments that will result in meeting or exceeding sales targets, identifying prospects that offer strong potential to generate acceptable minimum commercial payment volume and revenue thresholds. Review and monitor commercial payment volume and revenue against plan, identify gaps, and share best practices with Managing Directors and Group Head. Maintain expert knowledge of Bank's BMO Commercial Card or Treasury Management products and technology platforms to ensure effective delivery of complex solutions that satisfy clients' needs. Attend continuing education workshops to maintain expert knowledge and stay abreast of emerging best practices in a dynamic industry. Be the Commercial Card or Treasury Management Products representative for Commercial Payments Services (Sales) on all related committees/projects Attend Marketing Meetings for Commercial Card or Treasury Management Products related activities representing Managing Directors (Conference attendance, client seminars etc.) Act as Subject Matter Expert for Sales for upcoming conversion projects and liaise with regional Team Leads to minimize any negative impacts to clients Assist with system conversions from a sales perspective (examples: NCCS to TSYS for both Diners P-card clients & all BMO products, Conversion from BMO details Online to new platform (Spend Vision), Conversion of entire NCCS portfolio to CHIP), OLLB conversion etc) Work on special projects or enterprise initiatives as deemed appropriate by Leader Risk and Expense Management Protect the Bank's assets and maintain portfolio quality by adhering to processes, policies & procedures, legal and ethical requirements and regulations, audit requirements, and established risk guidelines. Document and follow-up on any discrepancies to procedures with significant operational risk and escalate as required Maintain up-to-date knowledge and understanding of products, processes, and relevant legal, regulatory and technology requirements through audits and quality checks, to ensure decisions are adequately documented, and clearly communicated. Adhere to Know Your Client Rules and Bank Policies & Procedures for the prevention of loss due to fraud, counterfeiting, money laundering, or defalcation; identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering Monitor revenues to manage the profitability of existing and new customers to ensure targets are met or exceeded. Qualifications Education: Business degree or equivalent + 5 to 8 years sales experience Knowledge:Demonstrated history of successful business development, including ability to network in external markets Demonstrated knowledge of relevant industry verticals and market's 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 Skills 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 Negotiation – In-depth Problem Solving –In-depth US Payment Landscape – In-depth Treasury Management Understanding – In-depth (for Treasury Management Directors) Corporate Cards Understanding – In-depth working knowledge (for Corporate Card Directors) We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. #LI-LI3 Job Commercial Banking Primary Location United States-Arizona-Phoenix Organisation Commercial Banking-X000003 Schedule full-time Job Posting 06/07/18 Unposting Date Ongoing
BMO Harris Bank Dallas, Texas
Senior Treasury Sales Professional-1800011770 Description The Senior Treasury Sales Professional will have a mandate split into 2 areas: approximately 25% of the mandate is providing input to the sales strategies and support the achievement of the business objectives and targets of the Treasury & Payment Solutions (“TPS”) group and approximately 75% of the mandate is management of their own sales portfolio (and where applicable, managing a team of Sales Professionals and Sales Associates). The Sales Professional is accountable to provide input to the sales strategies of the TPS group based on a deep understanding of the market, relevant industry verticals within market, client needs and business growth opportunities. They will support the achievement of the business objectives and targets by assisting the Managing Director with the development, implementation and review of a rolling plan and by focusing on the identification of prospective clients, maintaining networks across assigned market segments, developing cross channel sales referral processes. The role is accountable to share and improve product knowledge of the sales team by action as a subject matter expert for Corporate Card or Treasury Management Products in addition to specific client segment (ex: Public Sector). They are also accountable to be visible in the community by publicly representing the Bank on various committees, networking for profitable customer relationships, and participating in community activities as appropriate. The Director is also accountable to achieve sales targets for Corporate Card or TPS products and services through the management of a portfolio and by applying well developed consultative sales and relationship management principles, practices and techniques in order to originate new TPS business with new and existing Commercial and/or Capital Markets clients. Key Accountabilities: Sales Strategy and Effectiveness Provide input to the market segment sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. Demonstrate financial analysis skills in analyzing available financial information on prospects to ensure both creditworthiness and adequate size potential of prospect opportunities. Develop a cross channel sales referral processes within Corporate Card or Treasury Management Services for existing BMO relationships to maximize share of wallet, increase revenue, and acquire new clients. Coordinate, schedule and deliver product presentations to Regional Teams to improve product knowledge on Corporate Card and/or Treasury Management related products and generate new client leads for cross-sell. Assist team members to research prospective clients in advance of the client meeting and shape the sales presentation based on an understanding of the potential client needs and the fit of BMO Corporate Card or Treasury Management related products. Act as Subject Matter Expert for Corporate Card or Treasury Management Products and/or specific client segment (ex: Public Sector) Research and identify existing clients that are prospects for competitors, and create a retention strategy in conjunction with the Regional Sales leaders and identified SRM's. Participate on sales opportunities within the existing client base in partnership with Regional Team representatives as required in high risk or highly competitive situations Leverage TPS SPS (Strategy, Product, Segment) and 3rd party partners to support sales and client retention objectives and the delivery of needs-based client solutions.(MasterCard & DCI financial retention support, participation in best and final presentations) Partner with Salesforce Effectiveness Group in order to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals to effectively address clients' needs, differentiate the Bank from its competition, and reflect the highest standards of professional written communication. Work with the Regional Team Leads on contract, product & pricing parameters in order to successfully negotiate final terms with clients soliciting assistance from various groups within TPS SPS to address potential contract changes and associated risks to BMO. Facilitate communication and successful engagement with Implementation as required by Regional Team Leads to ensure realization of commercial payment volume and revenues for new or expanded client relationships. Act as the liaison between TPS SPS and Treasury and or Corporate Cards to stay abreast of changes in the commercial card, electronic payments, and electronic procurement / receivables industry to effectively respond to client questions and needs, differentiating BMO from its competition. Assist with Performance Management/Scorecard and compensation with a focus on card and industry knowledge related to Commercial Card or Treasury Management Products compensation programs Represent the bank on various committees, network for profitable customer relationships, and participate in community activities as appropriate. Sales and Service Work toward the achievement of sales targets for treasury management or Corporate Card products and services by applying well developed business development and consultative sales techniques. For clients and new prospects, review and analyze cash flow and working capital position, business plans, goals and objectives, etc. all of which could be complex, developing suggestions and alternatives that meet or exceed the client's objectives. Prepare proposals, undertake negotiations with prospects, and complete internal negotiations relative to treasury management and/or Corporate Card sales. Assist Regional Team Leads with the review of complex requests for proposals (RFPs) for card or Treasury related products or joint pitches Proactively, and with a long-term focus, develop an internal and external network that effectively generates prospects for new business as appropriate. This would include maintaining relationships with partners to meet customer needs such as Capital Markets, CFD, Commercial Banking, Treasury, Trade Finance, Wealth Management, Moneris, etc. to ensure customer needs/expectations are profitably met and/or exceeded. Accountable to be visible in the community by publicly representing the Bank, networking for profitable customer relationships, and participating in community activities as appropriate. Utilize every customer transaction/meeting (as appropriate) to strengthen and deepen the client's relationship with the Bank by identifying opportunities to increase share of wallet and/or to generate referrals to other Bank groups. Managerial Leadership (applicable to team leaders only) Provides leadership to the deal team in order to ensure successful transactions are undertaken in an efficient manner. Aligns tasks and assignments with departmental goals and objectives through leadership, planning and direction to the team. Effectively influences and gains support of other areas of the bank in delivering solutions to clients. Builds a high performance/ high productivity work environment by maintaining effective managerial practices. Manages resources effectively and in accordance with allocated budget. Significantly contributes to building an integrated Commercial Banking team by breaking down inefficiencies and role modeling teamwork with a client-centered approach. Effectively communicates and partners with others. Sets appropriate policy/ project initiatives for the team and junior resources and ensures that such initiatives are met. Increases the effectiveness and successful performance of the team through identifying and closing skill/ knowledge gaps along with additional coaching and feedback as required. Represents the bank and demonstrates leadership through participation on industry working groups. Planning Assist with the development, implementation and review of a rolling plan focusing on identifying prospective clients within designated market segments that will result in meeting or exceeding sales targets, identifying prospects that offer strong potential to generate acceptable minimum commercial payment volume and revenue thresholds. Review and monitor commercial payment volume and revenue against plan, identify gaps, and share best practices with Managing Directors and Group Head. Maintain expert knowledge of Bank's BMO Commercial Card or Treasury Management products and technology platforms to ensure effective delivery of complex solutions that satisfy clients' needs. Attend continuing education workshops to maintain expert knowledge and stay abreast of emerging best practices in a dynamic industry. Be the Commercial Card or Treasury Management Products representative for Commercial Payments Services (Sales) on all related committees/projects Attend Marketing Meetings for Commercial Card or Treasury Management Products related activities representing Managing Directors (Conference attendance, client seminars etc.) Act as Subject Matter Expert for Sales for upcoming conversion projects and liaise with regional Team Leads to minimize any negative impacts to clients Assist with system conversions from a sales perspective (examples: NCCS to TSYS for both Diners P-card clients & all BMO products, Conversion from BMO details Online to new platform (Spend Vision), Conversion of entire NCCS portfolio to CHIP), OLLB conversion etc) Work on special projects or enterprise initiatives as deemed appropriate by Leader Risk and Expense Management Protect the Bank's assets and maintain portfolio quality by adhering to processes, policies & procedures, legal and ethical requirements and regulations, audit requirements, and established risk guidelines. Document and follow-up on any discrepancies to procedures with significant operational risk and escalate as required Maintain up-to-date knowledge and understanding of products, processes, and relevant legal, regulatory and technology requirements through audits and quality checks, to ensure decisions are adequately documented, and clearly communicated. Adhere to Know Your Client Rules and Bank Policies & Procedures for the prevention of loss due to fraud, counterfeiting, money laundering, or defalcation; identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering Monitor revenues to manage the profitability of existing and new customers to ensure targets are met or exceeded. Qualifications Education: Business degree or equivalent + 5 to 8 years sales experience Knowledge:Demonstrated history of successful business development, including ability to network in external markets Demonstrated knowledge of relevant industry verticals and market's 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 Skills 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 Negotiation – In-depth Problem Solving –In-depth US Payment Landscape – In-depth Treasury Management Understanding – In-depth (for Treasury Management Directors) Corporate Cards Understanding – In-depth working knowledge (for Corporate Card Directors) We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. #LI-LI3 Job Commercial Banking Primary Location United States-Texas-Dallas Organisation Commercial Banking-X000003 Schedule full-time Job Posting 06/07/18 Unposting Date Ongoing
BMO Harris Bank Des Peres, Missouri
Commercial Banking Service Representative-1800011771 Description The Commercial Banking Service Representative (CBSR) provides business development support to the Commercial Account Management Team (AM), and the Commercial Banking Leadership, by effectively compiling and understanding information needed in sales related (credit, investment and payments) activities, and performing other service related activities that will help to establish, maintain and enhance strong customer relationships. This role is accountable to establish direct customer contact, acting as the primary go to person for the customer, building an understanding of the clients business to answer questions and resolve issues as necessary to limit the relationship managers involvement on day to day client needs. Interactions may be required with various C-suite level leaders as well as internal stakeholders from CCLO, TTPS, Credit Risk, Operational Risk and Finance. Incumbent escalates complex issues to the Commercial Banking Service Associate. NOTE: Commercial Customers are in the upper mid-market segment with revenue in excess of $20 million-$500 million. Typically clients needs are complex and are satisfied with customized solutions. Qualifications Key Accountabilities Customer Service with heavy emphasis on cash management products and services:Assist Account Management in maintaining and retaining customer relationships, by responding effectively to customer requests which may vary from simple to complex. Build an understanding of the customer business in order to provide appropriate responses/referrals in terms of credit, investment, and cash management requests Maintain accounts including all systems of record; accommodate requests for customer account maintenance Act as the primary point of contact, understanding the request and resolving when possible or referring on to the most appropriate person, to support and maintain a high level of customer satisfaction Discuss issues, procedures, provide value-added support and expertise, time frames, etc., in such a way as to earn the respect of internal partners and external customers Establish, manage and successfully deliver against well-communicated deadlines Serve as an integral member of the relationship team, providing insight and technical expertise relative to products and services Assist Account Management in the smooth implementation of bank-wide products and services Facilitate, understand and generate solutions to possible gaps in meeting current client financial services needs Participate in projects and other activities designed to improve the customer experience Serve as a liaison between clients and various departments within the organization Sales Support Leverage basic knowledge of Treasury and Payment Solutions products and services for client recommendations and trouble shooting Provide business development support to the Relationship Manager, doing research and reporting on client activity Assist with basic lending process related tasks, i.e. requesting of financials, pulling of credit bureau reports as requested by Account Management Assist Account Management with Livelink file maintenance and organization Maintain ongoing contact with clients at appropriate levels to identify and initiate cross-sell opportunities and recommend referrals as appropriate Operational Risk Management Daily review of overdrawn accounts by generating report from the system of record; distribute to the RMs for disposition and record their changes on the system and obtain appropriate approvals Generate weekly overdraft report from Document Direct to determine ongoing overdrawn status of accounts; escalate to concurrence as defined in directives; ensure that documentation is stored according to compliance directives Comply with all government regulations and Bank policies, directives and procedures, including Fair Lending and other non-discriminatory regulations Ensure all necessary documentation is completed for all transactions Ensure all security measures are followed Verify that proper approvals have been obtained and regulatory, credit policy, legal and operational requirements have been met We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Commercial Banking Primary Location United States-Missouri-Des Peres Organisation Commercial Banking-X000003 Schedule full-time
BMO Harris Bank New York, New York
Associate, US Power, Utility and Infrastructure-1800011776 Description The Associate is responsible for efficiently, supporting and, in some cases, leading the execution of live mandates across advisory and capital markets transactions and the development of pitches for new client advisory and/or capital markets opportunities. As part of their day-to-day accountabilities the Associate will be performing and overseeing detailed financial modeling and analysis. The Associate will also conduct continuous monitoring of multiple clients and their performance in a proactive and independent manner. As an integral member of the client coverage team, the Associate will be responsible for identifying and recommending ancillary investment and corporate banking products to clients. Associates help recruit, coach and mentor analysts in pitch development and financial analysis. This role is based in New York City. BMO Capital Markets' US PU&I, Investment & Corporate Banking Group is a newly-formed team lead by senior managing directors who are joining BMO Capital Markets from a top 5 Power & Utilities team with significant sector experience across corporate sell-side and buy-side transactions, asset sales and acquisitions, bridge loans, equity and equity-linked financings, high yield and other debt capital markets transactions. In addition to US business development, the Group's mandate includes cross-border M&A activity with Canada, Europe, and Asia. The senior leadership of the Group has a strong track record of, and on-going commitment to, junior staff retention, internal promotion, and operating a flat organizational structure with open access and communication across the entire team to enhance learning and contribution from all team members. Key Accountabilities Business Development and Client Relationship Management Create pitch books for clients with respect to financial and advisory solutions and participate in their presentation to clients. Monitor clients, industry sources and regulatory agencies for potential changes which may affect client's portfolio and business needs. Review and continually monitor performance of existing and prospective client. Conduct due diligence that includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations. Identify new investment banking opportunities. Financial Modeling and Analysis Create financial models for use in analyzing M&A and/or financing opportunities. Utilize financial analysis to proactively identify opportunities to cross-sell. Generate updated financial models/ analyses as business needs and industry requirements dictate. Develop and manage transaction and market comps, to support valuation and credit analysis. Partnership Efforts Participate in deal teams to develop, present and win mandates for new opportunities. Partner with deal team and product specialists staff for accurate, detailed client information. Coach and mentor individuals in the Analyst role. Qualifications Knowledge: An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement. MBA degree preferred although not required. 2+ years of investment banking or valuation experience at a financial analyst level. Knowledge of capital markets, investment banking products and applicable regulations. Credit analysis experience / understanding. Skills: Exceptional skills in quantitative analytics, financial modeling and credit analysis. Highly developed written and oral communication skills. Expertise in financial computer applications (e.g. Bloomberg, Factset, CapIQ, SNL, etc.) and MS Excel, Word, and PowerPoint.. Strong interpersonal skills used within a demanding team environment and in client interaction. Ability to work under limited supervision. Ability to learn and adapt quickly. Ability to review, assess, and provide detailed information daily. Excellent capability to independently and proactively service multiple clients. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. #LI-LI5 Job Capital Markets Primary Location United States-New York-New York Organisation I&CB-X000016 Schedule full-time
BMO Harris Bank Chicago, Illinois
Performance Management Analyst-1800011786 Description Provides performance measurement reportingand attribution analysis of client accountsand investment products to Investment Professionals, clients and prospects. KEY ACCOUNTABILITIES REPORTING AND ANALYSIS Manages resolution of account specific performance issues with vendor Generates data and manages updates of investment related marketing materials Manages the collection and delivery of performance information on active third party separateaccount and mutual fund managers Produces customized client performance reports as required PROPRIETARY PRODUCT SUPPORT Manages shadowaccounts for equitymodels on the trust systemto insure accuratemodel performance reporting. Provides performance on proprietary asset allocation strategy models using mutual funds and delivers supporting reports. Produces monthly attribution analysis reports for each of the bank's proprietary equity models for client and investment professional use. PERFORMANCE MEASURMENT Serves as Performance Station specialist and primary liaison with the vendor Primary contact for addressing Investment Professionals questions/issues regarding the system Oversees the internal Performance Station support team Provides performance on proprietary asset allocation strategy models using mutual funds and delivers supporting reports. AUTHORITIES: To deliver on these accountabilities the incumbent must have the following authorities. Ensure the authorities map onto the key accountabilities above. Interacts with Portfolio Managers,Relationship Managers, and Chief Investment officer to supportthe delivery of the investment product. Interacts with outside consultants and research resources to obtain data/information on managers and the economy/markets. Communicates research and performance measurement information with Investment Professionals CROSS-FUNCTIONAL RELATIONSHIPS: This role requires the incumbent to interact with the following processes and/or groups: Chief Investment Officer Third Party Service/System Providers Portfolio Managers and Associate Portfolio Managers Private Wealth Advisors Outside Advisors/Consultants Compliance Adherence to risk management and compliance procedures ROLE DIMENSIONS: This role has director in-direct impacton the following financial measures: This role is designedto support and improve the delivery and marketing of the investment product, as well as providing specialized account level performance to current clients. The success of the investment product impactsour ability to maintain and grow client fee revenue. Qualifications KNOWLEDGE AND SKILLS: Knowledge: College degree require 2-4 years investment industry experience Process toward CIPM designation preferred. Skills: Strong written and verbal communication skills required Proficiency in Excel and using financial software including but not limited to Bloomberg, Morningstar, Fact Set, Thomas Eikon and Zephyr desired Strong statistical background required. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Wealth Management Primary Location United States-Illinois-Chicago Organisation BMO Wealth Management-X005000 Schedule full-time
BMO Harris Bank Park Ridge, Illinois
Retail Relationship Banker - Park Ridge, IL-1800011804 Description Building relationships that go above and beyond, you'll become the go-to person for customers looking for banking advice. As a Retail Relationship Banker, you'll become an expert in our products and services and build a career where you'll learn, grow and develop your skills. As a Retail Relationship Banker, you will: Assess the needs of customers and offer them banking services that meet their financial needs Generate leads and uncover new streams of revenue within existing relationships Manage risk and compliance while supporting the operations of the branch Build long-term relationships with clients, ensuring they use BMO Harris Bank's products and services for all their banking needs Elevate the customer experience We're looking for Retail Relationship Bankers to develop, maintain and support the appropriate sales of our products and services. By building close relationships with our customers and anticipating their needs, you will be a valuable asset to the bank. You'll analyze customer financials, credit data and other relevant information to evaluate risk levels and present viable financial alternatives and advice to clients. This role is about defining what makes a great customer experience and looking for exciting, new ways to make it even better. At BMO Harris Bank, we value the input of our team and in return, we'll give you everything you need to grow your career in a dynamic environment that encourages trust and responsibility. Qualifications Qualifications and experience To make an impact on our organization, you'll need: An Associate's degree or equivalent work experience; college degree preferred At least one year of banking or customer service/sales experience In-depth understanding of retail banking products and services along with strong sales skills An understanding of state and federal laws and regulations related to Fair Lending Motivation to learn new technologies and skills in a changing environment Strong influencing and interpersonal skills For employees who will be working in the U.S. the following applies: This position will act as an originator of consumer loans as defined by the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act) and the Bank will instruct you on how to comply with the requirement to register with the Nationwide Mortgage Licensing System Registry. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Retail Branch Primary Location United States-Illinois-Park Ridge Organisation US Personal & Business Banking-X000004 Schedule full-time
BMO Harris Bank Phoenix, Arizona
Retail Relationship Banker - One Camelback-1800011937 Description Building relationships that go above and beyond, you'll become the go-to person for customers looking for banking advice. As a Retail Relationship Banker, you'll become an expert in our products and services and build a career where you'll learn, grow and develop your skills. As a Retail Relationship Banker, you will: Assess the needs of customers and offer them banking services that meet their financial needs Generate leads and uncover new streams of revenue within existing relationships Manage risk and compliance while supporting the operations of the branch Build long-term relationships with clients, ensuring they use BMO Harris Bank's products and services for all their banking needs Elevate the customer experience We're looking for Retail Relationship Bankers to develop, maintain and support the appropriate sales of our products and services. By building close relationships with our customers and anticipating their needs, you will be a valuable asset to the bank. You'll analyze customer financials, credit data and other relevant information to evaluate risk levels and present viable financial alternatives and advice to clients. This role is about defining what makes a great customer experience and looking for exciting, new ways to make it even better. At BMO Harris Bank, we value the input of our team and in return, we'll give you everything you need to grow your career in a dynamic environment that encourages trust and responsibility. Qualifications Qualifications and experience To make an impact on our organization, you'll need: An Associate's degree or equivalent work experience; college degree preferred At least one year of banking or customer service/sales experience In-depth understanding of retail banking products and services along with strong sales skills An understanding of state and federal laws and regulations related to Fair Lending Motivation to learn new technologies and skills in a changing environment Strong influencing and interpersonal skills For employees who will be working in the U.S. the following applies: This position will act as an originator of consumer loans as defined by the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act) and the Bank will instruct you on how to comply with the requirement to register with the Nationwide Mortgage Licensing System Registry. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com/ BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Retail Branch Primary Location United States-Arizona-Phoenix Organisation US Personal & Business Banking-X000004 Schedule full-time
BMO Harris Bank New York, New York
Industrials Associate-1800012188 Description The Associate is responsible for efficiently, supporting the development of pitches for new client capital markets opportunities and performing high level financial modeling and analysis. The Associate will conduct continuous monitoring of multiple client portfolios and their performance in a proactive and independent manner. As part of an ongoing team approach to best serve and manage client portfolios, the Associate will be accountable for identifying and recommending related ancillary investment and corporate banking products to clients. Associates coach and mentor analysts in pitch development and financial analysis. Key Accountabilities: Business Development and Client Relationship Management Create pitch books for clients with respect to financial solutions and participate in their presentation to clients. Monitor client, client industry and regulatory agencies for potential changes which may affect client's portfolio and business needs. Directly manage a diverse portfolio of private and middle market companies with progression toward increasing client responsibility. Review and continually monitor performance of existing accounts and client relationships. Conduct due diligence that includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations. Identify new areas of investment/ banking opportunities to diversify client portfolios. Financial Modeling and Analysis Create financial models for use in analyzing client portfolios and to best anticipate client needs. Utilize financial analysis to proactively identify opportunities to cross-sell. Generate updated financial models/ analyses as business needs and industry requirements dictate. Analyze/ assess industry compilations. Partnership Efforts Initiate contact with partnered Trading Products Group areas for new client sales. Participate in deal teams to develop, present and win mandates for new opportunities. Partner with deal team and product specialists staff for accurate, detailed client information. Coach and mentor individuals in the Analyst role. Qualifications Knowledge An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement. MBA degree preferred. 3+ years of investment banking or valuation experience at a financial analyst level. Knowledge of capital markets, investment banking products and applicable regulations. Credit analysis experience/ understanding. Good knowledge of the organizational lending and portfolio management policies and objectives. Skills Exceptional skills in quantitative analytics, financial modeling and credit analysis skills. Highly developed written and oral communication skills. Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet. Strong interpersonal skills used within a demanding team environment and in client interaction. Ability to work under limited supervision. Ability to learn and adapt quickly. Ability to review, assess, and provide detailed information daily. Excellent capability to independently and proactively service multiple clients. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. #LI-AM1 Job Capital Markets Primary Location United States-New York-New York Organisation I&CB-X000016 Schedule full-time
BMO Harris Bank Brookfield, Wisconsin
BMO Harris Financial Advisors Investment Service Specialist-1800012305 Description The BMO Harris Financial Advisors (BHFA) Investment Service Specialist's primary responsibility is to provide our clients a superior customer service experience. Being the first point of client contact, the BHFA Investment Service Specialist core mandate is to assist our clients with questions related to their accounts. Inquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. The BHFA Investment Service Specialist has the ultimate goal of building and solidifying customer loyalty. The role is also an integral role to uncover opportunities to refer to BHFA Financial Advisors and internal business partners within the bank. 70%: Service Oriented Client Support -Service incoming phone calls and emails from clients in a professional manner within service level goals -Demonstrate effective core competencies through each stage of a call by connecting with clients, asking open ended questions and listening to the needs of the client to uncover opportunities -Provide comprehensive client service and account management to clients, including but not limited to the following key accountabilities: Execute trades on client account open request (e.g., the purchase of mutual funds or other brokerage products) Facilitate customer asset transfers into the bank and perform required account maintenance Provide general and specific information on accounts and products, transaction status, etc… upon request Respond to web navigation queries, assist online trade execution and provide basic technical assistance as required Account opening and account maintenance processing including working with clients to accurately and thoroughly complete appropriate required documentation Utilize client relationship management system to track activities and contacts -Uncover referral opportunities to Financial Advisors and BMO Harris Bank colleagues as opportunities arise during the customer conversation and in keeping with client segmentation strategies -Participate as required in outbound calling campaigns to grow the overall investment business -Act as a secondary contact to service individual client requests when their assigned Financial Advisor is not available. -Provide customized, comprehensive service to clients in the mass market segment -Support service requests based on investment solutions from a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and life insurance) -Resolve any client issue or concern quickly and effectively to retain the relationship and build future opportunities for growth; all formal complaints must be immediately shared with the Manager and/or Compliance Officer -Possess strong knowledge and act as resource on Pershing's NetExchange 360 and NetExchange Investor, Envestnet, SalesForce, DST2000, Moneyguide-Pro and SunGuard's Plan Rep. 30%: Risk Management -Maintain strong knowledge of target investment product and solutions, regulatory requirements, competitive trends to provide clients with credible service -Perform all service activities in compliance with firm and regulator requirement and policies to mitigate risk to BMO Harris Financial Advisors -Adhere to the guidelines outlined in the Compliance Manual for BMO Harris Financial Advisors -Conduct business based on the rules and regulations of the various entities that regulate the banking and brokerage industry (e.g. NASD, SEC, Federal Reserve, Internal Audit) -Maintain accurate client records as required by the firm, regulatory authorities and the nature of the client relationship -Maintain accurate transaction records as required by the firm, regulatory authorities and consistent with the products sold to the client -Utilize approved marketing literature to mitigate risks and exposure to BMO Harris Financial Advisors Qualifications Knowledge: Bachelor's degree preferred with emphasis on finance or economics 2 – 3 years successful experience with a customer service focus in the financial planning, securities, or insurance industry Series 7, 66, or 63 and 65, and health and life insurance licenses required within 6 months of employment Knowledge of client management technology helpful Basic knowledge of a Financial Planning process Solid knowledge of markets and investment products Strong working knowledge of financial industry. Experience working with managed products and/or financial Planning services. Strong understanding of deposit and loan (including mortgage) products and banking services High level of integrity (Clean U-4). Skills: Working service skills Working human relations, organizational and communication skills Working one-on-one and group presentation skills. Basic analytical skills Working problem solving skills Demonstrated ability to refer financial opportunities Financial & Retirement Planning knowledge PC skills and systems knowledge We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Wealth Management Primary Location United States-Wisconsin-Brookfield Organisation BMO Digital-X005650 Schedule full-time
BMO Harris Bank New York, New York
Director/Managing Director – Power & Utility-1800012382 Description The Director/Managing Director will be directly responsible for the origination, execution and monitoring of loans to the Power and Utility sector and for cross selling the broader suite of corporate banking products. The position will work closely in collaboration with Investment Banking coverage bankers. The Director/Managing Director is a key lead on deal teams, collaborating and generating solutions to current and perspective clients within the PU&I Sector. As a sector and deal structuring expert, the Director will assist in generating significant revenue by actively managing business development opportunities and overseeing ongoing monitoring of client portfolio performance to maximize penetration and return. The Director achieves various partnering efforts, including management of the team and client initiatives, to ensure successful deals. Key Accountabilities: A. Business Development & Delivery Collaborate with coverage relationship partner to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions. Actively manage client solution opportunities within sector portfolios. Operate as key member of the deal team and lead preparation of lending proposals and pitches to prospective clients with efforts to maximize sector penetration and returns. Deliver activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into significant sales. Provide deal structuring expertise and additional expertise as knowledge base and needs dictate. Negotiate transactions with clients. Maintain awareness of all firm products and services offered and facilitate means of receiving continuous updates. B. Client Performance Management Oversee documentation and ongoing monitoring of asset and client performance. Actively manage portfolio to maximize return and credit quality. Prepare/oversee preparation of concise, well reasoned credit correspondence. Obtain credit concurrence and coordinate pricing approval as client advocate. C. Sales Support and Partnerships Maintain key ongoing contact with lending clients and sector relationship managers. Actively work with specialists as needed to support successful deals. D. Management of Team and Team Workflow Effectively manage work flow of analysts and associates by aligning tasks with departmental goals and objectives. Lead team to success by capturing opportunities for ongoing mentoring, coaching, and career development of analysts and associates. Qualifications Knowledge An undergraduate degree. Focal areas of finance, economics, or accounting preferred. CPA or MBA or equivalent experience in finance, accounting and business law. 12-16 years of relevant experience in negotiating and structuring financial transactions. Minimum of 14 years in financial services industry experience in a corporate lending environment developing business. Formal credit training and prior lending authority. Relevant Power and Utility sector experience. Credit analysis experience/ understanding. Excellent knowledge of the organizational lending and portfolio management policies and objectives. Excellent knowledge of the bank's financial solution products and services. Expert knowledge in one or more areas as recognized by clients and peers. Having additional years of experience and tenure to investment/ portfolio colleagues within the same business. Skills: Exceptional abilities in business development with demonstrated excellence in cross-selling success, sustaining significant revenue generation. Highly developed written and oral communication skills. Exceptional analytical skills. Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet. Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building. Strong ability to advocate persuasively. Ability to work under limited supervision. Ability to learn and adapt quickly. Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities. Proven abilities in managerial and leadership skills We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. #LI-AM1 Job Capital Markets Primary Location United States-New York-New York Other Locations United States-Illinois-Chicago Organisation I&CB-X000016 Schedule full-time
BMO Harris Bank Brown Deer, Wisconsin
Site Fraud Manager-1800012449 Description Mandate § The Site Fraud Manager is accountable to manage day to day detection operations of one of the P&C Canada / US Fraud Detection sites (currently BMTT, Brown Deer , Barrie, and Montreal), and provide managerial leadership to the Fraud teams. The Site Fraud Manager will promote a high performing environment by working collaboratively with other teams/sites of the Fraud Detection & Investigation Services group to optimize results, setting high performance standards for the team and empower the team to achieve agreed-upon objectives. Provide on-going coaching, guidance and performance feedback to team members. Identify developmental opportunities and inspire team members to reach their highest potential. § This role will be accountable to lead a team of (minimum 15 FTE- Analysts) with oversight on setting performance goals, coaching , Performance Management and career development. § This role will identify priorities and act as the point of escalation, providing subject matter expertise on fraud issues/situations as needed. The Site Fraud Manager is accountable to support escalations and determine the course of action and further escalate, as required. This role is accountable to ensure the effective review of fraud patterns to rapidly determine where and when the common point of compromise (CPP) exists and identify other compromised accounts/cards and take action to mitigate using existing protocols. The Fraud Manager is accountable to reduce fraudulent activities against BMO while managing the impacts on the customer experience. § This role will maintain the Business Continuity Plan (BCP) for the site to ensure continuity of critical business processes in the event of failure or interruption for all critical applications and services. Key Accountabilities § Manage a team of fraud analysts whose primary function is the application of subject matter expertise to diagnose and support day to day diagnostic detection & investigation of a wide variety of fraud patterns § Work with other teams across the Fraud Detection & Investigation Services group to maintain operational consistency and operational effectiveness. § Manage and maintain the setup, currency and communication of the Business Continuity Program for the live operations facility to ensure business continuity capabilities under unforeseen adverse conditions and provide ongoing Fraud Operations functions § Provide timely and relevant communication and training to team members to ensure ongoing fraud detection capability is developed and maintained within the Fraud Detection teams. Ensure fraud detection systems, processes and tools available are effectively utilized to prevent, detect and manage fraud losses § Apply the Bank's performance management system to subordinates, including establishing goals and objectives, assessing skilled knowledge gaps, allocating resources to achieve objectives and close gaps, assessing personal effectiveness, and reviewing and recommending base and variable pay § Establish and optimize team integration by articulating the linkages between the accountabilities and authorities of different roles across the FDIS group and by establishing the context in which they will work collaboratively with one another. § Reduce fraud exposure and losses by recommending and once approved, implementing changes that are cost effective and maintain a high level of customer services § Ensure input to MIS for analysis and reporting on information from various detection systems for the purpose of analyzing patterns and identifying emerging trends. § Contribute to problem and event management efforts as required, ensuring resolution is completed as quickly and efficiently as possible § Manage the security of the site premises to ensure safety of employees and security of assets § Provide day-to-day management and direction to a team of employees by setting the context and direction, defining accountabilities, tasks and assignments, and establishing boundaries for decision-making and approvals. § Establish and maintain managerial practices (e.g. creating a collaborative environment) that build a high performance work environment within the team § Provide performance feedback and coaching, and make recommendations regarding hiring, transfers, terminations, recognition and compensation. § Ensure measurable, quantitative training and development plans that accelerate the performance of the team and individual are in place. § Implement business initiatives, ensuring operating needs are fulfilled to meet requirements. § Foster an environment of continuous improvement, and encourage the team to identify process improvements/new ideas and adopt best practices Qualifications Knowledge § Post Secondary Education § 3 – 5 years fraud investigation experience § Managerial experience § Working knowledge of applicable banking laws § In-depth knowledge of bank systems, platforms and applications; technology ethics and security § Working knowledge of Bank processes, Business Continuity Skills § Managerial leadership (Working) § Conflict management and resolution (Working) § Problem solving (In-depth) § Resource planning (Working) § Environmental Understanding ethics and security (In-depth) § Analytical thinking (Working) § Technology Understanding (Working) § Risk Management (Working) § Change Leadership (Working) Working Conditions · This role operates within normal office conditions with minimal exposure to health risks. · This role operates in a 7x24 environment. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Product Management Primary Location United States-Wisconsin-Brown Deer Organisation US Personal & Business Banking-X000004 Schedule full-time
BMO Harris Bank Palmetto, Florida
Service Representative - Palmetto (20 Hours)-1800012462 Description As a high performing team member of the Retail Banking team, the Service Representative is accountable for delivering superior customer service that defines great customer experience, in performing a variety of basic banking services. The Service Representative is also accountable for referring prospects to Personal Bankers and other banking groups to deliver clarity (simplicity, guidance, and know-how) to our customers. The Sr. Service Representative will help make things convenient for customers by informing customers about the options available (Online, Mobile, ATM, etc.) to do relevant banking activities and transactions, and by helping educate customers on how to conduct simple transactions through digital/self-service technologies. Service Team Performance Count, sort and package currency and coin quickly and accurately. Balance assigned cash drawer in accordance to Bank directives. Exhibit effective follow through and ownership in every customer interaction. Provide training to new Service Representative, as applicable. Handling of special services, such as foreign money and collections. Accept and process customer transactions accurately and timely. Superior Customer Service Provide professional, courteous and friendly customer service, greeting all customers promptly and pleasantly. Ensure name tags and dates are always displayed. Support professional bank image by ensuring care for the branch environment and appearance of the branch as well as personal appearance. Perform other administrative tasks as needed. Attend all branch meetings. Product Knowledge and Referral Development Identifies customer needs and matches needs with appropriate product or service, utilizing opportunities to suggest or cross-sell other bank products and services. Makes qualified referrals to other team members including other lines of business. Meets or exceeds all personal referral goals as defined. Participates in all training relative to bank products and services. Supports bank's community involvement and participates in community activities as required. Stay current on BMO Harris digital banking capabilities. Inform and help educate customers on how to complete basic activities using digital banking and self-service technologies. Refer customers to Retail Relationship Banker for digital demos, enrollment, and activation where appropriate. Risk Management Identifies risks associated with regulatory compliance, overdraft authority and bank secrecy act. Adheres to all bank policies, directives and procedures. Ensures all required documentation is completed for all transactions. Ensures all security measures are followed. Manages and adheres to cash drawer limits set by the bank. Qualifications Knowledge 1 year of cash handling or customer service experience Preferred, not required: High school diploma or equivalent Skills Ability to develop customer relationships. Ability to make sound transactional decisions to ensure policies and directives are met. Ability to accurately understand and respond appropriately when interacting with customers, co-workers and management. Ability to take responsibility for personal performance and development. Tech Savviness Comfortable using, advising on, and engaging customers in digital and other innovative forms of banking. Openness and Adaptability to change Ability to adapt to rapid advancements in technology, and the changing nature of the banking environment. Open to learning and adopting new technology and/or ways of working. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Retail Branch Primary Location United States-Florida-Palmetto Organisation US Personal & Business Banking-X000004 Schedule part-time
BMO Harris Bank Chicago, Illinois
Data Scientist / Manager Advanced Analytics-1800012470 Description WHAT IS THE OPPORTUNITY? The Manager / Data Scientist works with management and business partners to support the development and implementation of advanced analytical solutions to personalize & optimize products and portfolios across line of business namely: Mortgages, Credit cards, Deposits, Home Equity & Business Banking. We are looking for a strategic thinker with the ability to dissect business problems, conduct research and advanced statistical analysis to identify trends, variations, patterns, and insights relating to business & customers, and build end-to-end analytical solutions to drive profitable growth for the business. This is an exciting opportunity that is on the forefront of a critical enterprise capability, providing thought leadership to U.S. Personal and Business Banking on the value of data and analytics. The incumbent will get to work with and support multiple lines of business around the enterprise to help them achieve their objectives. So if you have a strong statistical modeling expertise, like to work in a start-up mode and have a long term orientation, join us to make meaningful difference in the lives of our customers, the community we serve in and the company. WHAT WILL YOU DO? Support Senior Management on analytical projects of varying sizes and complexities, including:Participate in business partner interviews, brainstorming sessions, and workshops to capture business objectives and prioritize opportunities Identify best analytical techniques that can be effectively applied to achieve business objectives and interpret next best action through data driven insights Building end to end automated analytic solutions that are intuitive, simple to maintain, and drive real business outcomes Responsible for the design, development, and implementation of innovative analytical solutions, including but not limited to:Data gathering and cleansing, statistical transformation, feature engineering & selection Apply analytical techniques such as linear/non-linear models, clustering, optimization & forecasting techniques like ARIMA etc. Build or leverage machine learning packages like Gradient Boosting, Random Forecasting, Pathing & Attribution, Link Analysis etc to determine Product Propensity & prioritization as well as Channel Preference & Attribution Conceptualize & build reports leveraging visualization tools like Tableau to effectively communicate data driven insights to users for a variety of audiences Build Strategies & Design Experiment & conduct A/B testing to prove or disprove hypothesis Evaluate & deploy new tools, techniques & technologies to advance analytical capabilities Contribute to enterprise data and analytics strategy and champion adoption of enterprise analytics capabilities, including “big data” platforms and open source tools Qualifications WHAT DO YOU NEED TO SUCCEED? Knowledge Possesses a university degree in mathematics, statistics, behavioral economics, econometrics, engineering, computer science and/or physics, (Masters preferred) and/or 5+ years of analytical experience in financial services, Marketing, E-Commerce, Advertising, Fraud, Digital and/or consulting Advanced skills in SQL or SAS a must, including relevant packages and statistical methodologies. Knowledge of Python, R, Spark or HiveQL will be preferred Deep understanding of statistical modeling techniques like Regression, Decision Trees, Segmentation & Classification, forecasting techniques like ARIMA, Exponential Smoothing etc. Knowledge of machine learning techniques like Gradient Boosting, Random Forest, SVM, Pathing & Attribution etc. a strong plus Experience in building and presenting data driven insights through business intelligence tools Skills Demonstrates solid communication skills (both written and verbal) and relationship management skills at a senior management level Shows strong knowledge of mathematical and statistical models in a highly technical context, with proven record of building solutions to complex problems Exhibits advanced critical thinking skills, integrative skills and creativity to drive innovation Demonstrates ability to build a good fact base, apply sound reasoning, and generate relevant recommendations that get implemented and lead to business success Able to work highly independently and manage multiple priorities in an agile fast paced environment Possesses solid leadership skills and is able to work successfully with a team that has diverse skills, knowledge, and educational backgrounds Demonstrates strong attention to detail and a high level of due diligence We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Operations Primary Location United States-Illinois-Chicago Organisation US Personal & Business Banking-X000004 Schedule full-time
BMO Harris Bank Chicago, Illinois
Commercial Lending Closing & Servicing Specialist-1800011604 Description The Senior Deal Specialist/Closer has responsibility for providing commercial lending support to an assigned team of bankers. This role is accountable for reviewing credit agreements & credit approvals, ensuring compliance with regulatory requirements, facilitating deal closing, structuring commitments in the loan system, providing Loan Booking with closing instructions and perfecting our collateral position. This position also has ongoing responsibility for portfolio maintenance and monitoring documentation and financial exceptions. Qualifications Knowledge:University /college degree, preferably in accounting or finance (or equivalent work experience) Must be experienced with Lending systems, (preferably LoanIQ) Experience with commercial loan closing & servicing of highly sophisticated loans Must have experience with attorney-prepared documentation Must be experienced reviewing complex credit agreements and approvals Solid knowledge of process and/or project management Skills:Strong analytical and problem-solving skills Strong investigation skills Strong prioritization skills Strong customer service and relationship management skills Strong coaching, mentoring and training skills Strong conflict management/ resolution skills Strong written and oral communication skills Ability to multi-task in a fast-paced environment We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Operations Primary Location United States-Illinois-Chicago Organisation Global Operations-X000070 Schedule full-time
BMO Harris Bank Fox Point, Wisconsin
Service Representative - Fox Point 20 hours-1800011571 Description As a high performing team member of the Retail Banking team, the Service Representative is accountable for delivering superior customer service that defines great customer experience, in performing a variety of basic banking services. The Service Representative is also accountable for referring prospects to Personal Bankers and other banking groups to deliver clarity (simplicity, guidance, and know-how) to our customers. The Sr. Service Representative will help make things convenient for customers by informing customers about the options available (Online, Mobile, ATM, etc.) to do relevant banking activities and transactions, and by helping educate customers on how to conduct simple transactions through digital/self-service technologies. Service Team Performance Count, sort and package currency and coin quickly and accurately. Balance assigned cash drawer in accordance to Bank directives. Exhibit effective follow through and ownership in every customer interaction. Provide training to new Service Representative, as applicable. Handling of special services, such as foreign money and collections. Accept and process customer transactions accurately and timely. Superior Customer Service Provide professional, courteous and friendly customer service, greeting all customers promptly and pleasantly. Ensure name tags and dates are always displayed. Support professional bank image by ensuring care for the branch environment and appearance of the branch as well as personal appearance. Perform other administrative tasks as needed. Attend all branch meetings. Product Knowledge and Referral Development Identifies customer needs and matches needs with appropriate product or service, utilizing opportunities to suggest or cross-sell other bank products and services. Makes qualified referrals to other team members including other lines of business. Meets or exceeds all personal referral goals as defined. Participates in all training relative to bank products and services. Supports bank's community involvement and participates in community activities as required. Stay current on BMO Harris digital banking capabilities. Inform and help educate customers on how to complete basic activities using digital banking and self-service technologies. Refer customers to Retail Relationship Banker for digital demos, enrollment, and activation where appropriate. Risk Management Identifies risks associated with regulatory compliance, overdraft authority and bank secrecy act. Adheres to all bank policies, directives and procedures. Ensures all required documentation is completed for all transactions. Ensures all security measures are followed. Manages and adheres to cash drawer limits set by the bank. Qualifications Knowledge 1 year of cash handling or customer service experience Preferred, not required: High school diploma or equivalent Skills Ability to develop customer relationships. Ability to make sound transactional decisions to ensure policies and directives are met. Ability to accurately understand and respond appropriately when interacting with customers, co-workers and management. Ability to take responsibility for personal performance and development. Tech Savviness Comfortable using, advising on, and engaging customers in digital and other innovative forms of banking. Openness and Adaptability to change Ability to adapt to rapid advancements in technology, and the changing nature of the banking environment. Open to learning and adopting new technology and/or ways of working. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank 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 Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Retail Branch Primary Location United States-Wisconsin-Fox Point Organisation US Personal & Business Banking-X000004 Schedule part-time