BMO

Role Description Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. - Delivers exceptional customer service that builds trust through expertise, responsive service and support. - Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio. - May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs. - Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. - Provides subject matter expertise relating to product knowledge, processes, and operating systems. - Assists the manager by identifying skilled knowledge gaps and performance improvement opportunities for associates and specialists on the team. - Executes performance plans and provides feedback to employees and managers on progress towards desired behaviors/results. - Develops and executes short term tactics/plans to drive specific behaviors, activities and results. - Provides professional quality sales and service for customer and prospect inquiries, issues and requests. - Probes to understand customer needs and advises them through their unique investment needs. - Achieves sales targets with a focus on relevant investment products. - Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. - Escalates complex or unresolved customer situations to senior managers as required. - Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed. - Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. - Integrates marketing promotions and programs into customer conversations where appropriate. - Maintains the confidentiality of customer and Bank information. - Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. - Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. - Thinks creatively and proposes new solutions. - Exercises judgment to identify, diagnose, and solve problems within given rules. - Works mostly independently. - Broader work or accountabilities may be assigned as needed. - Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite. Qualifications - Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. - Knowledge of competitive market place trends and product offerings. - Knowledge of BMO Investment / BMO InvestorLine products and services. - Completed Canadian Securities Course (CSC) or IFIC course / CIRO licensed as an Investment Representative with Options. - Some understanding of Risk Management & Compliance. - Specialized knowledge from education and/or business experience. - Verbal & written communication skills - In-depth. - Collaboration & team skills - In-depth. - Analytical and problem solving skills - In-depth. - Influence skills - In-depth. Requirements - Salary: Pay Type: Salaried. - Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. - Salaries for part-time roles will be pro-rated based on number of hours regularly worked. - For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. - BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. - BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Benefits - To view more details of our benefits, please visit: BMO Total Rewards . Company Description At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. - As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. - We strive to help you make an impact from day one – for yourself and our customers. - We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. - From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. - To find out more visit us at BMO Careers .

Role Description Collaborates in the review and evaluation of delinquent, high risk, or written-off accounts for possible collections opportunities. Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Support areas may include, but are not limited to: - Coaching and training - Quality audits - Vendor management - Credit collection disputes Delivers exceptional customer service that builds trust through expertise, responsive service and support. - Develops rapport and instils confidence with clients to develop credibility and earn their trust as relationship manager. - Develops and maintains long-term, profitable relationships and expands share of wallet. - Addresses complex escalated customer requests and transactions. - Contacts customers to obtain necessary information to manage their application, ensuring they are aware of the status/result of payments. - Executes established loss mitigation processes/procedures for the resolution of non-performing and high risk accounts. - Handles incoming calls in an informed, professional, and efficient manner. - Probes to understand customer needs and provides advice related to payments and overall collections strategies. - Sends out client communications, processes transactions, and interacts with internal stakeholders to ensure customer needs are met. - Integrates marketing promotions and programs into customer conversations as appropriate. - Provides advice and guidance to assigned business/group on implementation of solutions. - Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. - Develops action plans and solutions to maximize recovery and safeguard the Bank’s interests. - Establishes expertise with Consumer Collections personnel as a key support contact/resource/coach. - Utilizes strong negotiation and interpersonal skills while adhering to all applicable guidelines, requirements, and regulations. - Reviews accounts and analyzes data to determine the probability of collection; provides insights and recommendations. - Gathers and formats data into regular and ad-hoc reports and dashboards. - Develops and executes short term tactics/plans to drive specific behaviours, activities, and results. - Manages all transactions related to customer calls or refers to appropriate internal business groups. - Escalates complex or unresolved customer situations to managers as required. - Completes required documentation to ensure customer requests are accurately processed. - Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. - Leads/participates in the design, implementation, and management of core business/group processes. - Supports the development and promotion of a business/group program. - Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. - Collaborates in efficient functioning of collections life cycle. - Follows documented policies and procedures to execute transactions, activities, and processes. - Keeps abreast of needs of the Collections departments. - Maintains current knowledge of collections strategies, practices, and trends. - Maintains the confidentiality of customer and Bank information. - Supports continuous improvement initiatives by identifying and implementing changes to make processes more effective and efficient. - Develops and maintains awareness of industry trends and best practices. - Thinks creatively and proposes new solutions. - Exercises judgment to identify, diagnose, and solve problems within given rules. - Works mostly independently. - Broader work or accountabilities may be assigned as needed. - Takes measured risks while protecting the bank by applying our Risk Management Framework. Qualifications - Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. - Knowledge of Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. - Knowledge of federal, state/provincial and local laws pertaining to Consumer Collections - Good. - Knowledge of BMO products and services - Good. - Knowledge of competitive marketplace and trends in product offerings. - Specialized knowledge from education and/or business experience. - Verbal & written communication skills - In-depth. - Collaboration & team skills - In-depth. - Analytical and problem-solving skills - In-depth. - Influence skills - In-depth. Requirements - Salary: $43,200.00 - $80,300.00 - Pay Type: Salaried Benefits - Performance-based incentives - Discretionary bonuses - Health insurance - Tuition reimbursement - Accident and life insurance - Retirement savings plans

Role Description Are you ready to build your career in the investment industry while working from home? Yes, you read that right. This is a remote role meaning you will be working at home every day! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO. Whether you are new to Wealth Management or already have experience, our contact center is the right place for you! Who you are: - You are seeking a role that focuses on delivering sound investment advice, and one that puts the customer at the center of every interaction and decision. - You love interacting with people and are passionate about helping Canadians invest smarter. - You have a passion for investments and stay up-to-date on the latest market news. - You understand what it is like to be a customer and appreciate going above and beyond the call of duty to help people and solve problems for them. - You enjoy learning about a customer's financial situation, as well as educating and helping people to meet their financial goals. - Your positive attitude reinforces that nothing is too small (or too big) for you to achieve. What your day looks like: - The Investment Specialist is responsible to primarily support customers in the inbound call queue at the BMO Investment Centre. - A successful Investment Specialist will invoke trust and build meaningful customer relationships – delivering an amazing customer experience; no matter what obstacles you face. - You will become an expert in understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects. - This will typically include supporting customers through onboarding of new accounts, Mutual Fund and Term investment transactions, reviewing a customer's goals and objectives ensuring they are set up with the appropriate investment products and services. - Investment Specialists will also be required to fulfill these sales and service activities in accordance with approved procedures. Qualifications - Typically between 1 and 3 years of relevant professional experience. - Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course. - Good knowledge and understanding of the competitive marketplace trends and product offerings. - Some knowledge and understanding of industry regulations and standards given our industry is highly regulated. - Excellent communication, organizational, time management, and listening skills which are all vital for servicing our customers. - Resilient, passionate and curious because your day will have its fair share of opportunities. - Bilingualism is a strong asset, French and English. Bilingualism English and Cantonese or Mandarin will be considered an asset as well. Requirements - Salary: $36,600.00 - $67,500.00 - Pay Type: Salaried - Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. - Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. - For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. - BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. - BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Benefits - For more details of our benefits, please visit: BMO Total Rewards

Role Description Trains and mentors employees to develop the core capabilities required to perform in the Virtual Connect environment. Identifies opportunities to improve individual performance. Continuously looks for opportunities to improve efficiency through improving employee performance. Assesses and improves skills with the aim to drive revenue, sales and productivity, and to enhance the customer experience. - Acts as a trusted advisor to assigned business/group/program. - Influences and negotiates to achieve business objectives. - Recommends and implements solutions based on analysis of issues and implications for the business. - Assists in the development of strategic plans and provides coaching support during and after training. - Identifies emerging issues and trends to inform decision-making. - Helps determine business priorities and best sequence for execution of business/group strategy. - Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. - Conducts independent analysis and assessment to resolve strategic issues. - Builds effective relationships with internal/external stakeholders. - Ensures alignment between stakeholders. - Breaks down strategic problems, and analyses data and information to provide insights and recommendations. - Monitors and tracks performance, and addresses any issues. - Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. - Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. - Provides input into the planning and implementation of operational programs. - Executes work to deliver timely, accurate, and efficient service. - Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements. - Provides support to BMO employees including answering questions and providing product knowledge and skill development as needed. - Troubleshoots and resolves problems adhering to policies and operating guidelines/authorities. - Provides on the job training, coaching, and guidance as needed. - Reviews work outputs and provides input on employee performance. - Enforces operational standards and policies with the aim to minimize risk and maximize efficiency. - Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements. - Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. - Provides specialized consulting, analytical and technical support. - Exercises judgment to identify, diagnose, and solve problems within given rules. - Works independently and regularly handles non-routine situations. - Broader work or accountabilities may be assigned as needed. - Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications - Typically between 5 - 7 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. - Leadership experience at BMO. - Coaching certification is preferred. - Knowledge of BMO banking products – In-depth. - Knowledge of Sales/Service Operations – In-depth. - Coaching skills – In-depth. - Deep knowledge and technical proficiency gained through extensive education and business experience. - Verbal & written communication skills - In-depth - in both French and English. - Collaboration & team skills - In-depth. - Analytical and problem solving skills - In-depth. - Influence skills - In-depth. - Data driven decision making - In-depth. - You're fluent in French and English to support business operations outside the province of Quebec. Requirements - Salary: $69,000.00 - $129,000.00 - Pay Type: Salaried Benefits - Performance-based incentives - Discretionary bonuses - Health insurance - Tuition reimbursement - Accident and life insurance - Retirement savings plans

Role Description Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines. - Gathers and formats data into regular and ad-hoc reports, and dashboards. - Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. - May function as a problem-solving resource for more junior staff. - Organizes work information to ensure accuracy and completeness. - Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements. - Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls. - Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests. - Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs). - Checks and reconciles information and documentation to ensure accuracy and completeness. - Analyzes data and information to provide insights and recommendations. - Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required. - Communicates and collaborates with internal and external stakeholders to deliver on business objectives. - Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations. - Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity. - Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes. - Supports the development of tools and delivery of training focused on delivering business results. - Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. - Analyzes issues and determines next steps. - Broader work or accountabilities may be assigned as needed. - Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications - Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. - Knowledge and experience using relevant systems and technology – Good. - Knowledge and understanding of the business unit’s key products and services, processes and controls – Good. - Knowledge of the risk and regulatory requirements of the business – Good. - Prioritization skills – Good. - Customer service skills – Good. - PC skills (MS Word, Excel, PowerPoint) – Good. - Specialized knowledge. - Verbal & written communication skills - Good. - Organization skills - Good. - Collaboration & team skills - Good. - Analytical and problem solving skills - Good. Requirements - Salary: $36,600.00 - $67,500.00 - Pay Type: Salaried - The above represents BMO Financial Group’s pay range and type. - Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. - Salaries for part-time roles will be pro-rated based on number of hours regularly worked. - For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. - BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. - BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Benefits - To view more details of our benefits, please visit: BMO Total Rewards

Role Description The “Know Your Customer – Requests for Information” (KYC-RFI) Team is responsible for ensuring personal customers are compliant in their banking relationships with BMO. The team gathers missing customer information and clarifications on banking activities through direct outreach. - Fulfilling requests for information via customer outreach in a timely manner. - Conducting outbound and inbound calls to gather requested information. - Making required attempts to gather information within the Service Level Agreement (SLA). - Documenting all calls made and their results in various bank systems. - Minimizing banking risk and exposure to monetary loss for BMO. - Handling incoming calls in an informed, professional, and efficient manner. - Providing training and coaching to junior associates as needed. - Adhering to regulatory and compliance requirements. - Completing complex & diverse tasks within given rules/limits. - Analyzing issues and determining next steps. - Broader work or accountabilities may be assigned as needed. Qualifications - Knowledge of personal banking products. - Able to work in a team setting and complete individual work. - A strong sense of ethics. - The ability to conduct tactfully sensitive conversations with customers. - Great time management. - Strong verbal skills. - Strong writing skills. - Good understanding of the business unit’s risk and regulatory requirements. - Solid knowledge and understanding of routine procedures and/or processes of the work team. - Analytical and problem-solving skills. Requirements Salary: $36,600.00 - $67,500.00 Pay Type: Salaried - Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role. - Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. - For commission roles, the salary listed represents BMO Financial Group’s expected target for the first year. - Total compensation may include performance-based incentives, discretionary bonuses, and other perks. Benefits - Health insurance. - Tuition reimbursement. - Accident and life insurance. - Retirement savings plans. Company Description At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. We strive to create lasting, positive change for our customers, communities, and people. - We value, respect, and hear our team members. - We support you with tools and resources to reach new milestones. - We offer in-depth training, coaching, and network-building opportunities. - BMO is committed to an inclusive, equitable, and accessible workplace.

Role Description Conducts investigations to identify, assess, decision and report on activity that indicates an exposure to financial crimes. Ensures potential threats and investigations are evaluated, documented, managed and escalated by following standard operating procedures. - Provides subject matter expertise and oversight of criminal risk by following a disciplined and intelligence-based approach to detection and research of activities and events in alignment with criminal risk frameworks and standards to ensure compliance as well as support trending, analysis and insights generation. - Develops solutions and makes recommendations based on an understanding of business strategy and stakeholder needs. - Provides advice and guidance to assigned business/group on implementation of solutions. - Helps determine business priorities and best sequence for execution of business/group strategy. - Conducts independent analysis and assessment to resolve strategic issues. - Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. - Builds effective relationships with internal/external stakeholders (e.g. law enforcement agencies and other Financial Institutions to collaborate in investigations). - Ensures alignment between stakeholders. - Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. - Identifies business needs, provides content/develops tools and training programs; may include delivery of training to audiences. - Analyzes and assesses incidents or cases that may be complex and require knowledge on several different product lines. - Prepares reports, notifications and activity/case filings per guidelines and standards. - Supports the planning and implementation of programs designed to minimize risk exposures and maximize the efficiency and effectiveness of the analytical processes. - Provides input and develops recommendations for process and customer service improvements. - Stays abreast of financial crimes risk trends, relevant regulations and compliance standards. - Monitors and analyzes various information provided through detection systems, tools, reports, or manually to evaluate, investigate and determine required actions. - Supports the collection of evidence and information to be used for multiple purposes including incident reports/filings, loss prevention, litigation and criminal prosecution, management information and statistics, and process improvements. - Documents actions and information found throughout the investigation to develop and maintain account/case files. - Develops and maintains an understanding of the financial crime management processes, frameworks and techniques. - Gathers and formats data into regular and ad-hoc reports, and dashboards. - Analyzes data and information to provide insights and recommendations. - Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements. - Provides notification, information and instructions to internal/external stakeholders related to incidents as necessary. - Focus may be on a business/group. - Thinks creatively and proposes new solutions. - Exercises judgment to identify, diagnose, and solve problems within given rules. - Works mostly independently. - Broader work or accountabilities may be assigned as needed. - Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications - Typically, between 3-5 years of relevant experience and a post-secondary degree in related field of study or an equivalent combination of education and experience. - Knowledge of risk and regulatory requirements as they apply to financial crimes is an asset. - Knowledge of banking products, services, processes, and organization is an asset. - Specialized knowledge from education and/or business experience. - Verbal & written communication skills - In-depth. - Collaboration & team skills - In-depth. - Analytical and problem solving skills - In-depth. - Influence skills - In-depth. Requirements - Salary: $45,500.00 - $84,500.00 - Pay Type: Salaried Benefits - Performance-based incentives - Discretionary bonuses - Health insurance - Tuition reimbursement - Accident and life insurance - Retirement savings plans

Role Description The Senior Specialist, Coaching & Development (SSCD) enables Ambition 2030 by accelerating frontline capability, productivity, and consistency through structured coaching, applied skill development, and leader enablement. The SSCD supports net client growth, deeper client relationships, and disciplined revenue growth (ROE) by strengthening bankers’ confidence, execution quality, and ability to deliver holistic advice across Everyday Banking, Investments, and Home Financing. Operating in a remote capacity, the SSCD translates enterprise strategy into frontline execution, ensuring business priorities are embedded in day-to-day customer interactions and leader coaching practices. Key Accountabilities - Banker Coaching & Capability Development - Deliver structured 1:1 coaching aligned to enterprise growth priorities. - Prepare bankers for real customer appointments, reinforcing: - Goal‑based needs discovery - Holistic advice and relationship expansion - Confident, professional investment and home financing conversations - Use of tools. - Drive SMART action commitments that translate skill development into measurable outcomes (appointments, sales credit, balances, onboarding needs met). - Side‑by‑Side Observation & Reinforcement - Partner with Branch Managers to support side‑by‑side observations between coaching sessions. - Provide actionable feedback on execution quality, customer conversations, and use of enterprise tools. - Identify execution gaps (e.g., preparation, follow-up, prioritization) and adjust coaching focus accordingly. - Leader Enablement & Coaching Effectiveness - Enable Branch Managers to reinforce coached behaviors through effective action-and-accountability coaching. - Support leaders in using performance data and scorecards to prioritize their coaching focus. - Model strong coaching practices that promote consistency, accountability, and a performance-oriented culture. - Encourage adoption of our Coaching Framework and related activities (Previews, Observations, Huddles, etc.). - Program Execution & Enterprise Alignment - Lead execution of enterprise coaching programs (e.g., PBA Accelerator, Home Financing Accelerator, Branch Elevation). - Ensure strong participant engagement, readiness, and accountability throughout program delivery. - Partner with RVPs and national stakeholders to share results, insights, risks, and best practices. - Performance Insights & Continuous Improvement - Use data and observation to identify skill gaps or capability barriers impacting results. - Adapt coaching strategies proactively to address performance opportunities or execution risks. - Provide feedback to enterprise partners to continuously improve program design, tools, and coaching effectiveness. - Provide feedback on change management initiatives and learning materials. Measures of Success - Sustained improvement in net client growth, productivity, and financial outcomes. - Accelerated time-to-productivity for new and transitioning bankers. - Improved productivity for bankers at maturity. - Improved quality and consistency of customer conversations. - Reduced performance dispersion across branches, reflecting stronger leadership capability and improved execution of leadership programs. - Increased consistency and effectiveness of branch leader coaching and practices. - Consistent execution of coaching commitments and program expectations. - Accountable for coaching results, relationships with bankers, leaders, and RVPs, including communication. Qualifications - Strong, end-to-end understanding of Personal Banking, including Everyday Banking, Investments, and Home Financing as well as Business Banking. - High proficiency across personal banking products, tools, and platforms, with the ability to translate tool usage into effective customer conversations. - Demonstrated experience facilitating skill builders, workshops, or group learning sessions. - Proven ability to operate with executive presence, engaging credibly with Branch Managers, Regional Vice Presidents (RVPs), and senior stakeholders. - Experience in performance driven environments requiring accountability, prioritization, and execution discipline. Skills & Competencies - Advanced coaching and facilitation skills across 1:1 and group settings. - Excellent verbal and written communication skills, with the ability to influence action across stakeholder levels. - Confidently engages senior leaders to share insights, provide perspective, and influence decisions and outcomes. - Ability to influence without formal authority. - Data-driven decision making, using metrics and scorecards to guide coaching priorities. - Analytical and proactive problem-solving capability, identifying root causes and adjusting approach as needed. - Models and reinforces effective use of digital tools and data to enhance coaching quality, customer experience, and banker productivity. - Effectively manages multiple priorities and competing scheduling demands. - Sound professional judgment, adaptability, and accountability. Role Scope & Relationships - Coaches frontline bankers and leaders across assigned markets. - Partners closely with Branch Managers, RVPs, and regional leaders. - Collaborates with national program and functional partners to align execution with enterprise priorities. Salary $65,600.00 - $122,600.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Total Rewards .

Role Description Provides support and delivers specific operational processes to ensure timely and accurate settlement of Security, Derivative, Foreign Exchange and Money Market transactions executed globally, and confirms the activity is accurately recorded in the bank's book of records. Specific operational processes include: - Pre and post settlement support related to account opening, confirmation, cash management, margin, and collateralization. - Support for specialized operations - Asset Servicing (corporate actions/entitlements), Correspondent Banking Services, and the Wire Payment Operations hub for the bank. - Ensures compliance with all regulatory topics and reporting requirements related to the products and processes it supports. - Gathers and formats data into regular and ad-hoc reports, and dashboards. - Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. - May function as a problem-solving resource for more junior staff. - Organizes work information to ensure accuracy and completeness. - Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements. - Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements (SLAs) are met. - Checks and reconciles information and documentation to ensure accuracy and completeness. - Analyzes data and information to provide insights and recommendations. - Identifies and analyzes issues and problems, and resolves discrepancies in a timely manner. - Deals with clients directly to resolve issues and/or escalates as required. - Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. - Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations. - Understands the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained. - Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes. - Supports the development of tools and delivery of training focused on delivering business results. - Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. - Analyzes issues and determines next steps. - Broader work or accountabilities may be assigned as needed. - Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role. Qualifications - Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. - Knowledge and experience using relevant systems and technology – Good. - Knowledge and understanding of the business unit’s key products and services, processes and controls – Good. - Knowledge of the risk and regulatory requirements of the business – Good. - Prioritization skills – Good. - Customer service skills – Good. - PC skills (MS Word, Excel, PowerPoint) – Good. - Specialized knowledge. - Verbal & written communication skills - Good. - Organization skills - Good. - Collaboration & team skills - Good. - Analytical and problem solving skills - Good. Requirements - Salary: $38,500.00 - $71,000.00 - Pay Type: Salaried - Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. - Salaries for part-time roles will be pro-rated based on number of hours regularly worked. - For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. - BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. Benefits - Health insurance - Tuition reimbursement - Accident and life insurance - Retirement savings plans

Role Description We are seeking an Operations Analyst to support U.S. Banking operations through data-driven reporting and analysis, with a strong focus on serving as a liaison between external vendors and frontline teams. This role is well suited for professionals with experience in analytical or operational support roles who enjoy transforming data into actionable insights that inform business decisions. - Partner closely with business leaders, frontline stakeholders, and external vendors to monitor performance, identify trends, resolve operational issues, and ensure workflows and vendor solutions support consistent, effective day-to-day operations. - Develop reports and dashboards that highlight risks, recurring issues, and root causes, enabling timely escalation, stronger controls, and continuous operational improvement. - Strong Excel, SharePoint, Power BI, and presentation skills are required, along with comfort using AI tools to analyze data and present findings in clear, strategic insights. - Provide oversight, governance, and monitoring of operations to drive consistency and quality, ensuring that internal control processes are adequate and functional. - Develop and implement the integrated roadmap to guide the review, design, development, implementation, and ongoing operation of quality practices and management processes in alignment with established standards. - Administer operations governance policies and maintain strategic alignment to ensure adherence and efficiency. - Provide technical support, mentoring, coaching, and training to team members in order to foster professional development. - Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs. - Provide advice and guidance to assigned business/group on implementation of solutions. - Support the assessment, root cause analysis, and formulating proposed solutions/remediation strategies for leadership review and approval. - Escalate quality and compliance issues. - Coordinate and execute specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. - Build effective relationships with internal/external stakeholders. - Ensure alignment between stakeholders. - Break down strategic problems, and analyze data and information to provide insights and recommendations. - Support the resolution of issues by coordinating stakeholders in the information chain. - Support change management of varying scope and type; tasks typically focused on execution and sustainment activities. - Support the development and promotion of a business/group program. - Identify business needs, design/develop tools and training programs; may include delivery of training to audiences. - Document and maintain operational procedures and processes. - Identify opportunities to manage costs and increase effectiveness. - Make recommendations to improve BMO processes and systems. - Coordinate budgets and reporting to track actual results vs budget. - Employ systems (e.g., customized exception reports, tracking reports, etc.) to manage information. - Perform assessments and planning to verify that the business requirements are within standards. - Identify and implement the optimum means to collect, process, analyze, and report on information to ensure ongoing accuracy, integrity, and security. - Participate in the resolution of operating/technical problems or manage escalation with other BMO technical support groups. - Validate and test changes to technology systems in support of operations governance. - Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. - Exercise judgment to identify, diagnose, and solve problems within given rules. - Work independently on a range of complex tasks, which may include unique situations. - Broader work or accountabilities may be assigned as needed. - Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite. Qualifications - Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. - Technical proficiency gained through education and/or business experience. - Verbal & written communication skills - In-depth. - Collaboration & team skills - In-depth. - Analytical and problem-solving skills - In-depth. - Influence skills - In-depth. - Data-driven decision making - In-depth. Requirements - Salary: $57,500.00 - $106,500.00 - Pay Type: Salaried Benefits - Performance-based incentives - Discretionary bonuses - Health insurance - Tuition reimbursement - Accident and life insurance - Retirement savings plans