• Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects • Advises customers on borrowing strategies and products that meet their objectives • Fulfills sales and service activities for the customer in accordance with approved procedures • Identifies and makes referrals to other business groups • Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives • Probes to understand customer needs and provides advice related to personal banking and borrowing strategies in the best interests of the customer • Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups • Escalates complex or unresolved customer situations to managers as required • Performs any required documentation to ensure customer’s requests are accurately processed • Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner • May research and investigate lending applications, following established processes • Handles customer contacts in an informed, professional, and efficient 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 • Makes credit decisions / recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures • Uses authorized credit qualifications as needed to fulfill customer requests • Completes complex & diverse tasks within given rules/limits • Analyzes issues and determines next steps; escalates as required

• Interacts professionally and proactively with staff to facilitate donor engagement and meetings, especially through administrative processes for frontline staff. • Manages projects as assigned by the AVC and Director of Campaign Administration and Board Relations that span the development team through organizing information, deadlines and projects, as needed. • Creates presentations, executive briefings, meeting agendas, reports and other materials. • Assists in the planning, staffing and execution of events such as, board meetings, donor lunches, tours, etc. as needed. • Occasionally makes cold calls and visits to expand our constituent outreach efforts. • Follows processes, and procedures for updating donor records in the CRM system of record. • Inputs contact reports and other information in the system in a timely manner and following protocols to ensure the integrity of donor records and to record relevant historical information. • Learns and practices HIPPA and FERPA laws and is knowledgeable of updates and changes to each throughout employment; also understands the Donor Bill of Rights and respects the agreement between donors and the institution accordingly. • Other duties as assigned.

• Lead on clinical coordination tasks requiring technical depth, with a focus on quality and continuous improvement • Managing and coordinating clinical trial activities to ensure adherence to protocols, regulatory requirements, and project timelines • Collaborating with cross-functional teams to address clinical trial issues, optimize processes, and ensure the effective execution of studies • Overseeing site management and monitoring to ensure data integrity and compliance with study protocols • Providing guidance and support to clinical staff and investigators, ensuring adherence to best practices and regulatory standards • Tracking and reporting on trial progress, identifying potential risks, and implementing strategies to mitigate challenges

• Build and own relationships with prospective VIP players, driving growth of Underdog's premier VIP engagement program • Grow a strong VIP user base in your assigned states and build lasting customer loyalty through direct, hands-on relationship management • Run acquisition strategies that bring new players onto the platform and get them onboarded and engaged from day one • Turn player activity data and feedback into concrete platform improvements and new growth opportunities • Own the full player relationship — organizing local events, keeping up regular communication, and resolving escalations when they come up • Apply Underdog's VIP policies and guidelines, with responsible gaming as a first principle in every interaction