Bank of Montreal

Drive new business development and manage key client relationships in government and institutional banking, including deal structuring, credit approvals, and portfolio growth. | 10+ years in relationship/account/portfolio management in corporate banking, bachelor's degree, credit qualifications, and expertise in sales metrics and regulatory compliance. | Application Deadline: 12/31/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Join our Team! BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. We’re excited to be expanding our Institutional Markets/Government Banking team with the addition of a Director, Senior Relationship Manager. This individual will be responsible for driving new business development while also maintaining and strengthening relationships within an existing portfolio. This is a senior-level opportunity for someone with deep expertise in Government and Institutional banking with a passion for client engagement across a dynamic and growing region. Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. • Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. • Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. • Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. • Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. • Manages high-value client portfolios, driving cross-selling, retention, and profitability. • Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales. • Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. • Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. • Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. • Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. • Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. • Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. • Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. • Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. • Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs. • Identifies share of wallet opportunities. • Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. • Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. • Implements changes in response to shifting trends. • Broader work or accountabilities may be assigned as needed. Qualifications: • 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. • Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. • If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. • Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency: • Project Management • Change Management Expert level of proficiency: • Product Knowledge • Regulatory Compliance • Structuring Deals • Portfolio Management • Credit Risk Assessment • Customer Service • Stakeholder Management • Negotiation • Customer Relationship Building Salary: $122,400.00 - $228,000.00 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: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Manage regulatory compliance risk for commercial banking by conducting risk assessments, monitoring controls, advising business units, and supporting regulatory exams. | 3-5 years relevant experience, compliance certification preferred, strong knowledge of compliance regulations and business operations, excellent communication and analytical skills. | Application Deadline: 10/02/2025 Address: 320 S Canal Street Job Family Group: Audit, Risk & Compliance Our Commercial Banking, Corporate Compliance team is looking for a Compliance Officer. We focus on regulatory compliance for Commercial Banking, including Commercial Lending & Leasing and Treasury Payment Solutions, including Commercial Deposits, Investments and Credit Cards for the US and Canada jurisdictions. You will also be able to partner with the line of business on the design, implementation and monitoring and testing of their controls, conduct risk assessments, and manage oversight of regulatory compliance issues. We partner with the business to prepare them for regulatory exams and provide advisory support in managing regulatory compliance risk. • Provides advice and guidance to assigned business/group on implementation of solutions to manage regulatory risk based on an understanding of business operations and stakeholder needs. • Builds effective professional relationships with business line, other internal/external stakeholders and regulators on the initial stages of investigations. • Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls. • Performs and/or effectively challenges monitoring and testing activities to ensure compliance regulatory compliance controls are operating and aligned to regulatory requirements. Supports root cause analysis in response to material control failures in business/group. • Identifies, assesses, effectively challenges and oversees the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation. • Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution. • Analyses and reports compliance information to Compliance and business/group management. • Develops and maintains a high level of expertise in all regulations, directives and guidance which apply to the group(s) supported. • Provides input to business/group on emerging risks, regulatory developments and interpretation of regulations. • Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls. • Performs and/or effectively challenges monitoring and testing activities to ensure regulatory compliance controls are operating and aligned to regulatory requirements. Supports root cause analysis in response to material control failures in business/group. • Identifies, assesses, effectively challenges and provides oversight on the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation. Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution. • Analyzes and reports compliance information to Compliance and business/group management. • Advises first line of defense management and employees on compliance matters. • Consults on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives. • Ascertains training needs and helps develop training based on gaps identified through the compliance monitoring and testing. • Identifies enhancements to business group compliance tools and processes and communicates to required stakeholders. • Assists business group management in communicating and implementing changes to applicable regulatory policies and procedures. • Represents the business/group Compliance team and interacts with examiners/auditors during internal, external and regulatory audits and examinations. • Provides regulatory perspective on business group’s sales and marketing materials. • Anticipates/ identifies and analyses risk and consequences of unaddressed risk factors/ compliance gaps, and recommends appropriate controls. • Builds effective professional relationships with business/groups. • Operates effectively within a high stress environment with constantly changing expectations and regulatory & audit scrutiny. • Accesses, monitors and reports on sensitive Bank, customer, transactional and employee information to ensure compliance with regulatory requirements. • Communicates the roles and importance of each of the three lines of defense, and proactively identifies regulatory risk. • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. • Exercises judgment to identify, diagnose, and solve problems within given rules. • Works independently on a range of complex tasks, which may include unique situations. • Broader work or accountabilities may be assigned as needed. Qualifications: • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. • Recognized compliance certificate (CMA)or equivalent preferred. • Proficient knowledge of consumer protection and related marketing and advertising guidelines. • Proficient level of knowledge of a compliance field. • Strong knowledge of business operations & procedures, and activities involving documented practices. • Proficient in communication, critical thinking, relationship management and project management skills. • 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. Work model 4 days in office starting September The salary range is for the Chicago market and will vary based off locations Salary: $63,300.00 - $117,200.00 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: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.