BMO

Supports enterprise-wide liquidity and funding management, develops risk measurement processes, and advises on risk mitigation strategies. | Requires 7+ years of relevant experience, expertise in liquidity and funding risk, and strong analytical, communication, and collaboration skills. | Application Deadline: 12/31/2025 Address: 320 S Canal Street Job Family Group: Finance & Accounting To create more opportunities for innovation, problem solving, mentorship and career development through natural collisions and conversation, please note that this hybrid role requires in-person attendance at our Chicago or Milwaukee offices four days per week. Supports the build, management, and execution of an enterprise-wide liquidity and funding management framework to optimize risks and maximize risk-adjusted profitability. Provides expertise for the measurement, analysis, and oversight of the Bank’s global regulatory and internal funding risks arising from business/group business activities. In partnership with the assigned business/portfolio, develops a solid understanding of the business strategies and in-depth product, market, and regulatory knowledge across all retail, commercial, and trading products. Advises on liquidity and funding risk mitigation, product development, and optimization. Supports the development of liquidity Bank’s risk measurement and reporting processes for liquidity and funding management. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Recommends strategic priorities and leads the execution. Manages resources and leads the execution of liquidity & funding related strategic initiatives to deliver on business and financial goals. Recommends strategic priorities and leads the execution. Works with stakeholders to establish priorities. Manages resources and leads the execution of liquidity & funding related strategic initiatives to deliver on business and financial goals. May own internal/external stakeholder relationships. Leads the execution of liquidity & funding programs; assesses and adapts as needed to ensure quality of execution. Recommends and implements liquidity and funding solutions based on analysis of issues and implications for the business. Supports development and execution of Enterprise’s liquidity and funding risk management strategy for executive and Board approval in collaboration with Market Risk Management to recommend liquidity and funding-related risk appetite limits. Develops processes to identify, measure, and manage liquidity and funding risks in conjunction with Market Risk Management, businesses, and other Finance areas. Acts as a trusted advisor to assigned business/group on liquidity and funding matters including recovery and resolution planning. Develops and maintains the model and assumption framework used to measure liquidity and funding risk and recommends changes (e.g. regularly reviews liquidity objectives, positions and assumptions, including for new business transactions). Identifies emerging issues and trends to inform decision-making and understand risk drivers. Recommends and implements solutions based on risk assessments, analysis of issues, and implications for the business. Acts as liaison between stakeholders including industry specialty groups and regulators to align agendas, ensure a clear understanding of the business context, and advocate the Bank’s position on market or regulatory developments. Monitors performance of liquidity stress testing processes and addresses any issues (e.g. enterprise-wide stress testing, OSFI macro-stress testing, ad-hoc testing). Provides input into the planning and implementation of liquidity and funding risk modeling activities and programs. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Gathers and formats data into regular and ad-hoc reports, and dashboards. Monitors and tracks balance sheet usage, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Analyzes data and information to provide insights into business product pricing and funds transfer pricing processes. Supports development and execution of liquidity and funding-related strategic initiatives in collaboration with internal and external stakeholders. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

Applying consultative sales practices to generate leads, close sales, and manage client relationships for treasury management solutions, ensuring compliance and operational efficiency. | 7+ years of experience in sales, treasury management, or financial operations, with proficiency in deal structuring, risk assessment, and client relationship management. | Application Deadline: 01/09/2026 Address: 4400 MacArthur Blvd. Job Family Group: Commercial Sales & Service Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. Leads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross-selling treasury and cash management solutions, and leveraging professional networks to expand business reach. Leads complex deal closures with internal teams and stakeholders to ensure efficient execution aligned with organizational goals and compliance. Evaluates potential vulnerabilities and manages risks within client portfolios, ensuring compliance with regulatory standards while aligning service levels with business objectives. Oversees client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences. Serves as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency. Represents the organization at industry forums and community events, utilizing market insights and trends to reinforce the Bank’s brand and identify new business opportunities. Executes on strategic initiatives by coordinating cross-functional teams, ensuring alignment with business goals, operational excellence, and market-leading practices. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Champions process optimization by spearheading large-scale workflow improvements and integrating best practices across treasury and payment operations to enhance operational efficiency. 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. Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs. Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions. Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. Ensures adherence to regulatory requirements, internal controls, and compliance, 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: 7+ years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment is preferred. Bachelor’s degree required, Master’s degree preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency: Structuring Deals Expert level of proficiency: Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Sales CRM Problem Solving Collaboration Salary: $112,200.00 - $209,000.00 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

Facilitating growth through client relationship management, deal structuring, and strategic decision-making in a banking environment. | Extensive experience in relationship or portfolio management, sales, and financial structuring, with a preference for banking or financial services background. | Application Deadline: 12/18/2025 Address: 180 Montgomery St. Job Family Group: Commercial Sales & Service 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. • Manages high-value client portfolios, driving cross-selling, retention, and profitability. • Drives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives. • 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. • Advises in various committees and task forces, providing strategic insights and guidance to drive key initiatives. • Streamlines operational processes, identifying areas for improvement and implementing best practices. • Develops communication strategies to influence stakeholders and support organizational change. • Oversees resource allocation for the team, ensuring effective use of personnel and budgets to meet organizational goals, enhance team performance, and drive client satisfaction. • 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 senior specialist resource across BMO. • Influences how teams/groups work together. • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. • Communicates abstract concepts in simple terms. • Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. • Anticipates trends and responds by implementing appropriate changes. • 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, Master's degree preferred, CPA certification preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. • Seasoned expert with extensive industry knowledge. • Technical leader viewed as a thought leader for innovation. Expert level of proficiency: • Product Knowledge • Regulatory Compliance • Structuring Deals • Portfolio Management • Credit Risk Assessment • Project Management • Change Management • Customer Service • Stakeholder Management • Negotiation • Customer Relationship Building Salary: $164,400.00 - $285,600.00 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: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.