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BMO Capital Markets jobs in Milwaukee, WI - 44 jobs

  • Investigator - Anti Money Laundering AML Case Investigations

    BMO (Bank of Montreal 4.7company rating

    BMO (Bank of Montreal job in Brookfield, WI

    Application Deadline: 02/03/2026 Address: 320 S Canal Street Job Family Group: Customer Shared Services 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. 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. Salary: $45,000.00 - $83,000.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $45k-83k yearly Auto-Apply 7d ago
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  • Commercial Banking Relationship Management Associate - Equipment Finance

    BMO Financial Group 4.7company rating

    BMO Financial Group job in Milwaukee, WI

    Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. + Monitors the financial performance of client portfolios, identifying opportunities to optimize revenue while maintaining high levels of service and satisfaction. + Communicates with clients about upcoming changes, enhancements to existing products/services, or potential impacts on usage. + Addresses customer service issues according to established guidelines, escalating as required. + Tracks collection of client service fees + Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning. + Identifies process improvement opportunities for better efficiency in meeting the needs of current clients. + Provides input into the planning and implementation of operational programs. + Searches for opportunities for cost reductions. + Collaborates to address client/outstanding issues including how issues are handled. + Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures. + Monitors operational performance across multiple teams or service lines, ensuring alignment with KPIs and the achievement of service level agreements (SLAs). + Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively. + Responds to and facilitates the resolution of client service requests. + Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. + 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:** + 4 - 6 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred. + Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered. + Technical proficiency gained through education and/or business experience. Intermediate level of proficiency: + Project Management + People Management + Stakeholder Management + Strategic Thinking Advanced level of proficiency: + Product Knowledge + Regulatory Compliance + Data Analysis Reporting + Document Management + Microsoft Office + Problem-Solving + Detail-Oriented **Salary:** $69,000.00 - $127,800.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $69k-127.8k yearly 1d ago
  • TPS Treasury Advisor

    BMO (Bank of Montreal 4.7company rating

    BMO (Bank of Montreal job in Milwaukee, WI

    Application Deadline: 02/26/2026 Address: 790 N Water Street Job Family Group: Commercial Sales & Service * Must have Banking experience * Must have Commercial Banking experience or knowledge * Must have experience with Treasury * Must have familiarity with online banking and products * Must have client service experience * Must have the ability to assist Relationship Managers * Must have knowledge of loans, deposits and related operations and processes 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. * Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. * Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. * Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. * Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives. * Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues. * Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes. * Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management. * Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies. * 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. * 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: * 4 - 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred. * Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. * Technical proficiency gained through education and/or business experience. Advanced level of proficiency: * Treasury Management * Cash Management * Payment Technologies * Financial Analysis * Risk Assessment * Quality Assurance Auditing * Regulatory Compliance * Data Analysis Reporting * Problem Solving * Time Management * Detail-Oriented Salary: $51,800.00 - $95,900.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $51.8k-95.9k yearly Auto-Apply 15d ago
  • Activation Intern, Summer 2026 (10 Weeks) Milwaukee, WI

    BMO (Bank of Montreal 4.7company rating

    BMO (Bank of Montreal job in Milwaukee, WI

    Application Deadline: 02/19/2026 Address: 790 N Water Street Job Family Group: Marketing As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. If you are high energy, enjoy speaking to people and extroverted, this role is for you! Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus and joining our LinkedIn group BMO Campus Recruiting & Early Talent. Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at ***************************************************** Contributes to the efficient and effective operations of marketing projects, programs and events. Performs a variety of tasks and provides support to the marketing team ensuring that operational processes are followed. Assists with the planning and execution of special projects, events and conferences. Supports the planning, development, production and delivery of marketing solutions. Works collaboratively with key stakeholders to ensure timelines are met and marketing collateral is aligned with brand standards and product positioning. * Builds effective relationships with internal/external stakeholders as required. * Maintains/updates internal web content, presentations and sales aids with current information. * Coordinates processes for translation and regulatory approval of materials. * Supports the production of products and marketing solutions to include communications, articles, presentations and sales tools. * Supports the development, production and distribution of marketing collateral, and manages inventories of materials. * Updates, tracks and maintains team schedules, marketing budgets and marketing inventory. * Executes work to deliver timely, accurate, and efficient service. * 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. Qualifications: * Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable. * College diploma in Marketing or Communications preferred. * Specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. Salary: $41,714.00 - $65,000.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $41.7k-65k yearly Auto-Apply 2d ago
  • Senior Treasury Advisor

    BMO Financial Group 4.7company rating

    BMO Financial Group job in Milwaukee, WI

    + Must have Treasury and Payment Solutions experience + Must have Commercial Banking Experience + Must have the ability to assist Commercial Banking Customers + Must have the ability to assist Commercial Banking Relationship Managers + Should be proficient with MS Office Suite 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. **Responsibilities:** + Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. + Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. + Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. + Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives. + Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues. + Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes. + Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management. + Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies. + 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 include 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. + 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:** + 4 - 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience is considered. + Technical proficiency gained through education and/or business experience. **Advanced level of proficiency:** + Treasury Management + Cash Management + Payment Technologies + Financial Analysis + Risk Assessment + Quality Assurance Auditing + Regulatory Compliance + Data Analysis Reporting + Problem Solving + Time Management + Detail-Oriented **Salary:** $51,800.00 - $95,900.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $51.8k-95.9k yearly 40d ago
  • AML Data Governance & Defect Management Specialist

    BMO Financial Group 4.7company rating

    BMO Financial Group job in Milwaukee, WI

    If you're looking for your next dream job, consider this one in BMO's Enterprise Risk Group where every colleague helps protect and grow the bank by providing independent review and oversight of enterprise-wide risks, working together to maintain a risk management framework and fostering a strong risk culture. \#ERPMDreamJobs The AML Data Governance & Defect Management Specialist will play a critical role in supporting the AML Data Management team by managing the lifecycle of data defects and issues, coordinating remediation efforts, and ensuring timely and accurate reporting. This position requires strong collaboration with business and technology stakeholders, excellent communication skills, and the ability to operate effectively in both project-based and business-as-usual environments. Banking or financial institution experience is required. While prior AML experience is an asset, candidates must demonstrate the ability and commitment to quickly learn new subject matter and acquire relevant domain knowledge as needed for the role. + Manage the lifecycle of data defects and issues, including intake, triage, prioritization, remediation, validation, closure, and documentation in line with company policies and regulatory standards. + Track and monitor progress of open defects, ensuring timely follow-up, escalation when needed, and resolution aligned with business objectives. + Collaborate with business units, technology partners, and subject matter experts to clarify issues, drive remediation, and confirm completion. + Build and maintain effective professional relationships, ensuring clear communication across all levels of the organization. + Prepare and deliver updates and reports on defect status, trends, and remediation outcomes for management and stakeholders. + Maintain accurate records and documentation to support audits and compliance reviews. + Organize work information to ensure accuracy, completeness, and readiness for audit. + Apply sound judgment to identify, diagnose, and resolve problems within established guidelines. + Operate effectively in both project (SDLC) and Agile environments, aligning defect management activities with project milestones and delivery schedules. + Use JIRA for defect logging, workflow management, and reporting; maintain dashboards and reports to support transparency and decision-making. + Support the implementation and improvement of data governance procedures, ensuring compliance with internal policies and regulatory requirements. + Identify opportunities for process improvement and contribute to best practices and training materials. + Demonstrate adaptability and commitment to learning new concepts and domain knowledge as needed for the role. **Qualifications:** + Bachelor's degree in business, information management, data/analytics, or a related field. + Minimum 5 years of experience in project management, defect or issue management, governance, or related operations within financial services or a regulated industry. + Experience working in both SDLC and Agile delivery models, with an understanding of change management principles. + Proficiency with JIRA for issue tracking, workflow management, dashboard creation, and reporting. + Strong organizational and problem-solving skills; able to manage multiple priorities and meet deadlines. + Effective written and verbal communication skills; able to present complex information clearly to various audiences, including senior management. + Experience working with cross-functional teams in a matrixed environment. + Detail-oriented with a focus on accurate recordkeeping, audit-readiness, and regulatory compliance. + Banking or financial institution experience is required. AML experience is an asset; must be able and willing to learn new subject matter and acquire relevant domain knowledge as needed. + Demonstrates integrity, professionalism, and commitment to operational excellence. Work Environment: This hybrid role requires in‑office collaboration a minimum of two days per week. We will consider candidates throughout the United States who are located near, or able to work from, one of our office locations. Alternative work arrangements may be evaluated for exceptional candidates, in accordance with business needs and applicable laws. **Salary:** $88,800.00 - $165,600.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $88.8k-165.6k yearly 12d ago
  • Senior Legal Counsel - Employment, Benefits and Compensation

    BMO (Bank of Montreal 4.7company rating

    BMO (Bank of Montreal job in Milwaukee, WI

    Application Deadline: 02/03/2026 Address: 320 S Canal Street Job Family Group: Legal Provides and manages the delivery of legal and regulatory advice on U.S. employment law, benefits plans (including ERISA plans), and equity compensation plans on behalf of BMO Financial Group. Provides legal advice based on knowledge of legal principles, practices and procedures, and knowledge of the financial services industry and its environment. Influences and negotiates to achieve business objectives. Works to achieve organizational goals while minimizing legal risk. * Provides advice and counsel on wide range of employment, compensation, and employee benefit plans/ERISA matters, including on retirement plans, and health and welfare plans, and on issues including employee relations, performance management, leaves of absence and accommodations, wage and hour, pay equity, internal investigations, compensation and benefits, contingent workers, immigration, recruitment, inclusion, and mergers, acquisitions and outsourcing. * Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. * May participate in the design of legal advice strategies & approaches for the unit activity and making recommendations to minimize legal issues. * Acts as the prime subject matter expert for internal/external stakeholders. * Exercises judgement on complex, confidential and sensitive matters * Identifies and resolves moderately complex issues. * Determines root causes and negotiates resolutions. * Delivers legal advice, instructs external counsel and ensures compliance with internal policies & procedures for a single or small number of function(s). * Acts as a subject matter expert on relevant laws, regulations and policies. * Resolves daily issues and/or escalates with appropriate analysis and/or recommendations. * Identifies risks and implements appropriate actions to mitigate them. * Implements areas of improvement to ensure consistency with market place. * Builds effective relationships with internal/ external stakeholders. * Geographic scope: up to global. * 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 legal practice or an equivalent combination of education and experience. * Degree in law (LLB or JD) and license to practice law in relevant jurisdiction. * Private practice, in-house experience or experience at regulatory body relating to the regulation of business/group activities may be required. * Knowledge in legal field, typically with a functional or business line specialization. * Knowledge of business and regulatory environment in which BMO Financial Group operates. * Advanced knowledge of subject matter legal requirements and the operations of a single client group. * Negotiation skills - in depth. * 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: $132,600.00 - $247,000.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $132.6k-247k yearly Auto-Apply 8d ago
  • Retail Relationship Banker

    BMO Financial Group 4.7company rating

    BMO Financial Group job in Milwaukee, WI

    Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. + Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). + Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. + Supports customer transactions needs based on customer traffic. + Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. + Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. + Acts as a key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes the initiative to find creative approaches that make each customer's experience feel personal. + Looks for ways to contribute to the ongoing improvement of the overall customer experience. + Contributes to business results and the overall experience delivered. + May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. + 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. **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. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. + Appropriate lending qualifications and designations. + Working knowledge of personal and small business customer needs and solutions. + Working knowledge of retail investments and lending products. + Experience in financial services is an asset. + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. + Passionate commitment to helping our customers. + Drive to deliver a personal customer experience. + A focus on results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage and confidence to approach customers. + Readiness to collaborate and work in different capacities as part of a team. + Strong interpersonal skills, including the ability to build rapport and connections with customers. + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. + Specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. **Salary:** $41,714.00 - $65,000.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $41.7k-65k yearly 21d ago
  • SBA Specialty Finance Officer, Vice President

    BMO Financial Group 4.7company rating

    BMO Financial Group job in Milwaukee, WI

    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. Ideal candidate 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. + Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. + Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. + Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. + Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. + Identifies key market segments and leverages industry trends to drive business growth and expand the client base. + 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. + Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. + 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. + 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. **Qualifications:** + 7+ 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. + Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: + Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Project Management + Customer Service + Problem Solving + Negotiation + Customer Relationship Building Expert level of proficiency: + Financial Analysis **Salary:** $88,800.00 - $165,600.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $88.8k-165.6k yearly 60d+ ago
  • Senior Compliance Officer

    BMO Financial Group 4.7company rating

    BMO Financial Group job in Milwaukee, WI

    The Senior Compliance Officer is a Compliance Regulatory Change Management position within the Compliance Program Management team that is responsible for partnering with Legal, 2LOD and 1LOD teams. This position is responsible for identifying and monitoring regulatory changes applicable to BMO. + Monitor, analyze and communicate regulatory developments promulgated by US and Canadian financial regulators. + Communicate applicable regulatory developments to Legal and 2LOD for analysis and 1LOD for implementation. + Conduct the day-to-day workflow of the RCM process working with stakeholders. + Serve as the primary contact for stakeholders on the RCM process and GRC tool including questions, deliverables, and system access. + Tracking and reporting of assigned items to impacted businesses, management teams and various committees. + Partner with Legal colleagues to determine the applicability for inclusion of regulations in the RCM coverage universe. + Manage and maintain the integrity of the regulatory inventory. + Support the development and testing of automation and continued enhancement of the RCM process in the GRC tool. + Review and update applicable RCM procedures and standard documents. + Create and deliver RCM specific training to stakeholders. + Escalate issues and risks to management where appropriate. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Work independently and regularly handles non-routine situations. + Operate as a self-directed contributor, independently managing multiple workstreams and seeing assigned projects through completion. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically minimum of 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Experience in Regulatory Change Management strongly preferred. + J.D. or recognized compliance certificate is a plus. + Strong communication, critical thinking, relationship management and project management skills. + Deep knowledge and technical proficiency gained through extensive education and 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. **Salary:** $81,400.00 - $151,800.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $81.4k-151.8k yearly 20d ago
  • Associate Banker

    BMO (Bank of Montreal 4.7company rating

    BMO (Bank of Montreal job in Milwaukee, WI

    Application Deadline: 02/26/2026 Address: 2745 N Dr Martin LutherKing Dr Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. * Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. * As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. * Meets customer transaction-based needs with seamless execution. * Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. * Contributes to meeting branch business results and the customer experience. * Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall customer experience. * Contributes to business results and the overall experience delivered. * May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * Completes complex & diverse tasks within given rules/limits. * Analyzes issues and determines next steps; escalates as required. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. * Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. * Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Basic specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $41.7k-50k yearly Auto-Apply 14d ago
  • Director, Special Assets Management

    BMO Financial Group 4.7company rating

    BMO Financial Group job in Milwaukee, WI

    Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank's loss exposure and manage risks. Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures. Works with stakeholders to deepen relationships and grow the overall profitability of the portfolio. + Works with stakeholders to ensure effectiveness of risk management controls, analysis and monitoring on a transactional and portfolio basis. + Provides credit coaching, training and support to direct team and other stakeholders as required. + 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. + Influences and negotiates to achieve business objectives. + Identifies emerging issues and trends to inform decision-making. + Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. + Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. + Conducts independent analysis and assessment to resolve strategic issues. + Acts as the prime subject matter expert for internal/external stakeholders. + Ensures alignment between stakeholders. + Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting. + Defines business requirements for analytics & reporting to ensure data insights inform business decision making. + Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. + Leads the development of the communication strategy focusing on positively influencing or changing behaviour. + Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. + Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. + Supports credit due diligence activities for bank acquisitions or integration. + Monitors the financial and risk performance of account portfolio; performs financial and risk analysis of customer and account information to provide insights and recommendations on how to improve quality, liquidity and Bank's security position. + Documents decisions on credit transactions with rationale that can be understood and explained to customers. + Identifies and advises on terms, conditions and collateral requirements for the transaction decision as well as alternative solutions. + Keeps abreast of economic and market developments within the portfolio to inform decision making and credit risk policies. + Maintains and enhances knowledge around lending issues, including loan structure, collateral, foreclosure, bankruptcy and the various regulations that directly impact the Bank. + Provides credit risk coaching and advice to sales & service employees to increase awareness of risk, policy, and knowledge of structuring transactions. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Builds effective relationships with internal/external stakeholders; includes legal and insolvency professionals and other consultants/advisors in the commercial business community. + Gathers and formats data into regular and ad-hoc reports, and dashboards. + Monitors and tracks performance and addresses any issues. + Provides input into the planning and implementation of operational programs. + Executes work to deliver timely, accurate, and efficient service. + 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. + Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. + In-depth / expert knowledge of banking products & services. + In-depth / expert knowledge of industry trends and regulations. + In-depth / expert knowledge of credit portfolio management policies & procedures, and financing guidelines. + 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:** $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: ******************************************** **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 ************************** 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 ************************** 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.
    $112.2k-209k yearly 60d+ ago
  • Director, Credit Risk Policy

    BMO Financial Group 4.7company rating

    BMO Financial Group job in Milwaukee, WI

    can be hybrid or remote. This leadership role is pivotal to advancing the objectives of Ambition 2030 and the bank's wholesale credit risk transformation. As head of the Wholesale Credit Risk Policy team, you will drive enterprise-wide initiatives, collaborating with Technology, Risk, and business leaders to interpret regulations, modernize systems, and enhance frameworks governing credit risk management. The position offers significant exposure to senior executives and regulators, providing broad insight into the intersection of policy, data, systems, governance, and controls. Provides subject matter expertise in the analysis, development, approval process, issuance and communication of Risk policy frameworks in alignment with standards. Writes, publishes and maintains policy documentation to achieve the desired business results and support corporate, compliance and/or regulatory requirements. Includes guidelines, standards, directives, operating procedures, and related documentation. + Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. + Ensures alignment between values and behaviour that fosters diversity and inclusion. + Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. + Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. + Attracts, retains, and enables the career development of top talent. + Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + Develops an expert understanding of business/group challenges. + Networks with industry contacts to gather competitive insights and best practices. + Recommends measures to improve organizational effectiveness. + May consult to or serve on various committees and task forces. + Influences and negotiates to achieve business objectives. + Identifies emerging issues and trends to inform decision-making. + Designs, develops and implements multi-year strategy (including governance &, program design, operating frameworks, tools and processes). + Monitors adherence to standards and assists with issue management. + Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. + Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. + Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. + Analyzes the impact of projects related to compliance, transformation, system upgrades etc. on policies and procedures. Assesses and reports the impact of changes to stakeholders. + Acts as the prime contact for internal/external stakeholder relationships, which may include regulators. + Designs and produces regular and ad-hoc reports, and dashboards. + Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting. + Defines business requirements for analytics & reporting to ensure data insights inform business decision making. + Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. + Leads the development of the communication strategy focusing on positively influencing or changing behaviour. + Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. + Assesses and adapts existing operational programs; develops new capabilities to ensure ongoing success. + Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. + Oversees the design, development, and implementation of tools and training required to deliver business results. + Creates, implements and sustains the guidelines, standard, operating procedures and other documentation. + Initiates and coordinates review processes among stakeholders. + Identifies and eliminates gaps in current state of policies and procedural documentation. + Reviews documentation on a timely basis to ensure they are up to date, accurate and complete. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Builds effective relationships with internal/external stakeholders. + Ensures alignment between stakeholders. + Monitors and tracks performance, and addresses any issues. + Designs and produces regular and ad-hoc reports, and dashboards. + Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. + Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. + 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:** + Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Expert knowledge of risk management, audit, compliance, and / or governance policy management. + Expert knowledge of business and regulatory environment. + Seasoned expert with extensive industry knowledge - technical leader viewed as a thought leader for innovation. + Project management skills - Expert. + Seasoned expert with extensive industry knowledge. + Technical leader viewed as a thought leader for innovation. + Verbal & written communication skills - Expert. + Analytical and problem solving skills - Expert. + Influence skills - Expert. + Collaboration & team skills; with a focus on cross-group collaboration - Expert. + Able to manage ambiguity. + Data driven decision making - Expert. **Salary:** $137,000.00 - $238,000.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $137k-238k yearly 26d ago
  • Investigator, Anti Money Laundering (AML) Case Investigations

    BMO Financial Group 4.7company rating

    BMO Financial Group job in Brookfield, WI

    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. **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. **Salary:** $41,714.00 - $77,500.00 **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. To view more details of our benefits, please visit: ******************************************** **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 ************************** 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 ************************** 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.
    $41.7k-77.5k yearly 6d ago
  • Audit Manager- Projects

    BMO (Bank of Montreal 4.7company rating

    BMO (Bank of Montreal job in Milwaukee, WI

    Application Deadline: 02/19/2026 Address: 320 S Canal Street Job Family Group: Audit, Risk & Compliance Project Audit is a specialty team within the Corporate Audit Division that assesses the quality and effectiveness of internal controls, governance, and risk management activities over select high-risk, multi-million-dollar initiatives. These projects/programs typically span multiple years and involve significant investments across BMO's operating groups, providing a unique opportunity to gain enterprise-wide exposure and engage with senior management. In addition to delivering audit opinions, the Project Audit team adds value by identifying and communicating opportunities for process efficiencies and enhanced risk management practices. Your Key Responsibilities As an Audit Manager on the Project Audit team, you will be responsible for testing key internal controls and governance and risk management processes in alignment with Corporate Audit Methodology. You will identify and communicate with Project Audit leadership changes in project risks, processes, and/or desired outcomes observed through audit work, along with recommended responses. You will contribute to team efficiency by identifying opportunities for simplification, automation, and data-driven insights. Strong communication and client relationship management skills are essential as you will engage with senior leaders across BMO. This is a hybrid role requiring either Project Audit or internal audit experience. Strong critical thinking and adaptability are key to success in this role. Exposure to, or experience in, auditing strategic or regulatory initiatives delivered through diverse planning and delivery approaches-including software development life cycles such as Waterfall, Agile, or Hybrid-is considered an asset, with adaptability and learning capacity highly valued. Other key responsibilities include: * Act as a trusted advisor to assigned business groups, influencing and negotiating to achieve objectives. * Identify emerging risks, trends, and technology impacts to inform audit planning and execution. * Provide critical input to audit leadership on practical aspects of audit execution and contribute to annual audit planning and process improvement initiatives. * Provide input into annual audit planning and Corporate Audit process improvements. * Execute audits with full recognition of inherent, control, regulatory, and environmental risks. This may encompass individual audits and capstone audits of enterprise-level functions and processes. * Conduct advisory engagements and other specialized reviews as required. * Determines impact of changing strategies, tactics, risks and initiatives on audit, advisory and investigative services. * Identifies and evaluates the impact of new and emerging technology and technology risk on the organization's processes and control environment. * Apply data analytics to enhance audit quality and efficiency. * Develops an awareness of business strategies, policies and standards providing meaningful insights based upon knowledge and research which will continue to improve Enterprise management and control processes. * Maintains the independence of the audit practice and its personnel. * Develops insightful discussion points contributing to audit reports that provide fair and balanced assessment of governance, risk and control processes based on audit work performed. Deliverables must be objective, clear, concise and timely. * Identifies control deficiencies and provides a fair and balanced assessment of their magnitude. * Maintains working knowledge of the industry, regulatory, broad economic environment, and internal environment, as to the development of new strategies and plans, opportunities and risk, to obtain an understanding of the control environment. * Ensure that all audit procedures executed are conducted in accordance with Corporate Audit Methodology as confirmed by its Quality Assurance program and/or regulatory examination results. * Apply sound judgement in the execution of the assigned work and ensure open lines of communication. * Develops and maintains good working relations with key stakeholders. * Actively monitors change management initiatives and identifies potential risks. * Actively participates and supports Corporate Audit change initiatives. * Maintains and enhances professional audit qualifications in line with industry standards. * 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. Qualifications: * Typically, between 5+ years of internal audit experience with a focus on Project Auditing and/or exposure to strategic initiatives and post-secondary degree in related field of study or an equivalent combination of education and experience. * Professional designations or business designations such as CIA, CISA, CRISC, CISM, and/or PMP highly valued. * Deep knowledge and technical proficiency gained through extensive education and 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. This is a hybrid role requiring 3 days in the Chicago/Milwaukee office- subject to change Salary: $74,000.00 - $138,000.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $74k-138k yearly Auto-Apply 12d ago
  • AML Data Governance & Defect Management Specialist

    BMO Financial Group 4.7company rating

    BMO Financial Group job in Brookfield, WI

    If you're looking for your next dream job, consider this one in BMO's Enterprise Risk Group where every colleague helps protect and grow the bank by providing independent review and oversight of enterprise-wide risks, working together to maintain a risk management framework and fostering a strong risk culture. \#ERPMDreamJobs The AML Data Governance & Defect Management Specialist will play a critical role in supporting the AML Data Management team by managing the lifecycle of data defects and issues, coordinating remediation efforts, and ensuring timely and accurate reporting. This position requires strong collaboration with business and technology stakeholders, excellent communication skills, and the ability to operate effectively in both project-based and business-as-usual environments. Banking or financial institution experience is required. While prior AML experience is an asset, candidates must demonstrate the ability and commitment to quickly learn new subject matter and acquire relevant domain knowledge as needed for the role. + Manage the lifecycle of data defects and issues, including intake, triage, prioritization, remediation, validation, closure, and documentation in line with company policies and regulatory standards. + Track and monitor progress of open defects, ensuring timely follow-up, escalation when needed, and resolution aligned with business objectives. + Collaborate with business units, technology partners, and subject matter experts to clarify issues, drive remediation, and confirm completion. + Build and maintain effective professional relationships, ensuring clear communication across all levels of the organization. + Prepare and deliver updates and reports on defect status, trends, and remediation outcomes for management and stakeholders. + Maintain accurate records and documentation to support audits and compliance reviews. + Organize work information to ensure accuracy, completeness, and readiness for audit. + Apply sound judgment to identify, diagnose, and resolve problems within established guidelines. + Operate effectively in both project (SDLC) and Agile environments, aligning defect management activities with project milestones and delivery schedules. + Use JIRA for defect logging, workflow management, and reporting; maintain dashboards and reports to support transparency and decision-making. + Support the implementation and improvement of data governance procedures, ensuring compliance with internal policies and regulatory requirements. + Identify opportunities for process improvement and contribute to best practices and training materials. + Demonstrate adaptability and commitment to learning new concepts and domain knowledge as needed for the role. **Qualifications:** + Bachelor's degree in business, information management, data/analytics, or a related field. + Minimum 5 years of experience in project management, defect or issue management, governance, or related operations within financial services or a regulated industry. + Experience working in both SDLC and Agile delivery models, with an understanding of change management principles. + Proficiency with JIRA for issue tracking, workflow management, dashboard creation, and reporting. + Strong organizational and problem-solving skills; able to manage multiple priorities and meet deadlines. + Effective written and verbal communication skills; able to present complex information clearly to various audiences, including senior management. + Experience working with cross-functional teams in a matrixed environment. + Detail-oriented with a focus on accurate recordkeeping, audit-readiness, and regulatory compliance. + Banking or financial institution experience is required. AML experience is an asset; must be able and willing to learn new subject matter and acquire relevant domain knowledge as needed. + Demonstrates integrity, professionalism, and commitment to operational excellence. Work Environment: This hybrid role requires in‑office collaboration a minimum of two days per week. We will consider candidates throughout the United States who are located near, or able to work from, one of our office locations. Alternative work arrangements may be evaluated for exceptional candidates, in accordance with business needs and applicable laws. **Salary:** $88,800.00 - $165,600.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $88.8k-165.6k yearly 12d ago
  • Senior Legal Counsel - Employment, Benefits and Compensation

    BMO Financial Group 4.7company rating

    BMO Financial Group job in Milwaukee, WI

    Provides and manages the delivery of legal and regulatory advice on U.S. employment law, benefits plans (including ERISA plans), and equity compensation plans on behalf of BMO Financial Group. Provides legal advice based on knowledge of legal principles, practices and procedures, and knowledge of the financial services industry and its environment. Influences and negotiates to achieve business objectives. Works to achieve organizational goals while minimizing legal risk. + Provides advice and counsel on wide range of employment, compensation, and employee benefit plans/ERISA matters, including on retirement plans, and health and welfare plans, and on issues including employee relations, performance management, leaves of absence and accommodations, wage and hour, pay equity, internal investigations, compensation and benefits, contingent workers, immigration, recruitment, inclusion, and mergers, acquisitions and outsourcing. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. + May participate in the design of legal advice strategies & approaches for the unit activity and making recommendations to minimize legal issues. + Acts as the prime subject matter expert for internal/external stakeholders. + Exercises judgement on complex, confidential and sensitive matters + Identifies and resolves moderately complex issues. + Determines root causes and negotiates resolutions. + Delivers legal advice, instructs external counsel and ensures compliance with internal policies & procedures for a single or small number of function(s). + Acts as a subject matter expert on relevant laws, regulations and policies. + Resolves daily issues and/or escalates with appropriate analysis and/or recommendations. + Identifies risks and implements appropriate actions to mitigate them. + Implements areas of improvement to ensure consistency with market place. + Builds effective relationships with internal/ external stakeholders. + Geographic scope: up to global. + 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 legal practice or an equivalent combination of education and experience. + Degree in law (LLB or JD) and license to practice law in relevant jurisdiction. + Private practice, in-house experience or experience at regulatory body relating to the regulation of business/group activities may be required. + Knowledge in legal field, typically with a functional or business line specialization. + Knowledge of business and regulatory environment in which BMO Financial Group operates. + Advanced knowledge of subject matter legal requirements and the operations of a single client group. + Negotiation skills - in depth. + 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:** $132,600.00 - $247,000.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $132.6k-247k yearly 47d ago
  • Retail Relationship Banker

    BMO (Bank of Montreal 4.7company rating

    BMO (Bank of Montreal job in Waukesha, WI

    Application Deadline: 01/30/2026 Address: 1580 E. Moreland Boulevard Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. * Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). * Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. * Supports customer transactions needs based on customer traffic. * Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. * Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. * Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall customer experience. * Contributes to business results and the overall experience delivered. * May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * 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. 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. * Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. * Appropriate lending qualifications and designations. * Working knowledge of personal and small business customer needs and solutions. * Working knowledge of retail investments and lending products. * Experience in financial services is an asset. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. * Passionate commitment to helping our customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $65,000.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $41.7k-65k yearly Auto-Apply 38d ago
  • Senior Treasury Advisor

    BMO (Bank of Montreal 4.7company rating

    BMO (Bank of Montreal job in Brookfield, WI

    Application Deadline: 01/29/2026 Address: 790 N Water Street Job Family Group: Commercial Sales & Service * Must have Treasury and Payment Solutions experience * Must have Commercial Banking Experience * Must have the ability to assist Commercial Banking Customers * Must have the ability to assist Commercial Banking Relationship Managers * Should be proficient with MS Office Suite 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. Responsibilities: * Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. * Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. * Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. * Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives. * Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues. * Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes. * Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management. * Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies. * 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 include 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. * 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: * 4 - 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred. * Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience is considered. * Technical proficiency gained through education and/or business experience. Advanced level of proficiency: * Treasury Management * Cash Management * Payment Technologies * Financial Analysis * Risk Assessment * Quality Assurance Auditing * Regulatory Compliance * Data Analysis Reporting * Problem Solving * Time Management * Detail-Oriented Salary: $51,800.00 - $95,900.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $51.8k-95.9k yearly Auto-Apply 4d ago
  • Associate Banker

    BMO Financial Group 4.7company rating

    BMO Financial Group job in Menomonee Falls, WI

    Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based needs with seamless execution. + Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. + Contributes to meeting branch business results and the customer experience. + Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). + Acts as a key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes the initiative to find creative approaches that make each customer's experience feel personal. + Looks for ways to contribute to the ongoing improvement of the overall customer experience. + Contributes to business results and the overall experience delivered. + May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. + Completes complex & diverse tasks within given rules/limits. + Analyzes issues and determines next steps; escalates as required. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. + Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. + Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. + Basic knowledge of specialized sales and business banking solutions to refer to specialists. + Passionate commitment to helping customers. + Drive to deliver a personal customer experience. + A focus on results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage and confidence to approach customers. + Readiness to collaborate and work in different capacities as part of a team. + Strong interpersonal skills, including the ability to build rapport and connections with customers. + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. + Basic specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. **Salary:** $41,714.00 - $50,000.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $41.7k-50k yearly 28d ago

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