Deposit Operations Clerk II
Lakeside Bank job in Oak Brook, IL
DEPOSIT OPERATIONS CLERK II SUMMARY: The Deposit Operations Department handles a variety of operational functions for the Bank. This job description outlines the major functions within the department but is not all inclusive of an individual employee's specific responsibilities. The Deposit Operations Clerk II may be assigned some combination of these duties and responsibilities based on work assignments and/or skills/experience. ESSENTIAL DUTIES AND RESPONSIBILITIES RESPONSIBILITY Under direct supervision, services customer accounts by performing a variety of routine assignments as follows:
Process debit card disputes, debit card fraud notifications and lost/stolen alerts.
Support the daily ACH process, which includes but is not limited to approval/setup ACH Files, ACH incoming returns release, process uncollected funds, and reviewing prenotes. Prepare reports for the ACH Committee and assist with preparing Annual ACH Reviews.
Manage Overdrafts including: monitor daily overdrafts for appropriate approvals, timely closing of the daily overdraft process, large dollar return notifications, if needed, reaching out to the account officer and sending notifications to the customers, closing stale overdrawn accounts as needed and reporting them to ChexSystems.
Process incoming return items (chargebacks) to include redepositing or charging back the item to the customer's account, notifying account officer of large or potential fraudulent items, mailing notices and placing holds as necessary.
Mobile Deposits- Review deposited checks for proper endorsement and potential fraud items.
Process exceptions items to include Non-post and Stop Pays.
Review new holds for accuracy. Follow-up with Retail Team if any issues are found.
Recons - Responsible for balancing and clearing differences on multiple bank GLs and internal DDAs.
Positive Pay - Monitor that decisions have been made on all items. Process returns as needed.
Review incoming checks for potentially fraudulent activity in addition to missing signature, two signatures required, check stock differences and endorsement.
Perform other Deposit Operations duties as assigned or required to back-up team .
JOB SPECIFICATIONS All duties and responsibilities must be performed in compliance with applicable local, state, and federal regulatory guidelines. QUALIFICATIONS
Effective time management skills.
Excellent oral and written communications to communicate with a wide range of internal and external contacts.
Demonstrate logical judgment, be detail-oriented, and possess the ability to prioritize tasks.
Ability to work independently, meeting deadlines.
Ability to use 10 key calculator; and other office equipment, including scanners, printers and computer.
Good working knowledge of applicable federal guidelines and compliance regulations.
EDUCATION AND EXPERIENCE High school diploma or general education degree (GED). Minimum of two (2) years of Bank Operations or Debit Card processing or related experience. Experience with FISERV DNA a plus. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, sit and use hands to finger, handle or touch. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Benefit Information: Lakeside Bank offers a wide variety of benefit programs for our employees. We offer 4 Blue Cross Blue Shield Medical plans (2 PPO & 2 HMO plans). Our PPO Dental plans are offered through Principal. The Bank subsidizes a large percentage of the monthly premiums. We also offer Vision insurance through Principal VSP. Employees are able to select from Single coverage, Employee & Spouse coverage, Employee & Child(ren) coverage or Family coverage levels. The Bank provides Life/AD&D, Short-term Disability, and Long-term Disability insurance - at no cost to the employee. We offer a variety of supplemental ancillary products such as supplemental life for employee, spouse and/or children, accident, critical illness, hospital indemnity and pet insurance. Additional information on each plan can be provided upon request.
Salary Information: This is a non-exempt, entry level position. Compensation will be based upon background and level of experience. The compensation range is $18.00/hr. - $25.00/hr. WORKING CONDITIONS Work is performed in a typical office environment. Light and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc.
Equal Opportunity Employer Disability/Veteran
Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
DISCLAIMER The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Loan Operations Specialist
Lakeside Bank job in Oak Brook, IL
Loan Operations Specialist FT-Oak Brook, IL Job Summary: This position will be responsible for maintaining the real estate tax and insurance escrow payments, balances and disbursements, maintaining loan collateral system and its components, verifying accuracy of daily loan system information, completing daily reconciliations, approving loan customer information (CIP) and regulatory reporting, processing loan payments, preparing general ledger reconciliations, monthly loan operation department reports, and handling customer inquiries. Essential Duties & Responsibilities:
Performs loan tasks, including but not limited to: loan boarding, loan payoffs, loan modifications, and tickler updates,
Boards all consumer and commercial loans and completes quality control to core system.
Research payment issues and discrepancies. Resolves any loan exceptions or corrections.
Perform Verify that all data entered into the loan system is accurate based upon supporting loan documentation.
Review the daily loan reconciliation process for key loan categories to assure that the reconciliations are correctly completed and reconciling items are properly identified.
Process loan payments and disbursements, and services loan payments with participation banks.
Process Construction Draws.
Perform Loan System maintenance as needed.
Provide assistance to other Loan Operations functions as needed.
Process Paid Loan Files, prepare release deeds and UCC terminations as needed.
Update and maintain the existing real estate tax escrow transactions on core system.
Maintains standard operations procedural documentation.
Assist lending team with customers loan related inquiries.
Supports department conversion initiatives and new product launches.
Prepare Monthly and Quarterly Loan Operations reports.
Prepares payoff letters
Other duties as assigned.
Qualifications: Candidates for the position must possess a minimum of five years experience in commercial loan operations, experience in utilizing a Fiserv loan system product is a plus, with expertise in loan origination, loan modification and loan disbursement procedures, and preferred experience in tax escrow processing. Possess strong computer skills and including a comprehensive knowledge of Microsoft Office products. Lastly, candidates must have excellent written and verbal communication skills and good figure aptitude. Hours: This position is a full time position with hours Monday through Friday from 8:00am to 5:00pm. The position will be located at our Operations Center at in Oak Brook. Education & Experience. Some college preferred, five years of experience in commercial loan servicing, or bookkeeping or accounting, preferably in loan operations. High School diploma or equivalent is required. Benefit Information: Lakeside Bank offers a wide variety of benefit programs for our employees. We offer 4 Blue Cross Blue Shield Medical plans (2 PPO & 2 HMO plans). Our PPO Dental plans are offered through Principal. The Bank subsidizes a large percentage of the monthly premiums. We also offer Vision insurance through Principal VSP. Employees are able to select from Single coverage, Employee & Spouse coverage, Employee & Child(ren) coverage or Family coverage levels. The Bank provides Life/AD&D, Short-term Disability, and Long-term Disability insurance - at no cost to the employee. We offer a variety of supplemental ancillary products such as supplemental life for employee, spouse and/or children, accident, critical illness, hospital indemnity and pet insurance. Additional information on each plan can be provided upon request. We offer paid Sick, PTO, Vacation and Holidays. Salary Information: This is a non-exempt position. Compensation will be based upon background and level of experience. The compensation range is $22.00-$34.00. Physical Demands. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to stand. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 25 pounds. Equal Opportunity Employer Disability/Veteran
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Safe Deposit Associate (Part -Time)
Chicago, IL job
At Devon Bank, we don't just accept diversity-we celebrate it, we support it, and we thrive on it for the benefit of our employees, our customers and our community. We provide a welcoming and accepting culture that comes from our desire to make diversity, respect and service a priority.
We have an opening for a Part - Time Safe Deposit Associate (Monday - Saturday 8:30 am to 1 pm) at our Chicago branch located near Western and Devon.
If you have a desire to have a great career start and help customers, then Devon Bank is the place for you!
In addition to a rewarding career in banking, we also provide competitive pay and a comprehensive benefits package.
Here are some more details on what our Safe Deposit Associate will do:
Interacting in a professional manner with customers
Verifying client identity
Granting entry to the safe deposit boxes
Assigning secure locations for our clients
Opening and closing safe deposit boxes for clients
Accurately recording and documenting client visits
Requirements
A high school diploma or equivalent
Minimum 1 year of experience in customer service
Safe Deposit experience is a plus
EOE AA -
Devon Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
If you need assistance or an accommodation due to a disability, you may contact us at **************************** or you may call us at (773)- 465-2500.
Senior Change Strategist
Chicago, IL job
Application Deadline:
12/25/2025
Address:
320 S Canal Street
Job Family Group:
Strategy & Change
We are seeking an experienced Senior Change Strategist to elevate our change management practice and lead initiatives that accelerate adoption, embed new ways of working, and strengthen leader engagement. This role will design and implement strategic change approaches, coach senior leaders, and drive continuous improvements that enhance the impact, consistency, and scalability of change across the Commercial Bank.
Ideal candidates will have a proven track record in shaping change strategies that improve adoption, strengthen leadership engagement, and advance organizational change maturity.
Summary of Qualifications & Core Competencies
Strategic Change Leadership: Expertise in designing and executing enterprise-level change strategies that drive measurable adoption and business outcomes.
Executive Coaching & Influence: Ability to engage and coach senior leaders to champion change and embed new ways of working.
Organizational Change Maturity: Skilled in assessing change capability and implementing frameworks that scale across complex organizations.
Analytical & Problem-Solving Skills: Proficient in evaluating change risks, interdependencies, and cumulative impacts to inform strategic decisions.
Continuous Improvement Mindset: Committed to evolving change practices through lessons learned, best practices, and innovative approaches.
Stakeholder Engagement: Strong relationship-building skills with cross-functional teams, including Product, Sales, and Bankers.
Communication & Facilitation: Exceptional ability to facilitate knowledge sharing, and influence diverse audiences.
Key Responsibilities
Assess the organization's change capability and implement best practices to enhance effectiveness.
Deliver ongoing learning and facilitate knowledge sharing among change practitioners, stakeholders, and leaders.
Participate in prioritization discussions and conduct change risk and adoption assessments.
Improve adoption by engaging stakeholders to identify challenges and develop strategies for successful change absorption.
Measure and report on change effectiveness across projects and programs.
Build and sustain a network of change champions across business teams to support initiative implementation.
Develop strategic change toolkits, templates, and frameworks.
Embed change leadership competencies throughout the organization.
Maintain an end-to-end change portfolio roadmap and heatmap to identify impacts, raise adoption risks, and recommend mitigation strategies.
Assess interdependencies, risks, and cumulative change impacts across initiatives.
Provide thought leadership by analyzing future initiative roadmaps to anticipate impacts and ensure readiness.
Identify gaps in processes, infrastructure, and controls; recommend solutions to close gaps and harmonize practices.
Drive continuous improvement of change management processes by incorporating lessons learned and best practices.
Foster strong partnerships with Product, Sales, and other key stakeholders to enable effective execution of strategic initiatives.
Qualifications:
Typically 7+ years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Project management experience - 6 to 8 years.
Valid PMP designation from the Project Management Institute (PMI) is an asset.
Entrepreneurial skills - In-depth.
Judgement skills - In-depth.
Learning agility - In-depth.
Stakeholder management - Expert.
Able to navigates challenging situations effectively.
Able to apply project management methodologies or approaches.
Able to manage project and business risks, including project interdependencies.
Able to resolve project issues effectively.
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.
Demonstrated success building or maturing a change practice (frameworks, governance, standards, measurement).
Executive presence with strong stakeholder management, facilitation, and influence skills.
Data-driven mindset; ability to build dashboards, interpret insights, and make evidence-based decisions.
Salary:
$102,000.00 - $190,000.00
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.
Auto-ApplyHead, North American Commercial Deposits
Chicago, IL job
Application Deadline:
12/30/2025
Address:
320 S Canal Street
Job Family Group:
Customer Solutions
The Head, North American Commercial Deposits has accountability to lead the US and Canadian Liquidity Solutions Product organizations and the Working Capital Optimization advisory services team in Canada. They are accountable to build, own, and drive the overall multi-year Commercial Deposit growth strategy, in close partnership with BMO's B2B businesses, Finance, Corporate Treasury, Technology & Operations, and other related Enterprise functions. The objective of the role is to continuously improve BMO's competitive market share position by developing and executing on a multi-year growth strategy which includes a combination of strategic, product, and sales-led activities across the Business Bank, Commercial Bank, and Capital Markets, in both Canada and the US. The role will work in close partnership with key senior stakeholders in TPS, Businesses, Technology, Corporate functions, and others, as required.
Success measures include execution on critical growth levers that will deliver outsized growth and margins, as well as strategically position BB/NACB/CM to drive accelerated, market-leading, high quality deposit growth, with strong target margins.
Specifically, the role will be responsible for:
• Defining and executing on critical medium to longer term growth levers, in partnership with initiative owners, that will drive multi-year Commercial Deposit growth
• Ensuring appropriate senior level governance and executive oversight is in place to support individual initiative/program-level reviews, RYG status, identification of risks/issues with appropriate mitigation plans in place, and preparing appropriate materials to facilitate reviews for BMO and TPS executive and performance management forums
• Identifying ‘cash rich' industry / vertical / segment trends and to build a market competitive product shelf and go-to-market plans
• Working with business leaders to ensure those initiatives which are assigned to them (i.e. banker/sales team scorecards/incentive plans, optimal team structure, training, and other tools) are aligned to enable deposit acceleration
• Prioritizing and stewarding multi-million-dollar technology and people investments to drive financial and strategic outcomes
• Effective deposit pricing / margin management, and fee capture, in line with market benchmarks
• Engaging with clients to design product roadmaps, and advise them on working capital optimization opportunities
The role will need to continuously collaborate with a diverse set of internal and external stakeholders to support business strategies while addressing mandatory requirements and managing risk
• Business Unit leaders: Understands business / customer needs, works closely with stakeholders to align / augment TPS products / infrastructure for future business growth and meet customer experience aspirations, and align sales force incentives
• Sales leaders: Maintains open and effective relationships with sales/service distribution networks across all segments to ensure that customers are well understood, sales forces have the required product knowledge, and that the product suite is well positioned to meet the needs within the marketplace
• Technology & Operations: Addresses technology requirements to deliver the product roadmap, ensuring adequate funding and resources
• Finance / Treasury: Ensures accurate planning, financial forecasting, transfer pricing, balance sheet risk management and regulatory compliance
• TPS Product partners: Regularly engages with all TPS product and digital teams to identify / plan / prioritize intersections, to deliver a well managed product roadmap and an E2E digital-first product experience
• BMO Partners / Corporate Development: Outlines critical capabilities required and collaborate to identify industry solutions for TPS to leverage
The Head, North American Commercial Deposits, will lead a team to deliver on the above and as a leader, will be responsible for:
• Activating our winning culture, aligned with Purpose. Ignites engagement by aligning our culture to our strategy and fueling exceptional execution
• Fostering diversity, equity and inclusion and creates an inclusive environment for all employees by eliminating barriers to inclusion
• Developing leaders, plans for succession, and fosters a high-performance culture • Driving top talent acquisition and retention, developing organizational capabilities to drive competitive advantage
• Leading and mentoring employees with diverse risk and business experience, skills, and orientation
• Leading, promoting, and role modelling the Bank's customer focus to support our vision
Qualifications:
• University degree - Master of Business Administration is an asset
• ~5-10 years of Product Leadership experience (ideally deposits) with progressive growth, and comprehensive knowledge of treasury, payments, corporate card, deposit product, commercial businesses, and client servicing.
• Experience in delivery of highly complex strategic initiatives or projects impacting large groups of people, processes, and technology
• Strategy and roadmap planning, combined with equally strong execution focus
• Strong people leadership, interpersonal, communications and influencing skills with all levels of stakeholders, incl. executives at all levels of the organization
• Highly developed relationship management skills to effectively manage relationships across multiple levels of the organization, across lines of business, across various BMO groups
• Strong consulting and change management skills, able to think strategically and implement strategic vision
• Deep understanding of Commercial Payments and underlying technology systems that support the payment ecosystem
Please note the base salary range for this position is USD $225,000.00 to USD $250,000.00
Salary:
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.
Auto-ApplyResearch Operations Analyst
Chicago, IL job
Application Deadline:
01/30/2026
Address:
320 S Canal Street
Job Family Group:
Customer Solutions
The Research Operations Analyst is principally responsible for the production of critical Manager Research reports. The Analyst will coordinate with individual investment teams in the collection and management of data to ensure timely delivery of reports to clients of BMO Wealth Management. Additionally, the Analyst will be involved in maintaining and monitoring the global data infrastructure of the Manager Research team. Further, the Analyst will provide support in conducting operational due diligence on investment strategies. Lastly, the Analyst will contribute to a variety of projects that relate to the overall growth of BMO Wealth Management. The Analyst may be called on to provide analysis related to processes and systems to internal teams, requiring strong verbal and written communication skills as well as careful attention to data integrity.
KEY ACCOUNTABILITIES
• Gathering, organizing, and recording data from asset managers
• Managing the creation and dissemination of investment reports
• Maintaining and monitoring of data systems and processes
• Assisting in the operational due diligence process of investment strategies
KNOWLEDGE and SKILLS
• Undergraduate degree required
• Desire or progress in working toward professional designation(s)
• Excellent attention to detail
• Established competency with various computer programs, including Microsoft 365 Applications (Excel in particular) and Morningstar Direct
• Inherent analytical and problem solving skills
• Appreciation for work in a team environment, adhering to highest ethical standards
Conducts investment research to support portfolio and business objectives, including researching managers and/or performing fundamental, quantitative, or credit research that supports portfolio management and the development of new investment strategies. Works closely with Portfolio Managers and the portfolio management team to capture research in the portfolio management process.
Makes an investment recommendations senior investment leaders and portfolio management team within the business.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Works well under direct supervision to support smaller portfolio mandates, territories, issues and relationships.
Analyzes data and information to provide insights and recommendations.
Provides timely, accurate service and support to team members by completing a wide variety of research related activities and deliverables.
Executes research according to the specific discipline/portfolio management requirements (manager research, quantitative research, fundamental research, etc.).
Develops, tests, and implements selection factors and models, asset allocation factors and models, and portfolio construction and risk modeling.
May research and select managers for their investment platforms, and/or sub-advised funds, wrap products, etc. Seeks new opportunities, and provides information about investment performance, philosophy, and asset allocation.
Monitors domestic and international economic and political trends for potential impact on the fundamentals of issuers, industries, and portfolios.
Reviews academic literature and maintains knowledge and understanding of the market/industry.
Evaluates alternate third-party data sources, models, or software.
Presents research results to internal and external clients.
Provides written and verbal research reports to Portfolio Managers for communication to clients.
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 post-secondary degree in related field of study or an equivalent combination of education and experience.
Growing understanding of the functional area and operating environment.
Able to maintain effectiveness, accuracy and performance in a fast-paced and demanding environment with multiple concurrent priorities.
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.
l standards
Salary:
$58,500.00 - $107,900.00
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.
Auto-ApplyCustomer Service Representative (Chicago)- $20.25 per hour
Chicago, IL job
At Devon Bank, we believe that if you care of your community, your community will take care of you. We are a full-service community bank located in one of the most diverse areas in the country.
Our mission has always been to be the bank that the neighborhood needs-to tailor its service offerings to the particular wants of the community. This means that in addition to offering business and personal banking, commercial, real estate and mortgage loans, trust and international services, electronic banking services from online banking and bill pay to ATM/Debit Cards and Mobile Banking, we also offer customized products, such as faith-based financing.
We are seeking a customer service representative to join our dynamitic retail team!
Major Duties and Responsibilities:
Provide superior banking personal service to Devon Bank's diverse customer base.
Multi-task into the role of teller, ITM banker and assist with Safe Deposit responsibilities.
Meet Bank sales goals and expectations within the Bank's overall Sales culture including generating new business to assist in meeting the bank's profitability goals.
Analyze and take ownership of new and existing customer requests to uncover financial goals and recommend appropriate products and services to fit their needs.
Performs all responsibilities associated with opening and closing consumer accounts, maintenance changes to accounts and safe deposit account opening.
Mortgage referrals/Commercial referrals/Wealth Management referrals/Treasury Management referrals.
Understands, adheres, and complies with all bank policies, CIP procedures, compliance regulations. Act to minimize risk and loss exposure to the bank.
Responsible for balancing cash drawer with no errors
Provide dual control for opening and closing of the Safe Deposit and Cash Vault.
Respond to phone inquiries and requests from customers including internal departments.
Assist with daily voicemail log and email responses.
Participates in various bank related sponsored events.
Complete all bank assigned online training courses in the allotted time.
Requirements
High School Diploma or equivalent; College degree a plus.
Minimum 2 years of Teller/Customer Service Representative experience at a bank is a plus.
Good computer skills including Word, Excel, PowerPoint, Outlook.
Strong verbal and written communication skills.
Exceptional customer service skills and ability to meet sales objectives.
Team player
Professional presentation
Flexible with scheduling, dependable attendance and punctuality required.
Work in Glenview and Wheeling locations as assigned.
Must be able to train at our Chicago location for up to 90 days.
EOE AA -
Devon Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. If you need assistance or an accommodation due to a disability, you may contact us at **************************** or you may call us at **************.
Portfolio Manager
Chicago, IL job
Application Deadline:
01/01/2026
Address:
320 S Canal Street
Job Family Group:
Commercial Sales & Service
Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.
Signs off on new, renewal and extension loans within delegated authority.
Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.
Leads proposal development and delivers presentations to capture new business and expand client relationships.
Networks with industry contacts to gather competitive insights and best practices.
Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.
Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies
Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions
Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.
Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
Identifies revenue and cross-selling opportunities to enhance portfolio growth.
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.
Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
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:
Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Foundational level of proficiency:
Structuring Deals
Advanced level of proficiency:
Problem Solving
Collaboration
Detail-Oriented
Customer Service
Loan Structuring
Regulatory Compliance
Portfolio Management
Credit Risk Assessment
Banking Operations
Microsoft Office
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.
Auto-ApplyRisk Governance Specialist, Wealth Management
Chicago, IL job
Application Deadline:
12/28/2025
Address:
320 S Canal Street
Job Family Group:
Business Management
The Risk Governance Specialist is a key member of the Wealth Management (WM) Cross Business Risk (CBR) team, responsible for supporting the ongoing integration, execution, and maintenance of 1LOD risk programs under the Enterprise Risk Management Framework. Reporting to the Risk Framework Integration Lead, this role plays a vital part in embedding a strong risk culture within WM by ensuring business processes, products, and services comply with both internal enterprise and external regulatory requirements. This Risk Governance Specialist is accountable for implementing tactical risk management activities, helping to operationalize the Enterprise Risk Management Framework, and ensuring effective risk management across the risk management lifecycle.
This candidate will work closely with various business units within Wealth Management, risk partners, and subject matter experts to facilitate cross-functional collaboration, drive continuous improvements in risk processes, and support the organization's overall risk management objectives while enabling business growth.
Key Responsibilities:
Assist in designing and operationalizing processes to embed enterprise risk requirements under the Enterprise Risk Management Framework into 1LOD Wealth Management operations.
Conduct impact assessments of new regulatory/enterprise mandates on existing processes, identifying gaps and adjustment needs.
Support the operationalization and embedding of new risk governance processes (e.g. Policy, Escalation, and Governance Committees/Forums Management) within business teams.
Help maintain 1LOD program components in compliance with enterprise standards.
Assist in drafting and updating risk policies and guidelines for Wealth Management.
Monitor adherence to enterprise risk standards, policies, and regulatory requirements as it relates to the Enterprise Risk Management Framework
Support the Lead in interpreting new regulations/enterprise requirements and assessing impacts on 1LOD processes.
Collaborate with business units to interpret and apply risk management requirements to daily operations in alignment with the enhanced Enterprise Risk Management Framework.
Provide data-driven insights to inform risk framework adjustments.
Support cross-functional working groups to represent Wealth Management's risk governance posture.
Build effective relationships with internal stakeholders to enable risk-aware decision-making.
Investigate, document, and escalate program risks and issues to the Lead.
Prepare data-driven reports, dashboards, and briefings on risk governance related items for management and governance forums.
Maintain accurate records of risk processes, decisions, and compliance evidence.
Aid in developing training materials to promote a risk-aware culture and compliance.
Manage SharePoint repositories for risk documentation and ensure timely updates.
Support audits/exams by providing required documentation and evidence.
Track project timelines, deliverables, and dependencies to meet deadlines.
Support change management initiatives for new risk processes.
Maintain up-to-date knowledge of relevant regulatory changes and best practices in risk management
Qualifications:
Minimum 5 years of experience in risk management, preferably supporting 1st Line of Defense functions within a regulated financial institution.
Experience working with or within a bank supervised by the Federal Reserve Board; Category 3 bank is strongly preferred.
Deep understanding of risk management principles, regulatory frameworks and financial services operations
Advanced proficiency in Microsoft Suite products; advanced reporting capabilities including executive and senior management dashboards
Proven ability to analyze complex data and translate findings into actionable insights.
Strong communication and interpersonal skills with the ability to work across multiple teams and stakeholders.
Highly organized with excellent attention to detail and the ability to manage multiple priorities.
Ability to communicate complex risk concepts clearly (written/verbal).
Agility in managing ambiguous or evolving priorities.
Experience supporting risk integration or transformation initiatives.
Ability to work independently and proactively in a fast-paced environment.
Demonstrated commitment to continuous improvement and operational excellence.
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.
Auto-ApplyManaging Director - Head, Fraud & Physical Security Oversight
Chicago, IL job
Application Deadline:
01/30/2026
Address:
320 S Canal Street
Job Family Group:
Audit, Risk & Compliance
Identifies, assesses, remediates and reports of all non-financial risks related to their area of expertise and ensures these risks are managed within the Risk appetite of the Bank. Delivers expert advice, credible challenge, and effective oversight across to identify, assess, control, and manage these risks throughout the company. Provides strategic future forward vision of the required maturity of these risk domains leveraging more predictive analytics. Plays a critical role in ensuring the company's risk-taking entities are aware of the risks inherent in their activities and decisions, the impact of their actions on the company at an enterprise level, and opportunities to reduce, mitigate, or avoid risks altogether. As an Operational NFR leader, works closely with colleagues across ERPM and with other businesses and functions across the enterprise
Provides oversight over 1st line activities establishing the risk frameworks required to mitigate Non-Financial Risk exposures, to comply with regulatory requirements, Corporate Policies, Corporate Standards and other published directives that support these policies and standards
Provides subject matter expertise, specialist support, and oversight for transactions and circumstances representing significant risk exposures to the Enterprise
Ensures alignment between their respective risk framework and the NFRMF for consistency and to support the aggregation of results; reviews, provides Effective Challenge and monitors their respective sub‑risks so that Non-Financial Risk Profile is consistent with business strategy
Ensures appropriate actions are underway to manage significant Non-Financial Risk exposures, providing Effective Challenge and oversight as appropriate.
Implements and maintains an appropriate monitoring, surveillance and/or assessment function that provides reasonable assurance of compliance with their respective policies and frameworks
Monitors non-financial sub-risks to ensure exposures are within Enterprise Non-Financial Risk tolerances and recommends corrective actions to be taken by Operating Group / Corporate Services when outside the established tolerances
Reviews and recommends changes to processes or procedures, and oversees any significant business unit corrective actions, as necessary
Reports an independent Non-Financial Risk Profile for their Non-Financial sub-risk category, or as required by the NFRMF
Serves as a leader in the Operational NFR risk oversight team, establishing a solid understanding of internal and external NFR risks within their area of expertise that can impact the organization's overall business and value chain.
Plays a key role in assessing and enhancing the organization's NFR sub-risk capability maturity and maintains and updates risk models, identifying and developing innovative risk assessment techniques, and incorporates data driven risk assessment that are end to end vs point in time.
Provides independent expertise during capability maturity reviews, preparing independent assessments of maturity levels, and developing reports for senior management. Identifies and assesses alternative approaches to risk mitigation and advises the business and stakeholder leadership with respect to trade-offs.
Speaks authoritatively with regulatory officials with respect to existing controls, the risk management framework overall, and emerging threats and challenges
As part of the second line of defense, collaborates closely with associates corporate areas, technology, Lines of Business, and other risk management offices to perform and support evaluations of the firm's NFR sub-risk capability maturity levels and offers independent advice and recommendations regarding ways to further mature the firm's risk management capabilities. Contributes to the identification and analysis of new or emerging NFR sub-risks to the enterprise, and aid in integrating capabilities maturity assessment activities with other risk management programs across the enterprise.
As a member of an evolving organization, brings clarity of roles and accountabilities within the organization structure and refines team and portfolio
Manage the conduct of independent evaluations of the firm's information security, cybersecurity, cloud and technology capabilities, and provide expertise and advice on accelerating maturity of the firm's cyber capabilities
Identifies and develops quantitative assessment of vulnerabilities, risks and remediation strategies, providing insights to senior leaders and other stakeholders including regulatory agencies and the Board of Directors, as needed
Drives a risk management focus taking a customer / resilience lens that promotes banks digital strategy while maintaining soundness of the bank
Stays current on emerging NFR sub-risk threats and potential implications to the firm and mentors/coaches more junior members of the team.
Collaborates effectively with colleagues, stakeholders, and leaders across multiple organizations to achieve objectives
Leads program-related activities and deliverables to ensure effective collaboration within the team and across stakeholder groups
Ensures initiatives are compliant with regulatory standards and corporate policies, as well as with understanding and quantifying potential impact on profitability and firm reputation of these projects.
Understands, reviews and help manage and mitigate key NFR sub-risks that impact the operational and business functions of the organization
Collaborates with business partners and Enterprise functions to design target state and interim NFR risk management tool architecture.
Drives the evolution and development of the NFR sub-risk function and “appetite” view and the risk reporting requirements.
Leads the development and implementation of key risk indicators (KRI's), key performance indicators (KPI's) that are risk-sensitive and adapting as new threats emerge.
Within the mandate of this role, promotes and supports the Bank's risk culture including ensuring employees understand their accountabilities for risk-taking activities, promoting an environment of open communication and effective challenge, and establishing the “tone from the top” through leading by example.
Complies with the Bank's Risk Appetite framework and ensures risk-taking activities remain within agreed limits and comply with all regulatory requirements.
Role models driving simplicity and productivity enhancements for optimization across groups driving continuous improvement on key measures.
Activates our winning culture, aligned with Purpose. Ignites engagement by aligning our culture to our strategy and fueling exceptional execution.
Fosters diversity, equity and inclusion and creates an inclusive environment for all employees by eliminating barriers to inclusion.
Develops leaders, plans for succession, and fosters a high-performance culture.
Drives top talent acquisition and retention, developing organizational capabilities to drive competitive advantage.
Leads and mentors a team with diverse risk and business experience, skills and orientation.
Leads, promotes and reinforces the Bank's customer focus to support our vision.
Personally, role models customer focus.
Drives sustainable improvements in customer loyalty and business growth.
Adheres and supports enterprise customer experience and brand standards
Core responsibilities include:
Oversight -
The Fraud RSA provides independent oversight of the 1st Line Enterprise Fraud Management & Physical Security, including evaluating the adequacy of fraud controls, reviewing adherence to directives, and challenging the effectiveness of fraud / physical security risk mitigation strategies
.
Monitoring and Reporting
: Independently monitors internal and external fraud & physical security risks and reports to senior management and stakeholders.
Regulatory Alignment
: Ensures compliance with jurisdictional laws and supports regulatory reporting through collaboration with Compliance and Legal.
Benchmarking and Best Practices
: Engages in industry forums to compare practices and recommend enhancements to 1st line key stakeholders / business units.
Qualifications:
Certified Fraud Examiner (CFE) and Certified Anti-Money Laundering Specialist (CAMS) credentials
Must be highly skilled NFR sub-risk professional who has a wealth of experience and a demonstrated ability to provide value-added recommendations and deliver high-impact results.
Proven ability to manage a team and work independently in a fast-paced environment and can begin contributing immediately
Please note the base salary range for this position is USD $230,000.00 to USD $260,000.00
Salary:
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.
Auto-ApplyReal Estate Loan Closer
Orland Park, IL job
If making an impact is important to you, you belong with the Marquette Bank Team. You'll enjoy the opportunity to make a difference for our customers and in our neighborhoods. You'll love our welcoming, supportive, friendly, team-centered work environment - including perks like an expansive benefits package, growth opportunities, gym subsidy, tuition reimbursement and community involvement opportunities!
Come be a part of something bigger at Marquette Bank.
Founded by John F. McCarthy in 1945, the bank has been committed to providing financial services to meet the savings and borrowing needs of southwest Chicagoland. We have continued to grow and are proud to be a modern neighborhood bank with 20 branch locations to serve our customers and communities.
Pay Range: $50,000 - $65,000
The pay range is based on consideration of criteria such as required qualifications, experience, education and skills. Marquette Bank reserves the right to offer the selected applicant a salary commensurate with the applicant's qualification, experience, education and skills.
Position Summary:
The Real Estate Loan Closer is responsible for assembling, preparing, and verifying closing documents to complete real estate transactions. This role ensures compliance with regulatory requirements and supports Retail Lending - RE Underwriting under the direction of the Operations Manager.
Essential Duties and Responsibilities:
Demonstrate working knowledge of Encompass.
Maintain thorough understanding of TRID regulations.
Review loan files for compliance and regulatory matters.
Prepare and disclose Initial Closing Disclosure (CD).
Conduct final review of closing conditions.
Prepare various loan types including conventional, FHA, VA, IHDA, and Home Equity Lines & Loans using the loan origination system.
Review tax and hazard information to ensure adequate escrow collection at closing.
Verify accuracy of investor and vendor fees to be collected at closing.
Prepare and submit lender figures and closing instructions to the title company.
Print and review loan documents for accuracy and distribute to title company or loan officer for closing.
Calculate funds required for closing and assist borrowers with final preparations and concerns.
Review and correct Closing Disclosure with the title company until approved by all parties.
Prepare wire transfer requests for loan proceeds.
Maintain daily contact with borrowers, attorneys, title companies, insurance agents, and loan officers.
Collaborate with the Funding Department to resolve any deficiencies or post-closing issues.
Provide excellent customer service.
Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations; adhering to the Bank's internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, internal controls applicable to this positions, as well as other applicable policies.
Perform job-related responsibilities that support departmental and organizational goals, consistent with the scope and purpose of the position.
Knowledge/Abilities/Experience and Training Required:
High School Diploma or equivalent required.
Understanding of legal, compliance, and investor requirements for residential mortgage products.
Strong written and verbal communication skills with attention to detail.
Ability to work effectively under time constraints.
Experience in closing FHA, VA, Conventional, and IHDA loans.
Proficiency with Encompass software.
Minimum of five years of real estate loan processing and closing experience.
Working knowledge of ICE Mortgage Encompass, Outlook, and IHDA online documentation systems.
Familiarity with investor closing requirements.
Physical Demands:
The physical
demands described here are representative of those that must be met by employees in order to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Regularly required to remain in a stationary position for extended periods of time.
Occasionally required to move about the office to access file cabinets, office machinery, etc.
Constantly required to position oneself to reach upper and lower drawers.
Frequently communicates with staff and clients and must be able to exchange accurate information.
Frequently required to lift and/or move up to 10 pounds and occasionally up to 20 pounds.
Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Work Environment/Conditions
The noise level in this work environment is usually moderate.
We Care About You. Marquette Bank's total rewards package, for eligible employees, will vary based on the pay type of the position and may include variable pay such as performance-based incentives, commissions, target bonus and discretionary bonus. Marquette Bank also offers health insurance, term life and disability insurance, generous time off and two retirement plans: 401(k) Salary Savings Plan and Employee Stock Ownership Plan (ESOP), as well as other perks including a FREE
FunRewards
checking account. Available rewards may vary by location, job level, employment status, and years of service. To learn more about our rewards package, please visit: *********************************************
You Belong Here. We offer an inclusive workplace to encourage, support and celebrate our diverse employees and the communities in which we work and serve. Our culture is built on a commitment to serve others. Working together, valuing each other and celebrating our uniqueness delivers a better financial future to our customers and neighbors. To learn more about our diversity and inclusion commitment, please visit: **********************************************************************
Equal Opportunity Employer/Vet/Disability
Auto-ApplySenior Manager, US Liquidity and Funding
Chicago, IL job
Application Deadline:
12/31/2025
Address:
320 S Canal Street
Job Family Group:
Finance & Accounting
To create more opportunities for innovation, problem solving, mentorship and career development through natural collisions and conversation, please note that this hybrid role requires in-person attendance at our Chicago or Milwaukee offices four days per week.
Supports the build, management, and execution of an enterprise-wide liquidity and funding management framework to optimize risks and maximize risk-adjusted profitability. Provides expertise for the measurement, analysis, and oversight of the Bank's global regulatory and internal funding risks arising from business/group business activities. In partnership with the assigned business/portfolio, develops a solid understanding of the business strategies and in-depth product, market, and regulatory knowledge across all retail, commercial, and trading products. Advises on liquidity and funding risk mitigation, product development, and optimization. Supports the development of liquidity Bank's risk measurement and reporting processes for liquidity and funding management.
Provides strategic input into business decisions as a trusted advisor.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
May network with industry contacts to gain competitive insights and best practices.
Recommends strategic priorities and leads the execution.
Manages resources and leads the execution of liquidity & funding related strategic initiatives to deliver on business and financial goals.
Recommends strategic priorities and leads the execution.
Works with stakeholders to establish priorities.
Manages resources and leads the execution of liquidity & funding related strategic initiatives to deliver on business and financial goals.
May own internal/external stakeholder relationships.
Leads the execution of liquidity & funding programs; assesses and adapts as needed to ensure quality of execution.
Recommends and implements liquidity and funding solutions based on analysis of issues and implications for the business.
Supports development and execution of Enterprise's liquidity and funding risk management strategy for executive and Board approval in collaboration with Market Risk Management to recommend liquidity and funding-related risk appetite limits.
Develops processes to identify, measure, and manage liquidity and funding risks in conjunction with Market Risk Management, businesses, and other Finance areas.
Acts as a trusted advisor to assigned business/group on liquidity and funding matters including recovery and resolution planning.
Develops and maintains the model and assumption framework used to measure liquidity and funding risk and recommends changes (e.g. regularly reviews liquidity objectives, positions and assumptions, including for new business transactions).
Identifies emerging issues and trends to inform decision-making and understand risk drivers.
Recommends and implements solutions based on risk assessments, analysis of issues, and implications for the business.
Acts as liaison between stakeholders including industry specialty groups and regulators to align agendas, ensure a clear understanding of the business context, and advocate the Bank's position on market or regulatory developments.
Monitors performance of liquidity stress testing processes and addresses any issues (e.g. enterprise-wide stress testing, OSFI macro-stress testing, ad-hoc testing).
Provides input into the planning and implementation of liquidity and funding risk modeling activities and programs.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Monitors and tracks balance sheet usage, and addresses any issues.
Designs and produces regular and ad-hoc reports, and dashboards.
Analyzes data and information to provide insights into business product pricing and funds transfer pricing processes.
Supports development and execution of liquidity and funding-related strategic initiatives in collaboration with internal and external stakeholders.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.
Salary:
$122,400.00 - $228,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
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.
Auto-ApplyQuantitative Analyst - Summer 2026 (Co-op/Internship) - 10 Weeks
Chicago, IL job
Application Deadline:
12/30/2025
Address:
320 S Canal Street
Job Family Group:
Data Analytics & Reporting
The ideal candidate will be enrolled in a Master level program.
Additional required skills for this role include:
Coding in Python
API to extract data/or automate
Financial modeling/automation & machine learning
Dashboard building
Bayesian Stats
Financial engineering
Uses advanced analytical algorithms and technologies (e.g. machine learning, deep learning, artificial intelligence) to mine and analyze large sets of structured and unstructured data to obtain insights. Designs and constructs new processes for modeling data. Develops predictive models and leverages big data technology to design solutions that deliver smarter business decisions, improve customer experience, and drive productivity. Collaborates with other data and analytics professionals and teams to optimize, refine and scale analysis into mature analytics solutions.
Plays an active role in the futuristic display of data, and advancement of innovative data strategies to understand consumer trends and address business problems.
Uses data mining and extracting usable data from valuable data sources to assess feasibility of AI/ML solutions for improved processing and usage of organization data.
Conducts large-scale analysis of information to discover patterns and trends by combining different modules and algorithms.
Uses analysis to provide recommendations and advice for business leaders to maintain to maintain market competitiveness.
Develops prediction systems and machine learning algorithms. Investigates additional technologies and tools for developing innovative data solutions for business stakeholders.
Collaborate together with the product team and partners to understand and provide data-driven decision making, business planning and future roadmap.
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:
Foundational level of proficiency:
Deep learning.
Machine learning.
Trust, bias and ethics.
Creative thinking.
Critical thinking.
Intermediate level of proficiency:
Mathematics, statistics & operations research.
Big data.
Data visualization.
Computational thinking and programming.
Data wrangling.
Data preprocessing.
Complex problem solving.
Analytical acumen.
Creative reasoning.
Verbal & written communication skills.
Collaboration & team skills.
Analytical and problem solving skills.
Influence skills.
Data driven decision making.
Typically between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Technical proficiency gained through education and/or business experience.
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.
Auto-ApplyLead Power BI Developer
Chicago, IL job
Application Deadline:
12/18/2025
Address:
320 S Canal Street
Job Family Group:
Data Analytics & Reporting
We are seeking a Strategic Lead Power BI Developer to transform raw data into clear, actionable insights that drive business decisions. In this role, you'll work closely with cross-functional teams to understand business goals, uncover trends, and deliver visually compelling dashboards and reports using Power BI.
Responsibilities
Creating, managing, and publishing Power BI Data Sources
Intermediate to advanced DAX skills such as creating DAX Measures, leveraging variables in measures, managing / adding and removing filters in measures, creating calculated fields in tables, creating calculated tables
Tuning data source design and measures for maximum performance
Creating, manage, and publish Power BI dashboard files
Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
Qualifications:
Intermediate to Advanced level of proficiency in Power BI:
Creating, managing, and publishing Power BI Data Sources
Intermediate to advanced DAX skills such as creating DAX Measures, leveraging variables in measures, managing / adding and removing filters in measures, creating calculated fields in tables, creating calculated tables
Tuning data source design and measures for maximum performance
Creating, manage, and publish Power BI dashboard files
Intermediate to advanced visualization skills
Additional skills
Typically between 4 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Technical proficiency gained through education and/or business experience.
Certifications such as PL-300 or other relevant work.
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.
Auto-ApplyUniversal Banker III- Naperville
Lakeside Bank job in Naperville, IL
Universal Banker III - Naperville Hours: Availability to work a flexible schedule (8:00am-5:00 pm) and be available to work Saturdays (9:00am-1:00pm)
Come join our Lakeside Bank team as we open our newest branch in Naperville!
Services customers' financial needs in order to maintain and develop profitable customer relationships with the Bank. Responsible and accountable for the sales and service of all retail products and services to consumer and commercial customers. Provides quality service to ensure complete customer satisfaction with every transaction. Familiar with documentation and procedures required to open all checking, savings, money market, certificate of deposit and IRA accounts. Must have a working knowledge of all bank products and services including loans, wire transfers, direct deposit and all special services transactions. Technical proficiency includes knowledge of compliance regulations affecting retail products and transactions as well as legal restrictions and/or limitations affecting account ownership, FDIC coverage and check processing. Responsible for profitability of account; no monetary losses from accounts. Is aware of competitive products and services within the financial services industry and the bank's immediate market area. Make weekly sales calls as required meeting calling goals and sales goals established by the Market Manager. This position may require attendance at after-hour events and activities to promote the growth of the branch and promote Lakeside Bank within the community. Essential Duties and Responsibilities:
Sells or participates in the selling and cross-selling of bank products and services following established guidelines and procedures. Promotes additional business from existing customers. Services include: demand deposit accounts, Certificates of Deposit, personal loans which are approved by higher authority, line of credit accounts, and cross-sells other personal banking services.
Researches and resolves more complicated account problems or errors. Investigates files, documents or reports on transactions to determine the problem and cause of action to be taken.
Authorizes overdrafts, approves checks for cashing and processes transactions within established limits. May have a higher limit of authorization.
Identifies customer needs, explains product features in terms of benefit to the customer and recommends the product or service which best meets the customer's needs.
Exhibits strong working knowledge of all retail bank products and of general banking terms in order to provide the customer with a clear and accurate explanation of account parameters as outlined in our Consumer Disclosure.
Assists customers with problem resolution, answers questions, provide direction and account maintenance services including check approvals.
Attend after-hour events and activities to promote the growth of the branch and promote Lakeside Bank within the community.
Completes special assignments and tasks with limited supervisions within allotted time frames in addition to meeting regular responsibilities.
Responsible for sales and the development of new business prospects.
Understand branch's retail goals, his/her individual goals and achievement.
Develops ideas to promote new business and increase customer base.
Fosters community and professional relationships with retail customers, local businessman, trade organizations, service clubs, etc. to identify the credit and other financial needs of the community and promote the sale of the bank's full range of products and services.
Demonstrates a CAN DO attitude!
Responsible for performing duties that are directly related to the general managerial policies and procedures within the retail branch operations. They are responsible for exercising discretion and independent judgment as they complete assignments and tasks under limited supervision.
May be asked to provide training to new personal bankers.
In the absence of the Market Manager, this position may be asked to act on his/her behalf. The individual will serve as a resource person to other branch staff members.
Using due diligence, decisions are to be made that minimize the overall risk exposure to the bank. Approvals should be made within the authority levels of the position. When these levels exceed authority, the banker will utilize senior staff within the branch and all other departments of the bank to include other Market Managers, Chief Operating Officer and Vice President of Operations.
Performs other duties as assigned or required.
Will assist in the teller area by processing customer transactions as needed.
Supervisory Responsibilities:
None
Qualifications/Attributes:
Team Player understanding the power of open and honest communication
Ability to recognize the customer's needs and suggest the best product/service
Attention to detail and accuracy in all transactions
Good oral communications
Ability to adapt and embrace policy and procedure changes
Compliance:
Exhibits a thorough understanding of all banking regulations affecting retail banking transactions, as outlined in the overviews and checklists contained in the bank's Regulatory Compliance Manual and Compliance Audit Manual.
Assists with compliance related audits and analysis; completes compliance-related projects as required.
Performance Metrics:
Reaches out to all customers transacting business on the retail floor taking the initiative to greet and assist customers at the teller area, to be certain their visit to our location is a positive experience.
Answers correspondence from current and potential customers.
Handles all daily routine questions and problems as they arise with customer satisfaction.
Other Skills and Abilities, including computer skills:
Familiarity with FISERV DNA is a plus
Computer skills required
Strong math skills required
Ability to keep his/her workstation neat, organized and fully stocked on a daily basis
Able to coach/mentor all Teller's on effective referral skills through product definition (benefits and features).
High school diploma or general education degree (GED), supplemented by business and/or banking courses; and four or more years related experience.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to stand. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 25 pounds. Benefit Information Lakeside Bank offers a wide variety of benefit programs for our employees. We offer 4 Blue Cross Blue Shield Medical plans (2 PPO & 2 HMO plans). Our PPO Dental plans are offered through Principal. The Bank subsidizes a large percentage of the monthly premiums. We also offer Vision insurance through Principal VSP. Employees are able to select from Single coverage, Employee & Spouse coverage, Employee & Child(ren) coverage or Family coverage levels. The Bank provides Life/AD&D, Short-term Disability, and Long-term Disability insurance - at no cost to the employee. We offer a variety of supplemental ancillary products such as supplemental life for employee, spouse and/or children, accident, critical illness, hospital indemnity and pet insurance. Additional information on each plan can be provided upon request. Salary Information This is a non-exempt, hourly position. Compensation will be based upon background and level of experience. The compensation range is $22.50 -- $34.00. Equal Opportunity Employer Disability/Veteran
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Lakeside Bank Equal Employment Opportunity Policy:
Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization.
Financial Sales Rep Flex
Oak Forest, IL job
If making an impact is important to you, you belong with the Marquette Bank Team. You'll enjoy the opportunity to make a difference for our customers and in our neighborhoods. You'll love our welcoming, supportive, friendly, team-centered work environment - including perks like an expansive benefits package, growth opportunities, gym subsidy, tuition reimbursement and community involvement opportunities!
Come be a part of something bigger at Marquette Bank.
Founded by John F. McCarthy in 1945, the bank has been committed to providing financial services to meet the savings and borrowing needs of southwest Chicagoland. We have continued to grow and are proud to be a modern neighborhood bank with 20 branch locations to serve our customers and communities.
$16.50-$17.75/hour base pay PLUS incentives! Plus $2.00/hour additional compensation for flex position.
Join our dynamic sales team with a competitive base salary and additional earning opportunities through an achievable and rewarding incentive structure!
Flex positions are required to have a flexible schedule and the ability to travel to multiple branches as scheduled.
The pay range is based on consideration of criteria such as required qualifications, experience, education and skills. Marquette Bank reserves the right to offer the selected applicant a salary commensurate with the applicant's qualification, experience, education and skills.
Position Summary
As a Financial Sales Representative with Marquette Bank, you will be responsible for a portfolio of Bank customers. You will manage customers' existing relationships, as well as determine the need for additional retail financial products to increase customer profitability. You will have extensive contact with customers and potential customers requiring listening and probing skills to identify sales opportunities.
The Financial Sales Representative Flex is required to have a flexible schedule and the ability to travel to multiple branches as scheduled. The representative must be comfortable working with different employees and customers on a daily basis.
Essential Duties and Responsibilities:
Increase relationships with assigned customer portfolio:
Plan and execute telephone calling program for assigned customer portfolio, to introduce new products and services
Develop consultative selling relationship through personal contact via telephone, mail and appointments with customers
Increase profitability of portfolio by increasing deposits, loans, investments and insurance, according to annual goals
Analyze customer needs and promote appropriate products and services
Increase customer portfolio:
Use walk-in branch traffic opportunities to identify customer needs and promote appropriate products
Identify external opportunities for new customers, including personal and professional contacts
Promote and sell bank products to other area businesses, at expos and other community events
Maintain a comprehensive tickler file including customer information and future sales opportunities
Process the necessary applications, forms and other required documentation to properly set up accounts and loans within regulatory and Bank guidelines
Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations, adhering to the Bank's internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies.
Perform other duties as assigned
Knowledge/Abilities/Experience and Training Required:
High School graduate or equivalent
Minimum of 2 years financial sales or comparable experience
Willingness to sell the Bank's services on a proactive basis
Strong interpersonal skills including good oral communication, effective listening skills and quality customer service skills
Ability to successfully complete extensive product and sales training towards customer relationship development
Demonstrated ability to handle difficult and sensitive business situations
Solid analytical, creative and problem-solving abilities
Excellent time management skills and ability to coordinate multiple projects
Physical Demands: The physical demands described here are representative of those that must be met by employees in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employee is regularly required to remain in a stationary position
Employee may need to occasionally move about inside the office to access file cabinets, office machinery, etc.
Employee is regularly required to operate a computer and other office productivity machinery (i.e., a calculator, copy machine and computer printer).
Employee may need to constantly position themselves in the office in order to retrieve files from upper and lower drawers.
Employee in this position frequently communicates with staff and clients and must be able to exchange accurate information in these situations.
Employee may need to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Employee specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus
Work Environment/Conditions
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.
We Care About You. Marquette Bank's total rewards package , for eligible employees, will vary based on the pay type of the position and may include variable pay such as performance-based incentives, commissions, target bonus and discretionary bonus. Marquette Bank also offers health insurance, term life and disability insurance, generous time off and two retirement plans: 401(k) Salary Savings Plan and Employee Stock Ownership Plan (ESOP), as well as other perks including a FREE FunRewards checking account. Available rewards may vary by location, job level, employment status, and years of service. To learn more about our rewards package, please visit: *********************************************
You Belong Here. We offer an inclusive workplace to encourage, support and celebrate our diverse employees and the communities in which we work and serve. Our culture is built on a commitment to serve others. Working together, valuing each other and celebrating our uniqueness delivers a better financial future to our customers and neighbors. To learn more about our diversity and inclusion commitment, please visit: **********************************************************************
Equal Opportunity Employer/Vet/Disability
Auto-ApplyStudent Experience Program Manager, Capital Markets
Chicago, IL job
Application Deadline:
12/15/2025
Address:
320 S Canal Street
Job Family Group:
Human Resources
The Student Experience Program Manager plays an integral role in the training, engagement and retention of student talent within Capital Markets. The Program Manager manages the end-to-end process and workflow associated with the onboarding and training program. Through ongoing cadence with the student cohort, the Program Manager tracks and reports on the progress of talent to ensure they have the tools they need to thrive in our organization. The Program Manager is a vital part of the Early Talent Learning team, and plans and executes an end to end experience in partnership with CM Learning , Campus Recruitment, and business stakeholders
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 for the designated program(s).
Influences and negotiates to achieve business objectives.
Identifies emerging issues and trends to inform decision-making.
Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
Designs measurable sustainment strategies including assessing and recommending mitigations for industry/ segment-specific risks and prioritizing opportunities presented by internal and external stakeholders.
Defines the business/group learning strategy to achieve business objectives; recommends for approval.
Develops viable tactical strategies and participates in the development of the recommendations for short and longer term plans including preparing business cases and monitoring of business objectives.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Breaks down strategic problems, and analyses data and information to provide program insights and recommendations.
Monitors and tracks program performance, and addresses any issues.
Investigates, analyzes, documents and mitigates program risks and advises any issues or concerns to senior leaders.
Supports the development of the learning program strategy ensuring that key goals are delivered and are aligned to overall BMO goals.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions; assesses performance gaps and recommends solutions to assigned business/group leaders on principles and programs, and the highest value learning deliverables / methods for the lowest cost.
Supports the design, development, and management of effective learning and performance-focused solutions (e.g. assesses client needs, develops the learning strategy, designs program, and identifies delivery methods and methodology).
Works on a variety of projects, initiatives and platforms / mediums to support of the execution of business strategies according to required timelines and budgets while maintaining a high level quality in all output.
Ensures the delivery of learning strategies, courses and programs to leaders and employees to enable them to meet performance objectives related to enterprise and business/group goals; facilitates learning courses and programs.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Participates in the management of vendor relationships; ensures regular reviews are in place, key performance indicators are monitored, service level agreements are met and service costs are kept within budget.
Supports the execution of strategic initiatives; includes tracking metrics and milestones.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Supports the development of tailored messaging, which may include writing, editing, and distributing communications.
Continuously monitor industry developments and continuously update programs to ensure they are competitive and effective.
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 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Experience in learning design and facilitation - In-depth.
Program management skills - In-depth.
Attention to detail with a focus on execution - In-depth.
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:
$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.
Auto-ApplyCompliance (Officer Level)
Lakeside Bank job in Park Ridge, IL
Compliance Officer Location: Park Ridge Reports to: SVP, Director of Regulatory Compliance Hours: M-F 8:00 am - 5:00 pm SUMMARY We are seeking a dedicated and experienced Compliance Officer to join our team . The successful candidate will be responsible for ensuring that our bank operates in compliance with all applicable laws, regulations, and internal policies. This role involves developing, implementing, and maintaining compliance programs, conducting risk assessments, and providing guidance to the business units. This is a “hands on” position , working with all functional areas within the bank. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. (Other duties may be assigned.)
Develop, implement, and maintain the bank's compliance programs.
Conduct regular risk assessments and compliance audits.
Monitor and report on compliance with regulatory requirements.
Provide guidance and training to business units on compliance matters.
Investigate and resolve compliance issues and complaints.
Prepare and submit compliance reports to senior management and regulatory bodies.
Stay up-to-date with changes in laws and regulations affecting the bank's operations.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Strong knowledge of banking regulations and compliance requirements.
Excellent analytical, problem-solving, and communication skills.
Ability to work independently and as part of a team.
Professional certifications such as CRCM, CAMS, or similar are preferred.
Experience or working knowledge of a variety of different compliance areas including but not limited to CRA, BSA, Retail/Deposit regulations, Reg E, Reg CC, Fair Lending, Equal Credit Opportunity Act, Truth-in-Lending Act, Real Estate Settlement Procedures Act, Fair Housing Act, Home Mortgage Disclosure Act, Flood Disaster Protection Act, Fair Lending, Reg O and USA Patriot Act.
Education and/or Experience:
Bachelor's degree in finance, business, law, or a related field.
Minimum of 5 years of experience in a compliance role within the banking industry.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. The employee may regularly lift and/or move up to 25 pounds of storage boxes and/or trays of checks. Benefit Information: Lakeside Bank offers a wide variety of benefit programs for our employees. We offer 4 Blue Cross Blue Shield Medical plans (2 PPO & 2 HMO plans). Our PPO Dental plans are offered through Principal. The Bank subsidizes a large percentage of the monthly premiums. We also offer Vision insurance through Principal VSP. Employees are able to select from Single coverage, Employee & Spouse coverage, Employee & Child(ren) coverage or Family coverage levels. The Bank provides Life/AD&D, Short-term Disability, and Long-term Disability insurance - at no cost to the employee. We offer a variety of supplemental ancillary products such as supplemental life for employee, spouse and/or children, accident, critical illness, hospital indemnity and pet insurance. Additional information on each plan can be provided upon request.
Salary Information: This is an exempt, officer level position. Compensation will be based upon background and level of experience. The compensation range is $58,000-$120,000. Equal Opportunity Employer Disability/Veteran
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Teller Supervisor
Hickory Hills, IL job
If making an impact is important to you, you belong with the Marquette Bank Team. You'll enjoy the opportunity to make a difference for our customers and in our neighborhoods. You'll love our welcoming, supportive, friendly, team-centered work environment - including perks like an expansive benefits package, growth opportunities, gym subsidy, tuition reimbursement and community involvement opportunities!
Come be a part of something bigger at Marquette Bank.
Founded by John F. McCarthy in 1945, the bank has been committed to providing financial services to meet the savings and borrowing needs of southwest Chicagoland. We have continued to grow and are proud to be a modern neighborhood bank with 20 branch locations to serve our customers and communities.
Pay Range: $ 19.00 - $ 20.50
The pay range is based on consideration of criteria such as required qualifications, experience, education and skills. Marquette Bank reserves the right to offer the selected applicant a salary commensurate with the applicant's qualification, experience, education and skills.
Position Summary:
The Teller Supervisor responsible for implementing existing policies and procedures and assisting Operations Team Leader in coordinating, directing, and assigning work. This position will answer employees' questions, resolve complex problems, and oversee balancing of the branch general ledgers. In addition, the Teller Supervisor Flexible will be responsible for overseeing the Partners in Sales Program and monitoring the frontline participation and coaching and mentoring front line to meet existing goals.
Essential Duties and Responsibilities:
Open and close the branch
Proficient in all aspects of Teller and Senior Teller duties
Thorough working knowledge of the Teller terminal transactions and corrections
Provide work direction to Tellers
Approve Teller transactions
Process transactions for license plate stickers and Money Grams
Responsible for individual closed sales goals, as well as supporting Teller team in attainment of individual and team sales goals
Train and motivate frontline employees to actively cross-sell Marquette Bank and services
Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations, adhering to the Bank's internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies.
Relate well and motivate Tellers while maintaining a friendly cheerful demeanor
Detailed knowledge of all backroom Teller balancing and remittance procedures
Detailed knowledge of Vault Teller procedures
Periodic attendance at outbound events as required
Assist Tellers in balancing daily transactions
Work at other branches on an as-needed basis
Knowledge/Abilities/Experience and Training Required:
Professional demeanor and image
Excellent communication skills to interact with employees and customers
Extraordinary interpersonal skills
Ability to problem-solve
Minimum of two years of Teller experience and one year of Senior Teller experience
High School diploma, GED, or active pursuit
Strong knowledge of Bank products and services
Demonstrated ability to meet all goals established by Retail Management
Physical Demands: The physical demands described here are representative of those that must be met by employees in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employee is regularly required to remain in a stationary position
Employee may need to occasionally move about inside the office to access file cabinets, office machinery, etc.
Employee is regularly required to operate a computer and other office productivity machinery (i.e., a calculator, copy machine and computer printer).
Employee may need to constantly position themselves in the office in order to retrieve files from upper and lower drawers.
Employee in this position frequently communicates with staff and clients and must be able to exchange accurate information in these situations.
Employee may need to frequently lift and/or move up to 30 pounds.
Employee specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment/Conditions
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.
We Care About You. Marquette Bank's total rewards package , for eligible employees, will vary based on the pay type of the position and may include variable pay such as performance-based incentives, commissions, target bonus and discretionary bonus. Marquette Bank also offers health insurance, term life and disability insurance, generous time off and two retirement plans: 401(k) Salary Savings Plan and Employee Stock Ownership Plan (ESOP), as well as other perks including a FREE FunRewards checking account. Available rewards may vary by location, job level, employment status, and years of service. To learn more about our rewards package, please visit: *********************************************
You Belong Here. We offer an inclusive workplace to encourage, support and celebrate our diverse employees and the communities in which we work and serve. Our culture is built on a commitment to serve others. Working together, valuing each other and celebrating our uniqueness delivers a better financial future to our customers and neighbors. To learn more about our diversity and inclusion commitment, please visit: **********************************************************************
Equal Opportunity Employer/Vet/Disability
Auto-ApplyMortgage Loan Consultant / Originator -- Chinatown
Lakeside Bank job in Chicago, IL
Mortgage Loan Originator-Chinatown
Reports to: VP, Group Lead Mortgage Lending
Summary: A Mortgage Loan Consultant or Mortgage Loan Originator will be responsible for originating residential first mortgage loans.
The MLC will generate new business by developing and maintaining strong relationships with real estate professionals, developers, CPAs, Attorneys, and other referral partners while providing superior service to bank customers. The MLC will also be responsible for completing and submitting a quality loan application as well as resolve any outstanding issues in order to complete the mortgage origination.
Qualifications:
The ability to speak Mandarin & Cantonese is preferred.·
Previous mortgage sales experience or comparable financial or sales experience is preferred
(Willing to train-with prior sales experience or experience in mortgage servicing)
· Sales aptitude--Minimum sales quota/expectation of $1,000,000 per month in closed business
· Strong relationship-building skills
· Good math aptitude
· Excellent written and oral communication skills
· Intermediate PC skills required in Windows environment
This position will require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. As such, upon active employment with the Bank, The MLC will be required to either register via the NMLS registry or re-register and move your previous registration to Lakeside Bank's registration rolls. Continued employment in this position with Lakeside Bank is contingent upon successful registration after your start date and annual re-registration thereafter. In addition, information obtained during the registration process may impact your employment with the firm.
Benefit Information: Lakeside Bank offers a wide variety of benefit programs for our employees. We offer 4 Blue Cross Blue Shield Medical plans (2 PPO & 2 HMO plans). Our PPO Dental plans are offered through Principal. The Bank subsidizes a large percentage of the monthly premiums. We also offer Vision insurance through Principal VSP. Employees are able to select from Single coverage, Employee & Spouse coverage, Employee & Child(ren) coverage or Family coverage levels.
The Bank provides Life/AD&D, Short-term Disability, and Long-term Disability insurance - at no cost to the employee. We offer a variety of supplemental ancillary products such as supplemental life for employee, spouse and/or children, accident, critical illness, hospital indemnity and pet insurance. Additional information on each plan can be provided upon request.
Salary Information: This is a sales position. All leads are generally self-generated. There is a base salary of $31,200 and then In addition to the base salary, the Mortgage Loan Originator shall receive commissions earned on closed and funded loans. The Mortgage Loan Originator shall be compensated only for those loans which close, fund and result in fee income to Lakeside.
Equal Opportunity Employer Disability/Veteran
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.