
10,000+ employees
🏦 Banking
💸 Finance
🔥 Funding within the last year
💰 $142.9M Post IPO debt on 2025-11
Banking • Finance
BMO is the Bank of Montreal, a major Canadian financial institution that provides retail and commercial banking services in Canada and the United States. The provided site text highlights separate Canadian and U. S. banking experiences and bilingual (English/French) support, indicating a consumer-facing bank serving individuals and businesses across North America.
🕒 August 16
🏈 Ohio – Remote
💵 $164.4k - $285.6k / year
⏰ Full Time
🟠 Senior
💰 Business Development (BDR)
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10,000+ employees
🏦 Banking
💸 Finance
🔥 Funding within the last year
💰 $142.9M Post IPO debt on 2025-11
Banking • Finance
BMO is the Bank of Montreal, a major Canadian financial institution that provides retail and commercial banking services in Canada and the United States. The provided site text highlights separate Canadian and U. S. banking experiences and bilingual (English/French) support, indicating a consumer-facing bank serving individuals and businesses across North America.
• Facilitate growth for the Bank through business development and management of key client relationships. • Act as an escalation point for complex client issues and resolve conflicts using strategic problem-solving. • Lead the structuring of high-value, complex deals and credit approvals. • Manage high-value client portfolios, driving cross-selling, retention, and profitability. • Identify new business opportunities, acquire clients, penetrate markets, and expand the client base. • Lead market coverage strategies to expand portfolios and align with business goals. • Represent the bank at industry forums and conferences. • Advise committees and task forces with strategic insights and guidance. • Streamline operational processes and implement best practices. • Develop communication strategies to influence stakeholders and support organizational change. • Oversee team resource allocation, personnel, and budgets. • Build and maintain long-term relationships with high-value and strategic clients. • Structure deals, secure credit approvals, negotiate high-value transactions, and identify cross-selling opportunities. • Analyze market trends, client industry developments, and competitive positioning. • Work with internal teams and stakeholders to define client-focused products, solutions, and strategies. • Identify share-of-wallet opportunities. • Use analysis tools to grow a portfolio exceeding ROE thresholds and proactively evaluate client returns. • Ensure regulatory, internal control, and compliance adherence. • Foster BMO purpose, values, diversity, and inclusion. • Build collaborative teams across functional and operating groups. • Attract, retain, coach, develop, and manage the performance of talent. • Operate at a group/enterprise-wide level as a senior specialist resource across BMO. • Influence how teams and groups work together and solve complex problems. • Communicate abstract concepts in simple terms. • Build internal and external networks across multiple teams. • Anticipate trends and implement appropriate changes. • Take measured risks while protecting the bank through the Risk Management Framework.
• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. • Bachelor’s degree required. • Master’s degree preferred. • CPA certification preferred. • Business Administration, Finance and Accounting preferred. • Any other related discipline or commensurate work experience considered. • Seasoned expert with extensive industry knowledge. • Technical leader viewed as a thought leader for innovation. • Expert level of proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Change Management, Customer Service, Stakeholder Management, Negotiation, Customer Relationship Building, and People Management. • Ability to adhere to regulatory requirements, internal controls, compliance policies, laws and regulations. • Ability to apply BMO’s Risk Management Framework and make risk-informed decisions.
• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident insurance • Life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Reasonable accommodations for individuals with disabilities
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