
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.
🕒 September 22
🇺🇸 United States – Remote
💵 $75k - $160k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
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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.
• Execute sales and business development strategies that drive business results • Sell indirect auto lending products and identify cross-sell opportunities in the customer’s best interest • Develop solutions and recommendations based on business strategy and stakeholder needs • Recommend new products and services that satisfy customer needs • Influence and negotiate to achieve business objectives • Analyze issues and implications for the business and implement solutions • Assist in developing strategic plans • Identify emerging issues and trends to inform decision-making • Support strategic initiatives with internal and external stakeholders • Participate as a subject matter expert on projects • Help determine business priorities and execution sequencing • Build productive relationships with BMO businesses, dealers, customers, and stakeholders • Coordinate marketing initiatives with business development efforts • Provide input into operational program planning and implementation • Manage risks related to auto, marine, and recreational financing, documentation, and operational integrity • Maintain a customer-focused discipline and foster a service environment • Participate in customer-experience improvement projects • Follow AML, terrorist financing, FCAC consumer provision, Privacy Act, lending, compliance, audit, legal, regulatory, and ethical requirements • Monitor and track performance and address issues • Liaise between clients and organizational departments to provide product support and expertise • Ensure stakeholder alignment • Provide specialized consulting, analytical, and technical support • Exercise judgment to diagnose and solve problems • Work independently and handle non-routine situations • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and approved risk appetite
• Typically 5–7 years of relevant experience • Post-secondary degree in a related field of study or equivalent combination of education and experience • In-depth knowledge of indirect auto lending product offerings, pricing, dealer trends, and competitive marketplace • Expert knowledge of indirect auto lending regulatory requirements and underwriting guidelines • In-depth credit knowledge and skills • Working knowledge of portfolio management • Customer pipeline management experience required • Leadership skills and customer service orientation • In-depth customer service skills • Solid change management experience • In-depth experience reading and analyzing production reports • Deep knowledge and technical proficiency gained through extensive education and business experience • In-depth verbal and written communication skills • In-depth collaboration and team skills • In-depth analytical and problem-solving skills • In-depth influence skills • In-depth data-driven decision-making skills • Compliance with applicable legal, regulatory, audit, ethical, and risk management requirements
• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident and 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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