Community Development and Economic Equity Specialist

4 hours ago

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Logo of BMO U.S.

BMO U.S.

Banking • Finance • Fintech

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Act as a Subject Matter Expert for Community Development Activities • Partner with internal lines of business to qualify CD services for the bank’s CRA exam • Drive business development strategy and execution within BMO’s Commercial Banking team focused on underserved communities • Support relationship managers and leadership in identifying new business opportunities • Analyze market trends, prepare client presentations, and develop insights that advance equitable access to capital and advisory solutions • Coordinate and develop examination documentation; respond to examiner inquiries • Conduct market and industry research to identify prospective clients and growth segments within the diverse business community • Support execution of the team’s annual business plan and community engagement goals

🎯 Requirements

• Typically between 4 - 6 years of relevant experience • post-secondary degree in related field of study or an equivalent combination of education and experience • Strong understanding of the Community Reinvestment Act with a focus on Community Development Activities and qualification • Thorough knowledge of risk/compliance/audit practices • Strong Excel, Word and PowerPoint skills • Knowledgeable in PowerBI, Tableau, Salesforce and other reporting technologies preferred

🏖️ Benefits

• health insurance • tuition reimbursement • accident and life insurance • retirement savings plans

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