
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.
🕒 July 30
🌾 Nebraska – Remote
💵 $88.8k - $165.6k / year
⏰ Full Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 12%
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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 • Maintain a continuous record of significant revenue generation from sales and syndications • Act as an escalation point for complex client issues and resolve conflicts through strategic problem-solving • Structure complex deals and secure credit approvals with internal stakeholders and external partners • Develop new business through prospect and client outreach and cross-selling credit, trust/investment, and cash management products and services • Review loan applications and cash management service agreements for accuracy, completeness, and risk-management alignment • Develop market strategies, identify opportunities, and expand client portfolios • Identify key market segments and use industry trends to drive business growth and expand the client base • Represent the Bank at industry forums and conferences • Engage senior leadership and cross-functional teams to align strategies and address client needs • Prepare reports on team performance, client satisfaction, and market trends for senior executives • Build and maintain long-term relationships with high-value and strategic clients • Negotiate high-value transactions and identify cross-selling opportunities • Analyze market trends, client industry developments, and competitive positioning • Define products, solutions, and strategies with internal teams and stakeholders • Identify share-of-wallet opportunities • Use analysis tools to grow a portfolio exceeding ROE thresholds and proactively evaluate client returns • Ensure adherence to regulatory requirements, internal controls, and compliance policies • Provide specialized consulting, analytical, and technical support • Exercise judgment to identify, diagnose, and solve problems within given rules • Work independently and handle non-routine situations • Perform broader work or accountabilities as assigned
• 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred • Bachelor’s degree required; Business Administration, Finance and Accounting preferred • Any other related discipline or commensurate work experience considered • Deep knowledge and technical proficiency gained through extensive education and business experience • Advanced proficiency in Product Knowledge, Agricultural Finance, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, and Customer Relationship Building • Expert proficiency in Financial Analysis
• 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
Apply Now🕒 July 30
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