About the Role
Job Summary Application Deadline: 05/12/2026
Address: 100 King Street West
Job Family Group: Wealth Sales & Service
Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).
Responsibilities
Assists in preparing new business proposals or presentations to clients/prospects.
Assists in preparing for client meetings and account opening documentation.
Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
Performs client sales & service support activities as required to meet...
Address: 100 King Street West
Job Family Group: Wealth Sales & Service
Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).
Responsibilities
Assists in preparing new business proposals or presentations to clients/prospects.
Assists in preparing for client meetings and account opening documentation.
Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
Performs client sales & service support activities as required to meet...
Ready to Apply?
Submit your application today and take the next step in your career journey with BMO.
Apply Now