Teams at BMO

Provide daily operational client service support for banking clients, resolve issues and escalations, analyze feedback and trends, recommend process improvements, ensure regulatory compliance, produce strategic reports, and collaborate cross-functionally to enhance service delivery. Work is largely independent with focus on client satisfaction and risk-informed decision making.

Lead and grow BMO's Orange County wealth management market by building and managing high-performing private banking teams, driving business development, advising high-net-worth clients on complex financial and credit strategies, and partnering across functions to execute strategic initiatives while managing risk, compliance, and portfolio profitability.

Lead direct sales and business development for Equipment Finance, manage high-value client portfolios, structure and negotiate complex deals, oversee credit approvals, drive cross-selling and market coverage strategies, and provide senior-level client advisory while ensuring regulatory compliance and exceptional client service.