Title: Leasing Agent Reports To: Property Manager Purpose: Take ownership of leasing apartments to continually maintain a competitive occupancy for the community in the marketplace. Real Estate Equities is looking for a Leasing Agent to join our team! Real Estate Equities offers competitive base pay, renewal commissions and bonuses, and a fun place to work! The schedule is Tuesday-Saturday during the peak leasing time (summer/fall) Job Duties and Responsibilities: Meet or exceed budgeted occupancy requirements by:Creating a positive prospect experience.Managing Knock leasing platform by following up with leads and keeping a consistent engagement score of 85% or higher.Scheduling tours, show apartments and follow up with prospects.Respond to leasing inquiries via email, if applicable.Process prospect background check.Ensure prospect meets or exceeds Company screening requirements.Process paperwork required to determine household eligibility for affordable housing programs.Process resident applications and follow up with residents to get necessary paperwork to lease and or renew resident leases.Complete a monthly pricing analysis of competitive buildings to optimize pricing and promotions.Provide residents and applicants with exceptional customer service and foster good resident relations.Report any issues with vacant apartments that would deter the ability to rent. Guide residents to the appropriate staff member to address issues. You may address if the above items are complete.Attend Compliance training in person at corporate office, via video conference, or provided by a vendor.Attend regularly held training and meetings as necessary.Participate in resident activities and outreach programs.Be a valuable part of an effective on-site team.Perform other duties as assigned. Position Requirements: 1-3 years previous leasing or related sales experienceYardi experience preferred.Knock experience preferred.Previous affordable housing experience with Section 8, LITHC and Tax Credit preferred.Ability to communicate effectively, both verbally and in writing.Excellent organizational skills and the ability to multi-task/meet deadlines.Intermediate proficiency with Microsoft Office suite.Maintain professional office environment and treat fellow coworkers and residents with respect.Ability to understand and follow instructions.Knowledge of Fair Housing Laws and the ability to apply them in your daily interactions with residents, applicants, and prospects.Consistently follow, enforce and support Company screening criteria as required by the Fair Housing Laws and Company. Physical Requirements: Ability to sit for long periods of time at a computer.Ability to lift up to 10 pounds. Compensation details: 20-22 Hourly Wage PI213adf35806e-4712
07/27/2026
Full time
Title: Leasing Agent Reports To: Property Manager Purpose: Take ownership of leasing apartments to continually maintain a competitive occupancy for the community in the marketplace. Real Estate Equities is looking for a Leasing Agent to join our team! Real Estate Equities offers competitive base pay, renewal commissions and bonuses, and a fun place to work! The schedule is Tuesday-Saturday during the peak leasing time (summer/fall) Job Duties and Responsibilities: Meet or exceed budgeted occupancy requirements by:Creating a positive prospect experience.Managing Knock leasing platform by following up with leads and keeping a consistent engagement score of 85% or higher.Scheduling tours, show apartments and follow up with prospects.Respond to leasing inquiries via email, if applicable.Process prospect background check.Ensure prospect meets or exceeds Company screening requirements.Process paperwork required to determine household eligibility for affordable housing programs.Process resident applications and follow up with residents to get necessary paperwork to lease and or renew resident leases.Complete a monthly pricing analysis of competitive buildings to optimize pricing and promotions.Provide residents and applicants with exceptional customer service and foster good resident relations.Report any issues with vacant apartments that would deter the ability to rent. Guide residents to the appropriate staff member to address issues. You may address if the above items are complete.Attend Compliance training in person at corporate office, via video conference, or provided by a vendor.Attend regularly held training and meetings as necessary.Participate in resident activities and outreach programs.Be a valuable part of an effective on-site team.Perform other duties as assigned. Position Requirements: 1-3 years previous leasing or related sales experienceYardi experience preferred.Knock experience preferred.Previous affordable housing experience with Section 8, LITHC and Tax Credit preferred.Ability to communicate effectively, both verbally and in writing.Excellent organizational skills and the ability to multi-task/meet deadlines.Intermediate proficiency with Microsoft Office suite.Maintain professional office environment and treat fellow coworkers and residents with respect.Ability to understand and follow instructions.Knowledge of Fair Housing Laws and the ability to apply them in your daily interactions with residents, applicants, and prospects.Consistently follow, enforce and support Company screening criteria as required by the Fair Housing Laws and Company. Physical Requirements: Ability to sit for long periods of time at a computer.Ability to lift up to 10 pounds. Compensation details: 20-22 Hourly Wage PI213adf35806e-4712
This Jobot Job is hosted by: Sherwin Souzankari Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $90,000 - $165,000 per year A bit about us: We're a northern Florida law firm that focuses on trust & estate work - including administration and probate litigation. Why join us? Growing firm Exciting opportunity Well established practice Job Details Our expanding firm seeks a full-time attorney with substantial estate planning expertise. The ideal candidate will be detail-oriented, adept at negotiation and organization. In this role, the attorney will prepare wills, trusts, and power of attorney documents, ensuring that clients' estates are administered according to their intentions. Extensive familiarity with estate planning principles is required. Interested applicants are encouraged to apply. Responsibilities: Represent clients at court hearings related to estate matters when necessary Meet with clients to discuss their asset distribution objectives Collaborate with senior partners and paralegals to navigate litigation and related procedures Analyze each client's situation, develop a legal strategy, and advise on an appropriate course of action Maintain organized, up-to-date client files and case records Draft and review wills, trusts, powers of attorney, and other estate planning documents Advise clients on estate planning methods, tax considerations, and asset protection techniques Assist with probate proceedings, including preparing required filings, representing clients in court, and managing estate administration tasks Oversee estate and trust administration, ensuring compliance with applicable laws and regulations Explain complex legal processes and options to clients in clear, understandable terms Provide counsel on business formation and special needs planning when relevant Draft legal instruments related to trusts, wills, powers of attorney, and business entities Work closely with clients to create and implement strategies that safeguard and preserve their assets Qualifications and Knowledge: Juris Doctor (J.D.) from an accredited law school; undergraduate degree required Admission to the Florida Bar in good standing Willingness to work from our Lakeland office and ability to work from our Jacksonville office A minimum of one to two years of law firm experience handling estate planning and probate matters Familiarity with trusts and estates practice, including estate planning, probate, and trust administration Understanding of tax planning, asset protection, wealth transfer, and business entity formation Experience with federal estate tax returns and federal gift tax returns is a plus Knowledge of real estate matters such as title insurance, wills and trusts, property management, and related litigation Strong written and verbal communication skills, especially in high-stress or emotionally charged situations Excellent attention to detail and a proactive approach to problem-solving and client service Active membership with the American Bar Association (ABA) Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
07/27/2026
Full time
This Jobot Job is hosted by: Sherwin Souzankari Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $90,000 - $165,000 per year A bit about us: We're a northern Florida law firm that focuses on trust & estate work - including administration and probate litigation. Why join us? Growing firm Exciting opportunity Well established practice Job Details Our expanding firm seeks a full-time attorney with substantial estate planning expertise. The ideal candidate will be detail-oriented, adept at negotiation and organization. In this role, the attorney will prepare wills, trusts, and power of attorney documents, ensuring that clients' estates are administered according to their intentions. Extensive familiarity with estate planning principles is required. Interested applicants are encouraged to apply. Responsibilities: Represent clients at court hearings related to estate matters when necessary Meet with clients to discuss their asset distribution objectives Collaborate with senior partners and paralegals to navigate litigation and related procedures Analyze each client's situation, develop a legal strategy, and advise on an appropriate course of action Maintain organized, up-to-date client files and case records Draft and review wills, trusts, powers of attorney, and other estate planning documents Advise clients on estate planning methods, tax considerations, and asset protection techniques Assist with probate proceedings, including preparing required filings, representing clients in court, and managing estate administration tasks Oversee estate and trust administration, ensuring compliance with applicable laws and regulations Explain complex legal processes and options to clients in clear, understandable terms Provide counsel on business formation and special needs planning when relevant Draft legal instruments related to trusts, wills, powers of attorney, and business entities Work closely with clients to create and implement strategies that safeguard and preserve their assets Qualifications and Knowledge: Juris Doctor (J.D.) from an accredited law school; undergraduate degree required Admission to the Florida Bar in good standing Willingness to work from our Lakeland office and ability to work from our Jacksonville office A minimum of one to two years of law firm experience handling estate planning and probate matters Familiarity with trusts and estates practice, including estate planning, probate, and trust administration Understanding of tax planning, asset protection, wealth transfer, and business entity formation Experience with federal estate tax returns and federal gift tax returns is a plus Knowledge of real estate matters such as title insurance, wills and trusts, property management, and related litigation Strong written and verbal communication skills, especially in high-stress or emotionally charged situations Excellent attention to detail and a proactive approach to problem-solving and client service Active membership with the American Bar Association (ABA) Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
DESCRIPTION: Berkshire Hathaway HomeServices Stouffer Realty is currently hiring regional sales leaders across Northeast Ohio. We are primarily seeking current broker/owners or managing brokers of independent real estate brokerages. However, we also encourage experienced sales managers, team leaders, and office managers who is ready to step into a larger regional leadership role to apply. We can structure the opportunity around your specific situation, whether through a merger, asset purchase, or a straight leadership hire. Every conversation is strictly confidential. If you are interested, you can apply in under 60 seconds, and we will follow up with you quickly. RESPONSIBILITIES: Qualifications for this roles include: An active Ohio real estate license (broker license strongly preferred). Experience running a brokerage, office, or producing team, with a proven track record in recruiting, coaching, retention, and P&L management. COMPENSATION: Base pay of $70,000 - $120,000 based on experience, plus performance bonus tied to net agent count, retention, and market share. If you are merging a brokerage, deal structure is a separate conversation from the compensation above. ABOUT: As the independently owned Berkshire Hathaway HomeServices franchise in the country, we pride ourselves on building lifelong relationships with our clients and customers. Our award-winning real estate agents are dedicated to servicing our sellers and buyers by maintaining an open line of communication, providing information on market data and trends, and creating that all-important trust between client and agent. Everyone dreams of having a remarkable career. We dream of providing them. At Berkshire Hathaway HomeServices Stouffer Realty, we pride ourselves on helping those new to real estate. We offer training, marketing tools, business coaching and the benefits that come with the Berkshire Hathaway brand.
07/27/2026
Full time
DESCRIPTION: Berkshire Hathaway HomeServices Stouffer Realty is currently hiring regional sales leaders across Northeast Ohio. We are primarily seeking current broker/owners or managing brokers of independent real estate brokerages. However, we also encourage experienced sales managers, team leaders, and office managers who is ready to step into a larger regional leadership role to apply. We can structure the opportunity around your specific situation, whether through a merger, asset purchase, or a straight leadership hire. Every conversation is strictly confidential. If you are interested, you can apply in under 60 seconds, and we will follow up with you quickly. RESPONSIBILITIES: Qualifications for this roles include: An active Ohio real estate license (broker license strongly preferred). Experience running a brokerage, office, or producing team, with a proven track record in recruiting, coaching, retention, and P&L management. COMPENSATION: Base pay of $70,000 - $120,000 based on experience, plus performance bonus tied to net agent count, retention, and market share. If you are merging a brokerage, deal structure is a separate conversation from the compensation above. ABOUT: As the independently owned Berkshire Hathaway HomeServices franchise in the country, we pride ourselves on building lifelong relationships with our clients and customers. Our award-winning real estate agents are dedicated to servicing our sellers and buyers by maintaining an open line of communication, providing information on market data and trends, and creating that all-important trust between client and agent. Everyone dreams of having a remarkable career. We dream of providing them. At Berkshire Hathaway HomeServices Stouffer Realty, we pride ourselves on helping those new to real estate. We offer training, marketing tools, business coaching and the benefits that come with the Berkshire Hathaway brand.
DESCRIPTION: Berkshire Hathaway HomeServices Stouffer Realty is currently hiring regional sales leaders across Northeast Ohio. We are primarily seeking current broker/owners or managing brokers of independent real estate brokerages. However, we also encourage experienced sales managers, team leaders, and office managers who is ready to step into a larger regional leadership role to apply. We can structure the opportunity around your specific situation, whether through a merger, asset purchase, or a straight leadership hire. Every conversation is strictly confidential. If you are interested, you can apply in under 60 seconds, and we will follow up with you quickly. RESPONSIBILITIES: Qualifications for this roles include: An active Ohio real estate license (broker license strongly preferred). Experience running a brokerage, office, or producing team, with a proven track record in recruiting, coaching, retention, and P&L management. COMPENSATION: Base pay of $70,000 - $120,000 based on experience, plus performance bonus tied to net agent count, retention, and market share. If you are merging a brokerage, deal structure is a separate conversation from the compensation above. ABOUT: As the independently owned Berkshire Hathaway HomeServices franchise in the country, we pride ourselves on building lifelong relationships with our clients and customers. Our award-winning real estate agents are dedicated to servicing our sellers and buyers by maintaining an open line of communication, providing information on market data and trends, and creating that all-important trust between client and agent. Everyone dreams of having a remarkable career. We dream of providing them. At Berkshire Hathaway HomeServices Stouffer Realty, we pride ourselves on helping those new to real estate. We offer training, marketing tools, business coaching and the benefits that come with the Berkshire Hathaway brand.
07/27/2026
Full time
DESCRIPTION: Berkshire Hathaway HomeServices Stouffer Realty is currently hiring regional sales leaders across Northeast Ohio. We are primarily seeking current broker/owners or managing brokers of independent real estate brokerages. However, we also encourage experienced sales managers, team leaders, and office managers who is ready to step into a larger regional leadership role to apply. We can structure the opportunity around your specific situation, whether through a merger, asset purchase, or a straight leadership hire. Every conversation is strictly confidential. If you are interested, you can apply in under 60 seconds, and we will follow up with you quickly. RESPONSIBILITIES: Qualifications for this roles include: An active Ohio real estate license (broker license strongly preferred). Experience running a brokerage, office, or producing team, with a proven track record in recruiting, coaching, retention, and P&L management. COMPENSATION: Base pay of $70,000 - $120,000 based on experience, plus performance bonus tied to net agent count, retention, and market share. If you are merging a brokerage, deal structure is a separate conversation from the compensation above. ABOUT: As the independently owned Berkshire Hathaway HomeServices franchise in the country, we pride ourselves on building lifelong relationships with our clients and customers. Our award-winning real estate agents are dedicated to servicing our sellers and buyers by maintaining an open line of communication, providing information on market data and trends, and creating that all-important trust between client and agent. Everyone dreams of having a remarkable career. We dream of providing them. At Berkshire Hathaway HomeServices Stouffer Realty, we pride ourselves on helping those new to real estate. We offer training, marketing tools, business coaching and the benefits that come with the Berkshire Hathaway brand.
DESCRIPTION: Berkshire Hathaway HomeServices Stouffer Realty is currently hiring regional sales leaders across Northeast Ohio. We are primarily seeking current broker/owners or managing brokers of independent real estate brokerages. However, we also encourage experienced sales managers, team leaders, and office managers who is ready to step into a larger regional leadership role to apply. We can structure the opportunity around your specific situation, whether through a merger, asset purchase, or a straight leadership hire. Every conversation is strictly confidential. If you are interested, you can apply in under 60 seconds, and we will follow up with you quickly. RESPONSIBILITIES: Qualifications for this roles include: An active Ohio real estate license (broker license strongly preferred). Experience running a brokerage, office, or producing team, with a proven track record in recruiting, coaching, retention, and P&L management. COMPENSATION: Base pay of $70,000 - $120,000 based on experience, plus performance bonus tied to net agent count, retention, and market share. If you are merging a brokerage, deal structure is a separate conversation from the compensation above. ABOUT: As the independently owned Berkshire Hathaway HomeServices franchise in the country, we pride ourselves on building lifelong relationships with our clients and customers. Our award-winning real estate agents are dedicated to servicing our sellers and buyers by maintaining an open line of communication, providing information on market data and trends, and creating that all-important trust between client and agent. Everyone dreams of having a remarkable career. We dream of providing them. At Berkshire Hathaway HomeServices Stouffer Realty, we pride ourselves on helping those new to real estate. We offer training, marketing tools, business coaching and the benefits that come with the Berkshire Hathaway brand.
07/27/2026
Full time
DESCRIPTION: Berkshire Hathaway HomeServices Stouffer Realty is currently hiring regional sales leaders across Northeast Ohio. We are primarily seeking current broker/owners or managing brokers of independent real estate brokerages. However, we also encourage experienced sales managers, team leaders, and office managers who is ready to step into a larger regional leadership role to apply. We can structure the opportunity around your specific situation, whether through a merger, asset purchase, or a straight leadership hire. Every conversation is strictly confidential. If you are interested, you can apply in under 60 seconds, and we will follow up with you quickly. RESPONSIBILITIES: Qualifications for this roles include: An active Ohio real estate license (broker license strongly preferred). Experience running a brokerage, office, or producing team, with a proven track record in recruiting, coaching, retention, and P&L management. COMPENSATION: Base pay of $70,000 - $120,000 based on experience, plus performance bonus tied to net agent count, retention, and market share. If you are merging a brokerage, deal structure is a separate conversation from the compensation above. ABOUT: As the independently owned Berkshire Hathaway HomeServices franchise in the country, we pride ourselves on building lifelong relationships with our clients and customers. Our award-winning real estate agents are dedicated to servicing our sellers and buyers by maintaining an open line of communication, providing information on market data and trends, and creating that all-important trust between client and agent. Everyone dreams of having a remarkable career. We dream of providing them. At Berkshire Hathaway HomeServices Stouffer Realty, we pride ourselves on helping those new to real estate. We offer training, marketing tools, business coaching and the benefits that come with the Berkshire Hathaway brand.
Berkshire Hathaway HomeServices Stouffer Realty
Cuyahoga Falls, Ohio
DESCRIPTION: Berkshire Hathaway HomeServices Stouffer Realty is currently hiring regional sales leaders across Northeast Ohio. We are primarily seeking current broker/owners or managing brokers of independent real estate brokerages. However, we also encourage experienced sales managers, team leaders, and office managers who is ready to step into a larger regional leadership role to apply. We can structure the opportunity around your specific situation, whether through a merger, asset purchase, or a straight leadership hire. Every conversation is strictly confidential. If you are interested, you can apply in under 60 seconds, and we will follow up with you quickly. RESPONSIBILITIES: Qualifications for this roles include: An active Ohio real estate license (broker license strongly preferred). Experience running a brokerage, office, or producing team, with a proven track record in recruiting, coaching, retention, and P&L management. COMPENSATION: Base pay of $70,000 - $120,000 based on experience, plus performance bonus tied to net agent count, retention, and market share. If you are merging a brokerage, deal structure is a separate conversation from the compensation above. ABOUT: As the independently owned Berkshire Hathaway HomeServices franchise in the country, we pride ourselves on building lifelong relationships with our clients and customers. Our award-winning real estate agents are dedicated to servicing our sellers and buyers by maintaining an open line of communication, providing information on market data and trends, and creating that all-important trust between client and agent. Everyone dreams of having a remarkable career. We dream of providing them. At Berkshire Hathaway HomeServices Stouffer Realty, we pride ourselves on helping those new to real estate. We offer training, marketing tools, business coaching and the benefits that come with the Berkshire Hathaway brand.
07/27/2026
Full time
DESCRIPTION: Berkshire Hathaway HomeServices Stouffer Realty is currently hiring regional sales leaders across Northeast Ohio. We are primarily seeking current broker/owners or managing brokers of independent real estate brokerages. However, we also encourage experienced sales managers, team leaders, and office managers who is ready to step into a larger regional leadership role to apply. We can structure the opportunity around your specific situation, whether through a merger, asset purchase, or a straight leadership hire. Every conversation is strictly confidential. If you are interested, you can apply in under 60 seconds, and we will follow up with you quickly. RESPONSIBILITIES: Qualifications for this roles include: An active Ohio real estate license (broker license strongly preferred). Experience running a brokerage, office, or producing team, with a proven track record in recruiting, coaching, retention, and P&L management. COMPENSATION: Base pay of $70,000 - $120,000 based on experience, plus performance bonus tied to net agent count, retention, and market share. If you are merging a brokerage, deal structure is a separate conversation from the compensation above. ABOUT: As the independently owned Berkshire Hathaway HomeServices franchise in the country, we pride ourselves on building lifelong relationships with our clients and customers. Our award-winning real estate agents are dedicated to servicing our sellers and buyers by maintaining an open line of communication, providing information on market data and trends, and creating that all-important trust between client and agent. Everyone dreams of having a remarkable career. We dream of providing them. At Berkshire Hathaway HomeServices Stouffer Realty, we pride ourselves on helping those new to real estate. We offer training, marketing tools, business coaching and the benefits that come with the Berkshire Hathaway brand.
DESCRIPTION: Berkshire Hathaway HomeServices Stouffer Realty is currently hiring regional sales leaders across Northeast Ohio. We are primarily seeking current broker/owners or managing brokers of independent real estate brokerages. However, we also encourage experienced sales managers, team leaders, and office managers who is ready to step into a larger regional leadership role to apply. We can structure the opportunity around your specific situation, whether through a merger, asset purchase, or a straight leadership hire. Every conversation is strictly confidential. If you are interested, you can apply in under 60 seconds, and we will follow up with you quickly. RESPONSIBILITIES: Qualifications for this roles include: An active Ohio real estate license (broker license strongly preferred). Experience running a brokerage, office, or producing team, with a proven track record in recruiting, coaching, retention, and P&L management. COMPENSATION: Base pay of $70,000 - $120,000 based on experience, plus performance bonus tied to net agent count, retention, and market share. If you are merging a brokerage, deal structure is a separate conversation from the compensation above. ABOUT: As the independently owned Berkshire Hathaway HomeServices franchise in the country, we pride ourselves on building lifelong relationships with our clients and customers. Our award-winning real estate agents are dedicated to servicing our sellers and buyers by maintaining an open line of communication, providing information on market data and trends, and creating that all-important trust between client and agent. Everyone dreams of having a remarkable career. We dream of providing them. At Berkshire Hathaway HomeServices Stouffer Realty, we pride ourselves on helping those new to real estate. We offer training, marketing tools, business coaching and the benefits that come with the Berkshire Hathaway brand.
07/27/2026
Full time
DESCRIPTION: Berkshire Hathaway HomeServices Stouffer Realty is currently hiring regional sales leaders across Northeast Ohio. We are primarily seeking current broker/owners or managing brokers of independent real estate brokerages. However, we also encourage experienced sales managers, team leaders, and office managers who is ready to step into a larger regional leadership role to apply. We can structure the opportunity around your specific situation, whether through a merger, asset purchase, or a straight leadership hire. Every conversation is strictly confidential. If you are interested, you can apply in under 60 seconds, and we will follow up with you quickly. RESPONSIBILITIES: Qualifications for this roles include: An active Ohio real estate license (broker license strongly preferred). Experience running a brokerage, office, or producing team, with a proven track record in recruiting, coaching, retention, and P&L management. COMPENSATION: Base pay of $70,000 - $120,000 based on experience, plus performance bonus tied to net agent count, retention, and market share. If you are merging a brokerage, deal structure is a separate conversation from the compensation above. ABOUT: As the independently owned Berkshire Hathaway HomeServices franchise in the country, we pride ourselves on building lifelong relationships with our clients and customers. Our award-winning real estate agents are dedicated to servicing our sellers and buyers by maintaining an open line of communication, providing information on market data and trends, and creating that all-important trust between client and agent. Everyone dreams of having a remarkable career. We dream of providing them. At Berkshire Hathaway HomeServices Stouffer Realty, we pride ourselves on helping those new to real estate. We offer training, marketing tools, business coaching and the benefits that come with the Berkshire Hathaway brand.
DESCRIPTION: Berkshire Hathaway HomeServices Stouffer Realty is currently hiring regional sales leaders across Northeast Ohio. We are primarily seeking current broker/owners or managing brokers of independent real estate brokerages. However, we also encourage experienced sales managers, team leaders, and office managers who is ready to step into a larger regional leadership role to apply. We can structure the opportunity around your specific situation, whether through a merger, asset purchase, or a straight leadership hire. Every conversation is strictly confidential. If you are interested, you can apply in under 60 seconds, and we will follow up with you quickly. RESPONSIBILITIES: Qualifications for this roles include: An active Ohio real estate license (broker license strongly preferred). Experience running a brokerage, office, or producing team, with a proven track record in recruiting, coaching, retention, and P&L management. COMPENSATION: Base pay of $70,000 - $120,000 based on experience, plus performance bonus tied to net agent count, retention, and market share. If you are merging a brokerage, deal structure is a separate conversation from the compensation above. ABOUT: As the independently owned Berkshire Hathaway HomeServices franchise in the country, we pride ourselves on building lifelong relationships with our clients and customers. Our award-winning real estate agents are dedicated to servicing our sellers and buyers by maintaining an open line of communication, providing information on market data and trends, and creating that all-important trust between client and agent. Everyone dreams of having a remarkable career. We dream of providing them. At Berkshire Hathaway HomeServices Stouffer Realty, we pride ourselves on helping those new to real estate. We offer training, marketing tools, business coaching and the benefits that come with the Berkshire Hathaway brand.
07/27/2026
Full time
DESCRIPTION: Berkshire Hathaway HomeServices Stouffer Realty is currently hiring regional sales leaders across Northeast Ohio. We are primarily seeking current broker/owners or managing brokers of independent real estate brokerages. However, we also encourage experienced sales managers, team leaders, and office managers who is ready to step into a larger regional leadership role to apply. We can structure the opportunity around your specific situation, whether through a merger, asset purchase, or a straight leadership hire. Every conversation is strictly confidential. If you are interested, you can apply in under 60 seconds, and we will follow up with you quickly. RESPONSIBILITIES: Qualifications for this roles include: An active Ohio real estate license (broker license strongly preferred). Experience running a brokerage, office, or producing team, with a proven track record in recruiting, coaching, retention, and P&L management. COMPENSATION: Base pay of $70,000 - $120,000 based on experience, plus performance bonus tied to net agent count, retention, and market share. If you are merging a brokerage, deal structure is a separate conversation from the compensation above. ABOUT: As the independently owned Berkshire Hathaway HomeServices franchise in the country, we pride ourselves on building lifelong relationships with our clients and customers. Our award-winning real estate agents are dedicated to servicing our sellers and buyers by maintaining an open line of communication, providing information on market data and trends, and creating that all-important trust between client and agent. Everyone dreams of having a remarkable career. We dream of providing them. At Berkshire Hathaway HomeServices Stouffer Realty, we pride ourselves on helping those new to real estate. We offer training, marketing tools, business coaching and the benefits that come with the Berkshire Hathaway brand.
JOB OVERVIEW The Business Development / Sales Representative is responsible for generating new business opportunities by developing relationships with potential referral partners, including but not limited to, mortgage brokers, real estate agents, etc. This role focuses on sourcing and developing new production opportunities, promoting the company's products and programs, and maintaining strong relationships within the local business communities and agency partners. The Business Development / Sales Rep acts as the primary field contact to identify and create opportunities and works closely with the Inside Sales team who will quote, underwrite and assist in binding new policies. The position is responsible for building referral pipelines, generating new business submissions, and supporting the agency to grow profitable business. ESSENTIAL DUTIES AND RESPONSIBILITIES Prospect, solicit, and develop relationships to generate new business opportunities. Identify and cultivate new production sources consistent with company strategy and growth objectives. Generate qualified submissions and coordinate with the Inside Sales team for quoting and binding. Develop and execute to increase agency engagement and premium growth. Conduct and/or attend visits, presentations, training sessions, and networking events. Represent the agency at industry events, conferences, and agency meetings when requested by management. Track agency activity, submissions, and production results within assigned territory. Identify opportunities to improve agency engagement and premium growth. Support agency partners in achieving production goals. Perform other duties as assigned. REQUIRED SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines and standard accepted practices Proven Account and Project Management skills required to create, maintain, and enhance partner/customer relationships Florida 2-20 license required. Maintain a clean professional appearance to instill confidence in the business community and consistent with agency Employee Manual Have dependable transportation to regularly visit business opportunities in a face-to-face manner on a regular basis Field travel in set territory and at times, throughout Florida, if/when required. Must be able to work independently and effectively with minimum supervision, Interact with people of all types and personalities, identify root causes of problems and make appropriate decisions. Ability to effectively present information and respond to questions from management, employees or customers. Proficiency with Microsoft Office software, Salesforce and other related business software. PI5650ffb431cb-2584
07/27/2026
Full time
JOB OVERVIEW The Business Development / Sales Representative is responsible for generating new business opportunities by developing relationships with potential referral partners, including but not limited to, mortgage brokers, real estate agents, etc. This role focuses on sourcing and developing new production opportunities, promoting the company's products and programs, and maintaining strong relationships within the local business communities and agency partners. The Business Development / Sales Rep acts as the primary field contact to identify and create opportunities and works closely with the Inside Sales team who will quote, underwrite and assist in binding new policies. The position is responsible for building referral pipelines, generating new business submissions, and supporting the agency to grow profitable business. ESSENTIAL DUTIES AND RESPONSIBILITIES Prospect, solicit, and develop relationships to generate new business opportunities. Identify and cultivate new production sources consistent with company strategy and growth objectives. Generate qualified submissions and coordinate with the Inside Sales team for quoting and binding. Develop and execute to increase agency engagement and premium growth. Conduct and/or attend visits, presentations, training sessions, and networking events. Represent the agency at industry events, conferences, and agency meetings when requested by management. Track agency activity, submissions, and production results within assigned territory. Identify opportunities to improve agency engagement and premium growth. Support agency partners in achieving production goals. Perform other duties as assigned. REQUIRED SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines and standard accepted practices Proven Account and Project Management skills required to create, maintain, and enhance partner/customer relationships Florida 2-20 license required. Maintain a clean professional appearance to instill confidence in the business community and consistent with agency Employee Manual Have dependable transportation to regularly visit business opportunities in a face-to-face manner on a regular basis Field travel in set territory and at times, throughout Florida, if/when required. Must be able to work independently and effectively with minimum supervision, Interact with people of all types and personalities, identify root causes of problems and make appropriate decisions. Ability to effectively present information and respond to questions from management, employees or customers. Proficiency with Microsoft Office software, Salesforce and other related business software. PI5650ffb431cb-2584
Application Deadline: 07/30/2026 Address: 320 S Canal Street 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). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at . click apply for full job details
07/27/2026
Full time
Application Deadline: 07/30/2026 Address: 320 S Canal Street 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). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at . click apply for full job details
Application Deadline: 08/09/2026 Address: 555 9th St Job Family Group: Retail Banking Sales & Service Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you'll have the opportunity to help launch new locations, shape team culture, and drive client growth from day one. We're looking for individuals who bring creativity, a passion for business development, and an entrepreneurial mindset with a focus on building strong community and networking relationships. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications , and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $50,100.00 - $82,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information. . click apply for full job details
07/27/2026
Full time
Application Deadline: 08/09/2026 Address: 555 9th St Job Family Group: Retail Banking Sales & Service Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you'll have the opportunity to help launch new locations, shape team culture, and drive client growth from day one. We're looking for individuals who bring creativity, a passion for business development, and an entrepreneurial mindset with a focus on building strong community and networking relationships. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications , and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $50,100.00 - $82,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information. . click apply for full job details
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Private equity or fund finance experience preferred. Strong preference for formal (commercial) credit training or commercial lending experience. 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). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities . click apply for full job details
07/27/2026
Full time
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Private equity or fund finance experience preferred. Strong preference for formal (commercial) credit training or commercial lending experience. 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). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities . click apply for full job details
Application Deadline: 07/30/2026 Address: th Street, Suite 1050 Job Family Group: Wealth Sales & Service We're seeking a Senior Private Banker to join our team in Denver. The ideal candidate will have a proven track record of building and maintaining relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region. We're also open to experienced commercial bankers with strong Centers of Influence (COIs) who are eager to expand their expertise into private banking and wealth management. Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted advisor. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal and written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration and team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers . click apply for full job details
07/27/2026
Full time
Application Deadline: 07/30/2026 Address: th Street, Suite 1050 Job Family Group: Wealth Sales & Service We're seeking a Senior Private Banker to join our team in Denver. The ideal candidate will have a proven track record of building and maintaining relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region. We're also open to experienced commercial bankers with strong Centers of Influence (COIs) who are eager to expand their expertise into private banking and wealth management. Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted advisor. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal and written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration and team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers . click apply for full job details
Application Deadline: 08/06/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
07/27/2026
Full time
Application Deadline: 08/06/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
Application Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
07/27/2026
Full time
Application Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
Application Deadline: 07/30/2026 Address: 1625 W. Fountainhead Parkway Job Family Group: Retail Banking Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Centralized Mortgage Banker cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements. Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions. Assists with the implementation of targeted marketing programs, promotions, and other initiatives. Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals. Supports the delivery of targeted marketing programs, promotions, and other initiatives. Seeks opportunities to expand network by obtaining referrals and originations from existing relationships. Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events. Serves a customer advocate during application and processing activities. Completes onboarding activities as required. Delivers exceptional customer service that builds trust through expertise, responsive service, and support. Guides customers throughout mortgage application and processing activities. Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs. Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner. Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners. Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services. Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business / group strategy. Conducts independent analysis and assessment to resolve strategic issues. Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application. Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports and dashboards. Provides input into the planning and implementation of operational programs. Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Organizes work information to ensure accuracy and completeness. Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions. Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. In-depth understanding of the mortgage lending process and applicable regulatory requirements. Strong interpersonal, sales, customer service, and negotiation skills. Expert knowledge of self-management and teamwork, personal lending, relationship sales and management. Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management. Strong knowledge of the broader real estate industry and mortgage market. Strong negotiation skills. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $41,714.00 - $77,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
07/27/2026
Full time
Application Deadline: 07/30/2026 Address: 1625 W. Fountainhead Parkway Job Family Group: Retail Banking Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Centralized Mortgage Banker cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements. Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions. Assists with the implementation of targeted marketing programs, promotions, and other initiatives. Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals. Supports the delivery of targeted marketing programs, promotions, and other initiatives. Seeks opportunities to expand network by obtaining referrals and originations from existing relationships. Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events. Serves a customer advocate during application and processing activities. Completes onboarding activities as required. Delivers exceptional customer service that builds trust through expertise, responsive service, and support. Guides customers throughout mortgage application and processing activities. Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs. Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner. Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners. Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services. Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business / group strategy. Conducts independent analysis and assessment to resolve strategic issues. Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application. Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports and dashboards. Provides input into the planning and implementation of operational programs. Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Organizes work information to ensure accuracy and completeness. Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions. Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. In-depth understanding of the mortgage lending process and applicable regulatory requirements. Strong interpersonal, sales, customer service, and negotiation skills. Expert knowledge of self-management and teamwork, personal lending, relationship sales and management. Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management. Strong knowledge of the broader real estate industry and mortgage market. Strong negotiation skills. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $41,714.00 - $77,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Closer Job Title: Escrow Closer Location: Steamboat Springs, CO Job Summary Guaranteed Title Group is seeking a professional, detail-oriented Escrow Closer to join our growing Northern Colorado team based out of our Steamboat Springs office. This position plays a critical role in managing residential real estate transactions from contract to closing while delivering exceptional customer service to agents, buyers, sellers, and lenders. Our ideal candidate thrives in a fast-paced environment, communicates proactively, and understands the importance of creating a smooth and positive closing experience for every client. Responsibilities Manage residential real estate closing transactions from opening through disbursement Prepare and review closing documents, settlement statements, and lender instructions Coordinate with real estate agents, lenders, buyers, sellers, and attorneys throughout the transaction Communicate proactively regarding timelines, requirements, and closing updates Schedule and conduct closings with professionalism and attention to detail Ensure compliance with title underwriting requirements, escrow regulations, and company procedures Balance files and assist with funding and disbursement processes Maintain accurate file documentation and notes within company systems Assist with problem-solving and clearing title or closing issues as they arise Deliver the "white glove" service experience Guaranteed Title Group is known for Qualifications Previous escrow, title, or real estate closing experience Strong organizational and multitasking skills Excellent verbal and written communication abilities Ability to work efficiently in a high-volume environment Strong attention to detail and problem-solving skills Ability to work independently while functioning as part of a collaborative team Knowledge of Colorado real estate closing practices Colorado Resident Producer License Colorado Notary What We Offer Supportive, team-oriented culture Established and growing company presence across Northern Colorado Opportunity to build strong relationships within the real estate community Competitive compensation based on experience Monthly bonus structure Benefits package available At Guaranteed Title Group, we believe every closing represents more than a transaction - it is a moment that matters for the clients and agents we serve. Benefits: 401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance Work Location: In person Compensation details: 32-37.5 Hourly Wage PIa7ce5-7367
07/27/2026
Full time
Closer Job Title: Escrow Closer Location: Steamboat Springs, CO Job Summary Guaranteed Title Group is seeking a professional, detail-oriented Escrow Closer to join our growing Northern Colorado team based out of our Steamboat Springs office. This position plays a critical role in managing residential real estate transactions from contract to closing while delivering exceptional customer service to agents, buyers, sellers, and lenders. Our ideal candidate thrives in a fast-paced environment, communicates proactively, and understands the importance of creating a smooth and positive closing experience for every client. Responsibilities Manage residential real estate closing transactions from opening through disbursement Prepare and review closing documents, settlement statements, and lender instructions Coordinate with real estate agents, lenders, buyers, sellers, and attorneys throughout the transaction Communicate proactively regarding timelines, requirements, and closing updates Schedule and conduct closings with professionalism and attention to detail Ensure compliance with title underwriting requirements, escrow regulations, and company procedures Balance files and assist with funding and disbursement processes Maintain accurate file documentation and notes within company systems Assist with problem-solving and clearing title or closing issues as they arise Deliver the "white glove" service experience Guaranteed Title Group is known for Qualifications Previous escrow, title, or real estate closing experience Strong organizational and multitasking skills Excellent verbal and written communication abilities Ability to work efficiently in a high-volume environment Strong attention to detail and problem-solving skills Ability to work independently while functioning as part of a collaborative team Knowledge of Colorado real estate closing practices Colorado Resident Producer License Colorado Notary What We Offer Supportive, team-oriented culture Established and growing company presence across Northern Colorado Opportunity to build strong relationships within the real estate community Competitive compensation based on experience Monthly bonus structure Benefits package available At Guaranteed Title Group, we believe every closing represents more than a transaction - it is a moment that matters for the clients and agents we serve. Benefits: 401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance Work Location: In person Compensation details: 32-37.5 Hourly Wage PIa7ce5-7367
Escrow Processor Escrow Processor Key Responsibilities Open and process new escrow and title files upon receipt of executed contracts Review purchase contracts and lender instructions for accuracy and completeness Order and track title commitments, payoffs, HOA documents, tax certificates, and other required items Clear title requirements and resolve title issues in coordination with escrow officers and underwriters Communicate proactively with real estate agents, lenders, buyers, sellers, and internal teams regarding file status Manage deadlines to ensure timely closings and fundings Review files for accuracy prior to closing and disbursement Assist with post-closing tasks, including recording follow-up and policy issuance Qualifications Prior experience as a Title or Escrow Processor preferred Colorado Notary Strong knowledge of residential real estate transactions and escrow processes Familiarity with title insurance, settlement procedures, and lender requirements High attention to detail with strong organizational and time management skills Excellent communication and customer service abilities Ability to manage multiple files in a fast-paced environment Proficiency in title/escrow software systems and Microsoft Office applications Ability to work independently and collaboratively as part of a team Work Environment Office-based Full-time position with standard business hours 8-5, Monday through Friday Benefits: 401(k) 401(k) matching Dental insurance Health insurance Health savings account Paid time off Retirement plan Vision insurance Work Location: In person Compensation details: 28-32 Hourly Wage PIe0aa01419d7a-7196
07/27/2026
Full time
Escrow Processor Escrow Processor Key Responsibilities Open and process new escrow and title files upon receipt of executed contracts Review purchase contracts and lender instructions for accuracy and completeness Order and track title commitments, payoffs, HOA documents, tax certificates, and other required items Clear title requirements and resolve title issues in coordination with escrow officers and underwriters Communicate proactively with real estate agents, lenders, buyers, sellers, and internal teams regarding file status Manage deadlines to ensure timely closings and fundings Review files for accuracy prior to closing and disbursement Assist with post-closing tasks, including recording follow-up and policy issuance Qualifications Prior experience as a Title or Escrow Processor preferred Colorado Notary Strong knowledge of residential real estate transactions and escrow processes Familiarity with title insurance, settlement procedures, and lender requirements High attention to detail with strong organizational and time management skills Excellent communication and customer service abilities Ability to manage multiple files in a fast-paced environment Proficiency in title/escrow software systems and Microsoft Office applications Ability to work independently and collaboratively as part of a team Work Environment Office-based Full-time position with standard business hours 8-5, Monday through Friday Benefits: 401(k) 401(k) matching Dental insurance Health insurance Health savings account Paid time off Retirement plan Vision insurance Work Location: In person Compensation details: 28-32 Hourly Wage PIe0aa01419d7a-7196
Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. The Impact Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls Mentor and develop tax professionals, providing coaching and fostering professional growth across the team Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications CPA or certification in process or Enrolled Agent Bachelor's Degree 7+ years of tax experience from public accounting or financial services 5+ years of Income tax (ASC740) provision experience The Ideal Qualifications 10+ years of tax experience with demonstrated career progression Big 4 tax advisory background with exposure to complex technical projects Insurance or asset management industry experience; familiarity with life insurance company taxation Working knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate) Strong understanding of corporate tax provision (ASC740) and tax compliance processes Hands-on experience with tax technology platforms, ERP systems, or system implementation projects Prior involvement in large-scale transformation initiatives or process improvement programs Experience managing, mentoring, or leading tax professionals (formal or informal) Strong analytical skills with ability to identify data issues and develop solutions Demonstrated ability to manage multiple priorities and deliver results under tight deadlines Project management experience or certification Track record of building effective stakeholder relationships across matrixed organizations Experience with deferred tax accounting and reconciliations Experience interfacing with external auditors and managing audit processes History of taking ownership and driving initiatives without extensive oversight Strategic mindset combined with willingness to roll up sleeves and execute tactically Strong communication skills with ability to explain complex tax concepts to non-tax audiences Review your work and that of others for quality, accuracy and relevance What to Expect as Part of the Team Regular meetings with the Investment Tax Team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
07/27/2026
Full time
Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. The Impact Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls Mentor and develop tax professionals, providing coaching and fostering professional growth across the team Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications CPA or certification in process or Enrolled Agent Bachelor's Degree 7+ years of tax experience from public accounting or financial services 5+ years of Income tax (ASC740) provision experience The Ideal Qualifications 10+ years of tax experience with demonstrated career progression Big 4 tax advisory background with exposure to complex technical projects Insurance or asset management industry experience; familiarity with life insurance company taxation Working knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate) Strong understanding of corporate tax provision (ASC740) and tax compliance processes Hands-on experience with tax technology platforms, ERP systems, or system implementation projects Prior involvement in large-scale transformation initiatives or process improvement programs Experience managing, mentoring, or leading tax professionals (formal or informal) Strong analytical skills with ability to identify data issues and develop solutions Demonstrated ability to manage multiple priorities and deliver results under tight deadlines Project management experience or certification Track record of building effective stakeholder relationships across matrixed organizations Experience with deferred tax accounting and reconciliations Experience interfacing with external auditors and managing audit processes History of taking ownership and driving initiatives without extensive oversight Strategic mindset combined with willingness to roll up sleeves and execute tactically Strong communication skills with ability to explain complex tax concepts to non-tax audiences Review your work and that of others for quality, accuracy and relevance What to Expect as Part of the Team Regular meetings with the Investment Tax Team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Build a career that's designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life's financial decisions through changing markets and generations. As a Financial Professional , you'll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You'll Do • Develop your own client base through networking, referrals, and community involvement • Build relationships and guide clients through key financial decisions (retirement, protection, education planning) • Offer tailored solutions across insurance and financial products • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses. • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials. • Financial Support: Training subsidy available for eligible candidates during early stages • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content. • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals. • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions-or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services . What We Look For • Self-motivated individuals who take initiative • Strong communicators who enjoy building relationships • Coachable and open to feedback • Interested in long-term learning and growth, not just a short-term role
07/27/2026
Full time
Build a career that's designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life's financial decisions through changing markets and generations. As a Financial Professional , you'll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You'll Do • Develop your own client base through networking, referrals, and community involvement • Build relationships and guide clients through key financial decisions (retirement, protection, education planning) • Offer tailored solutions across insurance and financial products • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses. • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials. • Financial Support: Training subsidy available for eligible candidates during early stages • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content. • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals. • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions-or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services . What We Look For • Self-motivated individuals who take initiative • Strong communicators who enjoy building relationships • Coachable and open to feedback • Interested in long-term learning and growth, not just a short-term role
