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Real Estate Managing Broker
Berkshire Hathaway HomeServices Stouffer Realty Mentor, 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.
Real Estate Managing Broker
Berkshire Hathaway HomeServices Stouffer Realty Akron, 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.
Real Estate Managing Broker
Berkshire Hathaway HomeServices Stouffer Realty Canton, 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.
Real Estate Managing Broker
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.
Real Estate Managing Broker
Berkshire Hathaway HomeServices Stouffer Realty Brunswick, 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.
Real Estate Managing Broker
Berkshire Hathaway HomeServices Stouffer Realty Lorain, 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.
Insurance Business Development/ Sales Representative
Topline Insurance Tampa, Florida
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
Senior Portfolio Banker / BMO Family Office - Capital Advisory Services
BMO Financial Chicago, Illinois
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
De Novo Relationship Banker
BMO Financial San Francisco, California
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
Senior Portfolio Banker - Private Equity
BMO Financial Chicago, Illinois
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
Senior Private Banker
BMO Financial Denver, Colorado
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
Senior Private Banker, Ultra High Net Worth
BMO Financial Chicago, Illinois
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
Senior Private Banker
BMO Financial San Francisco, California
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
Centralized Mortgage Banker
BMO Financial Tempe, Arizona
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.
New York Life Insurance Company
Entry-Level Financial Professional
New York Life Insurance Company Norfolk, Virginia
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
LEASING AGENT
Property Management, Inc. Hershey, Pennsylvania
Description: NOW HIRING IN HERSHEY, PA! Property Management, Inc. (PMI) has a rare opportunity for a motivated individual looking to join a growing company as an employee owner. PMI manages over $4 billion of real estate assets and has over 30,000 customers and 360 clients. We are currently searching for one full-time Leasing Agent to join our team at Briarcrest Gardens. This position will include leasing responsibilities for Briarcrest Gardens and Laura Acres. A PA Real Estate License is preferred, but not required. If you don't have one, we will pay for you to get one! When you join PMI, you are joining a stable and growing employee-owned management company at the forefront of the real estate industry and that has been in business for over 55 years. APPLY Online: By clicking here. In Person: 999 Briarcrest Drive, Hershey, PA 17033. Rate: Based on experience. Hours: Monday through Friday, 8:30 am - 5:00 pm. Benefits: We are an EMPLOYEE-OWNED COMPANY! Earn company stock at no cost to you. 401(k) with employer match. Medical/Dental/Vision insurances. Short-Term and Long-Term Disability options (some company paid!). Generous PTO. Paid Holidays. Employee bonus referral program. Advancement opportunities. Role and Responsibilities: Show and lease apartments to interested parties. Run tenant applications. Assist with rent collection. Daily customer service with our tenants - work order requests, communications, etc. Various data entry. Requirements: Prior experience in the multi-family housing industry is a plus but not required. PA Real Estate License is a plus but not required. Excellent customer service and sales skills. Valid PA Drivers License and reliable, insured transportation. High School Diploma/GED. PIa534a2f2c5-
07/24/2026
Full time
Description: NOW HIRING IN HERSHEY, PA! Property Management, Inc. (PMI) has a rare opportunity for a motivated individual looking to join a growing company as an employee owner. PMI manages over $4 billion of real estate assets and has over 30,000 customers and 360 clients. We are currently searching for one full-time Leasing Agent to join our team at Briarcrest Gardens. This position will include leasing responsibilities for Briarcrest Gardens and Laura Acres. A PA Real Estate License is preferred, but not required. If you don't have one, we will pay for you to get one! When you join PMI, you are joining a stable and growing employee-owned management company at the forefront of the real estate industry and that has been in business for over 55 years. APPLY Online: By clicking here. In Person: 999 Briarcrest Drive, Hershey, PA 17033. Rate: Based on experience. Hours: Monday through Friday, 8:30 am - 5:00 pm. Benefits: We are an EMPLOYEE-OWNED COMPANY! Earn company stock at no cost to you. 401(k) with employer match. Medical/Dental/Vision insurances. Short-Term and Long-Term Disability options (some company paid!). Generous PTO. Paid Holidays. Employee bonus referral program. Advancement opportunities. Role and Responsibilities: Show and lease apartments to interested parties. Run tenant applications. Assist with rent collection. Daily customer service with our tenants - work order requests, communications, etc. Various data entry. Requirements: Prior experience in the multi-family housing industry is a plus but not required. PA Real Estate License is a plus but not required. Excellent customer service and sales skills. Valid PA Drivers License and reliable, insured transportation. High School Diploma/GED. PIa534a2f2c5-
EmpowerHome Team - Florida
Real Estate Sales Listing Agent
EmpowerHome Team - Florida Land O Lakes, Florida
We Have the Seller Appointments - Are You the Right Agent to Handle Them? Hi, I'm Sarah Reynolds , CEO of EmpowerHome, and I have a question for you: Are you ready to work with more motivated sellers, without spending your time chasing leads? Right now, our team has an overflow of vetted seller appointments , and we're looking for driven, licensed agents to join us and serve these clients at a high level. What Makes This Different? These aren't just random leads. Our reverse prospecting system brings in 1,000+ new seller leads every week , and our Inside Sales Team is booking actual appointments with sellers who are ready to make a move now. If you're ready to plug into a powerful system that sets you up to win fast and consistently , this is your opportunity. Why Agents Love EmpowerHome: Listing appointments handed to you No cold calling or door knocking required Proven systems, tools, and expert training provided A collaborative team culture that fuels growth Real opportunity to earn $125,000 - $150,000+ per year Be part of a mission-driven company that values excellence, service, and success The Opportunity Is NOW. We're booking more seller appointments than we can handle - and you could be the next agent we hand them to . Apply today and let's do something amazing together. Let's help more sellers and grow your career - the EmpowerHome way. Sarah Reynolds CEO EmpowerHome Team Compensation: $125,000 - $150,000+ commission based Responsibilities: Meet with motivated sellers, identify their goals, and guide them through the entire listing process Follow up consistently to nurture relationships and grow your listing pipeline Provide exceptional service that turns clients into raving fans and referral sources Host monthly open houses (we provide the leads) Keep your CRM and calendar updated so you're always ready to serve Participate in ongoing Academy Sales Training and weekly team meetings to stay sharp and energized Qualifications: Must be a Licensed Real Estate Agent Full-time availability and commitment to clients and career Strong communicator with a client-first mindset Coachable, goal-oriented, and excited to grow Previous sales or listing experience is a plus Organized, tech-savvy, and always thinking one step ahead Positive attitude and a passion for helping people About Company EmpowerHome Team is one of the fastest-growing real estate organizations in the country and has helped over 10,000 families nationwide. Why agents choose EmpowerHome Team: Top 10 Real Estate Team in the United States Industry-leading lead generation systems Inside sales and appointment-setting support Hands-on coaching and mentorship A growth-focused environment built around agent success If you're ready to increase your opportunities, grow your income, and be surrounded by a team committed to helping you succeed, apply today for a confidential conversation. Compensation details: 00 Yearly Salary PIf9c8bf6f730c-2997
07/24/2026
Full time
We Have the Seller Appointments - Are You the Right Agent to Handle Them? Hi, I'm Sarah Reynolds , CEO of EmpowerHome, and I have a question for you: Are you ready to work with more motivated sellers, without spending your time chasing leads? Right now, our team has an overflow of vetted seller appointments , and we're looking for driven, licensed agents to join us and serve these clients at a high level. What Makes This Different? These aren't just random leads. Our reverse prospecting system brings in 1,000+ new seller leads every week , and our Inside Sales Team is booking actual appointments with sellers who are ready to make a move now. If you're ready to plug into a powerful system that sets you up to win fast and consistently , this is your opportunity. Why Agents Love EmpowerHome: Listing appointments handed to you No cold calling or door knocking required Proven systems, tools, and expert training provided A collaborative team culture that fuels growth Real opportunity to earn $125,000 - $150,000+ per year Be part of a mission-driven company that values excellence, service, and success The Opportunity Is NOW. We're booking more seller appointments than we can handle - and you could be the next agent we hand them to . Apply today and let's do something amazing together. Let's help more sellers and grow your career - the EmpowerHome way. Sarah Reynolds CEO EmpowerHome Team Compensation: $125,000 - $150,000+ commission based Responsibilities: Meet with motivated sellers, identify their goals, and guide them through the entire listing process Follow up consistently to nurture relationships and grow your listing pipeline Provide exceptional service that turns clients into raving fans and referral sources Host monthly open houses (we provide the leads) Keep your CRM and calendar updated so you're always ready to serve Participate in ongoing Academy Sales Training and weekly team meetings to stay sharp and energized Qualifications: Must be a Licensed Real Estate Agent Full-time availability and commitment to clients and career Strong communicator with a client-first mindset Coachable, goal-oriented, and excited to grow Previous sales or listing experience is a plus Organized, tech-savvy, and always thinking one step ahead Positive attitude and a passion for helping people About Company EmpowerHome Team is one of the fastest-growing real estate organizations in the country and has helped over 10,000 families nationwide. Why agents choose EmpowerHome Team: Top 10 Real Estate Team in the United States Industry-leading lead generation systems Inside sales and appointment-setting support Hands-on coaching and mentorship A growth-focused environment built around agent success If you're ready to increase your opportunities, grow your income, and be surrounded by a team committed to helping you succeed, apply today for a confidential conversation. Compensation details: 00 Yearly Salary PIf9c8bf6f730c-2997
Real Estate Sales Agent
Weichert, Realtors Hinesville, Georgia
Job Description Are you a competitive, results-driven sales professional looking to build a high-earning career in real estate? Our local Weichert franchised company is seeking motivated Real Estate Sales Agents to join our high-performance team. Whether you're new to real estate or a seasoned closer, we provide proven sales training, advanced technology, and ongoing support to help you grow your pipeline, close more deals, and maximize your income. This is an opportunity to build your own book of business while leveraging a nationally recognized brand and best-in-class sales tools. Responsibilities Prospect, consult, and close residential real estate transactions with buyers, sellers, and renters Generate new business through outbound prospecting, referrals, networking, and lead follow-up Conduct listing presentations, buyer consultations, property showings, and open houses to drive conversions Manage a full sales pipeline from initial lead contact through negotiation and closing Perform comparative market analyses (CMAs) to price and position properties competitively Negotiate contracts and terms to maximize value for clients and drive successful closings Utilize Weichert's state-of-the-art myWeichert CRM and automated marketing tools to track leads, nurture prospects, and increase close rates Stay informed on local market trends, pricing strategies, and competitive dynamics Qualifications High school diploma or GED Active real estate license (or willingness to obtain one) Proven sales mindset with strong prospecting, negotiation, and closing skills Excellent communication, presentation, and relationship-building abilities Self-starter with high motivation, competitiveness, and a strong desire to exceed goals Ability to manage your own schedule, prioritize opportunities, and work independently Willingness to participate in ongoing sales training, coaching, and professional development What We Offer Industry-Leading Sales Training: Access to Weichert University, onboarding programs, sales coaching, and continuous skill development Advanced Sales Technology: myWeichert CRM, automated marketing campaigns, and lead generation systems to help you convert more opportunities Commission-Based Earnings: Competitive commission structure with performance-based incentives and unlimited income potential Sales & Administrative Support: Back-office and marketing support so you can focus on selling and closing Business Growth Opportunities: Clear path to scale your real estate business and increase long-term earning potential How to Apply If you're ready to grow your income, build a strong sales pipeline, and take control of your real estate career, we want to hear from you. Click "Apply Now" to submit your contact information and begin the application process. About Us At our local Weichert franchised office, we are committed to helping sales professionals succeed. Backed by the Weichert brand, we combine local market expertise with national resources, proven systems, and powerful sales tools to help our agents close more deals and deliver exceptional client experiences. This position is a 1099, commission-based opportunity designed to accelerate your sales career and earning potential. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, including disability and veteran status, or any other basis covered under applicable law. Each Weichert franchised office is independently owned and operated. By submitting this application, you consent to receive communications from Weichert or affiliated Weichert companies via text message, phone call, and email.
07/21/2026
Full time
Job Description Are you a competitive, results-driven sales professional looking to build a high-earning career in real estate? Our local Weichert franchised company is seeking motivated Real Estate Sales Agents to join our high-performance team. Whether you're new to real estate or a seasoned closer, we provide proven sales training, advanced technology, and ongoing support to help you grow your pipeline, close more deals, and maximize your income. This is an opportunity to build your own book of business while leveraging a nationally recognized brand and best-in-class sales tools. Responsibilities Prospect, consult, and close residential real estate transactions with buyers, sellers, and renters Generate new business through outbound prospecting, referrals, networking, and lead follow-up Conduct listing presentations, buyer consultations, property showings, and open houses to drive conversions Manage a full sales pipeline from initial lead contact through negotiation and closing Perform comparative market analyses (CMAs) to price and position properties competitively Negotiate contracts and terms to maximize value for clients and drive successful closings Utilize Weichert's state-of-the-art myWeichert CRM and automated marketing tools to track leads, nurture prospects, and increase close rates Stay informed on local market trends, pricing strategies, and competitive dynamics Qualifications High school diploma or GED Active real estate license (or willingness to obtain one) Proven sales mindset with strong prospecting, negotiation, and closing skills Excellent communication, presentation, and relationship-building abilities Self-starter with high motivation, competitiveness, and a strong desire to exceed goals Ability to manage your own schedule, prioritize opportunities, and work independently Willingness to participate in ongoing sales training, coaching, and professional development What We Offer Industry-Leading Sales Training: Access to Weichert University, onboarding programs, sales coaching, and continuous skill development Advanced Sales Technology: myWeichert CRM, automated marketing campaigns, and lead generation systems to help you convert more opportunities Commission-Based Earnings: Competitive commission structure with performance-based incentives and unlimited income potential Sales & Administrative Support: Back-office and marketing support so you can focus on selling and closing Business Growth Opportunities: Clear path to scale your real estate business and increase long-term earning potential How to Apply If you're ready to grow your income, build a strong sales pipeline, and take control of your real estate career, we want to hear from you. Click "Apply Now" to submit your contact information and begin the application process. About Us At our local Weichert franchised office, we are committed to helping sales professionals succeed. Backed by the Weichert brand, we combine local market expertise with national resources, proven systems, and powerful sales tools to help our agents close more deals and deliver exceptional client experiences. This position is a 1099, commission-based opportunity designed to accelerate your sales career and earning potential. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, including disability and veteran status, or any other basis covered under applicable law. Each Weichert franchised office is independently owned and operated. By submitting this application, you consent to receive communications from Weichert or affiliated Weichert companies via text message, phone call, and email.
Bank Mortgage Loan Officer
Availa Bank Council Bluffs, Iowa
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. BANK MORTGAGE LOAN OFFICER POSITION SUMMARY The primary responsibilities of this position are to generate, negotiate, underwrite, and coordinate the origination and closing of mortgage loans in compliance with the bank's lending policies and procedures. Within the portfolio managed, the Loan Officer will be responsible for credit decisions (within authority guidelines), overall credit quality, and fee income. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK MORTGAGE LOAN OFFICER ESSENTIAL DUTIES AND ACCOUNTABILITIES Originates all loan applications within an acceptable customer service and regulatory timeframe Analyze credit applications and propose appropriate mortgage solutions/products to meet customer financial needs Maintain loan quality by striving for low incidence of incomplete documentation or regulatory violation Help the bank attract new customers and deepen relationships with existing customers through active involvement in the community and through participation in the bank's customer service and sales efforts Adheres to bank policy, procedures, and all lending laws and regulations Work with customers through difficult/complicated issues that may arise Handle collections on delinquent loans; monitor the quality of existing loans Maintains knowledge of trends and developments in the local real estate market; current and predicted lending rates; and changes in rules, regulations, and best practices of various mortgages Develops and maintains contacts with local real estate agents, attorneys, developers, and builders to promote and encourage the use of bank services for residential mortgages Makes recommendations for new loan products and services Site visits may be applicable for construction, real estate purchase, or refinance originations Refer additional bank services and products Requirements: BANK MORTGAGE LOAN OFFICER ROLE QUALIFICATIONS Education Bachelor's in business or equivalent experience Experience Minimum 1 year Mortgage Lending experience preferred Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Sound knowledge of loan policies and procedures, including Fannie Mae Strong background, or an ability to learn, mortgage lending principles and programs, technicalities, and compliance Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply commonly understood knowledge to carry out instructions and instruct others, understand procedures, and write reports and correspondence Exceptional organizational and time management skills; ability to function well in a fast-paced environment Proficient Microsoft Office skills (to include Word, Excel, PowerPoint, and Outlook) and Adobe PDF Assumes a leadership role in community projects and activities Accepts a leadership role within the bank and participates in bank promotions and activities PM21 PIa53e755b2e7a-6069
07/18/2026
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. BANK MORTGAGE LOAN OFFICER POSITION SUMMARY The primary responsibilities of this position are to generate, negotiate, underwrite, and coordinate the origination and closing of mortgage loans in compliance with the bank's lending policies and procedures. Within the portfolio managed, the Loan Officer will be responsible for credit decisions (within authority guidelines), overall credit quality, and fee income. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK MORTGAGE LOAN OFFICER ESSENTIAL DUTIES AND ACCOUNTABILITIES Originates all loan applications within an acceptable customer service and regulatory timeframe Analyze credit applications and propose appropriate mortgage solutions/products to meet customer financial needs Maintain loan quality by striving for low incidence of incomplete documentation or regulatory violation Help the bank attract new customers and deepen relationships with existing customers through active involvement in the community and through participation in the bank's customer service and sales efforts Adheres to bank policy, procedures, and all lending laws and regulations Work with customers through difficult/complicated issues that may arise Handle collections on delinquent loans; monitor the quality of existing loans Maintains knowledge of trends and developments in the local real estate market; current and predicted lending rates; and changes in rules, regulations, and best practices of various mortgages Develops and maintains contacts with local real estate agents, attorneys, developers, and builders to promote and encourage the use of bank services for residential mortgages Makes recommendations for new loan products and services Site visits may be applicable for construction, real estate purchase, or refinance originations Refer additional bank services and products Requirements: BANK MORTGAGE LOAN OFFICER ROLE QUALIFICATIONS Education Bachelor's in business or equivalent experience Experience Minimum 1 year Mortgage Lending experience preferred Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Sound knowledge of loan policies and procedures, including Fannie Mae Strong background, or an ability to learn, mortgage lending principles and programs, technicalities, and compliance Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply commonly understood knowledge to carry out instructions and instruct others, understand procedures, and write reports and correspondence Exceptional organizational and time management skills; ability to function well in a fast-paced environment Proficient Microsoft Office skills (to include Word, Excel, PowerPoint, and Outlook) and Adobe PDF Assumes a leadership role in community projects and activities Accepts a leadership role within the bank and participates in bank promotions and activities PM21 PIa53e755b2e7a-6069
Real Estate Sale Agent
Weichert, Realtors Brandon, Mississippi
Job Description Are you a competitive, results-driven sales professional looking to build a high-earning career in real estate? Our local Weichert franchised company is seeking motivated Real Estate Sales Agents to join our high-performance team. Whether you're new to real estate or a seasoned closer, we provide proven sales training, advanced technology, and ongoing support to help you grow your pipeline, close more deals, and maximize your income. This is an opportunity to build your own book of business while leveraging a nationally recognized brand and best-in-class sales tools. Responsibilities Prospect, consult, and close residential real estate transactions with buyers, sellers, and renters Generate new business through outbound prospecting, referrals, networking, and lead follow-up Conduct listing presentations, buyer consultations, property showings, and open houses to drive conversions Manage a full sales pipeline from initial lead contact through negotiation and closing Perform comparative market analyses (CMAs) to price and position properties competitively Negotiate contracts and terms to maximize value for clients and drive successful closings Utilize Weichert's state-of-the-art myWeichert CRM and automated marketing tools to track leads, nurture prospects, and increase close rates Stay informed on local market trends, pricing strategies, and competitive dynamics Qualifications High school diploma or GED Active real estate license (or willingness to obtain one) Proven sales mindset with strong prospecting, negotiation, and closing skills Excellent communication, presentation, and relationship-building abilities Self-starter with high motivation, competitiveness, and a strong desire to exceed goals Ability to manage your own schedule, prioritize opportunities, and work independently Willingness to participate in ongoing sales training, coaching, and professional development What We Offer Industry-Leading Sales Training: Access to Weichert University, onboarding programs, sales coaching, and continuous skill development Advanced Sales Technology: myWeichert CRM, automated marketing campaigns, and lead generation systems to help you convert more opportunities Commission-Based Earnings: Competitive commission structure with performance-based incentives and unlimited income potential Sales & Administrative Support: Back-office and marketing support so you can focus on selling and closing Business Growth Opportunities: Clear path to scale your real estate business and increase long-term earning potential How to Apply If you're ready to grow your income, build a strong sales pipeline, and take control of your real estate career, we want to hear from you. Click "Apply Now" to submit your contact information and begin the application process. About Us At our local Weichert franchised office, we are committed to helping sales professionals succeed. Backed by the Weichert brand, we combine local market expertise with national resources, proven systems, and powerful sales tools to help our agents close more deals and deliver exceptional client experiences. This position is a 1099, commission-based opportunity designed to accelerate your sales career and earning potential. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, including disability and veteran status, or any other basis covered under applicable law. Each Weichert franchised office is independently owned and operated. By submitting this application, you consent to receive communications from Weichert or affiliated Weichert companies via text message, phone call, and email.
07/16/2026
Full time
Job Description Are you a competitive, results-driven sales professional looking to build a high-earning career in real estate? Our local Weichert franchised company is seeking motivated Real Estate Sales Agents to join our high-performance team. Whether you're new to real estate or a seasoned closer, we provide proven sales training, advanced technology, and ongoing support to help you grow your pipeline, close more deals, and maximize your income. This is an opportunity to build your own book of business while leveraging a nationally recognized brand and best-in-class sales tools. Responsibilities Prospect, consult, and close residential real estate transactions with buyers, sellers, and renters Generate new business through outbound prospecting, referrals, networking, and lead follow-up Conduct listing presentations, buyer consultations, property showings, and open houses to drive conversions Manage a full sales pipeline from initial lead contact through negotiation and closing Perform comparative market analyses (CMAs) to price and position properties competitively Negotiate contracts and terms to maximize value for clients and drive successful closings Utilize Weichert's state-of-the-art myWeichert CRM and automated marketing tools to track leads, nurture prospects, and increase close rates Stay informed on local market trends, pricing strategies, and competitive dynamics Qualifications High school diploma or GED Active real estate license (or willingness to obtain one) Proven sales mindset with strong prospecting, negotiation, and closing skills Excellent communication, presentation, and relationship-building abilities Self-starter with high motivation, competitiveness, and a strong desire to exceed goals Ability to manage your own schedule, prioritize opportunities, and work independently Willingness to participate in ongoing sales training, coaching, and professional development What We Offer Industry-Leading Sales Training: Access to Weichert University, onboarding programs, sales coaching, and continuous skill development Advanced Sales Technology: myWeichert CRM, automated marketing campaigns, and lead generation systems to help you convert more opportunities Commission-Based Earnings: Competitive commission structure with performance-based incentives and unlimited income potential Sales & Administrative Support: Back-office and marketing support so you can focus on selling and closing Business Growth Opportunities: Clear path to scale your real estate business and increase long-term earning potential How to Apply If you're ready to grow your income, build a strong sales pipeline, and take control of your real estate career, we want to hear from you. Click "Apply Now" to submit your contact information and begin the application process. About Us At our local Weichert franchised office, we are committed to helping sales professionals succeed. Backed by the Weichert brand, we combine local market expertise with national resources, proven systems, and powerful sales tools to help our agents close more deals and deliver exceptional client experiences. This position is a 1099, commission-based opportunity designed to accelerate your sales career and earning potential. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, including disability and veteran status, or any other basis covered under applicable law. Each Weichert franchised office is independently owned and operated. By submitting this application, you consent to receive communications from Weichert or affiliated Weichert companies via text message, phone call, and email.

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