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11 senior commercial lines placement specialist jobs found

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BU
Director, Securites-Based Lending (Wealth)
BMO US IL
Job Profile Summary The Director, Secured Business Lending (SBL) is accountable for the end-to-end product strategy, governance, risk oversight, and financial performance of the SBL portfolio across Wealth and Private Banking. This role serves as the enterprise owner of the SBL product, with responsibility for product design, pricing, portfolio health, operational controls, regulatory compliance, and margin risk management. The role operates at an enterprise and regulatory-facing level, acting as a trusted advisor to senior leadership and regulators, and ensuring the SBL platform is scalable, resilient, and aligned with the Bank's risk appetite and growth strategy. Key Accountabilities Product Strategy & Ownership (Enterprise-Level) Owns the end-to-end SBL product lifecycle, including product design, eligibility standards, pricing methodology, collateral frameworks, and ongoing enhancements. Defines and executes the multi-year SBL product roadmap,...

Apr 03, 2026
BU
Wealth Advisor II
BMO US Milwaukee, WI
Application Deadline: 05/28/2026 Address: 790 N Water Street Job Family Group: Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive seamless, end-to-end financial advice.Coordinates multi-disciplinary teams to craft and execute creative solutions for the client. Proactively identifies and executes growth opportunities within existing client relationships, drives increased wallet share through strategic cross-selling and relationship deepening initiatives. Drives complex acquisition strategies for “One Client” delivery through partnerships with Retail, Commercial and Capital Markets. Develops and executes the...

Apr 22, 2026
BU
Director and Senior Portfolio Manager - Diversified Industries Group - IL
BMO US Chicago, IL
Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. Develops comprehensive credit structures to meet the transactional needs of more complex clients. Signs off on new, renewal and extension loans within delegated authority. Conducts comprehensive portfolio monitoring including covenant compliance to identify deteriorating credit conditions. Conducts performance analysis, engages with clients and assesses industry trends to identify risks and opportunities. Evaluates portfolio performance and recommends capital allocation strategies that optimize...

Apr 20, 2026
BU
Director, Relationship Manager - Commercial Banking Diversified Industries
BMO US Minneapolis, MN
We are seeking a Director, Relationship Manager in our Diversified Industries Group with regional focus on Minneapolis. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships with companies in the Middle and Upper Middle Market, generating $50MM+ in revenue across Diversified Industries. Expectation is to be in office 4+ days a week. Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary...

Apr 12, 2026
BU
Full time
 
Vice President - Relationship Manager - Middle Market
BMO US Minneapolis, MN
Application Deadline: 05/14/2026 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service We are seeking a Vice President, Relationship Manager in our Diversified Industries Group with regional focus on Minneapolis. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships with companies in the Middle and Upper Middle Market, generating $50MM+ in revenue across Diversified Industries. Expectation is to be in office 4+ days a week. Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit...

Apr 06, 2026
BU
Director, Principal Relationship Manager, Commercial (Emerging Middle Market)
BMO US Minneapolis, MN
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. We are seeking a Director, Principal Relationship Manager to join our Commercial Emerging Middle Market Group. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank...

Apr 06, 2026
BU
VP, Specialty Finance Officer - Small Business Administration
BMO US Minneapolis, MN
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure...

Apr 05, 2026
BU
Managing Director, PB
BMO US Milwaukee, WI
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. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating...

Apr 05, 2026
BU
Full time
 
Customer Care Specialist
BMO US Cedar Rapids, IA
Application Deadline: 04/16/2026 Address: 3925 Fountains Blvd NE Job Family Group: Customer Shared Services BMO is hiring a Customer Care Specialist to join the Transportation Finance Operations team. Provides day-to-day delivery of critical leasing operations processes including loan administration and servicing activities. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Leasing operations includes specialized operations processes and activities for leasing commercial lending products. Gathers and formats data into regular and ad-hoc reports, and dashboards. Supports change...

Apr 05, 2026
BU
Full time
 
Managing Director, PB
BMO US Milwaukee, WI
Application Deadline: 04/23/2026 Address: 790 N Water 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. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures...

Apr 04, 2026
BU
Managing Director, PB
BMO US Milwaukee, WI
790 N Water Street Milwaukee Wisconsin,53202 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. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that...

Apr 02, 2026
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