Senior Portfolio Banker / BMO Family Office – Capital Advisory Services

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 esca