Job Description
Qualifications
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Technical proficiency gained through 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
Data driven decision making - In-depth
Benefits
$67,200.00 - $124,800.00
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
Responsibilities
Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank
Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations
This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures
Identifies new sales opportunities for prospects and existing commercial clients through analysis
May participate in on-site client visits with other internal stakeholders
Maintains and promotes a customer service environment which meets and exceeds customer needs and expectations
Recommends credit according to sound credit-granting principles
Exercises individually held Commercial unilateral discretionary limits and any held prescribed approval discretionary limits
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Evaluates clients’ ability to repay loans and consults on loan structure and collateral
Identifies trends in client activities which may be predictive of deteriorating credit quality
Performs periodic reviews of credit where more frequent monitoring may be appropriate
Understands borrower types typical in the high net worth market and their relation to collateral ownership, loan repayment, loan structure, etc
Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts
Monitors covenants of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement
Provides accurate financial analysis and risk assessment of new and existing customers
Partners with internal stakeholders for accurate, detailed client information
Develops credit information to make lending decisions on new, renewal and extension loans
Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients
Prepares summary, present facts and offer opinions concerning credit worthiness
Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions
Provides input into the planning and implementation of operational programs
Builds effective relationships with internal/external stakeholders
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently on a range of complex tasks, which may include unique situations
Broader work or accountabilities may be assigned as needed
We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs
Job description
Application Deadline:
02/12/2026
Address:
320 S Canal Street
Job Family Group:
Commercial Sales & Service
Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
• Identifies new sales opportunities for prospects and existing commercial clients through analysis.
• May participate in on-site client visits with other internal stakeholders.
• Maintains and promotes a customer service environment which meets and exceeds customer needs and expectations.
• Recommends credit according to sound credit-granting principles.
• Exercises individually held Commercial unilateral discretionary limits and any held prescribed approval discretionary limits.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Evaluates clients’ ability to repay loans and consults on loan structure and collateral.
• Identifies trends in client activities which may be predictive of deteriorating credit quality.
• Performs periodic reviews of credit where more frequent monitoring may be appropriate.
• Understands borrower types typical in the high net worth market and their relation to collateral ownership, loan repayment, loan structure, etc.
• Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts.
• Monitors covenants of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement.
• Provides accurate financial analysis and risk assessment of new and existing customers.
• Partners with internal stakeholders for accurate, detailed client information.
• Develops credit information to make lending decisions on new, renewal and extension loans.
• Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
• Prepares summary, present facts and offer opinions concerning credit worthiness.
• Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
• Provides input into the planning and implementation of operational programs.
• Builds effective relationships with internal/external stakeholders.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.
Qualifications:
• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Technical proficiency gained through 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.
• Data driven decision making - In-depth.
Salary:
$67,200.00 - $124,800.00
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: https://jobs.bmo.com/global/en/Total-Rewards
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 http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, *** (including pregnancy, childbirth, or related medical conditions), ****** orientation, gender identity, gender expression, transgender status, ****** 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 [email protected] 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.
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Technical proficiency gained through 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
Data driven decision making - In-depth
Benefits
$67,200.00 - $124,800.00
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
Responsibilities
Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank
Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations
This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures
Identifies new sales opportunities for prospects and existing commercial clients through analysis
May participate in on-site client visits with other internal stakeholders
Maintains and promotes a customer service environment which meets and exceeds customer needs and expectations
Recommends credit according to sound credit-granting principles
Exercises individually held Commercial unilateral discretionary limits and any held prescribed approval discretionary limits
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Evaluates clients’ ability to repay loans and consults on loan structure and collateral
Identifies trends in client activities which may be predictive of deteriorating credit quality
Performs periodic reviews of credit where more frequent monitoring may be appropriate
Understands borrower types typical in the high net worth market and their relation to collateral ownership, loan repayment, loan structure, etc
Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts
Monitors covenants of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement
Provides accurate financial analysis and risk assessment of new and existing customers
Partners with internal stakeholders for accurate, detailed client information
Develops credit information to make lending decisions on new, renewal and extension loans
Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients
Prepares summary, present facts and offer opinions concerning credit worthiness
Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions
Provides input into the planning and implementation of operational programs
Builds effective relationships with internal/external stakeholders
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently on a range of complex tasks, which may include unique situations
Broader work or accountabilities may be assigned as needed
We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs
Job description
Application Deadline:
02/12/2026
Address:
320 S Canal Street
Job Family Group:
Commercial Sales & Service
Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
• Identifies new sales opportunities for prospects and existing commercial clients through analysis.
• May participate in on-site client visits with other internal stakeholders.
• Maintains and promotes a customer service environment which meets and exceeds customer needs and expectations.
• Recommends credit according to sound credit-granting principles.
• Exercises individually held Commercial unilateral discretionary limits and any held prescribed approval discretionary limits.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Evaluates clients’ ability to repay loans and consults on loan structure and collateral.
• Identifies trends in client activities which may be predictive of deteriorating credit quality.
• Performs periodic reviews of credit where more frequent monitoring may be appropriate.
• Understands borrower types typical in the high net worth market and their relation to collateral ownership, loan repayment, loan structure, etc.
• Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts.
• Monitors covenants of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement.
• Provides accurate financial analysis and risk assessment of new and existing customers.
• Partners with internal stakeholders for accurate, detailed client information.
• Develops credit information to make lending decisions on new, renewal and extension loans.
• Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
• Prepares summary, present facts and offer opinions concerning credit worthiness.
• Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
• Provides input into the planning and implementation of operational programs.
• Builds effective relationships with internal/external stakeholders.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.
Qualifications:
• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Technical proficiency gained through 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.
• Data driven decision making - In-depth.
Salary:
$67,200.00 - $124,800.00
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: https://jobs.bmo.com/global/en/Total-Rewards
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 http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, *** (including pregnancy, childbirth, or related medical conditions), ****** orientation, gender identity, gender expression, transgender status, ****** 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 [email protected] 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.
💡 Quick Summary
Seeking a career-building opportunity? The Associate, Commercial Banking - Dealer Finance position is now open for candidates interested in the Bank Jobs sector. This role in Milwaukee offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
