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Manage and grow a middle-market commercial lending portfolio through business development, structuring complex deals, securing credit approvals, cross-selling, and strategic client advisory while ensuring compliance and risk management.

Leads BMO’s Emerging Middle Market team and drives market share, client acquisition, revenue growth, portfolio profitability, and client satisfaction. Manages strategic relationships, structures complex deals, secures credit approvals, identifies cross-selling opportunities, and ensures regulatory compliance. Recruits, coaches, and develops relationship managers while overseeing resources, performance, stakeholder collaboration, and market coverage strategies across Indiana.

Drive business growth by developing and managing middle-market client relationships, structuring complex credit deals, cross-selling banking products, and meeting revenue targets. Serve as escalation point for complex issues, prepare performance and market reports, ensure regulatory compliance, and collaborate with internal teams to optimize client solutions and portfolio returns.

Provides financial and investment planning advice to customers, recommends investment products, develops client relationships, acquires new business, generates referrals, and supports sales and performance targets. The role requires regulatory compliance, financial product expertise, needs-based assessments, relationship management, and collaboration across branches and banking partners.

Leads technology and information risk management for a designated portfolio. Oversees governance frameworks, policies, controls, metrics, reporting, regulatory compliance, and second-line oversight. Evaluates cloud adoption and AI use cases for security, resilience, data, operational, and compliance risks. Advises stakeholders, manages risk assessments and governance processes, develops training, analyzes risk data, and recommends mitigation actions.

Leads Treasury and Payment Solutions risk advisory and governance activities, overseeing risk assessments, control effectiveness, issue remediation, regulatory and audit engagements, change initiatives, and risk mitigation. Partners with senior leaders, regulators, compliance, legal, technology, and operations teams while managing a team of risk professionals. Develops and improves first-line risk programs, policies, procedures, training, reporting, and control frameworks to support regulatory compliance and business growth.

Provides remote customer sales and service for personal banking, credit, and lending products. Assesses customer needs, recommends borrowing strategies, processes transactions and lending requests, makes credit decisions or recommendations, and escalates complex issues. Maintains product knowledge, identifies suspicious activity, follows anti-money-laundering and regulatory requirements, protects customer information, and supports business objectives through professional customer interactions.

Manages high-value corporate banking relationships, drives new business and cross-selling, structures complex deals, secures credit approvals, and expands client portfolios. Resolves complex client issues, analyzes market and financial trends, ensures regulatory compliance, and collaborates with internal teams and senior leaders to deliver tailored financial solutions. The role also monitors portfolio returns, identifies share-of-wallet opportunities, and provides strategic advice to key clients.

Reviews and resolves complex, unresolved customer complaints involving banking products and services. Investigates issues, drafts customer responses, prepares executive summaries, identifies trends, and recommends process improvements. Collaborates with legal, privacy, media, and other specialized teams on sensitive cases. Monitors quality, regulatory compliance, data governance, and operational effectiveness while serving as a subject-matter expert and trusted advisor. Supports strategic planning, business initiatives, training, and complaint-resolution process improvements.

Manages a commercial banking loan portfolio by analyzing credit information, structuring and approving loans, monitoring portfolio performance, assessing risk, and ensuring regulatory compliance. Builds client relationships, identifies growth and cross-selling opportunities, develops business plans, and recommends capital allocation strategies. Collaborates with relationship managers and business partners while maintaining service quality, minimizing bank risk exposure, and supporting new and existing commercial lending relationships.