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BMO Financial Group Portfolio Support Officer - Canadian Commercial Banking in Toronto, Ontario


100 King Street West

Job Family Group:

Commercial Sales & Service

The Portfolio Support Officer, Canadian Commercial Banking is accountable for providing support to designated Portfolio Manager(s) by investigating and providing risk reports to resolve breaches and maintain credit risk exposure, as well as completing quantitative and qualitative analysis of customer financial information. The role is accountable to understand the different customer segments and strategies supported and to provide accurate and effective gathering and interpretation/analysis of customer financial and account operation information and the preparation of annual reviews to support to the credit decisioning process for designated Portfolio Manager(s).

  • Investigate triggered alerts of set parameters including discussions with customer, conducting basic financial analysis to maintain credit risk exposure within Bank parameters and appetite and providing risk reports to Portfolio Manager(s) for resolution in a timely manner;

  • Support Portfolio Manager(s) with Annual Review process by identifying customers and accounts for review, completing spreads of financial statements, updating security information, and confirming risk positions.

  • Identify, record, and advise Portfolio Manager of any credit &/or risk management issues and related recommendations identified through review work.

  • Provide timely, accurate service and support to ensure the retention of valuable commercial clients and to identify and recommend workflow & process alternatives which can lead to improved efficiency and service levels.

  • Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.

  • Broader work or accountabilities may be assigned as needed

Knowledge and Skills:

  • Working knowledge of Bank systems including TSYS an asset

  • Corporate Card Product knowledge and / or Commercial lending background an asset

  • Ability to build effective relationships with internal/external stakeholders

  • Bachelor’s degree in Accounting or Finance or related field or comparable work experience

  • Verbal & written communication skills - Good

  • Organization skills - Good

  • Collaboration & team skills - Good.

  • Analytical and problem solving skills - Good

  • Business Numeracy ( Working)

  • Sales and Service (Working)

  • Risk Management (Working)

  • Influence (Basic)

We’re here to help

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 committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO Financial GroupServing customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.