Job Description
Centralized Home Equity Sales is in an outbound sales opportunity - involving outbound calls to assist existing and new BMO customers who own their home, as well as completing applications.
Must have experience in:
Loan Origination
Outbound sales
Home Equity
Position Overview As a Cyber Security Incident Management Analyst, you will play a crucial role in supporting Bank of Montreal’s efforts to identify, manage, and resolve cyber security incidents. Your primary responsibilities will include ensuring the quality and accuracy of incident documentation, collaborating with cross-functional teams, conducting root cause analysis, and assisting in the continuous improvement of cyber security incident management processes.
You will work under the guidance of Incident Managers and other cyber security leaders to develop your skills in cyber security incident response, process optimization, and problem management. This role will help the bank to facilitate and manage potential or real attacks/breaches and provide operational support utilizing existing escalation procedures. As part of the Financial Crimes Unit (FCU) and the combined cyber, fraud, physical security, and crisis management teams, you will help strengthen our security capabilities to protect bank and customer data across these domains. This is an exciting opportunity for someone looking to start their career in cyber security in a large enterprise with an emphasis on improving quality and operational effectiveness.
Key Responsibilities Incident Management Support - Assist in the triage and classification of cyber security incidents as they are reported.
- Help monitor incident timelines to ensure compliance with response and resolution objectives which may require on-call support during major incidents or security events.
- Support the documentation of incidents, ensuring details are accurate, complete, and in accordance with incident management protocols.
Quality Assurance & Compliance - Perform quality checks on incident records and documentation, ensuring consistency and adherence to internal standards and regulatory requirements.
- Validate that incident handling procedures are followed correctly, and raise flags for any deviations or improvements needed.
- Assist with auditing incident reports, identifying gaps or areas for process improvements.
Problem Management & Process Improvement - Analyze recurring incidents to identify causes, suggest solutions, and support root cause analysis and post-mortem documentation.
- Collaborate with teams to enhance incident response processes and develop playbooks, guidelines, and SOPs.
- Track problem management activities, implement corrective actions, and improve incident handling effectiveness.
Reporting & Metrics - Assist in the creation of incident reports and dashboards to track performance, trends, and metrics associated with incidents and problem management.
- Provide data-driven insights to leadership for continuous improvement initiatives.
Collaboration & Communication - Work with IT, Security Operations, Crisis Management, and other relevant departments to ensure seamless communication and coordination during incidents.
- Assist with incident response meetings, ensure the right stakeholders are involved, and that action items are tracked and completed in a timely manner.
Qualifications Experience and Skills - Typically, between 1-3 years of experience in cyber security, IT operations, or a related field. Internship or academic projects in cyber security or incident response are a plus.
- Bachelor’s degree in Information Security, Computer Science, IT, or a related field, or equivalent work experience.
- Information Security certifications from a well-recognized institution (e.g. (ISC)2, ISACA, SANS).
- Basic understanding of cyber security principles, incident management, and problem management frameworks (e.g., ITIL).
- Familiarity with common incident management tools and platforms such as ServiceNow, Jira, or similar.
- Understanding and problem-solving ability of Information Security issues across the bank and a knowledge of defense in depth and zero trust models.
- Strong attention to detail and commitment to accuracy, particularly when documenting incidents.
- Analytical thinking with the ability to identify patterns and root causes in incidents.
- Excellent verbal and written communication skills, with the ability to communicate clearly and professionally with various technical and non-technical audiences.
- Ability to work independently and as part of a team in a fast-paced, high-pressure environment.
Desired Skills (Not Required But a Plus)- Certification such as CompTIA Security+, CompTIA CySA+, GCIH, or ITIL Foundation is advantageous.
- Familiarity with EDR technologies such as CrowdStrike, Defender for Enterprise, or Carbon Black.
- Experience working on SIEM tools such as Splunk, Sentinel, or QRadar.
- Knowledge of cloud security, network security, and endpoint security.
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements.
- Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.
- Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
- Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
- Supports the delivery of targeted marketing programs, promotions, and other initiatives.
- Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
- Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.
- Serves a customer advocate during application and processing activities.
- Completes onboarding activities as required.
- Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
- Guides customers throughout mortgage application and processing activities.
- Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
- Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
- Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners.
- Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.
- Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Helps determine business priorities and best sequence for execution of business / group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
- Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
- Analyzes data and information to provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports and dashboards.
- Provides input into the planning and implementation of operational programs.
- Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Organizes work information to ensure accuracy and completeness.
- Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.
- Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications: - Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
- In-depth understanding of the mortgage lending process and applicable regulatory requirements.
- Strong interpersonal, sales, customer service, and negotiation skills.
- Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
- Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
- Strong knowledge of the broader real estate industry and mortgage market.
- Strong negotiation skills.
- Specialized knowledge from 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.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary: $41,715.00 - $73,800.00
Pay Type: Salaried & Commission
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:
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
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.
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.
Job Tags
Contract work, Part time, Work experience placement, Internship, Local area,