Specialist III-IC Banking Product Management I

Bank N.A.; San Ramon (CA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

Bank N.A. in San Ramon, CA seeks a Specialist III-IC Banking Product Management I to plan, manage, and oversee IT project implementations, ensuring benefits realization for banking products.

Collaborate with IT, Legal, Risk, Compliance, Fraud, and other partners to define requirements and execution plans. You will develop business cases, design dashboards (Power BI/Tableau), manage vendor relationships, and support regulatory reporting while driving strategic roadmaps for digital transformation

Qualifications

• Bachelor's or Master's degree in business, information systems, or related field (foreign education acceptable).
• 5+ years as a business consultant or related role managing requirements for digital transformation in banking platforms.
• Experience with onboarding, lending platforms, and data dashboards.

Responsibilities

• Plan, manage, and oversee IT project implementations to meet objectives.
• Collaborate with IT, Legal, Risk, Compliance, Fraud, and other stakeholders.
• Develop business cases, strategic roadmaps, and market analyses for banking products.
• Produce regular and ad hoc reports and dashboards; manage vendor relationships.

Skills

Agile methodology

Requirements management

Stakeholder collaboration

Dashboards

Education

Bachelor's degree in Business Administration/Information Systems or related field

Master's degree in Business Administration/Information Systems or related field

Tools

nCino

CapitalStream

FirstData

AFS

Blaze

Power BI

Tableau

MS PowerPoint

Jira

Confluence

Job description

Application Deadline:

11/25/2026

Address:

2623 Camino Ramon

Job Family Group:

Customer Solutions

BMO Bank N.A. seeks a Specialist III-IC Banking Product Management I to plan, manage, and oversee administration and execution of IT project implementations to ensure projects realize anticipated benefits. Partner and collaborate with heads of various functional disciplines (including IT, Legal, Risk, Compliance, Fraud, etc.) to determine project requirements, create plans for execution, identify significant cross-functional dependencies, oversee execution performance and analyze results to determine if financial and other objectives are met. Work proactively to escape and resolve critical issues. Bridge the gap between strategy and implementation and collaborate with digital and IT partners to define strategy and prioritize work. Manage product risks in compliance with legal, regulatory, and risk compliance, and reporting. Develop business cases by identifying needs, analyzing potential options, and assessing expected returns on investment. Design and produce regular and ad hoc reports and dashboards. Support change management of varying scope and type, typically focused on execution and sustainment activities. Monitor key product performance and growth metrics to identify trends and recommend action plans. Lead/oversee management of vendor relationships and external partnerships and provide guidelines for execution. Complete internal and regulatory reporting and attestations. Participate in and evaluate market research and competitive analysis associated with assigned products. Define and implement business cases and strategic roadmaps for banking products and services including project and budget approvals.

Requirements:

Requirements: Bachelor's degree in Business Administration, Information Systems, or related field (willing to accept foreign education equivalent) plus five (5) years of experience as a Business Consultant or related occupation managing requirements to develop digital transformation across customer and banker-facing commercial and business lending platforms OR Master's degree in Business Administration, Information Systems, or related field (willing to accept foreign education equivalent) plus three (3) years of experience as a Business Consultant or related occupation managing requirements to develop digital transformation across customer and banker-facing commercial and business lending platforms. Experience must include (quantitative experience requirements not applicable to this section): Utilizing business lending platforms including nCino and CapitalStream to enable streamlined onboarding for small business, commercial lending, and payments products; Automating interfaces between nCino, CapitalStream, FirstData, and AFS to reduce manual work, accelerate loan boarding, and streamline loan modification and review workflows; Building and integrating an auto credit decisioning framework in the lending platform using Blaze to support scalable and data-driven lending strategies; Disseminating data in the form of dashboards and presentations to executives using tools including Power BI, Tableau, and MS PowerPoint; Collaborating with multiple stakeholders for business and commercial lending; and Writing Agile user stories and utilizing Agile methodology using Jira and Confluence.

The salary for this specific position in San Ramon, CA is $157,581,73 per year.

Salary :

$90,000.00 - $180,000.00

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. Fro