Inspiring leadership: Hispanic and Latino colleagues on what it takes to succeed in finance

As we celebrate Hispanic Heritage Month, we honor the vibrant histories, diverse cultures, contributions and influence of Hispanic and Latino Americans. Here are the voices of inspiring Latino leaders and influencers at BMO who are making a difference, paving the way for future leaders from similar backgrounds and advancing BMO’s Purpose-driven commitment to an inclusive society for all.

Oscar Navarro, Head of Digital Product Development, Treasury & Payment Solutions, BMO Commercial Bank

Q: As a Latino, what has your experience been throughout your professional journey? 

A: Being a first-generation Latino has greatly influenced who I am today. My parents instilled values that served as the foundation for my future and, coupled with the winning culture at BMO, allowed me to thrive. I started in check processing 24 years ago, and with the help of leadership, internal training programs and many great mentors, I worked my way up to Head of Digital Product Development. BMO invested in my career – and now I’m lucky enough to reciprocate and serve as a mentor to help others grow, too. 

Guadalupe Marquez, Head of Specialty Finance, Financial Institutions Group, BMO Commercial Bank

Q: How has your Latin heritage shaped your professional development? 

A: My Latin heritage has instilled in me a profound sense of grit and integrity, drawing from the resilience and determination embedded in our culture. Family values serve as my compass, pushing me forward with a desire to achieve beyond what my parents could, driven by deep gratitude and responsibility. The unwavering commitment to doing the right thing, even when challenging, guides my professional development and approach to advising and serving our clients. 

Melissa Garcia, Managing Director, National Sales Manager, U.S. Personal & Business Banking

Q: What words would you use to describe your professional journey? Why? 

A: Dedication and determination – as a young girl, my mom instilled in me the importance of dedication and hard work and, most importantly, dreaming big and never giving up. To this day, her advice continues to carry through with me throughout my professional career. Being dedicated and determined to my work, community, career goals, and more importantly, my purpose in life to want to make a difference and help others has given me the courage and confidence to step outside my comfort zone and take risks throughout my journey. The journey has been fulfilling because of my diverse roles, allowing me to continue to learn and grow professionally and personally and proving my resilience throughout any challenges and setbacks I experience. 

Janie Cervera, Head of U.S. Wealth Client Field Services, BMO Wealth Management

Q: As a Latina in finance, what would your advice be to other younger Latinas as they begin their career? 

A: Knowing what I now know, I encourage Latinos/as in the workplace to strive for continual learning and building your brand. Push past the cultural shyness and raise your hand for some uncomfortable assignments or opportunities to gain additional experience and exposure. Use your voice to ensure you actively contribute to your team by raising suggestions, providing feedback, and asking for feedback. Getting out of your comfort zone will stretch your skills and develop your confidence when facing new challenges. Be sure to proactively network with colleagues and leaders at the organization to expand your knowledge of the business and industry. Take advantage of internal resources at your organization, such as mentorship programs, additional training opportunities, certification offerings, community volunteering involvement, and joining an Employee Resource Group. Also, consider joining external professional organizations to increase your network further. 

Michael Miranda, Head of Investments, North America, BMO Wealth Management

Q: What key traits do you think have allowed your exponential success in banking? 

A: Investments and banking broadly are all about delivering for our clients! I have always kept that as a primary goal. Are we providing solutions and services that resonate with our clients? Are we exceeding their expectations and upholding our promise to provide best-in-class financial services? I have made sure our teams are aligned around this client-centric model. This has served me well in my career, but even more importantly, it has served our clients well along their journey. 

Catherine Blaesing, Group Head, North American Diversified Industries, BMO Commercial Bank

Q: As a female building a career in banking, what has been the biggest challenge you’ve faced? 

A: I have been so fortunate to have had many different opportunities at BMO. The biggest challenge in my mind has been balancing the job’s demands with having a family. People talk about “work-life balance,” but I don’t believe there is ever a perfect day of balance. You must be deliberate when choosing when your family needs to come before work. On the flip side, there are days when the job needs to come first, and you must not feel the guilt. 

This is an extract from an article that appeared in Latino Leaders magazine. Read the full article.  

Learn about the Latino Leaders Index500, Powered by BMO, a compilation of the largest Latino-owned companies in the United States.