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Product Support Representative - Construction
Wajax Limited, Rocky View County, AB
The Opportunity Play an integral role in the sales process as an outside Product Support Representative. Build your business by building customer relationships, answering product and service questions, and suggesting information about other products and services that Wajax provides. You will work closely with other members of the Wajax team to provide expert knowledge, advice, and product solutions for a comprehensive customer experience. The Role Invest in customer relationships within a defined territory. Conduct outside sales calls to clients. Generate customer referrals. Identify opportunities to upsell and cross-sell. Provide customer feedback. Identify and resolve customer concerns in a timely manner. Attend to phone and email inquiries. Meet and exceed established sales targets as determined on a monthly/annual basis. Assist in the creation and submission of bids for National Customer opportunities. Liaise with manufacturers, in-house departments, and all other relevant suppliers to determine status of orders and compliance to delivery times. The Candidate Education: College diploma, or related Red Seal Certification in a related field such as Parts & Warehousing or HD Mechanic Work Experience: 2-3 years' related experience in sales, marketing, or equivalent business experience. Knowledge: Knowledge of heavy equipment is an asset, IMPACT selling process, and must possess a valid driver’s license. Proficiency: Microsoft Office, including Outlook, Excel, Word and PowerPoint, CRM (Salesforce preferred) The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements. Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.
Plastic Extrusion Technical Sales
MountainCrest Personnel Inc., Coquitlam, BC
Plastic Extrusion Technical Sales: Harvey 2584 We are a family-owned company that specializes in custom plastic extrusions.We deal primarily with other manufacturing businesses, to build and supply extruded plastic products to our clients.We are currently seeking a Technical Sales Rep who has previous working experience in this industry who will be able to drive our business forward in the development of new business opportunities, while maintaining existing customer relationships and account servicing. Key Accountabilities and Functions:Develop and maintain existing assigned accounts and respond professionally to customers inquires.Identify and capitalize on new business opportunities within existing account base.Identify, qualify, and develop new leads.Develop new accounts using inside and outside sales strategies.Develop quotes, bids and proposals in a timely and efficient manner using existing cost estimating software, policies, and procedures.Reports to sales Manager Skills and Qualifications:3-5 years minimum experience in B2B (Business to Business) sales with proven results.Technically inclined/able to understand technical applications and be conversant relative to clients' needs and requirements.Assist clients with technical, details and specifications to determine the optimal solution.Excellent interpersonal skills, outgoing personality, and willingness to engage with customers in person.Build, grow and maintain positive trust relationships with customers.Ability to effectively influence and negotiate.Strong organizational, time-management and multi-tasking skills.Strong interpersonal skills including the ability to communicate professionally both written and oral in a highly ethical manor.Self-motivated with a willingness to take on responsibilities and challenges.Research and develop an understanding of trends and new business opportunities.Able to interpret drawings.Communicate, and collaborate with other company departments to identify best value solutions to customer requests.Intermediate knowledge and use of Microsoft Office.Vehicle and willingness to travel, Western Canada, and Pacific Northwest US. Additional asset Qualifications:Experience within any of the following industries an asset: plastic industry, window & door, railings, building materials, construction, or related trade. This is a fulltime position.Salary of $75,000 plus per year depending on experience, plus bonus if targets are met.Compensation and Benefits are:Medical and Dental benefits, pension packageCar and gas allowance 
Regulatory Examination Specialist - Information Security
TD, Toronto, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview Department Overview Building a World-Class, Diverse and Inclusive Technology Team at TDWe can't afford to be boring. Neither can you. The scale and scope of what TD does may surprise you. The rapid pace of change makes it a business imperative for us to be smart and open-minded in the way we think about technology. TD's technology and business teams become more intertwined as new opportunities present themselves. This new era in banking does not equal boring. Not at TD, anyway. TD Regulatory, Audit & Compliance Assurance is home to a team of highly valued professionals who provide support for all P&T related Regulatory and support interactions which includes business, 2nd, or 3rd LOD led exams. They provide support for all P&T related Regulatory and support interactions which includes business, 2nd, or 3rd LOD led exams. Provides oversight and governance over remediation, site visits, supervisory and inquiry activities to meet commitments to Regulators. Also, responsible for Merger & Acquisition integration into Assurance functions. There's room to grow in all of it. Job Details About This Role We are looking for someone to join our Platforms & Technology Regulatory, Audit & Compliance Assurance organization as Regulatory Exam Lead. The successful candidate will Manage global regulatory examinations, on-going supervisions, request for information, formal meeting for all of Technology by conducting the following activities: •Facilitation of Technology Regulatory Responses: •Act as primary intake and facilitator for Technology related Regulatory activities and requests •Coordination with key stakeholders and SMES to collect artifacts and evidence to respond to request items •Review of artifacts and evidence for executive approval, content and redaction prior to submission to the regulators •Assurance of timely submission of artifacts and reporting to the regulators •Organize and file digital artifacts and evidence •Facilitation of Formal Meetings: •Act as primary coordinator and facilitator for Technology related Regulatory sessions •Facilitate the preparation of agendas, speaking notes and presentation decks by coordinating with TCOs and SMEs •Facilitation of preparatory meetings with key stakeholders to review agendas, speaking notes and presentation deck •Facilitation and hosting of Formal Meetings with Regulators •Facilitation of executive and stakeholder debrief meetings and follow up items •Management Reporting: •Communicate and provide status reporting of the above activities to management and stakeholders •Liaise with other regulatory relations stakeholders outside of Technology •Work with Enterprise Technology Regulatory Management to improve the regulatory program management process to ensure regulatory activities met commitments, are performed efficiently and delivered timely with quality results •Promote and foster a cohesive team and positive work environment that encourages innovation, creativity and collaboration •Build and maintain positive working relationships by effectively communicating and regularly sharing information, issues/points of interest, learnings and knowledge with the team, internal and external business partners •Support management and other team members in the achievement of individual, divisional and team goals Job Requirements What can you bring to TD? Share your credentials and your relevant experience and knowledge. It helps if you have: •Undergraduate Degree or Technical Certificate. (Graduate Degree preferred). •7+ years relevant work experience in technology •CRISC certification or equivalent experience •CISA certification or equivalent experience •CISSP certification or equivalent experience a plus •University degree or relevant field / equivalent experience •Excellent English communication skills (written and oral), with experience interacting with all levels of management both within Company and Customer organizations •Ability to work in a high paced, multifaceted environment with minimal supervision •Ability to work independently and often autonomously in the management of projects, teams and operational disciplines and apply strategic thinking throughout the execution of work plans •Diverse, innovative thinking with respect to reusability of architecture and processes •Sound management techniques, experience in problem resolution and development of strategies for operational improvement •Drive to boost your knowledge and expertise by staying abreast of industry and business trends •Willingness to work closely and effectively with clients, stay connected to business needs and direction Additional Information Additional Information Join in on what others in TD Technology Solutions are doing: •Inspire a positve work environment and help champion quality, innovation, teamwork and service to the business. •Learn voraciously, stretch your thinking, share your knowledge and educate others. •Communicate and collaborate with both technical and non-technical professionals. •Cultivate winning relationships by building trust with business and technology partners. •Share our commitment to productivity, effectiveness and operational efficiency. •Embrace change and witness amazing things happen - from the inside. •Make your mark. Join a dynamic team. Explore new ideas. This is your opportunity to impact the future of banking technology in areas and ways you've never imagined (at a bank)! Visit techjobs.td.com to learn more. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Senior Director, Business Property Finance
BMO, Montreal, QC
Application Deadline: 05/02/2024Address:105 rue St-Jacques OBusiness Property Finance team focuses on alternate real estate sectors. Sectors covered include Seniors Housing, Hotels, Student Housing, Storage, Film Studio finance, data centers and parking. The role involves managing a large and complex portfolio of clients with portfolio size >$700 million in loans and over $10 million in revenue. Portfolio management includes both credit management and sales. Director is responsible for leading a 2-person team, which includes a dedicated associate and is involved in both underwriting credit and sales. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.Optimizes returns and capital on assigned portfolioProvides clients strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter and sector expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Networks with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ 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 established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem-solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.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.
Bilingual Specialist, Lending Operations
BMO, Quebec, QC
Application Deadline: 08/04/2024Address:VIRTUAL61 - HomeRes - QC - BMO#B2COperationsPlease note that this is a hybrid role (2x per month in the office) Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Lending operations includes specialized operations processes and activities for mortgages, consumer lending products, leasing and/or commercial lending products.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.Communicates with internal business partners and external customers to respond to standard and non-standard inquiries.Monitors and tracks performance, and addresses any issues.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Breaks down strategic problems, and analyses data and information to provide insights and recommendation.Gathers and formats data into regular and ad-hoc reports, and dashboards.Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Executes work to deliver timely, accurate, and efficient service.Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.May function as a problem-solving resource for more junior staff.Provides input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/ revised products/services or processes as required.Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests.Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met.Checks and reconciles information and documentation to ensure accuracy and completeness.Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines.Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.Data enters, reviews and verifies loan information and documentation for processing and/or further handling.Manages documentation to ensure that records are maintained in a proper manner.Analyzes data and information to provide insights and recommendations.Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations.Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to ensure appropriate actions are taken and operational integrity is maintained.Supports the development of tools and delivery of training focused on delivering business results.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.Knowledge and experience using relevant systems and technology - In-depth.Knowledge and understanding of the business unit's key products and services, processes and controls - In-depth.Knowledge of the risk and regulatory requirements of the business - In-depth.Prioritization skills - Good.PC skills (MS Word, Excel, PowerPoint) - In-depth.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.Bilingual (English / French)l - MandatoryThis position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.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.
Bilingual Specialist, Lending Operations
BMO Financial Group, Montreal, QC
Application Deadline: 08/04/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Customer Shared Services #B2COperations Please note that this is a hybrid role (2x per month in the office) Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Lending operations includes specialized operations processes and activities for mortgages, consumer lending products, leasing and/or commercial lending products. 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. Communicates with internal business partners and external customers to respond to standard and non-standard inquiries. Monitors and tracks performance, and addresses any issues. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Breaks down strategic problems, and analyses data and information to provide insights and recommendation. Gathers and formats data into regular and ad-hoc reports, and dashboards. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Executes work to deliver timely, accurate, and efficient service. Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager. May function as a problem-solving resource for more junior staff. Provides input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/ revised products/services or processes as required. Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures. Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests. Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness. Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines. Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information. Data enters, reviews and verifies loan information and documentation for processing and/or further handling. Manages documentation to ensure that records are maintained in a proper manner. Analyzes data and information to provide insights and recommendations. Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations. Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes. Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to ensure appropriate actions are taken and operational integrity is maintained. Supports the development of tools and delivery of training focused on delivering business results. 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. Knowledge and experience using relevant systems and technology In-depth. Knowledge and understanding of the business units key products and services, processes and controls In-depth. Knowledge of the risk and regulatory requirements of the business In-depth. Prioritization skills Good. PC skills (MS Word, Excel, PowerPoint) In-depth. 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. Bilingual (English / French)l - Mandatory This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $44,500.00 - $82,500.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Bilingual Senior Specialist, Credit Underwriting
BMO, Quebec, QC
Application Deadline: 08/04/2024Address:VIRTUAL61 - HomeRes - QC - BMO#B2COperationsPlease note that the selected candidate will have to come to the Montreal office twice per month.Analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles.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.Collaborates with internal and external stakeholders to deliver on business objectives.Ensures alignment between stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Designs and produces regular and ad-hoc reports, and dashboards.Monitors and tracks performance and addresses any issues.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Supports the development of tailored messaging, which may include writing, editing, and distributing communications.Executes routine tasks (e.g. service requests, transactions, queries etc.) within relevant service level agreements.Provides input into the planning and implementation of operational programs.Adjudicates new credit applications within defined limits or recommends credit products based on sound credit granting principles.Completes credit analyses to adjudicate credit applications.Responds to incoming inquiries in a prompt and professional manner and escalates issues to superiors or other departments.Assists customers and conducts all credit and related transactions.Keeps current with established processes, policies, and regulations, and knowledge of products, credit policies, services, and relevant legal, regulatory, and technology requirements.May contact customers to obtain, clarify, or confirm information.Applies and documents sound credit granting applications and lending decisions.Follows security and safeguarding procedures to reduce credit/lending risks.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 8+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.8+ years of mortgage underwriting experience - required.Federal Housing Administration (FHA) and U.S. Department of Veterans Affairs (VA) in the U.S. - required.Strong comprehension of HUD Handbook 4155.1 and 4155.2 in the U.S. - required.Prior relationship management experience - preferred.Expertise in credit and lending products, related regulatory requirements, and secondary market guidelines.Experience with web-based approval systems (DU/LP) - required.In-depth pipeline management - required.Strong comprehension of complicated income structures, including income from multiple sources (e.g. self-employment, rental or trust income, etc.).In-depth knowledge of competitive marketplace and trends in product offerings.Ability to identify/manage potential risk.In-depth knowledge of cash flow, credit, and evaluating collateral.In-depth knowledge of complex credit request structures that minimize risk while providing business value to the customer.Working knowledge of credit policies, procedures, principles, and philosophy.Thorough knowledge of software used to capture credit applications.Strong ability to analyze complex financials and tax returns.Strong familiarity with credit financial analysis techniques.Technical proficiency gained through 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.Data driven decision making - In-depth.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.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.
Bilingual Specialist, Credit Underwriting
BMO, Quebec, QC
Application Deadline: 08/04/2024Address:VIRTUAL61 - HomeRes - QC - BMO#B2COperationsPlease note that the selected candidate will have to come to the Montreal office twice per month.Analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles.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.Collaborates with internal and external stakeholders to deliver on business objectives.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Designs and produces regular and ad-hoc reports, and dashboards.Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Supports the development of tailored messaging, which may include writing, editing, and distributing communications.Executes work to deliver timely, accurate, and efficient service.Adjudicates new credit applications within defined limits or recommends credit products based on sound credit granting principles.Completes credit analyses to adjudicate credit applications.Responds to incoming inquiries in a prompt and professional manner and escalates issues to superiors or other departments.Assists customers and conducts all credit and related transactions.Keeps current with established processes, policies, and regulations, and knowledge of products, credit policies, services, and relevant legal, regulatory, and technology requirements.May contact customers to obtain, clarify, or confirm information.Applies and documents sound credit granting applications and lending decisions.Follows security and safeguarding procedures to reduce credit/lending risks.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 5 - 7 years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.5 - 7 years of experience with first mortgage underwriting and related transactions - required.In-depth pipeline management experience - required.Experience with web based approval systems - required.Expert knowledge of real estate lending products, regulatory compliance and secondary market guidelines.Working knowledge of competitive marketplace and product offering trends.Working knowledge of credit policies and procedures.Working knowledge of credit scoring, portfolio management, and risk management concepts.Working knowledge of cash flow, credit, and evaluating collateral.Strong experience in credit financial analysis.Working knowledge of financial statements analysis and review of tax returns.Knowledge of lending products and processes - Working.Knowledge of operational processes and supporting applications and policies - In-depth.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.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.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.
Bilingual Senior Specialist, Credit Underwriting
BMO Financial Group, Montreal, QC
Application Deadline: 08/04/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Customer Solutions #B2COperations Please note that the selected candidate will have to come to the Montreal office twice per month. Analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles. 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. Collaborates with internal and external stakeholders to deliver on business objectives. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Designs and produces regular and ad-hoc reports, and dashboards. Monitors and tracks performance and addresses any issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Supports the development of tailored messaging, which may include writing, editing, and distributing communications. Executes routine tasks (e.g. service requests, transactions, queries etc.) within relevant service level agreements. Provides input into the planning and implementation of operational programs. Adjudicates new credit applications within defined limits or recommends credit products based on sound credit granting principles. Completes credit analyses to adjudicate credit applications. Responds to incoming inquiries in a prompt and professional manner and escalates issues to superiors or other departments. Assists customers and conducts all credit and related transactions. Keeps current with established processes, policies, and regulations, and knowledge of products, credit policies, services, and relevant legal, regulatory, and technology requirements. May contact customers to obtain, clarify, or confirm information. Applies and documents sound credit granting applications and lending decisions. Follows security and safeguarding procedures to reduce credit/lending risks. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 8+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience. 8+ years of mortgage underwriting experience - required. Federal Housing Administration (FHA) and U.S. Department of Veterans Affairs (VA) in the U.S. - required. Strong comprehension of HUD Handbook 4155.1 and 4155.2 in the U.S. - required. Prior relationship management experience - preferred. Expertise in credit and lending products, related regulatory requirements, and secondary market guidelines. Experience with web-based approval systems (DU/LP) - required. In-depth pipeline management - required. Strong comprehension of complicated income structures, including income from multiple sources (e.g. self-employment, rental or trust income, etc.). In-depth knowledge of competitive marketplace and trends in product offerings. Ability to identify/manage potential risk. In-depth knowledge of cash flow, credit, and evaluating collateral. In-depth knowledge of complex credit request structures that minimize risk while providing business value to the customer. Working knowledge of credit policies, procedures, principles, and philosophy. Thorough knowledge of software used to capture credit applications. Strong ability to analyze complex financials and tax returns. Strong familiarity with credit financial analysis techniques. Technical proficiency gained through 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. Data driven decision making - In-depth. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $60 000,00 - $111 700,00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Bilingual Specialist, Credit Underwriting
BMO Financial Group, Montreal, QC
Application Deadline: 08/04/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Customer Solutions #B2COperations Please note that the selected candidate will have to come to the Montreal office twice per month. Analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles. 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. Collaborates with internal and external stakeholders to deliver on business objectives. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Designs and produces regular and ad-hoc reports, and dashboards. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Supports the development of tailored messaging, which may include writing, editing, and distributing communications. Executes work to deliver timely, accurate, and efficient service. Adjudicates new credit applications within defined limits or recommends credit products based on sound credit granting principles. Completes credit analyses to adjudicate credit applications. Responds to incoming inquiries in a prompt and professional manner and escalates issues to superiors or other departments. Assists customers and conducts all credit and related transactions. Keeps current with established processes, policies, and regulations, and knowledge of products, credit policies, services, and relevant legal, regulatory, and technology requirements. May contact customers to obtain, clarify, or confirm information. Applies and documents sound credit granting applications and lending decisions. Follows security and safeguarding procedures to reduce credit/lending risks. 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 5 - 7 years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience. 5 - 7 years of experience with first mortgage underwriting and related transactions - required. In-depth pipeline management experience - required. Experience with web based approval systems - required. Expert knowledge of real estate lending products, regulatory compliance and secondary market guidelines. Working knowledge of competitive marketplace and product offering trends. Working knowledge of credit policies and procedures. Working knowledge of credit scoring, portfolio management, and risk management concepts. Working knowledge of cash flow, credit, and evaluating collateral. Strong experience in credit financial analysis. Working knowledge of financial statements analysis and review of tax returns. Knowledge of lending products and processes Working. Knowledge of operational processes and supporting applications and policies - In-depth. 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. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $49,000.00 - $90,800.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Specialist Government and Community Programs
BMO, Montreal, QC
Application Deadline: 04/18/2024Address:105-119-129 rue St-Jacques OProvides swift independent, objective review of Canada Small Business Finance Program (CSBFP) loan transactions submitted on-going by Relationship Managers (RMs) for Business Banking (BB) borrowers. Prepares and handles CSBFP related documentation. Delivers exceptional client service by truly understanding the needs of BB borrowers and RMs. Supports BB loan fulfillment operations and change initiatives. Provides coaching to and supports RMs from which CSBFP applications and transactions originate. Proactively identifies opportunities to provide value-added financial solutions that meet client needs and expand the loan portfolio.Executes work to deliver timely, accurate, and efficient service.Reviews and communicates CSBFP loan funding eligibility decisions with rationales that can be understood and explained to RMs and their customersProvides advice and guidance to BB RMs for various CSBFP transactions.Employs systems (e.g. Excel Deal Tracker, Track It etc.) to manage information.Provides technical expertise to other team members, acting as a go-to person for the team.Supports the manager by coordinating and managing workflow and exception requests; escalates any concerns.Identifies and advises on transaction terms, conditions, and requirements and opportunities for cross-selling or alternative solutions that meet client needs.Keeps abreast of economic and market developments affecting CSBFP lending to inform credit risk policies and decision making.Adheres to BMO policies and guidelines for CSBFP loans.Coaches and advises customer-facing employees on CSBFP to increase awareness of transaction risks like fraud & impediments, Policies, Standards of Procedure and knowledge of CSBFP process.Supports the execution of strategic initiatives for BB and CSBFPGathers and formats data into regular and ad-hoc reports and dashboards.Monitors and tracks performance and addresses any issues.Provides input into the planning and implementation of operational programs.Responds to inquiries and resolves issues raised through audits and quality checks to adequately document lending decisions.Builds effective relationships with internal/external stakeholders.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Advanced understanding of business banking products, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.Strong knowledge of credit qualification and adjudication standards, policies, and procedures.Strong knowledge of Canada Small Business Finance Program (CSBFP) 110-54 and related SOPsAbility to use Business Connect and Customer ConnectComfortable interacting with Relationship Managers and Credit FundersComfortable interaction with suppliers who service BMO borrowers.Reviews these key documents: commercial lease agreements, Purchase & Sales Agreements, franchise agreements, construction contracts and invoices.Technical proficiency gained through 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.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.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.
Management Support Specialist
SAP, Montreal, QC
We help the world run betterOur company culture is focused on helping our employees enable innovation by building breakthroughs together. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. Apply now!SAP is looking for an administrative superstar with a demonstrated track record of success supporting senior executives distributed throughout the world. The successful candidate is someone with superior attention to detail, great organizational skills, and a proven track record providing proactive calendar support, meeting tight deadlines, juggling multiple critical requests, and taking effective action without knowing the full picture. A high level of integrity and discretion in handling customer, employee and confidential information is critical. We require a high level of professionalism in dealing with senior professionals inside and outside the company. A good sense of humor is important, as is the ability to be flexible, and the ability to change direction at a moment's notice. Role Description: Managing calendars and e-mails for the executive team on their behalf, including making calls to team members and customers. Arranging meetings for the executive team including coordination of team meetings, QBRs, WebEx/Zoom conferences, all-hands calls and larger events. Preparation of meeting materials and post-meeting actions including creating agendas, taking meeting minutes and securing venues for meetings. Meetings include regular weekly/bi-weekly meetings and larger events like team and/or customer meetings. Acting as the main point of contact between executives, employees, and customers Monitoring action items and managing reminders for multiple executives. Support the production of progress/highlight reports for projects/key workstreams. Managing internal and external correspondence, as required Coordination of complex travel arrangements, including preparing materials in advance of trip and conducting post-trip follow up, such as managing travel expenses, drafting thank you notes, and conducting other administrative support. Managing administrative workflows such as vacation requests, purchase orders, internal orders, distribution lists, organizational charts, etc. Maintaining internal shared drives (i.e. SharePoint, OneDrive, etc.) Supporting knowledge sharing within the organization Managing projects and monitoring budgets, as necessary What you'll do: Experience of successfully understanding and contributing to achieving key objectives in support of executives in a service orientated environment. Adept at solving problems and resolving issues on behalf of senior executives with limited guidance. Must be able to plan and identify unforeseen needs and see things through completion regardless of obstacles. Creative yet analytical with a logical mind and an eye for detail Extensive experience with global travel planning and coordination Experience with SAP internal tools like Corporate Portal, ISP, CSN, SAP Concur T&E Proficiency with Microsoft Office, specifically Outlook, Word, Excel, PowerPoint, and SharePoint Ability to be effective as a virtual assistant. This is a virtual, geographically distributed organization Proven time management skills with the ability to prioritize and handle multiple tasks and work in a fast-paced environment. Ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround. Exceptional planning, time management, communication, and organizational skills What you bring: 5 to 8 years of experience as an administrative assistant or comparable experienceassisting at an executive level in a fast-paced environment. Education: Bachelor's degree or apprenticeship as an administrative assistant or commercial qualification with equivalent work experience We build breakthroughs togetherSAP innovations help more than 400,000 customers worldwide work together more efficiently and use business insight more effectively. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. As a cloud company with 200 million users and more than 100,000 employees worldwide, we are purpose-driven and future-focused, with a highly collaborative team ethic and commitment to personal development. Whether connecting global industries, people, or platforms, we help ensure every challenge gets the solution it deserves. At SAP, we build breakthroughs, together.We win with inclusionSAP's culture of inclusion, focus on health and well-being, and flexible working models help ensure that everyone - regardless of background - feels included and can run at their best. At SAP, we believe we are made stronger by the unique capabilities and qualities that each person brings to our company, and we invest in our employees to inspire confidence and help everyone realize their full potential. We ultimately believe in unleashing all talent and creating a better and more equitable world. SAP is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to the values of Equal Employment Opportunity and provide accessibility accommodations to applicants with physical and/or mental disabilities. If you are interested in applying for employment with SAP and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to Recruiting Operations Team: [email protected]. For SAP employees: Only permanent roles are eligible for the SAP Employee Referral Program, according to the eligibility rules set in the SAP Referral Policy. Specific conditions may apply for roles in Vocational Training.EOE AA M/F/Vet/Disability:Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, ethnicity, age, gender (including pregnancy, childbirth, et al), sexual orientation, gender identity or expression, protected veteran status, or disability. SAP believes the value of pay transparency contributes towards an honest and supportive culture and is a significant step toward demonstrating SAP's commitment to pay equity. SAP provides the annualized compensation range inclusive of base salary and variable incentive target for the career level applicable to the posted role. The targeted combined range for this position is 53,200 - 116,500 CAD. The actual amount to be offered to the successful candidate will be within that range, dependent upon the key aspects of each case which may include education, skills, experience, scope of the role, location, etc. as determined through the selection process. Any SAP variable incentive includes a targeted dollar amount, and any actual payout amount is dependent on company and personal performance. Please reference this link for a summary of SAP benefits and eligibility requirements: SAPNorthAmericaBenefits.com Requisition ID: 390380 | Work Area: Administration | Expected Travel: 0 - 10% | Career Status: Professional | Employment Type: Regular Full Time | Additional Locations: #LI-HybridRequisition ID: 390380 Posted Date: Mar 25, 2024 Work Area: Administration Career Status: Professional Employment Type: Regular Full Time Expected Travel: 0 - 10% Location: Montreal, Quebec, CA, H3B 0B3
Director, Ultra-High Net Worth Lending, BMO Private Wealth
BMO, Montreal, QC
Application Deadline: 04/19/2024Address:1250 boul Rene Levesque OuestProvides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of private bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).Manages the preparation of new lending proposals or presentations to clients/prospects.Ensures new business meets policy and procedures requirements for profitability and risk management.Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.Negotiates directly with clients on new and existing opportunities.Works directly with clients in the event of deteriorating credit situations.Provides day to day technical support and management of accounts for team members and customers.May act as lead relationship manager.Supports the sales process and client experience, identifying gaps, issues and best practices.Ensures timely resolution of all client questions and concerns, both internal and external.Performs client sales & service support activities as required to meet client needs and maintain overall service standards.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.May network with industry contacts to gain competitive insights and best practices.Identifies emerging issues and trends to inform decision-making.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Partners with the leadership team on strategic direction and complex line-of-business projects.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Acts as the prime subject matter expert for internal/external stakeholders.Collaborates with internal and external stakeholders in order to deliver on business objectives.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Completes comprehensive analysis for risk, financial and profitability rating and assessments.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines.May provide specialized support for other internal and external regulatory requirements.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures.Identifies and escalates irregularities and discrepancies to management as per guidelines.Participates in assigned audits and compliance reviews.Ensures proper adherence to the code of conduct and ethical guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 5 - 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Bilingualism French and EnglishIn-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.In-depth / expert knowledge of risk management concepts.Expert communication and relationship management skills.Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.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.
Business Technology Specialist
BMO, Quebec, QC
Application Deadline: 04/16/2024Address:VIRTUAL(R)61 - HomeRes - QC - BMOMonitors, restores service, changes, supports, and handles day-to-day activities 7/24/365 required to run the mission critical systems for the company ensuring business service levels are met and environments are managed. Monitors and ensures service restoration of infrastructure, applications (online and offline), and security, while meeting service level agreements. Provides the Help/Service Desk support, as well as coordinates and facilitates Incident Management, deploys changes to the production environment, and engages 3rd party providers contracted to the Bank during an incident. Provides immediate response to production program or system problems. Participates in testing cycles to ensure the ability to deploy and operability of infrastructure and applications. Deploys, implements, provisions applications and infrastructure per deployment plans and infrastructure build guides.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Provides initial triage, investigation and resolution of incidents. This may include automated code to production, automated recovery scripts and runbook execution.Deploys automated code to production.Provides end to end technology support including computer, applications, network and storage, and root-cause analysis etc.Drives and/or promotes new processes, systems, technology, and operations and expanded capabilities for performance, with the flexibility to align to the unique requirements of the project teams and deliverables.Proactively monitors system performance and identifies operational improvements, in ensuring smooth and consistent customer and business partner delivery.Supports deployment activities, managing implementation issues to resolution.Provides initial triage, investigation and ensures fast turnaround times on issue/incident resolution.Monitors technical infrastructure, applications and/or business transactions through automated systems and instrumentation across the environment.Provides inbound call assistance to end-users for application, technical, and IMACD needs leveraging the knowledge base and/or run books available.Collaborates and engages with the appropriate areas across the bank.Develops or helps to develop the knowledge assets required for the operation.Promotes adherence to standards and industry best practices.Develops an understanding of organizational interactions and complexity to engage with the appropriate matrix areas.Identifies opportunities to strengthen the operational capability, such as: sharing expertise to promote technical development, mentoring employees, building communities of practice and networks across technology.Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning.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 1- 2 years of work experience in IT or business environment and/or B.S./B.A. in computer science, engineering, information systems, math or business.Understanding of Information Technology operating processes used for systems to ensure effective delivery including but not limited to IT Operations mandatory operating standards for monitoring, logging, and alerting.Knowledge of support and operations practice, concepts, and technology obtained through formal training and/or work experience.Technical and/or business functional knowledge of systems, tools, timing, and dependencies.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.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.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.
Global Technical Sales Lead
Boeing, Brisbane, Queensland, Australia
Job DescriptionAt Boeing, we innovate and collaborate to make the world a better place. From the seabed to outer space, you can contribute to work that matters with a company where diversity, equity and inclusion are shared values. We're committed to fostering an environment for every teammate that's welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.Boeing Digital Aviation Solutions (DAS) is currently looking for a Technical Sales Lead to join a dynamic enterprise software selling team for our global customer base in our Commercial Aviation group. This role will be based in Brisbane, Australia.As the Technical Sales Lead, you will work closely with Sales Directors and Service leads to grow account relationships and lifetime value. You will bring a breadth of knowledge about DAS IT architecture, cloud strategy, information security practices, integration approach and data privacy methods. You can clearly articulate how these practices enhance the value proposition of our products and services to prospective customers. Working alongside the Sales Directors and Services Leaders, you will play an integral role in driving the sales strategy, engaging with key stakeholders including customer CIOs, CTOs CISOs, and VPs in the IT department. Position Responsibilities: Collaborate with Sales Directors and Services Leads in a "team of three" to strengthen relationships and grow key accounts by setting account plans and strategies, pursuing opportunities, and marshalling the resources across the organization to carry out complex enterprise sales.Provides enterprise-level technical expertise throughout the sales cycle, and coordinates support when specific solution expertise or demo support is needed. May conduct high-level solution demonstrationsEstablish and maintain long term relationships with Customers IT departments, gaining insights into their IT policies and strategies.During sales campaigns, lead the technical discovery process with customer counterparts to understand system, security, data privacy, architecture, and integration requirements for implementation.Lead the technical aspects of the business case that will be included in the DAS proposal to address key issues raised by the customer technical leads.Define and execute the technical aspects of the solution transition plan after signed contact, shifting ongoing technical responsibility to DAS Delivery and Customer Success.Ensure full alignment with DAS enterprise architecture strategies, aligning customer commitments to solution implementations.Provide Voice of Customer (VoC) to the DAS architect group and software development leadership to ensure that customer IT requirements (IT architecture, cloud, information security, integration, data privacy, etc.) are being met by DAS offerings.Participate as directed in thought leadership and other C-level engagement and vision workshops.Participate in tradeshows and other company and industry events as directed.This position is hybrid. This means that the selected candidate will be required to perform some work onsite at one of the listed location options. This is at the hiring team's discretion and could potentially change in the future. Employer will not sponsor applicants for employment visa status. Basic Qualifications (Required Skills/Experience): 12+ years of experience with complex IT/technical customer facing work12+ years of enterprise architecture experience, including but not limited to cloud architecture, security, data privacy, integration, and deployment•5+ years of experience working with customers C-suite or VP levelComplex software integration experience (e.g. 24x7 day of operations solutions)Broad understanding of IT trends, emerging technologies and IT best practices.Demonstrated experience and comfort level engaging with key customer stakeholders from the CIO to end users.Motivated self-starter who can work independently and has demonstrated ability to collaborate with stakeholders such as sales, success, product management, and senior leaders.Creative problem solving and experience with Value Based Selling.Excellent communication, storytelling, and presentation skillsExperience with CRM platforms and other third-party SaaS sales/mar-comm technology.Negotiation and closing skills Preferred Qualifications (Desired Skills/Experience): Bachelor's degree or higher in a relevant field (e.g., engineering, business, technology).Knowledge of Boeing Digital Aviation portfolio and services.Commercial aviation experience within Flight and/or Tech OpTypical Education/Experience: Education/experience typically acquired through advanced technical education (e.g. Bachelor) and typically 14 or more years' related work experience or an equivalent combination of technical education and experience (e.g. Master and 12 or more years related work experience, 18 years related work experience, etc.) Relocation :Relocation assistance is not a negotiable benefit for this position. Candidates must live in the immediate area or relocate at their own expense.Export Control Requirements: Not an export control positionEqual Opportunity Employer:We are an equal opportunity employer. We do not accept unlawful discrimination in our recruitment or employment practices on any grounds including but not limited to; race, color, ethnicity, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military and veteran status, or other characteristics covered by applicable law.We have teams in more than 65 countries, and each person plays a role in helping us become one of the world's most innovative, diverse and inclusive companies. We are proud members of the Valuable 500 and welcome applications from candidates with disabilities. Applicants are encouraged to share with our recruitment team any accommodations required during the recruitment process. Accommodations may include but are not limited to: conducting interviews in accessible locations that accommodate mobility needs, encouraging candidates to bring and use any existing assistive technology such as screen readers and offering flexible interview formats such as virtual or phone interviews.Salary: . Date posted: 04/03/2024 03:56 PM
Specialist Capital Markets-Affirmations
BMO Financial Group, Montreal, QC
Application Deadline: 05/03/2024 Address: 129 rue St-Jacques O Job Family Group: Customer Shared Services Provides support and delivers specific operational processes to ensure timely and accurate settlement of Security, Derivative, Foreign Exchange and Money Market transactions executed globally, and confirms the activity is accurately recorded in the bank's book of records. Specific operational processes include pre and post settlement support related to account opening, confirmation, cash management, margin, and collateralization. Also provides support for specialized operations - Asset Servicing (corporate actions/entitlements), Correspondent Banking Services, and the Wire Payment Operations hub for the bank. Ensures compliance with all regulatory topics and reporting requirements related to the products and processes it supports. 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. Communicates with internal business partners and external customers to respond to standard and non-standard inquiries. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Monitors and tracks performance, and addresses any issues. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Executes work to deliver timely, accurate, and efficient service. Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager. May function as a problem-solving resource for more junior staff. Provides input and analysis into and participates in the planning, testing and implementation of continuous improvement projects as required. Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness. Analyzes data and information to provide insights and recommendations. Identifies and analyzes issues and problems, and resolves discrepancies in a timely manner. Deals with clients directly to resolve issues and/or escalates as required. Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations. Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. Understands the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained. Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes. Supports the development of tools and delivery of training focused on delivering business results. 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. Knowledge and experience using relevant systems and technology In-depth. Knowledge and understanding of the business units key products and services, processes and controls In-depth. Knowledge of the risk and regulatory requirements of the business Good. Prioritization skills Good. Customer service skills In-depth. PC skills (MS Word, Excel, PowerPoint) In-depth. 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. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $44,500.00 - $82,500.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Specialist Capital Markets-Affirmations
BMO, Montreal, QC
Application Deadline: 05/03/2024Address: 129 rue St-Jacques OJob Family Group:Customer Shared ServicesProvides support and delivers specific operational processes to ensure timely and accurate settlement of Security, Derivative, Foreign Exchange and Money Market transactions executed globally, and confirms the activity is accurately recorded in the bank's book of records. Specific operational processes include pre and post settlement support related to account opening, confirmation, cash management, margin, and collateralization. Also provides support for specialized operations - Asset Servicing (corporate actions/entitlements), Correspondent Banking Services, and the Wire Payment Operations hub for the bank. Ensures compliance with all regulatory topics and reporting requirements related to the products and processes it supports.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.Communicates with internal business partners and external customers to respond to standard and non-standard inquiries.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Monitors and tracks performance, and addresses any issues.Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Executes work to deliver timely, accurate, and efficient service.Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.May function as a problem-solving resource for more junior staff.Provides input and analysis into and participates in the planning, testing and implementation of continuous improvement projects as required.Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness.Analyzes data and information to provide insights and recommendations.Identifies and analyzes issues and problems, and resolves discrepancies in a timely manner. Deals with clients directly to resolve issues and/or escalates as required.Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations.Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.Understands the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained.Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.Supports the development of tools and delivery of training focused on delivering business results.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.Knowledge and experience using relevant systems and technology - In-depth.Knowledge and understanding of the business unit's key products and services, processes and controls - In-depth.Knowledge of the risk and regulatory requirements of the business - Good.Prioritization skills - Good.Customer service skills - In-depth.PC skills (MS Word, Excel, PowerPoint) - In-depth.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.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$44,500.00 - $82,500.00Pay Type:SalariedThe 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 We're here to helpAt 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 https://jobs.bmo.com/ca/en .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.
Team Lead - KYC Refresh
RBC, Halifax, NS
Job SummaryJob DescriptionWhat is the opportunity?As a Team Lead KYC Refresh, you would support the KYC Refresh Manager with management of KYC Refresh Analysts responsible for end-to-end completion including public document collection, outreach, name screening and Fenergo completion.What will you do?Support the KYC Refresh Manager to manage Global KYC Refresh process for Capital Markets in line with global and regional regulatory requirements and processes.Lead a team of KYC refresh analysts to deliver the completion of Global KYC Refresh cases effectively, efficiently and with high standard of customer service .Monitor quality and throughput of work being completed by KYC refresh team, identify issues including non-compliance issues, deviation from procedures, provide resolutions and report to the KYC Manager.Guide and motivate the team to ensure that all refresh analysts follow the KYC/AML guidelines set out in the firms AML Policy.Lead by example, react flexibly to changing business needs and ensure that skill set can be transferred to support other teams including QC and Regional Onboarding teams.Collaborate on an ongoing basis with counterparts from other teams within Client and Data Management Group to ensure CMG process and deliverables are compliant and completed efficiently and effectively.What do you need to succeed?Must havesMinimum 3-5 years of KYC/AML Capital Markets experience with a financial institution.Prior people management experience BA/BS or equivalentIn-depth knowledge of global Regulatory requirements (IIROC, FINTRAC, FINRA, FCA, OFSI, IRS, etc.) and/or experience working with regulatory or rule-based environments.Familiarity with Capital Markets products, trade systems and business lines.Excellent communication skills(verbal & written)Nice to havesClient onboarding or KYC refresh experience Certified Anti-Money Laundering Specialist (CAMS) designationAny financial accreditations such as the Canadian Securities Course (CSC)Operations or Technology degree, background, or experienceAdvanced knowledge of CDR, Fenergo, trading and settlement applicationsWhat is in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, and competitive compensation.Ability to make a difference and lasting impact.Work in a dynamic, collaborative, progressive, and high-performing team.Opportunities to take on progressively greater accountabilities.Leaders who support your development through coaching and managing opportunities.Flexible work/life balance options.Job SkillsAdditional Job DetailsAddress:120 WESTERN PKY:BEDFORDCity:BEDFORDCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Capital MarketsJob Type:RegularPay Type:SalariedPosted Date:2024-04-12Application Deadline:2024-05-06Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Solution Architect - Building Lifecycle Twin
Siemens, Pune, Any, India
Hello Talented Techie,We empower our people to stay resilient and relevant in a constantly changing world. We're looking for people who are always searching for creative ways to grow and learn. People who want to make a real impact, now and in future. Does that sound like you? Then it seems like you'd make a great addition to our vibrant international team. Siemens founded the new business unit Siemens Advanta (formerly known as Siemens IoT Services) on April 1, 2019 with its headquarter in Munich, Germany. It has been crafted to unlock the digital future of its clients by offering end-to-end support on their outstanding digitalization journey. Siemens Advanta is a strategic advisor and a trusted implementation partner in digital transformation and industrial IoT with a global network of more than 8000 employees in 10 countries and 21 offices. Highly skilled and authoritative specialists offer services which range from consulting to craft & prototyping to solution & implementation and operation - everything out of one hand!We are looking for Solution ArchitectHow do you craft the future Smart Buildings? We're looking for the makers of tomorrow, the hardworking individuals ready to help Siemens transform entire industries, cities and even countries. Get to know us from the inside, develop your skills on the job. You'll make an impact by: Being responsible for development and implementation of Digital Twin solutions for diverse projects, utilizing cutting-edge BIM software and technologies. Integrating various data sources into the Digital Twin environment to ensure accurate simulation and analysis. Developing comprehensive 3D models within the Digital Twin environment, encompassing a wide range of components ensuring collaboration with project objectives. Using visualization tools to create lifelike representations of Digital Twin models and analyse simulation outcomes for decision-making and conducting QA checks validating the reliability of the models. Creating comprehensive documentation, reports, and presentations to communicate methodologies and findings optimally. Staying informed about emerging trends and technologies in the BIM and Digital Twin fields, seeking innovative approaches for improvement. Your defining qualities 10 to 15 years of overall experience with 4+ in solutions architecture Bachelor's degree or equivalent experience in engineering, Architecture, Computer Science, or related field. Strong understanding of Digital Twin concepts, principles, and applications in the construction industry. Domain Knowledge of the Building Information Modelling (BIM) with proficiency in BIM software such as Autodesk Revit. Experienced in solution design with cloud technologies (AWS/GCC/Azure) Excellent analytical, problem-solving, and critical-thinking skills. Effective communication and teamwork abilities. Demonstrated ability to manage numerous projects simultaneously and meet tight deadlines. Experience in Building automation domain along with Construction lifecycle will be preferred. We will prefer if u have knowledge of industry standards and regulations related to BIM and Digital Twin implementations. Good to have a professional certification in BIM (e.g., Autodesk Certified Professional) and Digital Twin technology. Experience with sophisticated visualization and simulation tools such as Unity 3D, Unreal Engine, or Navisworks are added advantage. In addition, if you have experience in interdisciplinary project environments, such as architecture-engineering-construction (AEC) firms or research institutions will be an advantage. Join us and be yourself!We value your unique identity and perspective and are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society. Come bring your authentic self and create a better tomorrow with us.Make your mark in our exciting world at Siemens.This role is primarily based at Pune. However, you may get the opportunity to visit other locations within India as and when the work demands.We've got quite a lot to offer. How about you?We're Siemens. A collection of over 379,000 minds building the future, one day at a time in over 200 countries. We're dedicated to equality, and we encourage applications that reflect the diversity of the communities we work in. All employment decisions at Siemens are based on qualifications, merit and business need. Bring your curiosity and creativity and help us craft tomorrow.At Siemens, we are always challenging ourselves to build a better future. We need the most innovative and diverse Digital Minds to develop tomorrow 's reality.Find out more about the Digital world of Siemens here: www.siemens.com/careers/digitalmindsFind out more about Siemens careers at: www.siemens.com/careersSalary: . Date posted: 04/15/2024 08:45 PM
Junior Technical Writer
Siemens, Pune, Any, India
Hello Talented Techie,We empower our people to stay resilient and relevant in a constantly changing world. We're looking for people who are always searching for creative ways to grow and learn. People who want to make a real impact, now and in future. Does that sound like you? Then it seems like you'd make a great addition to our vibrant international team. Siemens founded the new business unit Siemens Advanta (formerly known as Siemens IoT Services) on April 1, 2019 with its headquarter in Munich, Germany. It has been crafted to unlock the digital future of its clients by offering end-to-end support on their outstanding digitalization journey. Siemens Advanta is a strategic advisor and a trusted implementation partner in digital transformation and industrial IoT with a global network of more than 8000 employees in 10 countries and 21 offices. Highly skilled and authoritative specialists offer services which range from consulting to craft & prototyping to solution & implementation and operation - everything out of one hand!We are looking for Junior Technical WriterHow do you craft the future Smart Buildings? We're looking for the makers of tomorrow, the hardworking individuals ready to help Siemens transform entire industries, cities and even countries. Get to know us from the inside, develop your skills on the job.You'll make an impact by:• Responsible for authoring tasks, creation, and integration of printed or electronic end user technical documentation.• Demonstrate ability to interact with developers and SMEs to gather knowledge on functional requirements.• Provide estimates about documentation tasks to the Scrum Master and work in agile environment.• Provide technical documentation (manuals, help, wiki docu) for features, defects on-time and as per the defined quality standards.• Working knowledge of any Content Management System Schema ST4 (Quanos), COSIMA is preferable.You'll win us over by:• 2 to 5 years of experience in the field of technical documentation in software industry.• Experience working with European partners and flexible to work across partner time zones to suit work requirements.• Knowledge of end-user documentation/product documentation/technical documentation.• Excellent technical writing, communication, and grammar skills• Proficiency in working with XML editor, authoring and other graphics related tools like SnagIt, Visio, Camtasia.• Familiarity with Lean/Agile development is preferable.• Should be a good team player capable of managing multiple project activities.• Should be analytic thinker, innovative and has good problem-solving skills.• Ability to work as an individual contributor and take ownership to deliver documentation in time.• Experience in Mobility background.Join us and be yourself!We value your unique identity and perspective and are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society. Come bring your authentic self and create a better tomorrow with us.Make your mark in our exciting world at Siemens.This role is primarily based at Pune. However, you may get the opportunity to visit other locations within India as and when the work demands.We've got quite a lot to offer. How about you?We're Siemens. A collection of over 379,000 minds building the future, one day at a time in over 200 countries. We're dedicated to equality, and we encourage applications that reflect the diversity of the communities we work in. All employment decisions at Siemens are based on qualifications, merit and business need. Bring your curiosity and creativity and help us craft tomorrow.At Siemens, we are always challenging ourselves to build a better future. We need the most innovative and diverse Digital Minds to develop tomorrow 's reality.Find out more about the Digital world of Siemens here: www.siemens.com/careers/digitalmindsFind out more about Siemens careers at: www.siemens.com/careersSalary: . Date posted: 04/19/2024 08:43 PM