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Overview of salaries statistics of the profession "Treasury Sales Specialist in Canada"

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Account Sales Specialist

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Advertising Sales Specialist

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After Sales Specialist

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Business Sales Specialist

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Cloud Sales Specialist

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Communications Sales Specialist

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Corporate Sales Specialist

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Cruise Sales Specialist

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Customer Service Sales Specialist

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Digital Sales Specialist

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Enterprise Sales Specialist

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Field Sales Specialist

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Field Technical Sales Specialist

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Flooring Sales Specialist

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Group Business Sales Specialist

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HVAC Sales Specialist

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Industrial Sales Specialist

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Inside Sales Specialist

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Inside Technical Sales Specialist

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Insurance Sales Specialist

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Internal Product Sales Specialist

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IT Sales Specialist

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Media Sales Specialist

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Medical Sales Specialist

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Microsoft Sales Specialist

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Military Sales Specialist

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New Business Sales Specialist

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Outside Sales Specialist

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Print Sales Specialist

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Product Sales Specialist

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Programmatic Media Sales Specialist

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Rail Sales Specialist

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Regional Clinical Sales Specialist

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Renewals Sales Specialist

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Sales Compliance Specialist

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Scientific Sales Specialist

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Showroom Sales Specialist

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Software Sales Specialist

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Technical Sales Specialist

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Territory Sales Specialist

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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.
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Bilingual Credit Management Resolution Officer
RBC, Mississauga, ON
Job SummaryJob DescriptionWhat is the opportunity?You are an officer within our Credit Management and Recoveries team acting as an RBC ambassador delivering an exceptional client experience by offering financial advice & payment solutions during their time of need. You champion the RBC brand and provide support to our clients as they interact with us in a variety of ways. If you have strong communication skills, are inquisitive and are passionate about building client loyalty & trust come build a long-term career with RBC. This is a full time and shift oriented role that offers flexible work arrangements. Our call centers are located in Meadowvale, Montreal & Winnipeg. As Canadas leading financial institution, we are committed to safe banking and provide support to ensure your success in this critical role.What will you do?Engage with clients through Outbound calls regarding outstanding payments on their credit cards, personal and business accountsEducate & provide advice on credit solutions, negotiate tailored payment arrangements for overdue accounts to meet clients financial obligationsFocus on helping clients when they need us most, by responding empathetically to a variety of questions, offering solutions based on clients financial situationResolve problems at first point of contact in a friendly and helpful manner and maintain relationships with partners to work as one RBCContribute to team results by supporting all colleagues to be successful in meeting client needsManage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interestsWhat do you need to succeed?Must-haveProven interpersonal, communication and problem resolution skillsAbility to build rapport while offering the right solutions for our clients while mitigating riskDesire to build exceptional client experiences, passionate and curious to help clients meet their needs and solve their concernsRequires fluency in French and English (oral and written)Flexibility to work various shifts that meet our clients needs Monday to Friday, between 8:00 AM to 9:00 PM and Saturday between 8:00 AM to 4:00 PM ESTNice-to-havePast experience in a customer service role where you provided a variety of needs-based solutionsNegotiation skillsExperience working in a team and metrics-based performance environmentPrevious experience working in a Contact/Call Centre and in a fast paced financial and/or service industryWhats 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, competitive compensation and stock where applicableA world-class training program in financial servicesExcellent career development and access to a variety of job opportunities across business and geographiesLeaders who support your development through coaching and managing opportunitiesWork in a dynamic, collaborative, progressive, and high-performing teamRBC is committed to supporting flexible work arrangements when and where available conditional on employees being able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.) Details to be discussed with Hiring Manager.HYBRIDENTJob SkillsAdditional Job DetailsAddress:MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGACity:MISSISSAUGACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-04-02Application Deadline:2024-04-29Inclusion 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.
Bilingual Credit Management Resolution Officer - Remote
RBC, Lévis, QC
Job SummaryJob DescriptionWhat is the opportunity?You are an officer within our Credit Management and Recoveries team acting as an RBC ambassador delivering an exceptional client experience by offering financial advice & payment solutions during their time of need. You champion the RBC brand and provide support to our clients as they interact with us in a variety of ways. If you have strong communication skills, are inquisitive and are passionate about building client loyalty & trust come build a long-term career with RBC. This is a full time and shift oriented role with an opportunity to work from home. As Canadas leading financial institution, we are committed to safe banking and provide support to ensure your success in this critical role.What will you do?Engage with clients through Outbound calls regarding outstanding payments on their credit cards, personal and business accountsEducate & provide advice on credit solutions, negotiate tailored payment arrangements for overdue accounts to meet clients financial obligationsFocus on helping clients when they need us most, by responding empathetically to a variety of questions, offering solutions based on clients financial situationResolve problems at first point of contact in a friendly and helpful manner and maintain relationships with partners to work as one RBCContribute to team results by supporting all colleagues to be successful in meeting client needsManage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interestsWhat do you need to succeed?Must-haveAbility to work independently in a structured environment, as a Remote Office Employee (ROE), working in your home office with proven time management and organizational skills and must be able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.) Details to be discussed with the hiring manager.Proven interpersonal, communication and problem resolution skillsAbility to build rapport while offering the right solutions for our clients while mitigating riskDesire to build exceptional client experiences, passionate and curious to help clients meet their needs and solve their concernsRequires fluency in French and English to serve our clients in the community with English speaking needsFlexibility to work various shifts that meet our clients needs Monday to Friday, between 8:00 AM to 9:00 PM EST and Saturday between 8:00 AM to 4:00 PM ESTNice-to-havePast experience in a customer service role where you provided a variety of needs-based solutionsNegotiation skillsExperience working in a team and metrics-based performance environmentPrevious experience working in a Contact/Call Centre and in a fast paced financial and/or service industryWhats 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, competitive compensation and stock where applicableA world-class training program in financial servicesExcellent career development and access to a variety of job opportunities across business and geographiesLeaders who support your development through coaching and managing opportunitiesWork in a dynamic, collaborative, progressive, and high-performing teamJob SkillsAdditional Job DetailsAddress:1540 BOUL GRBER:GATINEAUCity:GATINEAUCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-04-04Application Deadline:2024-04-29Inclusion 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.
Digital Product Owner - Business Banking Sales
BMO, Toronto, ON
Application Deadline: 03/27/2024Address:33 Dundas Street WestHybrid roleDevelops and delivers the full product development lifecycle from setting strategic objective to bringing a product to market that delivers business value. Researches, investigates, selects and develops products and services bridging business requirements with technology capabilities. Drives end-to-end product lifecycle including the 'why', 'when' and 'what' of the product, persona development, proof of concepts, backlog management and product activation through to product retirement. Provides the voice of the business to cross-functional product teams to clarify feature, story and content requirements; create story acceptance criteria; prioritizes the product backlog; and translates the product vision into a roadmap and actionable tasks.Identifies the overall goal of a product(s), drives engagement of stakeholders and leads the adoption of product.Drives the overall customer experience definition and prioritization that enables a focus on what matters most to our customers.Ensures product management and development teams are producing in parallel, and are working together effectively and efficiently.Builds and sustains high performing cross-functional teams; Monitors and tracks performance, and addresses any issues.Addresses blockers related to adoption and correct usage of the product- including communications, documentation and training.Establishes the go-to-market, pricing and positioning strategies.Plans & manages the budget, timeline, and tactical components, throughout the product lifecycle.Identifies and analyzes market trends to update and improve product usabilityEnsures that a new product in development, or a new feature of an existing product is proven to be desirable, viable and functional.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.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: Intermediate level of proficiency: Marketing Analysis.Creative thinking. Advanced level of proficiency: Process Improvement and optimization.Business Strategy.Research and information synthesis.Business Operations.Financial & Risk Management.Product Management.Learning Agility.Customer centricity.Collaboration.Product Development.Product Value Proposition and Go-to-Market Assets Definition, Design and Development.Technology Business Requirements. Definition, Analysis and Mapping.Product Lifecycle Management (Using Agile Methodologies).Complex Problem Solving.Verbal & written communication skills.Analytical and problem solving skills.Influence skills.Collaboration & team skills; with a focus on cross-group collaboration.Able to manage ambiguity.Data driven decision making.Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experienceSeasoned professional with a combination of education, experience and industry knowledge.Grade:8Job Category:People Manager / GestionnaireWe'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.
Analyst , Business Engagement Specialist
BMO, Toronto, ON
Application Deadline: 03/20/2024Address:100 King Street WestBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets SummaryJoin a dynamic team engaging the business sector to act on climate change by reducing emissions and moving towards a resilient, low-carbon economy. Climate Smart has a proven record of assisting businesses reduce their emissions and is expanding across North America. Powered by BMO, Climate Smart provides a unique service that enables businesses to measure and reduce greenhouse gas (GHG) emissions while strengthening their business at the same time. We offer a hands-on training program, a web-based carbon management program, and personalized advisory support.We are looking for a solid addition to our business development and sales team. Each Business Engagement Specialist team member is a driver and collaborative team player, highly self-directed and target-driven, who has experience in Technology Enabled Services and is passionate about the environment.Primary Job ComponentsIdentify potential clients and generate leads through various channels, networking, and referralsNurture relationships with prospects alongside BMO Relationship Managers through regular communication, providing valuable insights, and establishing rapportIdentify opportunities to recommend complimentary products to maximize customer value and revenueSchedule and host meetings, calls, and introductory demosIdentify client needs and challenges, engage subject matter experts to create solutions as part of the presales processClose deals by securing a commitment from the prospect and finalizing the terms of the agreement to achieve targets and KPIsMaster knowledge of the product to effectively communicate features, benefits, and value propositionTrack sales activities, maintain accurate records, and analyze sales data to identify trends, evaluate performance and make informed decisionsTrack and manage leads and opportunities through various stages of the sales process using CRM software to ensure timely follow-upStay up to date on industry trends and market developments to adapt strategies and maintain a competitive edgeCollaborate cross-functionally with Customer Success, Product, and Marketing teams to align efforts and refine the value proposition of the serviceAbout You BMO is looking for a Business Engagement Specialist, someone with excellent oral and written communication skills and the ability to present technical climate change information clearly and concisely. Our ideal candidate is highly self-driven, adaptable and proactive, a team player, and has a track record of success in business development/sales.Experience, Skills and Characteristics2+ years in a business development or sales role, preferably in a B2B SaaS environmentPost-secondary education in a related field or equivalent training and work experiencePrevious experience working within an enterprise sales organization by engaging with relationship stakeholders is an assetStrong oral and written communications skills with an ability to communicate to technical and non-technical audiencesAbility to manage time and manage multiple projectsOpen minded, creative problem solver, and excellent time managementEntrepreneurial, self-starter and highly adaptableFluent in French is an assetKey TraitsCuriosity - You learn who the buyer is and their business and enable the buyer to understand the Climate Smart business solutionAdaptability - You easily adapt in any situation and for client needsResilience - You remain positive when faced with obstacles and challenges and are able to identify areas for improvementEmpathy - You demonstrate empathy for clients trying to find the best solutionCompensation & Benefits:$70,000 - $75,000 CADGrade: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.
Portfolio Manager - Treasury and payment solutions
BMO, Vancouver, BC
Application Deadline: 05/12/2024Address:595 Burrard StreetAchieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.Provides support for sales activities such as presentations, bids/proposals, and requests for information.Develops an effective external network to support the identification of new and increased investment/lending business opportunities.Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.Establishes and enhances the Bank's brand by participating in meaningful and focused business and community.Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services.Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.Coordinates cash management product implementation and financial transaction set-up.Ensures consistent personnel training throughout the team.Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.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.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 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.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.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.
Sales Specialist 2023
Bobcat of Ottawa Valley, Ottawa, ON
Bobcat of Ottawa Valley is a growing company serving Eastern Ontario with compact front-line equipment. It now has several sites with one in Casselman, Cornwall, Ottawa. Bobcat of Ottawa Valley is one of the largest compact equipment dealerships offering sales - service - parts - rental to the construction and landscaping industries! As a leader in the compact equipment sector, we are proud to provide the most efficient services possible. With a trusted product comes a need for optimistic people with a real interest in working to join our team. Our goal is to provide quality equipment to our customers with the best possible customer service!Advantages and conditions: Start as soon as possible Permanent and full-time daytime position Weekends off Group insurance programs (eyes, teeth, drugs) Clothing provided Coffee, soft drinks Pizza dinner monthly Birthdays celebrations Social activitiesCar providedProvided computerand others...Tasks of the salesaman: - Greet customers and discuss the characteristics, quality and quantity of equipment or parts they wish to purchase or rent; - Inform customers on the use and maintenance of machinery, and advise them on specialized products or services; - Estimate or indicate prices, specify terms of credit and exchange, guarantees and delivery dates; - Prepare products for sale or rent; - Prepare sales or rental contracts, and payments - Help display products in the showroom or outside in the yard; - Maintain sales records for inventory; - Use computer systems
Customer Service Representataive
BMO, Brampton, ON
Application Deadline: 03/29/2024Address:9990 Airport RoadDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Identifies customer needs and initiates referrals to BMO colleagues.Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes standardized tasks under supervision.Performs initial problem solving within given rules/limits & escalates when required.Broader work or accountabilities may be assigned as needed.Qualifications:No prior experience necessary; post-secondary degree or certification in related field of study is desirable.High-level knowledge of personal, commercial and partner offers, and how each can best serve customers' individual needs.Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.Highly skilled at helping people who don't find digital applications intuitive to gain confidence in how to use them and to understand their benefits.Projects a professional presence.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.A focus on delivering a personal experience to customers.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic knowledge learned on the job.Verbal & written communication skills - Basic (in business environment).Organization skills - Basic (in business environment).Collaboration & team skills - Basic (in business environment).Grade:2Job 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.
Documentation Specialist - TPS
BMO, Vancouver, BC
Application Deadline: 04/11/2024Address: 595 Burrard StreetJob Family Group:Customer Shared ServicesSupports all sales forces in the opening, maintenance and closing of accounts and services. Directly impacts the bank's ability to meet manage risk and regulatory requirements through the timely preparation, review and analysis of treasury management agreements and deposit account documentation. Ensures adherence to all internal and external policies and requirements in order to protect the Bank's assets and minimize losses. Negotiates agreements with internal and external counsel.Advises and guides on sales legal documentation to clients and internal partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Resolves questions and issues with sales agreements and account documentations.Coordinates the management of documents' database; ensures alignment and integration of documents in adherence with BMO's standards.Analyzes information and provide insights and recommendations.Executes the end-to-end documentation processes for assigned sectors, including the distribution, collection, review and analysis.Reviews higher-risk client requests and confirm that proper authorizations have been received.Assists with the development, review and implementation of legal documents.Provides input into the planning and implementation of document management programs.Determines type of documents and appropriate actions as per request and establish procedures and processes.Reviews documents to verify that forms are correctly completed and required formats are used.Executes data entry/processing/tracking to support document management activities.Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.Follows records retention guidelines and policies for type of documentation, as required.Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required.Participates in the design, development, implementation, and management of core processes.Improves operational methods and workflows by identifying, recommending process improvement opportunities.Supports change management work to ensure the achievement of anticipated benefits.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.PC skills (MS Word, Excel, PowerPoint) - Good.Time management skills - Good.Prioritization skills - Good.Ability to multi-task in a fast-paced environment.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.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.
Business Intelligence Specialist - Senior
Computer Consultants International, Inc., Toronto, ON
HYBRID position at Toronto, OntarioMust haves:Demonstrated experience in (ETL) Extract, Transform & Load and Extract, Load and Transforms software development and a number of years of practical experience (minimum 7+ years)Demonstrated experience in creating both Functional Design Documents (FDD) & Detailed Design Documents (DDD).Proficient in SQL and Azure DevOpsThe Developer must have previous work experience in conducting Knowledge Transfer and training sessions, ensuring the resources will receive the required knowledge to support the system. The resource must develop learning activities using review-watch-do methodology & demonstrate the ability to prepare and present.
Business Analyst, Treasury Advisory
Deloitte,
Job Type:Permanent Work Model:Hybrid Reference code:126046 Primary Location:Calgary, AB All Available Locations:Calgary, AB; Toronto, ON; Vancouver, BC Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Learn from deep subject matter experts through mentoring and on the job coaching Leverage the Deloitte CPA Advantage program, a comprehensive support program for CPA modules and the CFE. Be encouraged to deepen your technical skills...whatever those may be. Build your leadership skills at Deloitte University. Have many careers in one Firm. Partner with clients to solve their most complex problems Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness. Enjoy My Benefit Dollars - a flexible benefit to support your physical, financial and emotional well-being. Experience a firm where wellness matters. Experience MyFlex and an agile work environment where work is what you do not where you do it Experience MyFlex where reduced hours or seasonal work allows you to meet your personal goals. Build a network of colleagues for life Have an impact that matters through pro bono and significant volunteer opportunities. Be empowered to lead and have impact with clients, our communities and in the office. Be expected to share your ideas and to make them a reality. Be part of a firm that leads the way and pushes themselves to look like contemporary Canada. Grow your network and your knowledge by joining one of our many Employee Resource Groups. What will your typical day look like? Due to significant growth, we are looking for an experienced Business Analyst with expertise in Corporate Treasury to join our Canadian team. In this role, you will be leading/supporting Treasury advisory/ transformation projects focused on Treasury business processes and technology. You will be working with a collaborative team, analyzing client issues to gather information and synthesize findings into business solutions. Responsibilities can include: Working with clients to understand their business environment and requirements Facilitating and documenting client meetings and workshops Managing client and key stakeholders' expectations to help build and sustain long-term relationships with clients Assisting your project manager with development of deliverables and providing updates on project progress Supervising junior staff and assisting with the management of client engagements Reviewing, analyzing, and documenting business processes and gathering requirements Supporting vendor selections and system implementations in a business analyst role Generating innovative ideas and challenging the status quo Developing your expertise in a specialization and your reputation as a trusted business advisor Participating in the development and delivery of client proposals and go to market material About the team Deloitte's Treasury Advisory team works with CFO's, CIO's, CRO's, Treasurers and others within the treasury organization address key business challenges and enhance all aspects of treasury operations and controls. We differentiate ourselves by combining deep Treasury business experience with exceptional Treasury technology expertise in one team. Our team is comprised of specialists in cash and liquidity management, foreign exchange, financial risk and controls, debt and investments management, policies, governance, and treasury technology. We are recognized in the industry as a leader in Treasury Advisory consulting.Enough about us, let's talk about you To be successful depending on role level and experience, you will be someone with: • 2+ years of consulting or corporate treasury experience with focus on technology implementation projects. • Hands on experience with Treasury Strategy/ Transformations and Treasury Management System (TMS) implementations - ie. Kyriba, FIS, IONconsidered an asset • Strong understanding of Treasury business process and controls. Good working knowledge of cash management, FX, debt capital markets and interest rate risk management • Experience developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under inter-dependent project deadlines • Strong presentation, consulting, project management, client, and training/ mentoring skills • Professional designations such as CTP (Certified Treasury Professional) or CFA considered an asset • Authorized to work in Canada and willingness to travel periodically within North AmericaTotal RewardsThe salary range for this position is $83,000 - $125,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Business Analyst, Project Manager, Risk Management, Consulting, Technology, Finance
Treasury & Payments Specialist
BMO, Calgary, AB
Application Deadline: 04/12/2024Address:595 8th Ave SW West TowerProvides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience.Applies business development strategies and collaborates with other BMO partners to grow the business and achieve goals.Reviews and monitors performance of the assigned market and sales opportunity pipeline to drive results.Participates in deal teams to develop, present proposals / pitches for new opportunities.Develops an effective external network to support the identification of new business opportunities.Delivers exceptional customer service that builds trust through expertise, responsive service and support.Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.Provides subject matter expertise and assistance with complex deal structuring.Acts timely, efficiently, and independently, taking ownership of client satisfaction.May include focused calling and pipeline management activities.Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.Works jointly with partners and stakeholders to develop non-standard/negotiated pricing agreements for cash management customers.Provides advice and guidance to assigned business/group on implementation of solutions.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.Monitors and tracks performance and addresses any issues.Supports product change management initiatives with tasks typically focused on execution and sustainment activities.Supports cash management product implementation and financial transaction set-up.Provides coaching and expertise on product and processes to enhance the knowledge, capabilities of other team members and business partners.Provides input into the planning and implementation of operational programs.Ensures internal guidelines and controls are in place to support management decision-making that protects the Bank's assets.Follows corporate policies, operating directives, laws and regulatory requirements.Makes recommendations to improve BMO processes and systems.Executes work to deliver timely, accurate, and efficient service.Plans, executes and fulfills cash management product solutions sales and services activities in alignment with standards.Provides product and process knowledge to stakeholders (e.g. product information, pricing, implementation timeframes, requirements, etc.).Identifies risks and takes appropriate actions to mitigate impacts and maintain operational integrity.Stays abreast of client needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.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 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Knowledge of cash management products and services - In-depth.Knowledge of business investment and lending products - In-depth.Knowledge of Personal and Commercial banking products and services - In-depthTechnical 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.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.
Business Intelligence Specialist - Senior
Computer Consultants International, Inc., Toronto, ON
HYBRID position at Toronto, OntarioMust haves:Experience in using Power BI and other data visualization tools to create reports and dashboards, perform data exploration, and manage datasets.Expertise in designing interactive and visually appealing reports and dashboards using Power BI Desktop, including selecting appropriate visualizations and arranging elements for clarity.Experience in performing DAX formulas and functions for performing calculations, aggregations, and custom calculations in Power BIUnderstanding of good UI design in delivering rich user experience by creating custom visuals and themes in Power BI to enhance report aesthetics and functionality.
Documentation Specialist
BMO, Halifax, NS
Application Deadline: 04/28/2024Address:1675 Grafton StreetSupports all sales forces in the opening, maintenance and closing of accounts and services. Directly impacts the bank's ability to meet manage risk and regulatory requirements through the timely preparation, review and analysis of treasury management agreements and deposit account documentation. Ensures adherence to all internal and external policies and requirements in order to protect the Bank's assets and minimize losses. Negotiates agreements with internal and external counsel.Advises and guides on sales legal documentation to clients and internal partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Resolves questions and issues with sales agreements and account documentations.Coordinates the management of documents' database; ensures alignment and integration of documents in adherence with BMO's standards.Analyzes information and provide insights and recommendations.Executes the end-to-end documentation processes for assigned sectors, including the distribution, collection, review and analysis.Reviews higher-risk client requests and confirm that proper authorizations have been received.Assists with the development, review and implementation of legal documents.Provides input into the planning and implementation of document management programs.Determines type of documents and appropriate actions as per request and establish procedures and processes.Reviews documents to verify that forms are correctly completed and required formats are used.Executes data entry/processing/tracking to support document management activities.Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.Follows records retention guidelines and policies for type of documentation, as required.Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required.Participates in the design, development, implementation, and management of core processes.Improves operational methods and workflows by identifying, recommending process improvement opportunities.Supports change management work to ensure the achievement of anticipated benefits.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.PC skills (MS Word, Excel, PowerPoint) - Good.Time management skills - Good.Prioritization skills - Good.Ability to multi-task in a fast-paced environment.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.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.
Documentation Specialist
BMO Financial Group, Halifax, NS
Application Deadline: 04/28/2024 Address: 1675 Grafton Street Job Family Group: Customer Shared Services Supports all sales forces in the opening, maintenance and closing of accounts and services. Directly impacts the banks ability to meet manage risk and regulatory requirements through the timely preparation, review and analysis of treasury management agreements and deposit account documentation. Ensures adherence to all internal and external policies and requirements in order to protect the Bank's assets and minimize losses. Negotiates agreements with internal and external counsel. Advises and guides on sales legal documentation to clients and internal partners. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Resolves questions and issues with sales agreements and account documentations. Coordinates the management of documents database; ensures alignment and integration of documents in adherence with BMOs standards. Analyzes information and provide insights and recommendations. Executes the end-to-end documentation processes for assigned sectors, including the distribution, collection, review and analysis. Reviews higher-risk client requests and confirm that proper authorizations have been received. Assists with the development, review and implementation of legal documents. Provides input into the planning and implementation of document management programs. Determines type of documents and appropriate actions as per request and establish procedures and processes. Reviews documents to verify that forms are correctly completed and required formats are used. Executes data entry/processing/tracking to support document management activities. Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations. Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents. Follows records retention guidelines and policies for type of documentation, as required. Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required. Participates in the design, development, implementation, and management of core processes. Improves operational methods and workflows by identifying, recommending process improvement opportunities. Supports change management work to ensure the achievement of anticipated benefits. 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. PC skills (MS Word, Excel, PowerPoint) Good. Time management skills Good. Prioritization skills Good. Ability to multi-task in a fast-paced environment. 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. Compensation and Benefits: $42 300,00 - $78 400,00 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.