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Manager, SAP-Finance Tax
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. As a Tax Technology Consultant, you will be assisting on all tax technology related projects within KPMG's Indirect Tax practice (Canada, US, and Global) with a focus on the implementation or enhancement of SAP systems and Tax software integration services. What you will do Assist with project plans. Design, build, identify gaps, and implement indirect tax technology solutions. Customize and transform indirect tax process flows that meets client's specific business requirements. Support the project team with all the tax aspects of an ERP and other source system implementation or enhancement projects, by leveraging your experience from tax technologies, tools and solutions that bring value add to the clients. Efficiently coordinate and communicate with the internal project team on a timely basis. What you bring to the role Post-secondary degree with a major or focus in Finance, Accounting, Tax, or related field 2-3 years of relevant experience in Finance, Indirect Tax or related roles Experience with SAP- Finance specializing in Tax, S/4HANA not limited to tax requirements for indirect tax Experience with tax technology software, solutions and integrations relating to ONESOURCE Indirect tax determination, Vertex O Series, AvaTax, SOVOS GTD, etc. Proven understanding of modern technologies and their applications in the business world and various industries. Experience handling large volumes of data using Power Pivot/Power Query/Power BI is considered an asset. Strong analytical, problem solving, and teamwork skills, with the ability to manage conflicting demands and priorities and to multitask Excellent written and verbal communication skills, interpersonal skills and to be able to communicate to clients Our Indirect Tax group: Offers a full range of planning and compliance advice with respect to GST/HST, QST provincial sales taxes (PST), property transfer taxes, excise taxes, fuel and carbon taxes, and other indirect taxes levied by the provincial and federal governments in Canada. We help our clients ensure that they are meeting their obligations in all relevant jurisdictions and that they are making the most of any tax planning and refund opportunities. We also assist our clients in the context of indirect tax audits and appeals . Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Senior Relationship Manager
BMO Financial Group, Glencoe, ON
Application Deadline: 04/28/2024 Address: 224 Main Street Job Family Group: Commercial Sales & Service 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. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Participates and provides leadership in Bank and community activities to increase Banks brand visibility and to enhance new business opportunities. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. May coordinate closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Advises clients on loan products, options, rates, terms and collateral requirements. May advise business clients on cash management/deposits solutions. Advises clients, where possible, on business management and other financial matters. Develops and manages Commercial banking relationships, plans for prospective clients; may include focused calling and pipeline management activities. Acts as the prime subject matter expert for internal/external stakeholders. Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation. Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services. Monitors and tracks performance, and addresses any issues. Ensures proper documentations for loans and cash management services. Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing. Evaluates and structures loan requests, determining appropriate documentation for Approved loans. Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements. Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations. Follows up after closing to insure all documents are completed and filed. 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 clients/prospects 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. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 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. Deep knowledge and technical proficiency gained through extensive education and 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. Compensation and Benefits: $64 600,00 - $119 700,00 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.
Community Services Assistant 2 - Youth Engagement Team
The City of Surrey, Surrey, BC
Overview As one of the fastest growing cities in Canada, City of Surrey is a globally recognized leader in building vibrant, sustainable communities through technology and innovation. City of Surrey employees are talented innovators, inspired by meaningful work and the opportunity to drive our city-and their careers-forward. Build a City. Build a Future at the City of Surrey. Employment Status Union - CUPE Local 402 - Auxiliary. Scope The City of Surrey's Community & Recreation Services Division provides exciting opportunities and challenges in an active and energetic environment within our Community Recreation Centres. We are looking for high energy, enthusiastic Community Services Assistants. This is an opportunity to be part of a team that values leadership and organizational talents. Responsibilities • Provide exciting engagement opportunities for youth ages 10-18 in multiple locations across Surrey promoting social, emotional, and physical development. • Provide a physically and emotionally safe place for youth to develop, connect and be involved with their community. • Work alongside youth to create projects, programs, activities, and events with the purpose of engaging local youth in civic services with leadership opportunities. Qualifications • Completion of Grade 10 supplemented by 6 months of experience in community service work or an equivalent acceptable combination of training and experience. • Emergency First Aid Certificate and CPR C with AED Certificate. • Some post-secondary education with a focus in youth studies would be considered an asset. • Class 4 driver's license is an asset. Conditions of Employment This position requires completion of a Police Information Check/Vulnerable Sector Check. Successful applicants must provide proof of qualifications. Conditions of Employment Pay Grade: Schedule D Hourly Rate: $23.85 Closing Date This job will be posted until April 3, 2024. Our Values Integrity - Service - Teamwork - Innovation - Community
Manager, Security Team - Repost
Winnipeg Regional Health Authority, Winnipeg, MB
Requisition ID: 351725 Position Number: 20063106 Posting End Date: Open Until Filled City: Winnipeg Employer: Winnipeg Regional Health Authority Site: WRHA Corporate Department / Unit: Facilities Support Job Stream: Non-Clinical Union: Non Union Anticipated Start Date: ASAP FTE: 1.00 Anticipated Shift: Days;Standby coverage as required Daily Hours Worked: 7.75 Annual Base Hours: 2015 Grow your career in the Winnipeg Health Region! Our team provides a spectrum of health care services through an integrated network of sites, services and organizations. We’re united by a shared commitment to excellent and equitable health care. Position Overview The WRHA Security Team is dedicated to the provision of a safe environment in which the public may receive, and the hospital staff may dispense, medical care; and to promote Security awareness within the health care facility. It is our function to protect patients, visitors and employees from harm or reasonable fear of harm and to maintain an acceptable level of order, control and safety with the hospital and grounds. Provide protection for personal and hospital property from theft, misuse and vandalism as well as enforce the various hospital rules, regulations and policies, and applicable laws and by-laws. MAIN FUNCTION: Under the general direction of the Director, Facilities Support Services, the Manager, WRHA Security Team is responsible to support overall security services operations including access control procedures, security response to contingencies and other emergencies and physical safeguards for designated WRHA hospitals, and hospitals requiring ISO or QP designated security officers. The incumbent's position is to ensure the department’s daily operational activities are carried out in a reasonable fashion and that adequate security coverage/measures are maintained. The incumbent will be responsible for utilizing security data, KPI’s and incident reviews as the basis for analysing the effectiveness of operational policies and procedures to meet the changing security landscape. This analysis will form the basis of all recommended changes to established policy and procedures. Human resources management including collective agreement interpretation, discipline processes, grievance processes, job description preparation, job evaluation, training needs assessments, performance appraisals, absenteeism review and hiring. Responsible for recruiting, managing, disciplining, and evaluating the performance of security officers and ensuring they receive on-going and proper orientation and training in all areas of hospital security procedures. Experience Five years previous experience in a hospital or institutional security department, at the supervisory level, preferably in a unionized environment. Must have experience in leading at the department level including budgeting (operating and capital funds), site security service coordination, department strategic and operational leadership planning and leading supervisory/management staff. Education (Degree/Diploma/Certificate) Successfully complete the Healthcare Institutional Safety Officer training, and demonstrate competency in order to be designated as per the Police Services Act, Institutional Safety Officer program. Must also be able to demonstrate ongoing competency and capacity in order to maintain that designation as per the program requirements. Complete high school education, Manitoba standards, required. Bachelor’s degree in Administration, Criminology, Justice or other relevant discipline required. SPECIAL TRAINING: Must be conversant with Microsoft Office applications and be comfortable working with Security and electronic camera systems. Must have demonstrated knowledge of laws, regulations and codes applicable to law enforcement. Successfully complete the Healthcare Institutional Safety Officer training, and demonstrate competency in order to be designated as per the Police Services Act, Institutional Safety Officer program. Must also be able to demonstrate ongoing competency and capacity in order to maintain that designation as per the program requirements. Certification/Licensure/Registration Must be eligible for ISO Certification through the Provincial Attorney General's Department. Designation as a Certified Healthcare Protection Administrator by IAHSS or Certified Protection Professional by ASIS preferred. Possess and maintain a valid Manitoba Security Guard License. Valid Class 5 driver’s license. Qualifications and Skills Demonstrated management and organizational skills required. Must have or be able to acquire within a reasonable period of time a thorough knowledge of occupational hazards and safety precautions and regulations applicable to the area of supervision. Completion of relevant security related courses required with Federal, Provincial, Municipal or Military Police training an asset. Physical Requirements Minimum physical requirements aligned with requirements established for safe response to resistance training requirements and national standards. Regular re-testing will occur. Minimum vision and hearing requirements aligned with requirements established for safe response to resistance training requirements and national standards. Regular re-testing will occur. Qualifications will include minimum physical ability, vision standard, hearing standard and testing process. These tests will be a pre-requisite part of the ISO training program. Regular testing throughout employment will also be a requirement. These requirements will align with national standards aligned with Manitoba Justice and employer requirements. This position requires a current satisfactory Criminal Records Check (including Vulnerable Sector Search), Child Abuse Registry Check and Adult Abuse Registry Check as conditions of employment. The successful candidate will be responsible for any service charges incurred. A security check is considered current if it was obtained no more than six (6) months prior to the start of employment. Please note that an employee is not permitted to hold two or more positions across the WRHA legal entity that combine to equal more than 1.0 EFT. The WRHA legal entity includes Churchill Health Centre, Deer Lodge Centre, Grace Hospital, Middlechurch Home of Winnipeg, Pan Am Clinic, River Park Gardens, Victoria General Hospital, WRHA corporate programs, and WRHA community health services. Effective April 1, 2024, Golden West Centennial Lodge will also be part of the WRHA legal entity. Interviewed candidates may be called upon to participate in a skills assessment. Any application received after the closing time will not be included in the competition. We welcome applications from people with disabilities. Accommodations are available upon request during the assessment and selection process.
Manager, Portfolio Management Group
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 100 King Street West Job Family Group: Wealth Sales & Service Address: 100 King Street West The Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canadas Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Private Investment Counsel (BPIC)s philosophy, strategies and mandates. Key Accountabilities 1. Portfolio Administration and Implementation 2. Leadership & Team Effectiveness 3. Project Management 4. Risk Management & Control ACCOUNTABILITIES 1. Portfolio Administration and Implementation Implement investment recommendations of the Investment Policy Committee and investment managers by generating orders and executing transactions in BPICs discretionary accounts. Support Investment Counsellors in the administration and management of client portfolios by generating orders and executing transactions upon request. Maintain low portfolio variability with established investment models to keep performance in line with internal benchmarks. Proactively review client accounts to ensure portfolios are managed in an efficient manner by utilizing portfolio management software capabilities while ensuring compliance with investment constraints. Proactively liaise with the trading desk to enhance synergies. 2. Practice Management and Team Effectiveness Establish and maintain positive relationships with Investment Counsellors and provide guidance to Investment Counsellors in the management of client portfolios. Coach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in the resolution of complex issues. Provide insight and share expertise with team members and colleagues in regards to BPICs investment platform and products. Support a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change. Provide feedback and support to the Regional Directors of Investments. 3. Project Management Assist, as subject matter experts, with ad-hoc projects in support of BMO Private Wealth Canada initiatives. 4. Risk Management and Control Protect the Banks assets and clients by ensuring proper adherence to all aspects of First Principles, Our Code of Conduct, Ethics, and compliance policies and procedures relating to private client money management. Knowledge and Skills Knowledge Credentials and experience sufficient to achieve registration as Advising Representative with Provincial Securities Commissions is required (earned CFA Charter and has gained 12 months of relevant investment management experience in the 36-month period before applying for registration; or received the Canadian Investment Manager designation and has gained 48 months of relevant investment management experience, 12 months of which was gained in the 36-month period before applying for registration) University degree CFA Charter or Canadian Investment Manager designation Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Private Wealth or Investment Management divisions. Skills Strong understanding of portfolio management principles and the regulatory environment. Ability to work in a fast-paced environment Excellent interpersonal, communication, relationship management and persuasion skills (verbal, listening and writing) Strong attention to detail and analytical skills as well as being organized and the ability to multi-task and take initiative Strong ability to work independently and as part of a team Strong understanding of financial markets, investment products and familiarity with taxation issues. Strong understanding of the regulatory environment Strong technical skills and exposure to portfolio management and trading (Charles River CRIMS and CRE) and book of record software (FIS Global Plus) is an asset. Strong computer skills: MS Office, MS Outlook, Bloomberg is an asset. Job Category: Individual Contributor / Collaborateur Compensation and Benefits: $68,000.00 - $126,000.00 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.
Manager, Centralized Branch Compliance Office (Bilingual)
BMO, Quebec, QC
Application Deadline: 04/14/2024Address: VIRTUAL61 - HomeRes - QC - BMOJob Family Group:Business Management#B2COperationsSupports the business/group leader in the effective implementation, maintenance and administration of first line of defense (1st LOD) programs (e.g., operational risk, AML, compliance, regulatory, etc.), including overseeing business operations within the jurisdiction to ensure adherence and efficiency. Contributes to a strong risk management culture through collaboration with other first line employees, and second & third line functions to ensure Compliance, AML or operational risks are identified, mitigated, monitored and reported on an ongoing basis.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.Supports multiple, varied business units with corresponding number of regulators.Monitors and advises on management of risk requirements within the defined risk appetite.Manages/supports large/complex risk programs/frameworks /projects/initiatives to ensure risks are appropriately mitigated and regulations adhered to.Monitors industry and legislative developments and continuously updates programs to ensure they are competitive and effective.Supports the position on regulatory compliance Issues by interpreting requirements (existing, new and emerging) and identifying, analysing and addressing resultant gaps and issues, including those raised through the review of change initiatives. Understands the identified risk exposures and supports the development of action plans required to mitigate identified risks.Acts as a subject matter expert in the evaluation, development and implementation of an internal control system.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 analyses data and information to provide insights and recommendations.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.Monitoring to ensure that 1st line jobs are following defined processes and procedures.Develops, documents and maintains business/group procedures updating and obtaining approvals as regulations or the operating environment changes and communicates changes to the business/group & relevant stakeholder groups.Designs measurable sustainment strategies including assessing and recommending mitigations for industry/ segment-specific risks and prioritizing opportunities presented by internal and external stakeholders.Tracks exception/exemption requests and corresponding approvals.Facilitates training to ensure business unit employees fully understand requirements.Provides quality control for investigations, self-reports, examinations and independent reviews conducted by internal and external stakeholders, including regulators, providing verbal and written responses to requests for positions, action plans, information and/or documentationMay act as the designated Primary Business Unit Compliance Officer (BUCO) and/or Anti-Money Laundering Reporting Officer for the operating group and is accountable to meet all program requirements (e.g., Operating Group Compliance Program, AML Program Framework).Builds awareness, knowledge, and skills and, as necessary, provides communication, practical tools and ongoing support including making presentations, to promote a culture of risk identification and management.Supports the management of 1st LOD program for the business/group in compliance with appropriate principles, standards & direction from the second line of defense groups. Includes developing and promoting program and ensuring the execution of all program components.Works with assigned business/group leaders to implement 1st LOD programs and frameworks, developing and maintaining an in-depth understanding of the applicable regulatory and internal risk management requirements. Interprets and provides advice on the application of the requirements for the business/group.Develops and maintains an understanding of the business/group strategies and objectives, products and services, internal and external stakeholders and business processes as well as the underlying infrastructure to identify and manage implications and risk exposures for the business/group.Identifies, investigates, analyzes, documents & mitigates program risks, taking into account jurisdictional issues, and raises any issues or concerns to senior leaders and other stakeholders.Analyzes the impact and effectiveness of the program through periodic reviews.Recommends adjustments to the overall program, policy or processes within the business/group in accordance with the Risk Appetite Statement, Governance and Corporate Policy.Supports the business/group through internal/external audits or regulatory examinations and assists in development of action plans to resolve any identified issues.Provides support to the development and delivery of training and awareness programs within the business/group to increase awareness of and compliance to risk management requirements.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Program management skills - In-depth.Deep knowledge and technical proficiency gained through extensive education and 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.Bilingual (English/French) - Mandatory One of the RISR courses : Canadian Securities Course (CSC) by the Canadian Securities Institute (CSI) OR Canadian Investment Funds Course by the Investment Funds Institute of Canada (IFIC) OR Canadian Investment Funds Course by the IFSE institute OR Investment Funds in Canada Course by CSI One of the following courses: Branch Compliance Officers Course (BCO) OR Branch Compliance Officer's Course by the Institute of Canadian Bankers (ICB) OR Branch Manager's Examination Course by IFSE. 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:$68,000.00 - $126,000.00Pay 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.
Assistant Branch Manager
BMO, Quebec, QC
Application Deadline: 04/25/2024Address:3190 boul St-CharlesGuides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes.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.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution.Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.Supports the Bank's community involvement and participates in community activities.Resolves customer related issues using knowledge of bank services, products, and processes.Fulfills sales and service activities for the customer in accordance with approved procedures.Provides input into area business and market plans to optimize new and existing business opportunities within the community.Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.Reviews results and performance measures against plans and standards (e.g. sales targets, service targets, referral targets) to address gaps and develop plans.Analyzes data and information to provide insights and recommendations.Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.Manages transactional outcomes for customer calls or defers to appropriate internal business groups.Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.Builds effective relationships with internal/external stakeholders.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with all legal and regulatory requirements for the jurisdiction.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.1-3 years of banking or customer service/sales or equivalent experience.Previous supervisory or management experience - preferred.General knowledge of retail banking products and services.General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.Working knowledge of competitive marketplace and trends in product offerings.Working knowledge of branch operational processes and policies.Working knowledge of branch technologies, processes, and performance metrics.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: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.
Manager, Personal and Commercial Banking Anti Money Laundering Governance
BMO, Toronto, ON
Application Deadline: 04/11/2024Address: 100 King Street WestJob Family Group:Audit, Risk & ComplianceProvides oversight, analysis, subject matter expertise and review of key policies, procedures, and reporting related to financial crime risks for Personal and Commercial Banking Anti-Money Laundering Requirements. Implements and monitors risk management framework, governance framework, and practices leveraged across BMO to manage AML, TF & Sanctions risks. The Manager will work with stakeholders to provide insights and recommendations to key AML controls, data, metrics, trends, monitoring, and policies and procedures. The Manager will work with different Operating Groups and Lines of Business to ensure alignment across the enterprise and apply critical thinking to make strategic decisions. This includes managing and analyzing identified issues and trends, project engagement across all areas of Personal and Commercial Banking and ensuring adherence to AML established service levels, compliance standards, and practices. Will work with stakeholders to implement the methodology, metrics and program standards and ensure appropriate visibility and assessment is completed pertaining to key identified AML controls and control output.Acts as a trusted advisor to Personal and Commercial Banking Canada.Guides/assists in the identification and classification of issues; recommends action plans and provides oversight of issue management and completion.Recommends and implements solutions based on issue analysis and business implications.Influences and negotiates with stakeholders to achieve business objectives.Assists leadership and business in determining priorities, development, and execution of strategic plans.Identifies emerging issues and trends that may be complex in nature and requires AML/ATF subject matter expertise, including (but not exclusive to) complex reviews of business artifacts, customer and transaction data and technology requirements.Research existing or emerging requirements & related best practices to assist and develops recommendations for changes/enhancements.Assists with the interpretation of new or changing regulations and assessing impacts to the governance frameworks.Provides insights and recommendations, including through formal verbal and written mediums. Drafts reports, communications and presentations that are concise and clear, articulating critical analysis of identified issues/trends or escalations such that they are well understood, unambiguous and actionable.Conducts independent analysis and assessment to resolve strategic issues.Leads the development and maintenance of the governance system and framework as well as the review and analysis of key control outputs, trends with supporting documentation.Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.Represents the risk program / governance structure during internal/external regulatory audits and/or examinations.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.Leads in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Assesses education and training needs for the business and assists to develop and deliver training.Leads and integrates the monitoring, measurement & reporting on the status of the financial crime risk governance program to internal & external stakeholders.Includes communication with key stakeholders on actionable results of critical analysis of key controls and trends impacting Personal and Commercial Banking.Leads the management of governance meetings and maintenance of governing body mandates, oversight, and approval guidelines.May provide specialized support for other internal and external regulatory requirements.Provides input into the planning and implementation of ongoing operational programs in support of the financial crime risk framework.Leads/participates in the design, implementation, and management of core business/group processes.Administers and maintains financial crime risk program activities in adherence to all policies, procedures, and established processes.Identifies potential risk situations/ impacts, and make recommendations or escalates to the manager, as per guidelines.Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.Builds effective relationships with internal/external stakeholders e.g., business stakeholders and Corporate Support Areas (CSAs) in providing 'second line of defense' financial crime risk management support.Analyzes data and information to provide insights and recommendations; includes identification of risk impacts for new processes and workflows related to initiatives.Maintains tools and templates for financial crime risk programs (e.g., AML Legislative Compliance Program), as required.Act as first point of contact for incoming business queries related to AML. Provide effective challenge to problem statements and potential solutions.Provide guidance and recommendations to the business in consideration of the PCMLTFR, Enterprise AML Program, and business polices and risk appetite by maintaining a risk-based approach.Work with stakeholders and use in depth business knowledge and data of its customers, channels, and products to appropriately conduct risk assessments.Work collaboratively with leadership and the team to create efficiencies and identify opportunities to increase productivity.Able to work independently and with agility to change course and demonstrate strong risk management in a rapidly changing regulatory environment. Able to maintain Satisfactory Audit Results by working with key stakeholders and business in identifying any program gaps and completion of BAU activities.Manage and support downstream impacts to AML Program requirements due to changes and new guidance introduced BMO Compliance.Able to take initiative in identifying opportunities to get exposure to new challenges and different work streams to gain further knowledge and understanding of overall AML Risk and its impact at the enterprise level.Demonstrate leadership to ensure AMLO P&BB team serves as key leading stakeholders in model development, change review, and strategic priorities; ensuring team SME is leveraged in any model related decisions and changes as it pertains to second line oversight and challenge.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.In-depth knowledge of financial crime risk management practices.In-depth knowledge of the designated business / product portfolio.In-depth knowledge of regulatory requirements.In-depth knowledge of quantitative techniques and economic capital methodologies.In-depth knowledge & experience with risk policy frameworks; quality control / testing frameworks.Deep knowledge and technical proficiency gained through extensive education and 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.Compensation and Benefits:$68,000.00 - $126,000.00Pay 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.
Manager, Customer Insights & Reporting
BMO Financial Group, Toronto, ON
Application Deadline: 04/29/2024 Address: 33 Dundas Street West Job Family Group: Data Analytics & Reporting The Manager, Customer Insights and Reporting is responsible for the development, production, and ownership of customer metrics and reporting across Personal banking. The individual will have an end-to-end project accountability. Beginning with understanding the business KPIs, they will leverage expertise in process design to determine an efficient and optimal process for delivering reporting results. Development will include structuring the data flow and setting up automation. Ownership will continue post-implementation and include investigations, improvements, and partner relations. Key Accountabilities Analytic Capabilities & Critical Thinking Understand business KPIs, and relevant drivers and factors that can help reach business objectives. Internalize and understand the larger context of customer data elements and leverage a strong awareness of how customer and account attributes intersect. Analyze large, complex datasets (from multiple sources both structured and unstructured) to drive insights and recommendations. Be a practitioner of data best practices including QA, stable design, code optimization, and automation techniques. Design and improve production and ad-hoc reporting processes with the goal of optimizing consumption and performance. Design and Delivery of Performance Reporting and Dashboards Responsible for performance measurement reporting and visualization that monitors overall and incremental impact of customer growth in quantity and quality. Lead the definition, creation and maintenance of standardized dashboards and performance reporting for Customer Insights and business partners. Refine design proposals in collaboration with various stakeholders in Personal banking. Apply thoughtful consideration to the best way to present complex materials in a consumable way. Create new analyses and/or tools that deliver customer insights that enable business users to further their objectives. Leadership and Relationship Management Work collaboratively with other analytics teams and business subject matter experts to refine personal understanding and ensure consistency in reporting and design. Establish and communicate standards for accurate business requirement, technical specification and work process documentation associated with our metrics and reporting. Engage with business partners to ensure needs are met, update on delivery status, and provide transparency and clarity to results. Leverage consultative skills and knowledge of best-practices to provide guidance and consultative sessions with partners to share insights and recommendations rooted in data. Use these sessions to flag potential areas for deeper investigation, growth, or prioritization. Consult with and deliver results to partners within tight time constraints that consistently meet or exceed their expectations. Risk Management Ensure measurement reports meet governance and risk policies and identifying opportunities and solutions for continuous improvements Cross Functional Relationships This job requires the incumbent to interact with the following groups and/or processes in BMO FG and relevant external stakeholders: Managers and Senior Managers of Line of Business including: Analytics Centre of Excellence and all associated teams within Canadian P & C Product groups Customer Marketing NA Channels Technology and Operations P&C Distribution - Sales & Service Divisions and North American Contact Centres Knowledge & Skills Knowledge BS/BA in Commerce, Finance, Statistics, Quantitative methods, Math, Computer Science, Marketing, or similar. 3+ years of applicable experience. Strong foundation in data and analysis. Ability to pull data from multiple sources and formulate comprehensive and actionable reports Strong analytic and pattern recognition to connect causal factors and form hypotheses. Skills Expert proficiency in SQL, Excel, PPT. Proficiency in SAS EG coding. Strong communication skills (verbal & written); ability to provide concise, clear reporting, actionable analysis and presentations. Ability to interact with all levels of end users and technical resources. Experience in data visualization preferred, including visualization software such as Power BI, Microsoft Reporting Services, Spotfire or Tableau. Creative problem-solving skills A can-do attitude and passion for analytics including the insight and value it can provide. Self-motivation and the capacity to work under pressure and tight deadlines. Proven ability to self-check work to ensure results are error-free Ability to plan, organize and work on multiple tasks simultaneously Technical experience working in analytical software, and business software (Excel, PowerPoint, Word) Compensation and Benefits: $68,000.00 - $126,000.00 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.
Manager, Metadata and Classification
BMO Financial Group, Toronto, ON
Application Deadline: 04/29/2024 Address: 100 King Street West Job Family Group: Data Analytics & Reporting This is an Individual Contributor role, in a Hybrid Work Model (1-2 days per week in the Office) As an individual contributor, the Manager, Metadata and Classification drives operationalization and sustainability of mature data management practices for metadata and data classification. They lead the operational execution of data classification in support of accurate data documentation, protection and availability across the various data lakes, data marts and cloud instances in BMO. Working with operational groups and services and data stakeholders across the BMO enterprise, they will drive the deployment and implementation of processes, tools and methodologies supporting a shared understanding of metadata, data classification and maturity in BMO. What will you do: Leads the integration of metadata related to data classification and access into the data catalogue. Presents complex information in a manner suitable for technical and non-technical audiences. Facilitates meetings and builds strong relationships across stakeholder groups; collaborates cross-functionally to champion data management best practices, while promoting sound service management and service delivery capability Develops and maintains repeatable practice procedures for successful deployment of sustainable data practices around data classification, its protection and related metadata. Evaluates data classification and governance tools and technology, advocates for advancement of data management capabilities. Partners closely with the Data Governance function to ensure an end-to-end value generating operating model for the Bank, identifies and highlights systemic issues (related to the Practices). What you need to succeed: Typically between 5 - 7 years of relevant experience as a Metadata or Data Practices Specialist and post-secondary degree in related field of study or an equivalent combination of education and experience. Deep subject matter expertise in one or more data practices (metadata, data lineage, data controls, data quality, data classification, data governance, data management, access control, controlled vocabulary) and technical acumen leveraging AWS tools, Alation, Collibra or Informatica EDC/IDQ/Axon or Big Id, Manta Data Flow or similar solutions. Exposure to roles such as Business Analyst or Business Consultant in a Data Practice context Experience managing projects and initiatives at an enterprise level. Understanding data warehouse concepts, data lakes or data marts and technology, including AWS, cloud DB, data integration patterns, analytics and business intelligence Vendor management On-the-ground experience implementing strong, sustainable data management practices within a large setting. Nice to have: Familiarity with Artificial Intelligence or Machine Learning; AWS tools Compensation and Benefits: $74,800.00 - $138,600.00 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.
Branch Operations Manager
BMO Financial Group, Waterloo, ON
Application Deadline: 04/27/2024 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service Supports the branch and/or region in achieving business objectives by providing effective operational support, leadership and management of sales compliance and regulatory requirements. 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 BMOs 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. Provides input to the market business development plan. Support the solution and implementation of addressing client concerns and escalations, as required. Performs risk assessments and monitoring to ensure there are no breaches in compliance. Makes recommendations to management about risk and regulatory requirements and compliance. Recommends and implements solutions based on analysis of issues and implications for the business and the client. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. 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. Acts as the prime contact for internal/external stakeholder relationships, which may include regulators. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Monitors and tracks performance and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Ensures the effective implementation of Bank initiatives and programs. Models a mindset for continuous improvement and champions alternatives. 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. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Prepares documentation of compliance monitoring and risk assessments, and findings to management as per guidelines. Executes administrative reviews and filings according to Bank policies and procedures. Ensures Branch organization and delegation templates are in place and up to date. Monitors daily transactions, monthly transactions, and reports in accordance with regulatory guidelines and internal policies. Supervises cash and securities related responsibilities (cheque and securities deposits, cheque issuance, vault, box count, etc.) and operational compliance in the branch. Oversees maintenance of Policies and Procedures Manual as required by internal and external changes. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Acts as a subject matter expert on business applications/systems. Monitors operational controls to identify any deficiencies and supports the initiation of appropriate corrective actions to ensure controls are adequate. Identifies and analyzes factors which may affect risk mitigation within the market and compliance with applicable regulatory requirements Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Sources new sales & service professional candidates. Supports the Trainee mentorship and supervises performance during and subsequent to their 18-month training period. Leads/participates in the design, implementation and management of core business/group processes. Develops and manages a business/group program. Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Meets high quality service standards to maximize relationship retention and growth. Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong leadership experience. Sales and service experience preferred. In-depth operational experience. Supervisory/leadership experience. In-depth experience with financial planning products and related technologies. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Deep knowledge and technical proficiency gained through extensive education and 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. Compensation and Benefits: $60,300.00 - $111,800.00 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.
Senior Relationship Manager
BMO Financial Group, Vaughan, ON
Application Deadline: 05/19/2024 Address: 100 New Park Place Job Family Group: Commercial Sales & Service 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. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Participates and provides leadership in Bank and community activities to increase Banks brand visibility and to enhance new business opportunities. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. May coordinate closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Advises clients on loan products, options, rates, terms and collateral requirements. May advise business clients on cash management/deposits solutions. Advises clients, where possible, on business management and other financial matters. Develops and manages Commercial banking relationships, plans for prospective clients; may include focused calling and pipeline management activities. Acts as the prime subject matter expert for internal/external stakeholders. Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation. Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services. Monitors and tracks performance, and addresses any issues. Ensures proper documentations for loans and cash management services. Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing. Evaluates and structures loan requests, determining appropriate documentation for Approved loans. Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements. Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations. Follows up after closing to insure all documents are completed and filed. 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 clients/prospects 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. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 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. Deep knowledge and technical proficiency gained through extensive education and 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. Compensation and Benefits: $68 000,00 - $126 000,00 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.
Manager, BMO Rewards Program Customer Engagement & Lifecycle Management
BMO Financial Group, Toronto, ON
Application Deadline: 04/29/2024 Address: 33 Dundas Street West Job Family Group: Customer Solutions Loyalty programs are a major driver of customer engagement and credit card spend and are the most important factor customers consider in choosing a credit card. The brand perception, customer experience and overall value of a loyalty program underpin the success or failure of a credit card portfolio. The Manager, BMO Rewards Program Customer Engagement & Lifecycle Management is accountable in delivering the CRM strategies, planning and execution of key customer focused rewards program KPIs including Lifecycle communication strategies that increase redemption, rewards browsing, optimize redemption mix and support for new cards and offers, rewards program promotions, credit card offers and campaigns and NPS benchmarking. The ideal candidate will have a passion for marketing, customer experience and rewards programs, will be an independent and creative thinker, a team player, action and solution oriented. The candidate should also have prior experience in marketing, campaign design and execution. This role reports into the Senior Manager, Rewards Loyalty Programs and has two major elements: 1) CRM strategy design and execution 2) Delivering on Engagement KPIs CRM Strategy Design & Execution Leverages data and insights to conceptualize and propose marketing program that drive the highest results Leads CRM marketing and communications strategies with a strong discipline on marketing measurement, analysis and data-driven decision making. Responsible for reporting on channel specific KPIs such as web and email engagement Develop rewards programs and campaigns based on customer segment, seasonal needs, and market trends Maintain and evolves the Rewards Marketing and Promotions Calendar Manage and facilitate program offers and campaigns, from ideation, build and production (including any issues/defects) Manage operations and marketing strategy to maximize efficiencies and increase customer value proposition Lead and assist the execution of customer-facing communications including email, website and print channels managing reputational risk & operational excellence Delivering on Engagement KPIs Responsible for leading key customer growth and engagement strategies (engagement & retention) to deepen customer relationships, define marketing materials and programs that achieve program Key Performance Indicators Work with internal and external partners on measurement objectives to ensure initiatives are set up so the objectives can be measured at completion. Rewards offer and promotional SME, sharing best practices and standards including offer strategy, communication strategy, execution, and reporting Working effectively and closely with rewards program vendors and credit card rewards partners in delivery of Engagement KPIs KNOWLEDGE AND SKILLS Knowledge & Experience Strong track record delivering results in ambiguous and challenging situations 4-6 years Marketing, CRM or Rewards program management experience P&L accountability and payments experience preferred Minimum undergraduate university degree, an MBA or other post-graduate degree, or equivalent industry related experience preferred Skills Strategic thinker who can develop and execute near-term and long-term strategies and roadmaps Proven ability to build relationships with partners and colleagues across different business units and groups Proven ability to influence without authority and drive change Able to think like a customer and design the right customer experience Proven ability to manage multiple facets of a complex business and effectively prioritize most important business levers and initiatives Excellent business acumen and financial, analytic and business casing skills Very strong communication skills (oral and written) with ability to frame and effectively communicate complex problems Excellent problem-solving skills Team-oriented, collaborative and flexible Strong time management and project management skills Risk management capabilities Compensation and Benefits: $68,000.00 - $126,000.00 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.
Manager, Centralized Branch Compliance Office (Bilingual)
BMO, Montreal, QC
Application Deadline: 04/14/2024Address: 105-119-129 rue St-Jacques OJob Family Group:Business Management#B2COperationsSupports the business/group leader in the effective implementation, maintenance and administration of first line of defense (1st LOD) programs (e.g., operational risk, AML, compliance, regulatory, etc.), including overseeing business operations within the jurisdiction to ensure adherence and efficiency. Contributes to a strong risk management culture through collaboration with other first line employees, and second & third line functions to ensure Compliance, AML or operational risks are identified, mitigated, monitored and reported on an ongoing basis.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.Supports multiple, varied business units with corresponding number of regulators.Monitors and advises on management of risk requirements within the defined risk appetite.Manages/supports large/complex risk programs/frameworks /projects/initiatives to ensure risks are appropriately mitigated and regulations adhered to.Monitors industry and legislative developments and continuously updates programs to ensure they are competitive and effective.Supports the position on regulatory compliance Issues by interpreting requirements (existing, new and emerging) and identifying, analysing and addressing resultant gaps and issues, including those raised through the review of change initiatives. Understands the identified risk exposures and supports the development of action plans required to mitigate identified risks.Acts as a subject matter expert in the evaluation, development and implementation of an internal control system.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 analyses data and information to provide insights and recommendations.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.Monitoring to ensure that 1st line jobs are following defined processes and procedures.Develops, documents and maintains business/group procedures updating and obtaining approvals as regulations or the operating environment changes and communicates changes to the business/group & relevant stakeholder groups.Designs measurable sustainment strategies including assessing and recommending mitigations for industry/ segment-specific risks and prioritizing opportunities presented by internal and external stakeholders.Tracks exception/exemption requests and corresponding approvals.Facilitates training to ensure business unit employees fully understand requirements.Provides quality control for investigations, self-reports, examinations and independent reviews conducted by internal and external stakeholders, including regulators, providing verbal and written responses to requests for positions, action plans, information and/or documentationMay act as the designated Primary Business Unit Compliance Officer (BUCO) and/or Anti-Money Laundering Reporting Officer for the operating group and is accountable to meet all program requirements (e.g., Operating Group Compliance Program, AML Program Framework).Builds awareness, knowledge, and skills and, as necessary, provides communication, practical tools and ongoing support including making presentations, to promote a culture of risk identification and management.Supports the management of 1st LOD program for the business/group in compliance with appropriate principles, standards & direction from the second line of defense groups. Includes developing and promoting program and ensuring the execution of all program components.Works with assigned business/group leaders to implement 1st LOD programs and frameworks, developing and maintaining an in-depth understanding of the applicable regulatory and internal risk management requirements. Interprets and provides advice on the application of the requirements for the business/group.Develops and maintains an understanding of the business/group strategies and objectives, products and services, internal and external stakeholders and business processes as well as the underlying infrastructure to identify and manage implications and risk exposures for the business/group.Identifies, investigates, analyzes, documents & mitigates program risks, taking into account jurisdictional issues, and raises any issues or concerns to senior leaders and other stakeholders.Analyzes the impact and effectiveness of the program through periodic reviews.Recommends adjustments to the overall program, policy or processes within the business/group in accordance with the Risk Appetite Statement, Governance and Corporate Policy.Supports the business/group through internal/external audits or regulatory examinations and assists in development of action plans to resolve any identified issues.Provides support to the development and delivery of training and awareness programs within the business/group to increase awareness of and compliance to risk management requirements.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Program management skills - In-depth.Deep knowledge and technical proficiency gained through extensive education and 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.Bilingual (English/French) - Mandatory One of the RISR courses : Canadian Securities Course (CSC) by the Canadian Securities Institute (CSI) OR Canadian Investment Funds Course by the Investment Funds Institute of Canada (IFIC) OR Canadian Investment Funds Course by the IFSE institute OR Investment Funds in Canada Course by CSI One of the following courses: Branch Compliance Officers Course (BCO) OR Branch Compliance Officer's Course by the Institute of Canadian Bankers (ICB) OR Branch Manager's Examination Course by IFSE. 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:$68,000.00 - $126,000.00Pay 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.
Manager, CSI Community Development - Performance Excellence
BMO, Vancouver, BC
Application Deadline: 05/26/2024Address: 595 Burrard StreetJob Family Group:Strategy & ChangeDesigns, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc.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.Influences and negotiates to achieve business objectives.Acts as a trusted advisor to assigned business/group.Recommends and implements solutions based on analysis of issues and implications for the business.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.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 and collaborates with internal/external stakeholders.Ensures alignment between stakeholders.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.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.Leads or participates in defining the change/communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Provides input into the planning and implementation of operational programs.Develops and documents processes, procedures, etc. and/ or end-user materials.Assists with the documentation of end user materials.Assists with training and transition of processes and tools/templates to appropriate process owners.Collaborates in the design, implementation and management of core business/group processes.Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements.Streamlines, simplifies and continuously improves existing processes.Documents processes (including, but not limited to, process flows, playbooks, etc.) for vetting, communicating, and implementing processes with stakeholders.Ensures all processes meet established standards, effectively utilize templates and tools to track compliance and operational effectiveness standards.Looks for opportunities to eliminate, simplify and automate processes. Recommends approaches or changes to streamline and integrate processes to improve overall efficiency.Maintains current process documentation to ensure available for stakeholders as required.Supports management of processes using established methodologies and tools/system/technology.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Participates in the integration of Core Process transformation across business/groups to deliver process improvements for productivity savings and enhanced customer/employee experience.Develops an understanding of organizational interactions and complexity to engage with the appropriate stakeholders.Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning.Resolves issues regarding processes that are raised from all sources/stakeholders.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Possesses a deep understanding of and problem solving ability for issues within the business/group.Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth.Knowledge of business/group processes, procedures and controls - In-depth.Understanding of risk, regulatory and compliance requirements - In-depth.Deep knowledge and technical proficiency gained through extensive education and 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.Compensation and Benefits:$68 000,00 - $126 000,00Pay 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.
Manager, CSI Community Development - Performance Excellence
BMO Financial Group, Vancouver, BC
Application Deadline: 05/26/2024 Address: 595 Burrard Street Job Family Group: Strategy & Change Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc. 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.Influences and negotiates to achieve business objectives. Acts as a trusted advisor to assigned business/group. Recommends and implements solutions based on analysis of issues and implications for the business. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. 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 and collaborates with internal/external stakeholders. Ensures alignment between stakeholders. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. 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. Leads or participates in defining the change/communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides input into the planning and implementation of operational programs. Develops and documents processes, procedures, etc. and/ or end-user materials. Assists with the documentation of end user materials. Assists with training and transition of processes and tools/templates to appropriate process owners. Collaborates in the design, implementation and management of core business/group processes. Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements. Streamlines, simplifies and continuously improves existing processes. Documents processes (including, but not limited to, process flows, playbooks, etc.) for vetting, communicating, and implementing processes with stakeholders. Ensures all processes meet established standards, effectively utilize templates and tools to track compliance and operational effectiveness standards. Looks for opportunities to eliminate, simplify and automate processes. Recommends approaches or changes to streamline and integrate processes to improve overall efficiency. Maintains current process documentation to ensure available for stakeholders as required. Supports management of processes using established methodologies and tools/system/technology. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Participates in the integration of Core Process transformation across business/groups to deliver process improvements for productivity savings and enhanced customer/employee experience. Develops an understanding of organizational interactions and complexity to engage with the appropriate stakeholders. Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning. Resolves issues regarding processes that are raised from all sources/stakeholders. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Possesses a deep understanding of and problem solving ability for issues within the business/group. Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth. Knowledge of business/group processes, procedures and controls - In-depth. Understanding of risk, regulatory and compliance requirements - In-depth. Deep knowledge and technical proficiency gained through extensive education and 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. Compensation and Benefits: $68 000,00 - $126 000,00 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.
Manager, Speech Analytics
BMO, Toronto, ON
Application Deadline: 05/14/2024Address: 33 Dundas Street WestJob Family Group:Data Analytics & ReportingAs a Speech Analytics Manager specializing in call center with expertise in Speech-to-Text analysis, you will lead a team of analysts in extracting valuable insights from customer interactions to optimize operational efficiency and enhance customer experience. Your leadership will be instrumental in guiding the team towards actionable recommendations that improve call center performance, drive strategic decision-making processes, and elevate overall customer satisfaction. Key Responsibilities: Team Leadership and Development: Lead and mentor a team of data analysts specializing in call center operations and speech-to-text analysis.Provide guidance, coaching, and training to foster professional growth and enhance technical skills within the team.Set clear objectives, priorities, and performance expectations to ensure alignment with organizational goals. Speech-to-Text Analysis: Develop and implement advanced algorithms and methodologies for speech-to-text analysis to extract valuable insights from customer interactions.Integrate speech analytics solutions with existing call center data to automate data processing and insights generationLead efforts to continuously enhance speech-to-text analysis methodologies, exploring new techniques and technologies to improve accuracy and efficiency Data Collection and Preparation: Oversee the collection, organization, and preprocessing of large datasets from call center logs and speech transcripts.Ensure data quality and integrity throughout the data preparation process, implementing robust validation and cleaning procedures. Data Analysis and Interpretation: Lead the team in conducting comprehensive analysis of call center metrics and speech-to-text insights.Identify key drivers and trends impacting call center efficiency and customer satisfaction.Translate complex data findings into actionable insights and strategic recommendations for stakeholders. Reporting and Visualization: Oversee the development of customized reports, dashboards, and data visualizations to communicate insights effectively to stakeholders.Ensure that reports and dashboards are tailored to the specific needs of different teams and departments, providing relevant and actionable information. Performance Monitoring and Optimization: Monitor and evaluate ongoing call center operations and speech-to-text analysis performance against predefined KPIs and targets.Collaborate with stakeholders to identify opportunities for process improvements and operational optimization based on data-driven insights. Qualifications: Bachelor's degree in Mathematics, Statistics, Computer Science, Economics, or a related field. Advanced degree preferred.Proven experience in data analysis, preferably in a call center environment, with a focus on speech-to-text analysis.Demonstrated leadership experience, with a track record of successfully managing and developing teams.Strong proficiency in data manipulation and analysis using tools such as SQL, SAS, or similar.Knowledgeable in speech-to-text analysis techniques and natural language processing (NLP) methodologies.Experience with data visualization tools such as Power BIExcellent communication and presentation skills, with the ability to convey technical concepts to non-technical audiences.Detail-oriented mindset with a focus on accuracy and precision.Ability to work independently as well as collaboratively in a fast-paced, dynamic environment.Familiarity with call center software, processes, KPIs, and CRM systems is a plus.Compensation and Benefits:$68,000.00 - $126,000.00Pay 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.
Manager, Speech Analytics
BMO Financial Group, Toronto, ON
Application Deadline: 05/14/2024 Address: 33 Dundas Street West Job Family Group: Data Analytics & Reporting As a Speech Analytics Manager specializing in call center with expertise in Speech-to-Text analysis, you will lead a team of analysts in extracting valuable insights from customer interactions to optimize operational efficiency and enhance customer experience. Your leadership will be instrumental in guiding the team towards actionable recommendations that improve call center performance, drive strategic decision-making processes, and elevate overall customer satisfaction. Key Responsibilities: Team Leadership and Development: Lead and mentor a team of data analysts specializing in call center operations and speech-to-text analysis. Provide guidance, coaching, and training to foster professional growth and enhance technical skills within the team. Set clear objectives, priorities, and performance expectations to ensure alignment with organizational goals. Speech-to-Text Analysis: Develop and implement advanced algorithms and methodologies for speech-to-text analysis to extract valuable insights from customer interactions. Integrate speech analytics solutions with existing call center data to automate data processing and insights generation Lead efforts to continuously enhance speech-to-text analysis methodologies, exploring new techniques and technologies to improve accuracy and efficiency Data Collection and Preparation: Oversee the collection, organization, and preprocessing of large datasets from call center logs and speech transcripts. Ensure data quality and integrity throughout the data preparation process, implementing robust validation and cleaning procedures. Data Analysis and Interpretation: Lead the team in conducting comprehensive analysis of call center metrics and speech-to-text insights. Identify key drivers and trends impacting call center efficiency and customer satisfaction. Translate complex data findings into actionable insights and strategic recommendations for stakeholders. Reporting and Visualization: Oversee the development of customized reports, dashboards, and data visualizations to communicate insights effectively to stakeholders. Ensure that reports and dashboards are tailored to the specific needs of different teams and departments, providing relevant and actionable information. Performance Monitoring and Optimization: Monitor and evaluate ongoing call center operations and speech-to-text analysis performance against predefined KPIs and targets. Collaborate with stakeholders to identify opportunities for process improvements and operational optimization based on data-driven insights. Qualifications: Bachelor's degree in Mathematics, Statistics, Computer Science, Economics, or a related field. Advanced degree preferred. Proven experience in data analysis, preferably in a call center environment, with a focus on speech-to-text analysis. Demonstrated leadership experience, with a track record of successfully managing and developing teams. Strong proficiency in data manipulation and analysis using tools such as SQL, SAS, or similar. Knowledgeable in speech-to-text analysis techniques and natural language processing (NLP) methodologies. Experience with data visualization tools such as Power BI Excellent communication and presentation skills, with the ability to convey technical concepts to non-technical audiences. Detail-oriented mindset with a focus on accuracy and precision. Ability to work independently as well as collaboratively in a fast-paced, dynamic environment. Familiarity with call center software, processes, KPIs, and CRM systems is a plus. Compensation and Benefits: $68,000.00 - $126,000.00 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.
Assistant Branch Manager
BMO, London, ON
Application Deadline: 04/28/2024Address:377 Southdale Road WestThis role is a one year contractGuides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes.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.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution.Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.Supports the Bank's community involvement and participates in community activities.Resolves customer related issues using knowledge of bank services, products, and processes.Fulfills sales and service activities for the customer in accordance with approved procedures.Provides input into area business and market plans to optimize new and existing business opportunities within the community.Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.Reviews results and performance measures against plans and standards (e.g. sales targets, service targets, referral targets) to address gaps and develop plans.Analyzes data and information to provide insights and recommendations.Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.Manages transactional outcomes for customer calls or defers to appropriate internal business groups.Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.Builds effective relationships with internal/external stakeholders.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with all legal and regulatory requirements for the jurisdiction.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.1-3 years of banking or customer service/sales or equivalent experience.Previous supervisory or management experience - preferred.General knowledge of retail banking products and services.General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.Working knowledge of competitive marketplace and trends in product offerings.Working knowledge of branch operational processes and policies.Working knowledge of branch technologies, processes, and performance metrics.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: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.
Assistant Branch Manager
BMO Financial Group, London, ON
Application Deadline: 04/28/2024 Address: 377 Southdale Road West Job Family Group: Retail Banking Sales & Service This role is a one year contract Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Banks policies and processes. 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. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer. Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution. Develops and maintains a network in the community to enhance the Banks visibility and builds a strong referral source for new potential business. Supports the Banks community involvement and participates in community activities. Resolves customer related issues using knowledge of bank services, products, and processes. Fulfills sales and service activities for the customer in accordance with approved procedures. Provides input into area business and market plans to optimize new and existing business opportunities within the community. Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures. Reviews results and performance measures against plans and standards (e.g. sales targets, service targets, referral targets) to address gaps and develop plans. Analyzes data and information to provide insights and recommendations. Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements. Manages transactional outcomes for customer calls or defers to appropriate internal business groups. Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution. Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations. Builds effective relationships with internal/external stakeholders. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with all legal and regulatory requirements for the jurisdiction. 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. 1-3 years of banking or customer service/sales or equivalent experience. Previous supervisory or management experience - preferred. General knowledge of retail banking products and services. General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives. Working knowledge of competitive marketplace and trends in product offerings. Working knowledge of branch operational processes and policies. Working knowledge of branch technologies, processes, and performance metrics. 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.