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Group Product Manager - Home Financing
BMO, Toronto, ON
Application Deadline: 04/29/2024Address:33 Dundas Street WestResearches, defines, aligns, develops and accountable on the performance management and analytics with P&L (profit and loss) accountability for the mortgage broker channel . Carries out market research, forecasting, and competitive analysis, and assesses problems to develop and implement solutions. Develops and delivers key business insights required for business enablement and growth . Manages product risks in compliance with legal, regulatory, and risk compliance, and reporting. Collaborates with internal partners across the enterprise to define the key performance metrics for managing the performance of the broker channel. In this role the incumbent will have accountability of BMO's broker channel acquisition performance with focus on channel development, external partner relationship management, analytics, pricing and portfolio management. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Develops business analytics and insights (e.g. portfolio profitability tracking, customer analytics, revenue forecasts, operations metrics, trend analytics, and predictive modelling).Breaks down strategic problems and analyzes data and information to provide insights and recommendations.Ability to useEnsures alignment between values and behaviour that fosters diversity and inclusion.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Ensures alignment between stakeholders.Acts as a subject matter expert on relevant regulations and policies.Designs, implements, manages, and enhances our product offering for the broker channel throughout the product lifecycle. Leads the execution of strategic initiatives for the broker channel to deliver on business and financial goals in collaboration with internal and external stakeholdersLeads, develops, and manages strategies for reporting and forecasting and/or analytics teams within the business. Works in partnership with treasury, corporate funding, and external partners on additional requirements.Conducts independent analysis and assessment to resolve strategic issues.Leads/oversees and develops vendor relationships and external partnerships and provides guidelines for execution; ensures that all agreements are met as per requirementsDetermines and provides recommendations on product lifecycle.Develops business cases by identifying needs, analyzing potential options, and assessing expected returns on investmentDesigns and produces regular and ad-hoc reports, and dashboards. Completes internal and regulatory reporting, and attestations.Conducts complex market research, competitive intelligence, and data analysis.Influences and/or determines credit product risk parameters and metrics. Identifies existing and potential risks and develops risk management controls and processes.Monitors key product performance and growth metrics to identify trends and recommend action plans.Creates the marketing strategy, including offers and campaigns, and works with Marketing and other partners to execute.Develops, implements, and manages product documentation, templates, and requirements to ensure they accurately reflect product and systems functionality.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Develops and implements action plans that meet financial and growth metrics.Develops problem evaluation frameworks and defines research approach.Assesses customer/consumer and channels analysis and develops recommendations.Resolves internal, complex or higher risk customer escalations or policy exceptions, which may include interactions with clients and sales.Continuously improves processes to identify issues and deliver optimal customer experience.Works with partners to develop salesforce training and materials and manages change.Broader work or accountabilities may be assigned as needed. Qualifications: Typically, 7+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience. Desirable to have experience in mortgage broker industry Desirable to have experience in RESL product management Strong experience with consumer / commercial credit applicable to retail and business financing products.Strong experience working with retail and business product fundamentals, including product design, functionality, and related policies and proceduresStrong knowledge of product delivery infrastructure systems and underlying product interdependencies.In-depth retail and business banking environmental awareness / understanding.In-depth risk management associated with new and existing product development and management.Strong knowledge of process coordination and management. Deep knowledge of various measurement technologies such as: analytics and visualization software such as Base SAS, SAS EG, Power BI Expert in using specialized query and database tools - SAS, SQL, and various reporting tools including, but not limited to PowerBI, TIBCO Spotfire, TIBCO BPM, SQL, SAS and Tableau Strong knowledge of banking product management and associated industry and regulatory requirements.Verbal & written communication skills - Expert.Analytical and problem-solving skills - Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - Expert.Building business cases - in-depthResearching market trends - in-depth/ExpertRelationship management - in-depth/ExpertCapital management - goodAnalytics and reporting - ExpertProduct marketing - in-depthNegotiation skills - goodSoftware and systems architecture knowledge - good/in-depthFinancial Understanding - good/in-depthAble to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Group Product Manager - Home Financing
BMO Financial Group, Toronto, ON
Application Deadline: 05/30/2024 Address: 33 Dundas Street West Job Family Group: Customer Solutions Researches, defines, aligns, develops and accountable on the performance management and analytics with P&L (profit and loss) accountability for the mortgage broker channel. Carries out market research, forecasting, and competitive analysis, and assesses problems to develop and implement solutions. Develops and delivers key business insights required for business enablement and growth. Manages product risks in compliance with legal, regulatory, and risk compliance, and reporting. Collaborates with internal partners across the enterprise to define the key performance metrics for managing the performance of the broker channel. In this role the incumbent will have accountability of BMOs broker channel acquisition performance with focus on channel development, external partner relationship management, analytics, pricing and portfolio management. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Develops business analytics and insights (e.g. portfolio profitability tracking, customer analytics, revenue forecasts, operations metrics, trend analytics, and predictive modelling). Breaks down strategic problems and analyzes data and information to provide insights and recommendations. Ability to use Ensures alignment between values and behaviour that fosters diversity and inclusion. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Ensures alignment between stakeholders. Acts as a subject matter expert on relevant regulations and policies. Designs, implements, manages, and enhances our product offering for the broker channel throughout the product lifecycle. Leads the execution of strategic initiatives for the broker channel to deliver on business and financial goals in collaboration with internal and external stakeholders Leads, develops, and manages strategies for reporting and forecasting and/or analytics teams within the business. Works in partnership with treasury, corporate funding, and external partners on additional requirements. Conducts independent analysis and assessment to resolve strategic issues. Leads/oversees and develops vendor relationships and external partnerships and provides guidelines for execution; ensures that all agreements are met as per requirements Determines and provides recommendations on product lifecycle. Develops business cases by identifying needs, analyzing potential options, and assessing expected returns on investment Designs and produces regular and ad-hoc reports, and dashboards. Completes internal and regulatory reporting, and attestations. Conducts complex market research, competitive intelligence, and data analysis. Influences and/or determines credit product risk parameters and metrics. Identifies existing and potential risks and develops risk management controls and processes. Monitors key product performance and growth metrics to identify trends and recommend action plans. Creates the marketing strategy, including offers and campaigns, and works with Marketing and other partners to execute. Develops, implements, and manages product documentation, templates, and requirements to ensure they accurately reflect product and systems functionality. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Develops and implements action plans that meet financial and growth metrics. Develops problem evaluation frameworks and defines research approach. Assesses customer/consumer and channels analysis and develops recommendations. Resolves internal, complex or higher risk customer escalations or policy exceptions, which may include interactions with clients and sales. Continuously improves processes to identify issues and deliver optimal customer experience. Works with partners to develop salesforce training and materials and manages change. Broader work or accountabilities may be assigned as needed. Qualifications: Typically, 7+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience. Desirable to have experience in mortgage broker industry Desirable to have experience in RESL product management Strong experience with consumer / commercial credit applicable to retail and business financing products. Strong experience working with retail and business product fundamentals, including product design, functionality, and related policies and procedures Strong knowledge of product delivery infrastructure systems and underlying product interdependencies. In-depth retail and business banking environmental awareness / understanding. In-depth risk management associated with new and existing product development and management. Strong knowledge of process coordination and management. Deep knowledge of various measurement technologies such as: analytics and visualization software such as Base SAS, SAS EG, Power BI Expert in using specialized query and database tools SAS, SQL, and various reporting tools including, but not limited to PowerBI, TIBCO Spotfire, TIBCO BPM, SQL, SAS and Tableau Strong knowledge of banking product management and associated industry and regulatory requirements. Verbal & written communication skills - Expert. Analytical and problem-solving skills - Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - Expert. Building business cases - in-depth Researching market trends in-depth/Expert Relationship management in-depth/Expert Capital management - good Analytics and reporting Expert Product marketing in-depth Negotiation skills good Software and systems architecture knowledge good/in-depth Financial Understanding good/in-depth Able to manage ambiguity. Data driven decision making - In-depth / Expert. Compensation and Benefits: $84,000.00 - $156,000.00 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.
Relationship Manager - Transportation Finance Sales
BMO, Vancouver, BC
Application Deadline: 03/31/2024Address:595 Burrard StreetFacilitates 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 from key clients. 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 Bank's 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 banking relationships, plans for prospective clients.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.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 the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.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.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.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Senior Counsel, Canadian Personal & Business Banking
BMO, Toronto, ON
Application Deadline: 04/12/2024Address:100 King Street WestProvides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, policies and developments for and on behalf of BMO Financial Group. Provides legal advice based on knowledge of legal principles, practices and procedures, and knowledge of the financial services industry and its environment. Influences and negotiates to achieve business objectives. Works to achieve organizational goals while minimizing legal risk.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.May participate in the design of legal advice strategies & approaches for the unit activity and making recommendations to minimize legal issues.Acts as the prime subject matter expert for internal/external stakeholders.Exercises judgement on complex, confidential and sensitive mattersIdentifies and resolves moderately complex issues.Determines root causes and negotiates resolutions.Delivers legal advice, instructs external counsel and ensures compliance with internal policies & procedures for a single or small number of function(s).Acts as a subject matter expert on relevant laws, regulations and policies.Resolves daily issues and/or escalates with appropriate analysis and/or recommendations.Identifies risks and implements appropriate actions to mitigate them.Implements areas of improvement to ensure consistency with market place.Builds effective relationships with internal/ external stakeholders.Geographic scope: up to global.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7 years of legal practice or an equivalent combination of education and experience.Degree in law (LLB or JD) and license to practice law in relevant jurisdiction.Private practice and/or in-house experience in commercial lending, real estate, financial services and regulatory.Knowledge in legal field, typically with a functional or business line specialization.Knowledge of business and regulatory environment in which BMO Financial Group operates.Advanced knowledge of subject matter legal requirements and the operations of a single client group.Negotiation skills - in depth.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.#BMOLRCGrade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Relationship Manager in Training
BMO Financial Group, Leduc, AB
Application Deadline: 05/02/2024 Address: 4706 - 50th Avenue Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. 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. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. 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. 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. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $54,500.00 - $101,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Relationship Manager in Training
BMO Financial Group, Vegreville, AB
Application Deadline: 05/05/2024 Address: 5102 - 50th Street Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. 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. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. 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. 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. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $51,800.00 - $96,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Relationship Manager in Training
BMO, Vegreville, AB
Application Deadline: 05/05/2024Address:5102 - 50th StreetProvides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.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.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.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.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.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Relationship Manager in Training
BMO, Leduc, AB
Application Deadline: 05/02/2024Address:4706 - 50th AvenueProvides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.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.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.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.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.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Relationship Manager - Walnut Grove branch
Coast Capital Savings, Langley, BC
Location: Walnut Grove Branch Job Type: Full Time myWork Options: In-person Starting Salary Range: $63,000.00-$75,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the job? At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital's values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our innovative products and services. What you'll get to do: Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience. Use your banking expertise to match your customer's needs with our high-quality core banking, lending, and investment options. Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs. Engage your customers in the "Where You're at Money Chat" and maximize every opportunity to help customers manage, save, grow, and protect their financial well-being. Help Coast change the way Canadians feel about banking, forever. Who are we looking for? Experience helping customers in either a bank or a credit union for a minimum five years. Post-secondary education in finance, business administration or a related field. Investment Funds in Canada is a requirement. Solid understanding of day-to-day banking, complex investment, and lending products. You are a sales pro and have an x-ray vision to spot sales and referral opportunities. You like to build relationships with a wide variety of people and want to help them with simple financial needs. You are a multi-tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Facilities Project Coordinator | Digital Health
Interior Health Authority, Kelowna, BC
Position SummaryInterior Health is looking for an experienced Facilities Project Coordinator, Digital Health to join our team on a full time permanent basis working out of Kelowna location.What we offer:-Employee & Family Assistance Program-Employer paid training/education opportunities-Employer paid vacation-Medical Services Plan-Employer paid insurance premiums-Extended health & dental coverage-Municipal Pension Plan-Work-life balanceSalary Range:Salary range for the position is $88,990 to $127,923. Interior Health establishes salaries within the minimum and maximum of the salary range based on consideration of the qualifications, experience of the applicant, and an internal equity review of the salaries of other employees. About the job:In accordance with the established vision and values of the organization, the Facilities Project Coordinator, Enterprise Communications Infrastructure & Information Security performs a variety of duties to assist Capital Planning & Projects and Leasing with planning Digital Health requirements through:• managing, defining, budgeting, and scheduling the Digital Health aspect of facilities projects.• managing construction, electrical, and Digital Health infrastructure vendors.• creating standards and documentation.• acting as the primary liaison between the Capital Planning & Projects and Leasing Departments and Digital Health.• serving as a resource to directors, managers, and staff from Digital Health and Facilities Development regarding Digital Health.In alignment with IH’s Occupational Health & Safety Program, employees shall adhere to all Occupational Health and Safety policies and procedures at all times and attend all required training. Employees are responsible to report any identified hazards, unsafe conditions or incidents to the manager or supervisor immediately.Typical duties and responsibilities:• Supervises staff and contractors assigned to work on projects, construction, moves, and installations under the direction of the Manager, Facilities Projects with support from Senior Planners and Project Managers within Capital Planning and Leasing.• Participates in planning, design, special topics and user group meetings to review project drawings to ensure Digital Health requirements are met.• Liaises with other Project Managers to ensure that Digital Health needs of projects are being specified and met correctly.• Plans tasks relating to Digital Health associated with projects which impact Digital Health departments and for directing assigned staff for the duration of the project.• Coordinates project tasks as required; meets with managers to review current methodologies; identifies resource requirements; identifies project milestones and deliverables; performs feasibility studies and cost/benefits analyses; conducts project planning; maintains project documentation, evaluation criteria, and authorizations.• Ensures that tasks are completed correctly and on time for completion of projects impacting Digital Health portfolios. Monitors task management systems.• Inspects and subsequently accepts or rejects work performed during projects by staff and contractors to ensure Interior Health (IH) standards and specifications are followed. Works with staff, consultants, and contractors to develop remedies, as required.• Creates estimates and budgets, monitors expenses, conducts variance analyses, and prepares relevant reports for projects impacting Digital Health portfolios.• Assists in the evaluation, selection, and when necessary, recommends termination of agreements with contractors selected to carry out relevant project work.• Acts as the primary liaison between Digital Health and Capital Planning & Projects and Leasing, and assists in maintaining relationships as required.• Assists with the development of procedural documentation for Digital Health portfolios, Field Support Services, and the Service Desk.• Performs other related duties as assigned.QualficationsHonouring Interior Health’s commitment to Truth and Reconciliation and the Declaration on the Rights of Indigenous Peoples Act (DRIPA), and Pursuant to Section 42 of the BC Human Rights Code, preferential consideration and/or hiring will be given to qualified applicants who self-identify as Indigenous (First Nations, Métis, or Inuit).Education, Training, and Experience• Graduation from a recognized degree or diploma program in Computer Science.• Five (5) years of recent, related experience.• Or an equivalent combination of education, training, and experience.Skills and Abilities• Demonstrated ability to communicate effectively both verbally and in writing, including the ability to collaborate within a team environment.• Detailed understanding of the function, process, and integration of digital technology services in a large, multi-facility environment under significant cost pressures and accelerated timelines.• Demonstrated ability to lead, plan, organize work, implement, monitor, and problem-solve.• Demonstrated ability to manage large and complex projects involving numerous partners.• Ability to work with financial estimating and budget controls.• Ability to drive a vehicle (must have a valid BC Driver’s license).• Physical ability to perform the duties of the position.
Relationship Manager in Training
BMO, Red Deer, AB
Application Deadline: 04/28/2024Address:6130 67th Street, Suite 300Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.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.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.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.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.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Relationship Manager in Training
BMO, Medicine Hat, AB
Application Deadline: 04/28/2024Address:3214 Dunmore Road SEProvides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.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.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.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.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.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Relationship Manager in Training
BMO, Calgary, AB
Application Deadline: 04/15/2024Address: 595 8th Ave SW West TowerJob Family Group:Commercial Sales & ServiceProvides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.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.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.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.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.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$54,500.00 - $101,500.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Relationship Manager in Training
BMO Financial Group, Red Deer, AB
Application Deadline: 05/19/2024 Address: 6130 67th Street, Suite 300 Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. 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. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. 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. 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. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $51,800.00 - $96,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Relationship Manager in Training
BMO Financial Group, Medicine Hat, AB
Application Deadline: 05/19/2024 Address: 3214 Dunmore Road SE Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. 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. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. 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. 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. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $51,800.00 - $96,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Facilities Project Coordinator | Digital Health
Interior Health Authority, Kelowna, BC
Position SummaryInterior Health is looking for an experienced Facilities Project Coordinator, Digital Health to join our team on a full time permanent basis working out of Kelowna location.What we offer:-Employee & Family Assistance Program-Employer paid training/education opportunities-Employer paid vacation-Medical Services Plan-Employer paid insurance premiums-Extended health & dental coverage-Municipal Pension Plan-Work-life balanceSalary:Salary range for the position is $88,990 to $127,923. Interior Health establishes salaries within the minimum and maximum of the salary range based on consideration of the qualifications, experience of the applicant, and an internal equity review of the salaries of other employees. About the job:In accordance with the established vision and values of the organization, the Facilities Project Coordinator, Enterprise Communications Infrastructure & Information Security performs a variety of duties to assist Capital Planning & Projects and Leasing with planning Digital Health requirements through:• managing, defining, budgeting, and scheduling the Digital Health aspect of facilities projects.• managing construction, electrical, and Digital Health infrastructure vendors.• creating standards and documentation.• acting as the primary liaison between the Capital Planning & Projects and Leasing Departments and Digital Health.• serving as a resource to directors, managers, and staff from Digital Health and Facilities Development regarding Digital Health.In alignment with IH’s Occupational Health & Safety Program, employees shall adhere to all Occupational Health and Safety policies and procedures at all times and attend all required training. Employees are responsible to report any identified hazards, unsafe conditions or incidents to the manager or supervisor immediately.Typical duties and responsibilities:• Supervises staff and contractors assigned to work on projects, construction, moves, and installations under the direction of the Manager, Facilities Projects with support from Senior Planners and Project Managers within Capital Planning and Leasing.• Participates in planning, design, special topics and user group meetings to review project drawings to ensure Digital Health requirements are met.• Liaises with other Project Managers to ensure that Digital Health needs of projects are being specified and met correctly.• Plans tasks relating to Digital Health associated with projects which impact Digital Health departments and for directing assigned staff for the duration of the project.• Coordinates project tasks as required; meets with managers to review current methodologies; identifies resource requirements; identifies project milestones and deliverables; performs feasibility studies and cost/benefits analyses; conducts project planning; maintains project documentation, evaluation criteria, and authorizations.• Ensures that tasks are completed correctly and on time for completion of projects impacting Digital Health portfolios. Monitors task management systems.• Inspects and subsequently accepts or rejects work performed during projects by staff and contractors to ensure Interior Health (IH) standards and specifications are followed. Works with staff, consultants, and contractors to develop remedies, as required.• Creates estimates and budgets, monitors expenses, conducts variance analyses, and prepares relevant reports for projects impacting Digital Health portfolios.• Assists in the evaluation, selection, and when necessary, recommends termination of agreements with contractors selected to carry out relevant project work.• Acts as the primary liaison between Digital Health and Capital Planning & Projects and Leasing, and assists in maintaining relationships as required.• Assists with the development of procedural documentation for Digital Health portfolios, Field Support Services, and the Service Desk.• Performs other related duties as assigned.QualficationsHonouring Interior Health’s commitment to Truth and Reconciliation and the Declaration on the Rights of Indigenous Peoples Act (DRIPA), and Pursuant to Section 42 of the BC Human Rights Code, preferential consideration and/or hiring will be given to qualified applicants who self-identify as Indigenous (First Nations, Métis, or Inuit).Education, Training, and Experience• Graduation from a recognized degree or diploma program in Computer Science.• Five (5) years of recent, related experience.• Or an equivalent combination of education, training, and experience.Skills and Abilities• Demonstrated ability to communicate effectively both verbally and in writing, including the ability to collaborate within a team environment.• Detailed understanding of the function, process, and integration of digital technology services in a large, multi-facility environment under significant cost pressures and accelerated timelines.• Demonstrated ability to lead, plan, organize work, implement, monitor, and problem-solve.• Demonstrated ability to manage large and complex projects involving numerous partners.• Ability to work with financial estimating and budget controls.• Ability to drive a vehicle (must have a valid BC Driver’s license).• Physical ability to perform the duties of the position.
Relationship Manager Business Markets Intern
RBC, Charlottetown, PE
Job SummaryYour strong passion for small businesses, as well as your entrepreneurial spirit and aptitude, allows you to support your clients through holistic advice conversations regarding their business and personal needsJob DescriptionThis is a posting seeking top talent who are not location restricted. We are seeking candidates for opportunity in all 4 Atlantic provinces.What is the opportunity?As our Relationship Manager Intern, Business Markets , you will have the opportunity to establish and grow long-term relationships with new and existing small business clients..Applying your mindset for external marketing and client acquisition, you will develop new business, deepen client relationships, and help all small business clients succeed.By partnering with other RBC specialists across the organization, you will contribute to helping RBC achieve a dominant market position.What will you do?Drive business sales volume, and business and personal solutions, through opportunity spotting to enhance revenue opportunitiesGenerate referrals and sales results while ensuring superior client careBuild internal and external networks and implement an effective prospecting strategy to capitalize on business opportunities and attract new businessLead in risk management and exercise due diligence in all banking procedures and develop appropriate action plans in response to concerns/risksDeliver financial advice that is value added and apply a continuous improvement approach to achieving superior Client First experienceVisit your clients on-site to gain a thorough understanding of their business objectives and operations, as permittedWhat do you need to succeed?Must-haveAbility to cultivate long-term client relationships, as well as acquire new clientsBusiness development and prospecting skills, including building and leveraging valuable centres of influence within the local business communityExcellent communication, time management, and organizational skillsNice-to-haveCredit skills and knowledge, including an understanding of risk assessments and financial analyses, credit structuring/solutions, and deal presentationsProven sales success demonstrated by exceeding sales targetsCompletion of the RBC Banking Advisor training program, or the Associate Account Manager training program, or previous experience as a small business owner, or in a similar position at another financial services businessKnowledge of a broad array of business and personal financial products and services, as well as financial statements, analyses, and risk assessmentsMobility to relocate to other parts of the provinceWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefitsOpportunity to collaborate with other business segments within the bankCompetitive compensationOpportunity to build close relationships, do challenging work, and work towards personal and professional growthFlexible work/life balanceAbility to make a difference and have a lasting impact on your clients business and personal lifeJob SkillsAdaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice ManagementAdditional Job DetailsAddress:RBC WATERSIDE CENTRE, 1871 HOLLIS ST:HALIFAXCity:HALIFAXCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-04-03Application Deadline:2024-04-29Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Relationship Manager - Business Markets
RBC, Humboldt, SK
Job SummaryWhat is the opportunity? You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBCs ambassador to the local business market. Applying your mindset for external marketing and client acquisition, you will develop new business for RBC and deepen client relationships. Partnering with other RBC advisors and specialists, you will contribute to creating an experience that clients appreciate and value. Location: training period will be in Prince Albert, SK. Upon successful completion of the training program, mobility across Northern Saskatchewan is required.Job DescriptionWhat will you do?Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needsProactively contact clients, gather insights through client discovery, understand their needs and changing circumstances and ongoing satisfaction with all of RBCPlan and prioritize client and market activities, find opportunities and make introductions to RBC partners to fulfill clients business and personal financial needs to win as One RBCManage risk and exercise due diligence in all banking procedures and develop appropriate action plans in response to concerns/risksChampion digital enablement and be an advocate of RBC mobile and online applications, enable our clients to engage with RBC through the channel of choiceBe on your clients path, visit your clients on-site to gain a thorough understanding of their business objectives and operations, as permittedWhat do you need to succeed?Must-haveBusiness development and client acquisition and prospecting skills, including building and leveraging valuable Centres of Influence within the local business communityProven track record in exceptional client relationship managementExcellent communication, time management and organizational skillsNice-to-haveCredit skills and knowledge, including an understanding of risk assessments, financial analyses, credit structuring/solutions, and deal presentationsCompletion of the Associate Account Manager training program, or have previous experience as a small business owner, or in similar fieldGood knowledge of a broad array of business and personal financial products and servicesWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference in our communities, and achieving success.A comprehensive Total Rewards Program including bonuses and flexible benefits Opportunity to collaborate with other business segments within the bankCompetitive compensationOpportunity to build close relationships, do challenging work, and work towards personal and professional growthFlexible work/life balanceAbility to make a difference and have a lasting impact on your clients business and personal lifeJob SkillsAdaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice ManagementAdditional Job DetailsAddress:801 15 ST E, UNIT 735:PRINCE ALBERTCity:PRINCE ALBERTCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-04-05Application Deadline:2024-04-28Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Relationship Manager in Training
BMO, Whitehorse, YT
Application Deadline: 04/22/2024Address: 111 Main StreetJob Family Group:Commercial Sales & ServiceProvides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.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.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.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.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.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$65,400.00 - $121,800.00Pay 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.
Relationship Manager in Training
BMO Financial Group, Prince George, BC
Application Deadline: 05/11/2024 Address: 1445 Central Street West Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. 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. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. 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. 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. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $51,800.00 - $96,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.