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Regulatory Examination Specialist - Information Security
TD, Toronto, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview Department Overview Building a World-Class, Diverse and Inclusive Technology Team at TDWe can't afford to be boring. Neither can you. The scale and scope of what TD does may surprise you. The rapid pace of change makes it a business imperative for us to be smart and open-minded in the way we think about technology. TD's technology and business teams become more intertwined as new opportunities present themselves. This new era in banking does not equal boring. Not at TD, anyway. TD Regulatory, Audit & Compliance Assurance is home to a team of highly valued professionals who provide support for all P&T related Regulatory and support interactions which includes business, 2nd, or 3rd LOD led exams. They provide support for all P&T related Regulatory and support interactions which includes business, 2nd, or 3rd LOD led exams. Provides oversight and governance over remediation, site visits, supervisory and inquiry activities to meet commitments to Regulators. Also, responsible for Merger & Acquisition integration into Assurance functions. There's room to grow in all of it. Job Details About This Role We are looking for someone to join our Platforms & Technology Regulatory, Audit & Compliance Assurance organization as Regulatory Exam Lead. The successful candidate will Manage global regulatory examinations, on-going supervisions, request for information, formal meeting for all of Technology by conducting the following activities: •Facilitation of Technology Regulatory Responses: •Act as primary intake and facilitator for Technology related Regulatory activities and requests •Coordination with key stakeholders and SMES to collect artifacts and evidence to respond to request items •Review of artifacts and evidence for executive approval, content and redaction prior to submission to the regulators •Assurance of timely submission of artifacts and reporting to the regulators •Organize and file digital artifacts and evidence •Facilitation of Formal Meetings: •Act as primary coordinator and facilitator for Technology related Regulatory sessions •Facilitate the preparation of agendas, speaking notes and presentation decks by coordinating with TCOs and SMEs •Facilitation of preparatory meetings with key stakeholders to review agendas, speaking notes and presentation deck •Facilitation and hosting of Formal Meetings with Regulators •Facilitation of executive and stakeholder debrief meetings and follow up items •Management Reporting: •Communicate and provide status reporting of the above activities to management and stakeholders •Liaise with other regulatory relations stakeholders outside of Technology •Work with Enterprise Technology Regulatory Management to improve the regulatory program management process to ensure regulatory activities met commitments, are performed efficiently and delivered timely with quality results •Promote and foster a cohesive team and positive work environment that encourages innovation, creativity and collaboration •Build and maintain positive working relationships by effectively communicating and regularly sharing information, issues/points of interest, learnings and knowledge with the team, internal and external business partners •Support management and other team members in the achievement of individual, divisional and team goals Job Requirements What can you bring to TD? Share your credentials and your relevant experience and knowledge. It helps if you have: •Undergraduate Degree or Technical Certificate. (Graduate Degree preferred). •7+ years relevant work experience in technology •CRISC certification or equivalent experience •CISA certification or equivalent experience •CISSP certification or equivalent experience a plus •University degree or relevant field / equivalent experience •Excellent English communication skills (written and oral), with experience interacting with all levels of management both within Company and Customer organizations •Ability to work in a high paced, multifaceted environment with minimal supervision •Ability to work independently and often autonomously in the management of projects, teams and operational disciplines and apply strategic thinking throughout the execution of work plans •Diverse, innovative thinking with respect to reusability of architecture and processes •Sound management techniques, experience in problem resolution and development of strategies for operational improvement •Drive to boost your knowledge and expertise by staying abreast of industry and business trends •Willingness to work closely and effectively with clients, stay connected to business needs and direction Additional Information Additional Information Join in on what others in TD Technology Solutions are doing: •Inspire a positve work environment and help champion quality, innovation, teamwork and service to the business. •Learn voraciously, stretch your thinking, share your knowledge and educate others. •Communicate and collaborate with both technical and non-technical professionals. •Cultivate winning relationships by building trust with business and technology partners. •Share our commitment to productivity, effectiveness and operational efficiency. •Embrace change and witness amazing things happen - from the inside. •Make your mark. Join a dynamic team. Explore new ideas. This is your opportunity to impact the future of banking technology in areas and ways you've never imagined (at a bank)! Visit techjobs.td.com to learn more. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Conseiller des Cartes Entreprises / Associate Corporate Card Services
BMO, Montreal, QC
Application Deadline: 04/19/2024Address: 105-119-129 rue St-Jacques OJob Family Group:Commercial Sales & Service Poste permanent de 37,5 h par semaine Horaire de travail : le candidat doit être disponible du lundi au dimanche, de 7 h a 18 h et pouvoir faire preuve de flexibilité. Emplacement : Travail a distance ou au 129 rue Saint-Jacques Ouest, Montréal.Le conseiller, Service de cartes d'entreprise, est responsable de fournir un service exceptionnel aux administrateurs de programme de cartes d'entreprise et aux titulaires de cartes d'entreprise en répondant a leurs questions lorsqu'ils communiquent avec BMO par l'intermédiaire des différents circuits du Centre contact clientèle, incluant les services bancaires en ligne et par téléphone. À titre de premier point de contact pour les administrateurs de programme de cartes d'entreprise, le titulaire de ce poste est responsable de traiter les demandes administratives conformément aux procédures d'affaires en vigueur et de manière a aider les clients a atteindre leurs objectifs d'affaires.Le conseiller répond aux demandes des clients concernant les nouveaux produits ou les nouvelles solutions, ainsi que les produits ou solutions améliorés. Il offre également du soutien en temps réel aux administrateurs de programme de cartes d'entreprise relativement a l'utilisation des outils et de la technologie associés au programme et assure la liaison entre les titulaires de cartes d'entreprise et les différents services internes pour faciliter la résolution des problèmes. Finalement, le conseiller doit également préfiltrer toutes les demandes d'émission de nouvelles cartes d'entreprise afin d'assurer qu'elles contiennent tous les renseignements nécessaires sur le demandeur de même que la documentation requise, conformément aux lignes directrices sur la lutte au blanchiment d'argent (LBA). RESPONSABILITÉS 85 % - Service a la clientèle et soutien aux appels entrants Répondre aux appels entrants des titulaires de carte d'entreprise ou des administrateurs de programme de cartes d'entreprise avec rapidité, professionnalisme et efficacité, en respectant les niveaux de service établis.Aider les titulaires de carte d'entreprise ou les administrateurs de programme de cartes d'entreprise pour la configuration des comptes de carte et des hiérarchies, la mise en place de la documentation appropriée et le traitement des demandes de cartes.Traiter les demandes des entreprises clientes avec exactitude, notamment en créant des demandes de service pour le traitement de transactions financières et non financières, en respectant les politiques et procédures de la Banque et les échéanciers établis.Résoudre les problèmes des clients qui communiquent avec nous et répondre a leurs préoccupations de façon proactive, notamment en utilisant les systèmes de BMO pour enquêter et comprendre les causes profondes et sous-jacentes des problèmes et en transmettant les problèmes ou préoccupations au niveau supérieur, au besoin.Transmettre les problèmes ou situations complexes au service approprié et veiller a ce qu'un suivi approprié soit effectué.Maintenir des connaissances a jour sur l'industrie des cartes de crédit, les tendances et les pratiques en vigueur, et intégrer ces connaissances aux entretiens avec les clients de manière professionnelle dans le but d'améliorer les résultats de l'entreprise en lui fournissant des solutions appropriées.Respecter les politiques et procédures de BMO dans le cadre des appels avec les clients afin de minimiser les risques pour l'entreprise et de fournir aux clients des renseignements appropriés conformément a la réglementation en vigueur. Remplir la documentation requise après les appels afin d'assurer un traitement adéquat des demandes des clients.Utiliser la technologie et les outils appropriés pour favoriser l'efficacité des entretiens avec les clients.Aider les clients a diagnostiquer et a résoudre les problèmes lors de l'établissement et de l'utilisation des produits et services tels Opti-Dépenses. 15 % - Efficacité opérationnelle Déceler et transmettre les occasions d'amélioration des procédures d'affaires afin d'améliorer l'efficacité et la rentabilité de l'équipe tout en continuant d'offrir un service de qualité exceptionnelle aux clients.Protéger les avoirs de la banque en respectant les exigences réglementaires, les politiques, les normes et méthodes et les procédures d'affaires relatives aux services bancaires aux particuliers et aux entreprises, au crédit et aux placements, de même que les lignes directrices établies en matière de risque.Préserv e r la confi d entialité des renseig n ements, aut a nt ceux de la ban q ue q u e ceux des clien t s, afin de les protég e r e t de se c o nformer aux directives des p olitiqu e s, nor me s et méthod e s en vigu e ur a la ban q ue.Suivre les procédures en vigueur dans les politiques, normes et méthodes de la banque en ce qui a trait a la prévention des pertes dues a la fraude, au blanchiment d'argent ou au détournement, et a l'identification et a la déclaration des transactions ou activités suspectes qui pourraient être reliées au blanchiment d'argent.Comprendre les exigences réglementaires en matière de conformité, incluant, mais ne se limitant pas aux exigences de déclaration dans le cadre de la Lutte au blanchiment d'argent et au financement des activités terroristes, aux exigences de conformité aux dispositions visant les consommateurs de l'Agence de la consommation en matière financière du Canada et aux dispositions de la Loi sur la protection des renseignements personnels, et prendre les mesures nécessaires en fonction des politiques générales, des normes générales et des méthodes d'exploitation de la Banque.Comprendre les risques et prendre les mesures nécessaires en ce qui a trait aux produits des services bancaires aux entreprises, incluant toute la documentation requise, et respecter toutes les exigences visant a assurer l'intégrité opérationnelle du CCCAN et de BMO Groupe financier. Connaissances et compétences Diplôme d'études secondaires ou expérience de travail équivalente.Compétences en communication, a l'oral comme a l'écrit - compétences approfondiesCompétences éprouvées en résolution de conflits - compétences pratiquesConnaissance de l'organisation - connaissance de baseExpérience concluante dans un environnement similaire ou de vente et de service - expérience de baseConnaissance de la gestion du risque et de la conformité - connaissance de baseBilinguisme français-anglaisCompétences en informatique - compétences pratiques ------------------------------------------------------------------------------------------------------------------------- Permanent position, 37.5h per week Work schedule: the candidates must be fully available and flexible from Monday to Sunday, between 7am and 6pm. Location : Remote/WFH and/or 129 St. Jacques W., Montreal.The Associate, Corporate Card Services is accountable to provide exceptional service to BMO corporate credit card program administrators and/or corporate credit card cardholders by handling incoming inquiries to the Customer Contact Centre via all communication channels including electronic/online and telephone. As the main point of contact for card program administrators, this role is accountable to fulfill administration requests in accordance with approved procedures to meet the clients' business objectives.The Associate responds to inquiries regarding new and/or enhanced products or solutions. This role will also provide card program administrators with real-time support on using program tools and technologies and act as a liason between the corporate card client and various internal departments for issue resolution. The role is also accountable for pre-screening all requests to issue new corporate credit cards to ensure that they contain complete applicant information and supporting documentation in adherence to Anti-Money Laundering (AML) guidelines. ACCOUNTABILITIES: 85% Customer Service and Inbound Support Respond to incoming calls to the Customer Contract Centre from BMO corporate card holders and/or card program administrators, in a prompt, professional and efficient manner in accordance to service level agreement.Assist corporate customers and/or their designated administrator, with card set up, reporting hierarchy set up, putting in place proper program documentations and fulfill card request.Process corporate customer requests, including generating service requests in order to complete financial and non-financial transactions, accurately, within specified timeframes and in accordance with Bank policies and procedures.Proactively address and resolve any customer issue or concern during an incoming call, including investigating in BMO systems to understand the underlying root cause and escalate as required to resolve the issue or concern. Escalate complex or unresolved customer situations to the proper channel and ensure suitable follow up. Maintain current knowledge of the credit card industry, practices and trends and integrate into customer conversations in a professional manner and drive business results based on giving customers the right solutions.Adhere to all BMO policies and procedures during customer calls in order to minimize risk to the business and provide the customer with appropriate information as per established regulations. Perform any required documentation after the call is completed to ensure an accurate processing of any customer request.Use applicable technology and tools to facilitate an effective conversation with the customers.Assist clients in troubleshooting and resolving issues during deployment an ongoing use of products and services such as Spend Dynamics. 15% Operational Effectiveness Identify and escalate process improvement opportunities to increase efficiency and effectiveness of team and still maintain an exceptional level of service to the customer.Protect BMO assets by adhering to all applicable personal banking, commercial banking, investment and lending regulations, policies and procedures, regulatory requirements, process requirements and established risk guidelines.Maintain the confidentiality of both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank policies and procedures.Follow security and safeguarding procedures in accordance with Bank Policy and Procedure for the prevention of loss due to fraud, money laundering or defalcation; identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering.Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions, in accordance with Bank policies and procedures; take appropriate action.Understand risks and take appropriate actions as they relate to corporate products, including all documentation, and any other requirements to maintain operational integrity within BMO Financial Group. Knowledge and Skills :Completed high school education or equivalent work experience.Communication skills (verbal and written) (In-depth)Demonstrate conflict resolution skills (Working)Organizational awareness (Basic)Some success working in a similar and/or related sales and service environment (Basic)Some understanding of Risk Management and Compliance (Basic)Fully Bilingual French/EnglishComputer proficiency (Working)Compensation and Benefits:$35 000,00 - $52 000,00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Manager - Enterprise Third-Party Risk Management
BMO, Toronto, ON
Application Deadline: 04/18/2024Address:100 King Street WestBMO is looking for a Manager - Enterprise Third-Party Risk Management (ETPRM) to join our team. This is an individual contributor role. As the Manager - Enterprise Third-Party Risk Management, you will play a pivotal role in establishing and enhancing our third-party risk management frameworks. Reporting to the ETPRM Director, you will lead the charge in 2nd Line monitoring program, quarterly risk reporting and annual board-level reporting, and the development and automation of cutting-edge data visualization and dashboard tools. You will drive the management of third-party risks, ensuring compliance with regulatory bodies such as OSFI, OCC, and FRB, and spearhead initiatives to improve supplier relationship management and issue resolution processes.Key Responsibilities:- Risk Reporting: Oversee the lifecycle of risk reporting from monthly, quarterly monitoring to board-level annual reports, ensuring accuracy, timeliness, and relevance. Your expertise will help senior leadership make informed decisions through comprehensive risk profiles.- Third-Party Risk Management: Develop and manage end-to-end third-party risk processes, including regular issue management and supplier relationship oversight. Your work will ensure that BMO adheres to the highest standards of regulatory compliance and operational integrity.- Innovative Automation: Lead initiatives to automate and streamline risk reporting processes, enhancing efficiency and effectiveness across the board. Your efforts in building and maintaining advanced data-driven reporting tools and dashboards will set new standards in risk management practices.- Strategic Leadership: As a key member of a growing team, you will have the chance to mold the future of third-party risk management at BMO. Your strategic insight and passion for change will be critical in building a robust framework from the ground up.Who You Are:- Experienced in third-party risk management, regulatory compliance, and supplier relationship management, preferably within the banking or financial services industry.- Proficient in data visualization and reporting, with a knack for turning complex data into actionable insights.- A self-starter comfortable navigating ambiguity and building new processes and frameworks, requiring a proactive approach.- Excellent at communication and collaboration, able to work independently and effectively. Professional acumen in presenting and explaining complex risk scenarios is essentialQualifications:- Proven experience in risk management, particularly in third-party risk management, regulatory compliance, issue management and reporting.- Strong analytical and data management skills, with experience in automation and dashboard creation and execution.- Familiarity with North America regulatory landscapes (e.g., OSFI, OCC, FRB) and third-party lifecycle management.- Audit background or similar is considered an asset.- Professional acumen to produce and present detailed reports for decision-making at senior leadership levels.This position is located in Toronto and offers a hybrid work arrangement with at least 2 days per week designated for in-office collaboration, while other days remote.If you're looking for your next dream job, consider this one in BMO's Enterprise Risk Group where every colleague helps protect and grow the bank by providing independent review and oversight of enterprise-wide risks, working together to maintain a risk management framework and fostering a strong risk culture. #ERPMDreamJobsThis opportunity will allow you to work on exciting initiatives within operational non-financial risk with visibility to leaders within our organization. Working within a dynamic team focused on Third-Party Risk Management, and with 1st and 2nd line subject matter experts (SMEs), you will be responsible for supporting the development and maintenance of 2nd line Third-Party risk related reporting, the creation, maintenance and monitoring of risk metrics, and other oversight activities across the Third-Party Risk Management portfolio.Mandate:As part of the 2nd line of defense, this role supports the following primary accountabilities of the Enterprise Third-Party Risk Management Team:Provide input into business decisions as a trusted advisor.Make recommendation to leaders on strategy and new initiatives, seeking understanding of business/group to support recommendations.Support maintenance and oversight of the Third-Party Risk Management Framework and other related requirements used across the enterprise to ensure Third-Party Risks are appropriately identified, assessed, managed, monitored, and reported.Support maintenance of regulatory oversight over Third-Party risk.Responsibilities:Foster a culture aligned to BMO purpose, values and strategy and role model BMO values and behaviors in all that they do.Ensure alignment between values and behavior that foster diversity and inclusion.Regularly connect work to BMO's purpose, set inspirational goals, define clear expected outcome, and ensure clear accountability for follow through.Develop and maintain in-depth knowledge of third-party risk management and applicable legislative/ regulatory requirements and guidance.Performs and/or effectively challenges across various programs including third-party issues & events, 1st Line monitoring & testing activities, and 1st Line reporting metrics.Manage 2nd Line independent monitoring program which includes reporting against various metrics across the third-party lifecycle.Conduct targeted reviews with accompanying analysis for any metrics outside of tolerance and/or with worsening trends.Support with the completion quarterly and annual risk reporting scorecards with accurate data driven insights for internal/external stakeholders.Analyze data and information on a continuous basis to provide insights and recommendations; includes identification of risk impacts for new processes and workflows related to initiatives.Identifies potential risk situations/ impacts and make recommendations or escalates to the team.Develops and maintains TPRM visualizations/dashboards to improve visibility of information and support data driven decision making.Support with the review of new/updated metrics (KRMs, KRIs and risk drivers) and associated thresholds.Support TPRM Committee with materials and minutes, and shared mailbox.Coordinate and monitor the review and sign-off of reporting, where required.Participate in initiatives and recommend opportunities for improved efficiency, effectiveness and/or risk mitigation.Supports team with any ad hoc requests, internal and external examination requests, and projects.Maintain documentation of all 2nd Line TPRM processes and procedures including tools and templates for operational risk programs, as required.Support activities for emerging regulatory developments, and support maintenance effective relationships with regulators.Build effective relationships with internal/external stakeholders.Coordinate the management of databases; ensures alignment and integration of data in adherence with data governance standards.Provide specialized consulting, analytical and technical support.Exercise judgment to identify, diagnose, and solve problems within given rules.Work independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications: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 experience with segmenting, analyzing, and reporting risk related data.Strong analytical skills to gather relevant information, compare and identify trends, develop conclusions with well-supported recommendations.Experience with compiling and validating materials for updates at senior level forums and/or committeesExperience in report automation and efficiency through visualization tools such as Microsoft PowerBIFamiliar with operational risk management practices and methodologiesFamiliar with financial products and servicesDeep knowledge and technical proficiency gained through extensive education and business experience.Strong communication skills, both verbal and written.Ability to build and foster stakeholder relationships.Excellent analytical and problem-solving skills, with any eye for detail.Experience with TPRM and Sourcing tools, ie: CoupaStrong proficiency with PowerBI, Python, PowerPoint, Excel, and SharePoint.Ability for work on multiple tasks accurately and with attention in fast paced environment.In-depth knowledge of data driven decision making.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.
Branch Operations Administrator
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 30 St. Clair Avenue West Job Family Group: Wealth Sales & Service Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Collaborates with internal and external stakeholders in order to deliver on business objectives. Organizes and files records of office activities and business transactions. Administers a filing system to ensure the availability of reports, forms, and other documentation. Creates, maintains, and enters information into databases. Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution). Maintains office supplies inventory and orders. Schedules meetings and coordinates meeting facilities and set-up. Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations. Identifies and escalates all irregularities and discrepancies to management. Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Meets high quality service standards to maximize relationship retention and growth. Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: Post-secondary degree in related field of study desirable. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Compensation and Benefits: $31,600.00 - $41,100.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Branch Operations Administrator
BMO Financial Group, Oakville, ON
Application Deadline: 05/02/2024 Address: 360 Oakville Place Drive Job Family Group: Wealth Sales & Service Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Collaborates with internal and external stakeholders in order to deliver on business objectives. Organizes and files records of office activities and business transactions. Administers a filing system to ensure the availability of reports, forms, and other documentation. Creates, maintains, and enters information into databases. Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution). Maintains office supplies inventory and orders. Schedules meetings and coordinates meeting facilities and set-up. Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations. Identifies and escalates all irregularities and discrepancies to management. Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Meets high quality service standards to maximize relationship retention and growth. Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: Post-secondary degree in related field of study desirable. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Compensation and Benefits: $31,600.00 - $41,100.00 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.
Sr. Manager Operational Risk US - GFT
RBC, Toronto, ON
Job SummaryJob DescriptionWhat is the opportunity?Are you a talented, creative and results-driven professional who thrives on delivering high-performing applications? Come join us!Global Functions Technology (GFT) is part of RBCs Technology and Operations division. GFTs impact is far-reaching as we collaborate with partners from across the company to deliver innovative and transformative IT solutions. Our clients represent Risk, Finance, HR, CAO, Audit, Legal, Compliance, Financial Crime, Capital Markets, Personal and Commercial Banking and Wealth Management. We also lead the development of digital tools and platforms to enhance collaboration.In this hands-on role, you will Manage and provide subject matter expertise on technology risk control and advisory services to Global Functions Technology (GFT) US portfolio. Services include Operational risk analysis, risk & compliance reporting, risk awareness & advisory, audit and regulatory liaison. You will assess and manage to ensure on-going compliance with rapidly evolving technology management policies & standards.You will be a member of the GFT Risk & Governance Management team which is collectively responsible for compliance to all risk items of over 300 production applications. You will have ample opportunity to develop your professional skills and positively influence technology and cyber risk practices across RBCs Global Functions Technology (GFT) group.What will you do?Identify and assess IT & operational risks across a large & diverse portfolio of applications, of which a large number are subject to stringent SOX & SOC1 control standardsTest Controls and document results/conclusions specific to MRA requests, Bank examinations, and/or any Regulatory requestsMonitor and report on risk exposures, including leading Archer approval FindingsSupport GFT SMT management on the appropriate treatment of technology risksRaise awareness of IT & operational risk, including design and roll-out of tailored IT risk education programsDevelop an understanding of best risk & control practices by maintaining a professional network across specialist teams such as Cyber Security, Group Risk Management and Internal Audit; act as GFTs point of contact for these teamsContribute to the development of IT risk competencies, practices and outcomes across GFTCreate RCSA(s) for the US portfolioWhat do you need to succeed?Must-haveDegree level education plus a relevant qualification in risk & information systems control (e.g. CRISC) or cybersecurity (e.g. CISSP) or (e.g. CISA)Passion for technology risk management and a desire to continually develop personal and team knowledgeThorough understanding of IT service management frameworks such as ITIL or COBITExperience managing multiple projects or internal service delivery, including service level management, process design and skills development planning.Excellent written & verbal communication skills, with the ability to convey complex technical concepts to general IT and business managers.Nice-to-havePost graduate qualification in computing or cybersecurity or Information technologyInternal or external IT audit qualification and experience; Operational Risk ManagementFamiliarity with DevOps & Cloud concepts, processes, and tooling, ORM Framework, Audit; Access and change management processes; SOX/SOC1Whats 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.Work in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference and lasting impact on operational risk managementOpportunities to do challenging work, engaging with a diverse set of established and emerging technologiesBuild an extensive professional network and exert influence beyond a narrow role mandateSupport for professional development, including obtaining industry-standard qualificationsLeaders who support your development through coaching and managing opportunitiesA comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.#TechPJ#LIHybrid#LI-KASJob SkillsCommunication, Financial Instruments, Fraud Risk Management, Long Term Planning, Operational Risks, Project Management, Risk Control, Risk ManagementAdditional Job DetailsAddress:20 KING ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Technology and OperationsJob Type:RegularPay Type:SalariedPosted Date:2024-04-09Application Deadline:2024-04-30Inclusion 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.
First Nations / Inuit / Métis - Associate, Customer Service BMO Virtual Connect
BMO Financial Group, Toronto, ON
Application Deadline: 06/29/2024 Address: VIRTUAL59 - HomeRes - ON - BMO Job Family Group: Retail Banking Sales & Service We invite all experienced and aspiring First Nations / Inuit / Mtis professionals to apply to roles featured on BMOs Indigenous Careers landing page, as well as all those on BMOs Career Page. Qualified First Nations / Inuit / Mtis applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities. This is part of BMOs ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration. Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. Integrates marketing promotions and programs into customer conversations when appropriate. Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer. Escalates complex or unresolved customer situations to managers as required. Performs any required activities to ensure customers requests are accurately processed. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner. Collaborates with internal and external stakeholders in order to deliver on business objectives. Manages all transactional outcomes of customer calls or refers to appropriate internal business groups. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: High school diploma or equivalent work experience. Knowledge of personal banking products. Knowledge of competitive marketplace and trends in product offerings. Knowledge of contact centre operational processes and policies. Knowledge of call centre technology, processes and metrics. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Compensation and Benefits: $33,850.00 - $44,000.00 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.
First Nations / Inuit / Métis - Associate, Customer Service BMO Virtual Connect
BMO, Ontario, ON
Application Deadline: 06/29/2024Address:VIRTUAL59 - HomeRes - ON - BMOWe invite all experienced and aspiring First Nations / Inuit / Métis professionals to apply to roles featured on BMO's Indigenous Careers landing page, as well as all those on BMO's Career Page. Qualified First Nations / Inuit / Métis applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities. This is part of BMO's ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration. Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.Integrates marketing promotions and programs into customer conversations when appropriate.Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.Escalates complex or unresolved customer situations to managers as required.Performs any required activities to ensure customer's requests are accurately processed.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner.Collaborates with internal and external stakeholders in order to deliver on business objectives.Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes standardized tasks under supervision.Performs initial problem solving within given rules/limits & escalates when required.Broader work or accountabilities may be assigned as needed.Qualifications:High school diploma or equivalent work experience.Knowledge of personal banking products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.Basic knowledge learned on the job.Verbal & written communication skills - Basic (in business environment).Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment).Grade:2Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Financial Planning Scorecard Developer
BMO Financial Group, Toronto, ON
Application Deadline: 05/29/2024 Address: 33 Dundas Street West Job Family Group: Data Analytics & Reporting Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools. Builds various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques. Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability. Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights. Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization. Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them. Develops data visualizations of ''large'' amounts of data that facilitate the intuitive presentation of data to decision makers. Documents data flow, systems and processes to improve the design, implementation and management of business/group processes. Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences. 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: Key Skills: SQL Queries to pull and combine data There will be a test. SAS Queries to pull and transform data. SSRS/Visual studio/Power BI experience for report building. Foundational level of proficiency: Technical design optimization. Decision Making. Systems Thinking. Data visualization. Data storytelling. Data mining. Illustration. Creative thinking. Problem Solving. Intermediate level of proficiency: Insights design. Insights development and reporting. Verbal & written communication skills. Collaboration & team skills. experience. Technical proficiency gained through education and/or business experience. 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.
Operations Administrator
BMO Financial Group, London, ON
Application Deadline: 05/09/2024 Address: 255 Queens Ave, Suite 1900 Job Family Group: Wealth Sales & Service Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional team. Reviews requests with discretionary decisions to decide actions to be taken. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Supports the development of tools and delivery of training focused on branch administration and delivering business results. Cross trains team members to ensure coverage and contingency. Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Meets high quality service standards to maximize relationship retention and growth. Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $33,400.00 - $61,700.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.