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Private Banking Officer
BMO, Vancouver, BC
Application Deadline: 05/25/2024Address:2601-2609 Granville StreetSupports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.Assists in preparing new business proposals or presentations to clients/prospects.Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Determines client needs and ensures timely and accurate completion of transaction processing.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.Strives to exceed client service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Participates in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.Basic knowledge of the Lending Process and supporting policies.Basic knowledge of loan and security documentation, including registration and renewal routine.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job 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.
Private Banking Officer
BMO Financial Group, Vancouver, BC
Application Deadline:05/25/2024Address:2601-2609 Granville StreetJob Family Group:Wealth Sales & ServiceSupports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.Assists in preparing new business proposals or presentations to clients/prospects.Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Determines client needs and ensures timely and accurate completion of transaction processing.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.Strives to exceed client service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Participates in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.Basic knowledge of the Lending Process and supporting policies.Basic knowledge of loan and security documentation, including registration and renewal routine.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$37,500.00 - $69,500.00Pay 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-RewardsWe’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.
Private Banking Officer Sales
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:100 King Street WestSupports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.Assists in preparing new business proposals or presentations to clients/prospects.Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Determines client needs and ensures timely and accurate completion of transaction processing.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.Strives to exceed client service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Participates in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.Basic knowledge of the Lending Process and supporting policies.Basic knowledge of loan and security documentation, including registration and renewal routine.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job 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.
Private Banking Officer Credit - BMO Private Wealth
BMO Financial Group, Montreal, QC
Application Deadline:05/31/2024Address:1250 boul Rene Levesque OuestJob Family Group:Wealth Sales & ServiceProvides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).Assists in preparing new business proposals or presentations to clients/prospects.Assists in preparing for client meetings and account opening documentation.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Performs client sales & service support activities as required to meet client needs and maintain overall service standards.Determines client needs and ensures timely and accurate completion of transaction processing.Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines.Verifies and processes loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation.Reviews and actions overdrafts and other monitoring reports in a timely manner.Sets up and completes margin / covenant tests within established timeframes.Maintains control of security collateral including preparation and registration.Identifies, diarizes, and monitors accounts for security renewals, registrations, and other expiry dates to meet compliance requirements.Monitors and controls the integrity of lending documentation.Collects fees applicable to credit terms and conditions or account agreement.Provides timely, accurate service and support to bankers and specialists by completing a wide variety of credit, non-credit, and related activities.Identifies, records and advises banker / relationship manager of any credit &/or risk management issuesIdentifies opportunities to increase profitability, create capacity and reduce expenses.Ensure timely and accurate set-up, maintenance and advance of lending products.May focus on either after sales service, or compliance (risk management) and fulfillment services, or both.Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank’s philosophy and principles outlined in corporate risk policy and supporting policies and procedures.Identifies and escalates irregularities and discrepancies to management as per guidelines.Participates in assigned audits and compliance reviews.Ensures proper adherence to the code of conduct and ethical guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Protects the Bank’s assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.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.Bilingualism French and English.Working knowledge of personal (primarily) and commercial credit and non-credit products and services.Working knowledge of lending processes and supporting policies.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.Compensation and Benefits:$37 500,00 - $69 500,00Pay 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-RewardsWe’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.
Private Banking Officer Credit - BMO Private Wealth
BMO, Montreal, QC
Application Deadline: 05/08/2024Address:1250 boul Rene Levesque OuestProvides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).Assists in preparing new business proposals or presentations to clients/prospects.Assists in preparing for client meetings and account opening documentation.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Performs client sales & service support activities as required to meet client needs and maintain overall service standards.Determines client needs and ensures timely and accurate completion of transaction processing.Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines.Verifies and processes loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation.Reviews and actions overdrafts and other monitoring reports in a timely manner.Sets up and completes margin / covenant tests within established timeframes.Maintains control of security collateral including preparation and registration.Identifies, diarizes, and monitors accounts for security renewals, registrations, and other expiry dates to meet compliance requirements.Monitors and controls the integrity of lending documentation.Collects fees applicable to credit terms and conditions or account agreement.Provides timely, accurate service and support to bankers and specialists by completing a wide variety of credit, non-credit, and related activities.Identifies, records and advises banker / relationship manager of any credit &/or risk management issuesIdentifies opportunities to increase profitability, create capacity and reduce expenses.Ensure timely and accurate set-up, maintenance and advance of lending products.May focus on either after sales service, or compliance (risk management) and fulfillment services, or both.Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures.Identifies and escalates irregularities and discrepancies to management as per guidelines.Participates in assigned audits and compliance reviews.Ensures proper adherence to the code of conduct and ethical guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.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.Bilingualism French and English.Working knowledge of personal (primarily) and commercial credit and non-credit products and services.Working knowledge of lending processes and supporting policies.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:4Job 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.
Collections Advisor Leases - Montreal, QC (12 month contract)
Scotiabank, Montreal, QC
Requisition ID: 193531Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Collections Advisor Scotia Dealer Advantage is one of Canada’s largest and fastest growing Special Finance companies providing automotive financing programs nationwide. We build partnerships with authorized independent and franchise automobile dealers to help them grow their businesses and serve their special finance customers.In Collections we uphold a standard of excellence. If you want to leave your fingerprint on a world-renowned company that has been leading in the subprime auto industry like Scotia Dealer Advantage then this is the job for you!Do you have a passion for helping others through financial struggles and want to be part of a dynamic team that is customer focused, results driven and highly motivated? This is what our Collections team represents at Scotia Dealer Advantage. PLEASE NOTE: This position will work on a Hybrid model and our office location at Blv. Les Galeries D’Anjou, Anjou, QuébecVarious shifts covering the hours of 8 a.m. to 7:30 p.m. Monday to Friday are required Is the Collection Advisor role right for you? As a Collection Advisor, you’ll be responsible for maximizing the collection of overdue payments from customers while minimizing collection costs and loan losses on individually assigned accounts. As an advisor, you will conduct timely and effective collection follow-up discussions on assigned loans in varying stages of arrears and on accounts where a potential risk to the Bank is evident. You’ll also: Conduct payment collection activity to provide the Bank with optimal delinquency ratios and loan lossesMake sound decisions on accepting, rejecting or offering amended payment terms and settlements while conforming to Bank policiesEstablish full responsibility for all payment or collection related inquiries, concerns, and/or arrangementsEnsure the delivery of customer service fosters overall customer and business line/department satisfaction Do you have the skills that will enable you to succeed? You are fluently bilingual in both French and English Languages as this role serves NationallyYou have excellent communication skillsYou articulate a strong presence on the phone that's confident, yet personableYou are a disciplined and focused individual who is motivated to reach daily targetsYou think long term and aren’t afraid to think outside the box to give engaging alternatives for our customersYou elevate and cultivate your own knowledge through daily interactions with Managers, Team Leaders and Seniors Collection OfficersYou are always seeking new challenges and opportunities to grow within the organizationYou have significant previous experience in a collections/customer service capacity utilizing the telephone as the primary means of communicationYou have significant previous experience collection of delinquent or overdue accounts in the financial services industry or experience collecting on delinquent accounts receivable You have experience with the Microsoft suite of products including Word, Excel, and OutlookAn understanding of predictive dialer equipment and payment collection systems is an asset What’s in it for you? During your onboarding into the role, you will be an observant and have the ability to absorb strong listening and negotiations skills through customer interactions and apply these to conversations of your ownYou will not only be collecting payments but you will assist our customers through hardship which requires you to think outside-the-box to overcome adversity and give our customers a top-of-the-industry experience in the process.A positive and inclusive team environment where your voice and opinions are valued. We foster big thinking, professional growth and mutual respect.A rewarding career path with diverse opportunities for professional development within Canadian Banking Location(s): Canada : Quebec : Anjou Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Senior Credit Solutions Manager, Commercial Banking - Montreal
Scotiabank, Montreal, QC
Requisition ID: 196042Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeContributes to the overall success of Canadian Business Banking, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives while also ensuring all activities are conducted in compliance with governing regulations, internal policies and procedures.The Senior Credit Solutions Manager (Sr.CSM) provides financial solutions for clients through various tasks such as risk analysis, deal structuring, credit pricing, negotiation and presentation in concert with the Senior Client Relationship Manager “SCRM”. The incumbent interfaces directly with clients, in partnership with the SCRM. The Sr. CSM liaises with Global Risk Management through the credit decision-making process.The incumbent is a specialist in credit and provides financial solutions for clients through various tasks such as risk analysis, deal structuring, credit pricing, negotiation and presentation. He/She manages a customer portfolio of moderate to higher complexity.The incumbent is responsible for ensuring their portfolio meets compliance to various credit metrics as well as monitoring the portfolio to identify any negative trends. The incumbent works closely with the SCRM, Credit Analysts and Service Specialists.Accountabilities: Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.Contributes to the profitable development of Canadian Business Banking by:Ensuring the timely analysis, structuring and presentation of credit proposals;Providing prompt and sound recommendations in the analysis and presentation of credit proposals; Ensuring effective communication with the SCRM to clearly convey the rationale for decisions, so that they may respond effectively to clients;Recommending pricing for loans and credit-related fees yielding a return commensurate with risk and due regard to profit, administration and competitive considerations;Recommending terms, conditions and covenants to provide a viable banking proposal to the client within sound credit lending practices;Restructuring marginal proposals into bankable deals where possible;Providing guidance and counsel to SCRM, so that they may better serve clients’ needs.Ensures the accurate communication and effective and timely implementation of the terms and conditions of an authorization by:Reviewing all authorizations to ensure accuracy, completeness and clarity;Ensuring prompt follow-up for acceptance of the authorization and reacting swiftly to any problems, amendments, extensions, reporting to senior management and SCRM where necessary; Promptly and effectively addressing issues surrounding the adequacy, quality and completeness of loan documentation and security;Liaising with SCRM to ensure any required changes and follow-up for the accurate execution and delivery of same prior to disbursement of funds.Ensure the ongoing quality of the assigned credit portfolio through control and administration of the specific conditions and reporting requirements, as specified in individual authorizations are adhered to by:Directing and assisting Credit Analysts (CA)/ Service Specialists (SS) in the detailed evaluation of all information received, reporting deficiencies or any negative findings to senior management;Adhere to any regulatory and internal Bank policies and requirements;Advising senior management of any credit weakness developing within individual accounts, by ongoing awareness and analysis of relevant financial, legal, political, technological and industry information.Provide coaching/counselling/Oversight to Credit Analysts by:Developing the credit competencies of the CA’s in relation to assigned accounts;Providing timely performance feedback on credit analysis presented.Champion and support a culture of diversity and other initiatives aligned with the Bank Strategy.Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.Champions a high performance environment and contributes to an inclusive work environment. Education: University degree in business or economics or other Business Specialty background.Commitment to participate in other training requirements as determined by the Bank from time to time.Skills/Work Experience: Previous work experience of at least 2-5 years is preferred.In-depth knowledge of the Bank’s lending policies, practices and procedures, as well as an awareness of business trends economic, technological, social, legal and political conditions and factors which could affect the viability of a credit.A solid knowledge and understanding of financial statements and accounting principles and policies is a must.Excellent risk assessment and credit skills and ability to structure deals.Strong understanding of loan documentation.Strong knowledge of Canada’s financial services marketplace and of the assigned market area’s key industries, major customers and competitive positioning within the assigned market areas.Solid understanding of the Canadian Business Banking objectives, strategies and structures. To complement this, the incumbent must possess tactical planning skills and implementation/ management skills.Good sales management, coaching, relationship building and leadership skills are essential, along with the ability to influence and motivate others.Must set a positive example of change and encourage others to do the same.Strong interpersonal skills are essential for business development/customer relationship building and to facilitate a positive and effective team environment.Must be able to effectively articulate their views to all levels both within the Bank and externally in the marketplace.Strong personal computer skills and familiarity with word processing, spreadsheet software and planning tools are necessary as the incumbent uses a PC for a variety of communication, sales management and general information activities including preparing documents, monitoring results and responding to enquiries.Strong knowledge of commercial Banking products and services, including systems, routines and operating procedures.Thorough knowledge of Bank’s business lending and deposit products and services, and customer profitability model.Thorough knowledge of competitor offerings and alternative sources of financing.Good knowledge of products and services provided by the Bank’s specialized sales forces and other delivery channels such as Global Banking & Markets, Global Transaction Banking, Global Wealth Management, Retail & Small Business Banking, etc.Thorough knowledge of all commercial management platforms.Working knowledge of services provided by support areas such as Shared Services Business Support. Working Conditions Work in a standard office-based environment; non-standard hours are a common occurrence. No travel. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and will serve an English and French-speaking clientele frequently. Location(s): Canada : Quebec : Montreal-est || Canada : Quebec : Montreal Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Sr. Specialist, Commercial Portfolio Management
Canadian Western Bank, Surrey, BC
At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doCWB is a bank built for business owners Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us. The opportunityCommercial Portfolio Management The senior specialist provides credit structuring, credit underwriting, risk management, and client facing support for a portfolio of diversified clients with average loan volumes between $5MM - $10MM, within a specified geographic market. This individual contributor role partners with the sales & support teams to deliver effective solutions to our clients by analyzing financial statements of loan prospects to drive in making credit decisions, analyzing moderately complex credit, conducting due diligence, re-analyzing financial statements to bring an existing client’s credit file to up to date & represents the day-to-day contact for clients.Areas of focusCredit underwriting. Risk management. Client experience.Credit Underwriting. As an expert credit underwriter, you will partner with sales teams to support the branch strategy and client experience through effective and timely credit underwriting for new and existing borrowing clients. You will manage risks and day-to-day client relationships for medium to large commercial clients. Directly supporting the sales team to develop creative, competitive, full-service client solutions, using internal partnerships and specialists where appropriate.Risk management. You will apply your risk management skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward in line with CWB’s risk appetite. Proactively manage risk with prudent lending recommendations, including appropriate & consistent monitoring & due diligence, minimizing operational losses.Client experience. Acts as the key point of contact for daily interactions with clients for daily operations, account administration, & inquires as well as effective & consistent support to the deal team, ensuring the delivery of an exceptional client experience. Core know-how & experience requirementsA Bachelor’s Degree in commerce, finance, or accounting subject areas (equivalent experience accepted) and have 3 plus years’ hands-on experience in business banking, commercial lending, financial services, etc. You have a real passion for all things credit and credit risk management that runs through your veins. Your hard work ethic and financial acuity are the main attributes to your success and it’s your desire to succeed that makes you stand out amongst your colleagues. You are highly organized, technically proficient, and have a strong desire to carry new learning forward and build a career in financial services.Why work with us? Your success is our obsession! And our award-winning culture & benefits back it up. Proudly recognized by Great Place to Work in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023. Wellness matters. We offer an award-winning benefits package that includes: Hybrid work environments Everyday flexibility Generous company-funded health coverage Health care spending account A flexible wellness program generous time-away options to unplug, rest & recover Career development. We commit to our employees’ development and help them reach their professional goals with: Organization wide coaching services Mentorship Education support & training programs Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups. #LI-KM #IND-KMAs an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.Closing Date:* Position closes at 12:01am on the close date identified below.05/24/2024
Security Team Lead Cortellucci Hospital
Paladin Security, Vaughan, ON
OverviewPaladin Security: Making the World a Safer and Friendlier Place! Do you have superior customer service skills and a passion for helping people? Are you able to think quickly on your feet and defuse difficult situations? Your track record of handling a great deal of responsibility combined with your varied life experience and enthusiasm for a job well done make you an ideal candidate for our team! The Paladin Difference starts with our officers; we're the best because we hire the best. We believe in promoting from within, respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet you!Job Skills / RequirementsPosition: Security Team Lead Site: Cortelluci Hospital City: Vaughan ON.Status: Full-TimeHours: Rotating Continental (0700-1900/ 1900-0700 hrs.)Pay Rate: $21.42/hr Are you interested in starting a career in a fast paced and growing industry? As a provider of security services to clients with complex security needs, Paladin Security Group is offering an exciting career opportunity for you to give back to your community, while developing skills for future careers. Our training programs are also a leader in the security industry, and they will help prepare you for advancements, as well as build your resume for a potential career in law enforcement.Job Description: In this key role, you will oversee a state-of-the-art healthcare Control Centre. Your role will be to monitor numerous systems including fire and life safety, access control and CCTV. You will assist in tracking and deployment of security staff and handle a variety of dispatch duties including incident call taking. Will report directly into the Dispatch Team Lead.Essential Job Functions:•Provides leadership, direction, and ongoing coaching and training.•Ensures all standing orders and scheduled daily activities are carried out as required for each shift.•Ensures site staff adhere to all Paladin Security and hospital security policies and procedures.•Plans and implements shift work schedules.•Ensures all Security Guards have received the mandatory training.•Motivates staff and issues commendations.•Disciplines staff when necessary and ensures proper documentation is passed onto head office.•Attendance Management•Performs security audits.•Documents and investigates security incidents and complaints.•Communicates any concerns/issues with Client Service ManagerRequirements:•At least one year security experience in a team lead role preferred•Post-Secondary education in a law enforcement/security program from a recognized college preferred•Working knowledge of the Trespass to Property Act and Mental Health Act•Superior written and verbal communication skills•Demonstrated punctuality and reliability, tact, and diplomacy.•International Association of Healthcare Security Services (IAHSS) certificate would be an asset•Valid Ontario Security License•Immunization Record including MMR. Varicella, and 2 TB tests•First Aid & CPR Level C•Vaccination StatusHighlights:•Extensive Paid Industry Training•Employer Paid Benefits•Opportunities for Growth & AdvancementAdditional Information / BenefitsPaladin Security has a diverse workforce. We believe in and are committed to a workplace culture of respect, inclusion, and diversity. Paladin Security is committed to providing accommodations for people with disabilities through the interview process and while employed. If you require an accommodation during the interview process, please let us know and we will work with you to meet your needs.We thank all applicants for their interest; however, only those applicants that are short listed will be contacted for an interview.This job reports to the Client Service Manager This is a Full-Time position 1st Shift, 2nd Shift, 3rd Shift. Number of Openings for this position: 1
Commercial Banking Associate Intern/Co-op (Fall 2024)
TD, Surrey, BC
Type de rôle:Internship/Co-opSession de stage:Fall/Term 1Lieu de travail:Surrey, Colombie-Britannique, CanadaHoraire:37.5Détails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités salariales de ce poste.Description du poste:TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy that’s right for them now, and in the future. Our quest is to deliver a first- class business banking client experience and to be” The Better Business Bank” in North America. At TD, better business bankers have a strong background in business and finance as well as the specific products they are responsible to sell and service. They have keen insight into all their clients - their industry, products, finances and markets. Better business bankers demonstrate good judgment in people, businesses and markets based on education, experience, “gut instincts” and “street smarts”.This is an exciting introductory experience into the interesting and vital world of Commercial Banking. You will learn the fundamentals of commercial lending through financial analysis, risk management and industry analysis. This will give you the capability to work closely with a variety of mid -market businesses as they strive to successfully meet their individual and financial goals. Your business skills will be put you to the test in creating business proposals based on the diverse credit, deposits and cash management needs of your clients.Job RequirementsYou’re a well-rounded person who works well independently and as part of a team.You have a strong desire to learn, grow and succeed.You are working towards completing an undergraduate or graduate degree in business. Or perhaps you have another degree combined with work experience.Where you’re going:Your co-op term will include on-site coaching in one of our commercial units. Your future career path in TD Commercial Banking can include a variety of challenging roles in sales, relationship management, and risk management.Additional Details:This position is a 4-month work term and will commence September 3rd - December 20th, 2024.Applications must include a transcript, cover letter (one letter-sized page or less) and a resume (maximum of 2 pages).We welcome all applications; however, we will only contact qualified candidates chosen for an interview. Thank you for your interest.TD requires employees to reside in the country where the role is located, irrespective of remote working arrangementsÀ propos de nous La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues. La TD est une entreprise profondément engagée à être une leader en matière d’expérience client. Voilà pourquoi nous croyons que chaque collègue, peu importe son secteur d’activité, est en contact avec la clientèle. En parallèle de l’évolution de nos activités et de notre stratégie, nous innovons afin d’améliorer l’expérience client et de créer des capacités pour façonner l’avenir des services bancaires. Que vous ayez plusieurs années d’expérience dans le secteur bancaire ou que vous commenciez tout juste votre carrière dans le domaine des services financiers, nous pouvons vous aider à réaliser votre plein potentiel. Vous pourrez compter sur nos programmes de formation et de mentorat et sur des conversations sur le perfectionnement et le leadership pour réaliser votre plein potentiel et atteindre vos objectifs. Notre croissance en tant qu’entreprise rime avec la vôtre. Notre programme de rémunération globaleNotre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d’autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d’épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance. En savoir plusRenseignements supplémentaires :Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.Perfectionnement des collègues Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Que vous ayez à cœur d’aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu’elle s’engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs.Formation et intégrationNous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.Processus d’entrevue Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.Mesures d’adaptationL’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation (salles de réunion accessibles, sous-titres pour les entrevues virtuelles, etc.) dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.Nous avons hâte d’avoir de vos nouvelles! Language Requirement:N/A.
Private Banking Officer, Sales - BMO Private Wealth
BMO, Montreal, QC
Application Deadline: 05/24/2024Address: 1250 boul Rene Levesque OuestJob Family Group:Wealth Sales & Service**6 month contract with possibility to become permanent**Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.Assists in preparing new business proposals or presentations to clients/prospects.Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Determines client needs and ensures timely and accurate completion of transaction processing.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.Strives to exceed client service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Participates in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Bilingualism French and English.Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled (RISI)Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.Basic knowledge of the Lending Process and supporting policies.Basic knowledge of loan and security documentation, including registration and renewal routine.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$37 500,00 - $69 500,00Pay 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.
Private Banking Officer, Sales - BMO Private Wealth
BMO Financial Group, Montreal, QC
Application Deadline:05/24/2024Address:1250 boul Rene Levesque OuestJob Family Group:Wealth Sales & Service**6 month contract with possibility to become permanent**Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.Assists in preparing new business proposals or presentations to clients/prospects.Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Determines client needs and ensures timely and accurate completion of transaction processing.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.Strives to exceed client service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Participates in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Bilingualism French and English.Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled (RISI)Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.Basic knowledge of the Lending Process and supporting policies.Basic knowledge of loan and security documentation, including registration and renewal routine.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.Compensation and Benefits:$37 500,00 - $69 500,00Pay 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-RewardsWe’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.
Account Support Officer
BMO, Edmonton, AB
Application Deadline: 05/16/2024Address: 10175 101 Street NWJob Family Group:Customer Shared ServicesAre you a detail-oriented, adaptable team player with a knack for administration? We're looking for an Administrative Specialist to join our team in Edmonton, Alberta, in the realm of Commercial Collections. Join our dynamic and collaborative team working in the commercial collections field. We are a part of a larger group, with partners in different parts of Canada, handling administrative tasks to support our operations. Key Requirements: - Administration Experience: You should have prior experience in administrative tasks. - Attention to Detail: Meticulous attention to detail is vital for ensuring accuracy in all your tasks. - Team Player: As a part of our team, you'll work collaboratively with your colleagues. - Adaptability: You should thrive in a role where each day brings new challenges and tasks. - Proficiency in Excel: Proficiency in Excel will be essential for managing spreadsheets and data. - 2-3 Years of Experience: While flexible, we prefer candidates with 2-3 years of administrative experience. Role Description: As an Account Support Officer, your day-to-day tasks will be dynamic and diverse. You'll work in a pooling system, handling account managers' request. Tasks can range from pulling loan statements, managing loan conversions, handling security registrations, and more. The specific tasks will depend on the accounts you manage, and they can involve interactions with other organizations etc., managing payouts, and loan statements. Your work will involve taking over accounts from the line, following checklists to ensure all necessary steps are taken. Each day is unique, filled with a variety of administrative tasks. If you're proficient in Excel and enjoy working in a team while maintaining attention to detail, this role is for you. Our team values flexibility, collaboration and in-person engagement. This position is located in Edmonton and offers flexibility with a hybrid work arrangement where the successful candidate will spend at least 2 days per week on-site and the other days remote. Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by supporting the management and administration of the accounts. Ensures all reports, entries, monitoring systems and other requirements are executed and maintained timely and accurately. Ensures compliance with all Bank Policy & Procedures and standards. Advises stakeholders of risk related issues and escalates as required.Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Coordinates and schedules work, forecasts resource requirements, monitors work quality, trains staff, researches and resolves problems.Prepares and executes service requests, transactions, queries, etc. within relevant service level agreements; ensures information systems are updated. e.g. payments, advances, transfer, fees, payouts.Prepares, renews and monitors securities documentation for account / transaction requirements.Collaborates with internal and external stakeholders in order to deliver on business objectives.Organizes work information to ensure accuracy and completeness.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports, and dashboards.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Commercial Lending Product knowledge - Good.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$37,500.00 - $69,500.00Pay 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.
Service Officer, Lending Services - Montreal, QC
Scotiabank, Montreal, QC
Requisition ID: 199168Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of JobContributes to the overall success of the Lending Services business unit by ensuring specific individual goals, plans, initiatives and assigned tasks are executed/delivered in support of the team’s business strategies and objectives. Ensures all activities conducted witha high degree of accuracy followgoverning regulations, internal policies, and procedures. Is this role right for you? In this role you will:Champions a client-driven culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.Preparation and execution of intricate security and Business Banking documents to meet the requirements stipulated by the Bank’s policies and procedures to support the fulfillment of new and the ongoing maintenance, amendment and service activities of lending products & services (including instructions to lawyers, appraisers, and other contacts as applicable).Maintains up-to-date knowledge and understanding of relevant Commercial and Small Business products, processes, and policies, including completing internal training, and reviewing appropriate news items and publications.Participates as an active partner, and initiates changes by collaborating with stakeholders and business lines to resolve issues, remove roadblocks, reduce costs, and improve services.Responds promptly and effectively to service inquiries, concerns, and complaints from Banking partners, with the ability to: ➢ Resolve servicing issues and reduce business and client impact with managerial direction as required. ➢ Analyze situations and present sound recommendations and decisions to overcome any obstacles and escalating if required. ➢ Facilitate decision making processes by providing timely, meaningful, and easily available data.Understand how the Bank’s risk appetite and risk culture should be considered in daily activities and decisions.Contributes to the overall Pulse Score by championing opportunities to enhance the customer experience.Actively pursues effective and efficient operations of respective areas, while ensuring the adequacy, adherence to and effectiveness of business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, and the Scotiabank Code of Conduct.Champions a high-performance environment and contributes to an inclusive work environment.Perform other related duties as assigned. Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:Operates independently to execute the fulfillment and maintenance of Commercial and Small Business lending products & services within assigned authorities/limits.Reviews, assesses, and processes high volumes of standard/non-standard credit, service, and support customer transactions.Processing for deals (size and respective limits will vary subjected to segment and tasks).Acts as a dedicated subject matter expert providing timely resolution to clients and business partners on all Commercial and Small Business lending products, services, tools, systems, procedures, etc.Recognizes and identifies knowledge gaps and performance concerns and addresses/reports these observations through the appropriate escalation process.Taking responsibility for client and partner inquiries, concerns, or complaints and presenting solutions or alternativesBusiness Units supported include and not limited to: Commercial Banking, Small Business, Global Risk Management, Payments & Cash Management, Audit, Trade services, Scotia Leasing, Real Estate Banking, Client Services and Solutions, Cash Management Call Centre, and other units (as applicable).Provides national coverage between the hours of operation (7 a.m. - 8 p.m. Eastern Standard Time). Shifts may vary.Assist in identifying and implementing efficiency-focused improvements to operating procedures and/or systems to meet Bank regulations, operational effectiveness and overall process simplification Participates in cross-training to broaden skillsets across different areas. What you will be doingPost-Secondary Education Minimum of 2 years of relevant working experience (Commercial / Small Business) in Financial Services or related industry.Proven customer service skills, as well as flexibility to adapt to changing environments.Experienced and knowledgeable of Business Banking credit as it applies to the Corporate, Commercial and Small Business Bank’s policies & procedures, products & services, and security & collateral documentation.Strong knowledge and experience in the setup and execution of onboarding accounts, products & services, and loan/funding.Fluency in English and French (written & verbal) and Organizational Skills.Working knowledge of Microsoft Office (Excel, Word, and Outlook). Location(s): Canada : Quebec : Montreal Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Economic Development Officer
Conseil en Éducation des Premières Nations (CEPN), Notre-Dame-du-Nord, QC
TITLE: Economic Development Officer DEPARTMENT: Economic and Sustainable Development SUPERVISOR: Director of Economic and Sustainable Development SALARY: As per TFN Salary scale (qualification(s) and/or experience will be considered) SUMMARY: Render quality services under the Community Economic Development Program, delivery of community economic development opportunities for the betterment of the community of Timiskaming First Nation while aiming for self-sufficiency. MAJOR RESPONSIBILITIES: • Assist with the responsibility for the delivery of the CEDP and services to satisfy the needs and expectations of the community of Timiskaming First Nation. • Assures the orientations, goals, objectives, policies and decisions of the Council are met, and adhered. • Play an essential role in community sustainable development and a long terms strategic planning, with the community, the Council, the Director, and coordinates activities to support its implementation. • Ensure new funding sources for community development. • Assist the Director, Chief and Council and individual community members with business venture projects (feasibility studies and business plans). • Seek out and analyze interesting opportunities for community business ventures. • Keeps abreast of industry and government programs and activities which could have an impact on Timiskaming First Nation. • Encourages and promotes community business investment and employment. • Will assist with the responsibility to coordinate relations with mining and related companies. • Assists in following through on various economic agreements signed by Council (Government and Industry). • Work with various partners (financial, partnerships at the local and regional level). Undertake projects and feasibility studies related to specific economic development projects and execute approved projects to the implementation phase: • Investigate potential investment opportunities. • Participate in meetings with project promoters, investors, joint venture/partnership groups to gather information and provide guidance. • Manage or conduct feasibility studies, interpret the results, and use the findings to assess the feasibility of business proposals. • On projects which have received preliminary approval for further investigation, assess their economic viability and technical feasibility through the study of employment opportunities, loan repayment capacity, revenue and income produced social and environmental effects as directed. • Plan and assist in determining the availability of the necessary labor force, land resources, training resources and capital funds, and legal requirements, to meet the proposed business projects’ needs. • Prepares financial projections based on the results of external analyses and develop an operating plan incorporating the financial data into a complete business plan. • Summarize findings of studies and data accumulated and prepare reports and presentations. • Recommend projects for approval to the Chief & Council for approval. • Develop communications plans for specific community projects. • Engage in community consultation as directed to assess project feasibility. • Keep informed of economic development initiatives within the community and regionally. • Represent the community for economic development matters and liaison with potential investors, associations, and other Native communities. EDUCATION AND EXPERIENCE REQUIREMENTS: • Post-Secondary education in Commerce or Business Administration, with a Major in Finance, Accounting and/or Management. • Five (5) years relevant work experience. KNOWLEDGE & SKILL REQUIREMENTS: • Knowledge of Timiskaming First Nation (TFN) and external funding agency policies and procedures. • Knowledge of commercial lending concepts, business planning principles and strategic planning methods. • Ability to employ financial, market and risk analysis techniques. • Oral and written communication skills. • Project management skills. • Ability to utilize MS Office computer software. • Knowledge of French language would be an asset. Deadline for application: May 24th, 2024 at 12:00 pm EST Persons interested can apply by sending their letter of application, resume and vulnerable sector check along with any other relevant documents to: Timiskaming First Nation ATTN: HR 24 Algonquin Avenue Notre-Dame-du-Nord, QC. J0Z 3B0 Email to [email protected] Note: The Timiskaming First Nation reserves the right to a pre-selection of interested candidates. Only those retained will be contacted for an interview
Senior Manager, Special Loans
RBC, Toronto, ON
Job SummaryThe Senior Manager Special Loans will manage complex and/or higher risk accounts through effective relationship and risk management practices and provide solutions and business advice designed to satisfy the banks risk requirements while maintaining a consistent focus on retaining long-term RBC Financial Group relationships. You will develop relationships with service partners, group partners and professional groups to optimize resolution success as well as business opportunities and referrals.Job DescriptionWhat is the opportunity?Reporting to the Director, GRM you will contribute to strategic business priorities by successfully creating and retaining survivors, maximizing revenue while minimizing costs, leveraging knowledge and expertise to assist the business and enhancing customer loyalty. You will manage complex and/or higher risk accounts through effective relationship and risk management practices and provide solutions and business advice designed to satisfy the banks risk requirements while maintaining a consistent focus on retaining long-term RBC Financial Group relationships.You will develop relationships with service partners, group partners and professional groups to optimize resolution success as well as business opportunities and referrals.What will you do?Apply a continuous-improvement approach to achieving superior client experience.Take ownership of client problems at first point of contact. Develop and document initial strategies within 45 days of receipt of files.Ensure clients are treated with respect, a highly professional empathetic approach is used and good working relationships are maintained.Manage time and priorities such that expired credits and expired newtons remain less than 10%.Demonstrate commitment to teamwork by introducing clients to RBC wide services and expertise through referrals and identifying business opportunities.Emphasize the need to create surviving entities and to the extent possible, retained relationships for RBC Financial Group.Demonstrate commitment to teamwork by introducing clients to RBC wide services and expertise through referrals and identifying business opportunities.Build/expand/leverage good working relationships with district, field and risk officers to promote an early identification mindset and maximize retention opportunities.Participate in bank and/or industry focused events.What do you need to succeed?Must HaveCreative problem solving skills, with the ability to work effectively under pressure.Effective written and oral communication skills, with the ability to impact and influence others, including listening, understanding and responding, information seeking and consulting orientation.Ability to successfully utilize internal networks to assist with problem resolution.Capacity to get along with different types and levels of individuals, including Senior Management/Executives.Teamwork and cooperation building Partnerships with stakeholders; adaptability; knowledge transfer; relationship buildingThinking: strong analytical and risk assessment skills; breakthrough thinking; conceptual thinking; strategic business senseHave dealt with clients in an interactive face to face manner.Nice to Have5+ years of experience as a Commercial Account ManagerRisk Management knowledgeCommercial product knowledgeProficiency with Bank technology- Knowledge of Microsoft Applications - at a minimum Basic Word, Excel, Power Point.CA, CGA, MBA is a definite benefit as financial analysis is required.Whats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensationLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactFlexible work/life balance optionsWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workJob SkillsAccounting Finance, Asset and Liability Management (ALM), Confidentiality, Credit Analysis, Customer Service, Customer Success, Detail-Oriented, Investment Risk, Retail Banking, Risk ManagementAdditional Job DetailsAddress:20 KING ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:GROUP RISK MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2024-05-16Application Deadline:2024-05-25Inclusion 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.
Team Lead - Enrolment Services Advising
Douglas College, New Westminster, BC
Position DetailsPosition Information Position Title Team Lead - Enrolment Services Advising Posting Number 02201SA Location New Westminster/Coquitlam Campus Grade or Pay Level S - Pay Level 17 Salary Range $67,523 per annum (with wage increments to a max of $77,482 per annum), which includes a special allowance of $7,500 per annum. Salary and wage increments are in accordance with the Collective Agreement. Position Type Support Staff - Regular Posting Type Internal/External Regular/Temporary Regular Employment Type Full-Time Posting Category Staff Start Date 07/29/2024 End Date Day of the Week Mondays to Fridays Shift 8:45 AM - 4:15 PM Work Arrangements This regular full-time (35 hours per week) position is available starting July 29, 2024 Regular hours of work are Monday to Friday, 8:45 am - 4:15 pm. Shift days and times may change depending on the Department's need. Occasional evening and/or weekend work may be required. The position is located at the Coquitlam campus; however, successful candidate must be available for work at the New Westminster. Douglas College is committed to supporting a healthy work/life balance for employees. A modified/flexible schedule and/or hybrid work from home arrangement may be considered, subject to the terms of the College's Work From Home Policy. What Douglas Offers DO what you love. Be good at it. That's how Douglas College defines a great career. It's a philosophy that resonates through our classrooms, our offices and our boardrooms. It inspires our students and drives us to make Douglas College one of BC's Top Employers. We love what we do. And we're looking for passionate, motivated people to join us in making one of Canada's best colleges even better. The Role The Team Lead collaborates with the Assistant Registrar on the team's annual cycle of services and processes to students offered across Enrolment Services. The Team Lead directs, coordinates, monitors, and schedules the day-to-day work of the staff to effectively deliver service offerings, prepares plans for annual ongoing training programs, designs and develops training materials and delivery of comprehensive training and instructional sessions, and develops and maintains a master training program or orienting and educating staff. The Team Lead provides overall support and operational guidance to the Admissions Officers, Enrolment Services Advisors, Records Officers, Registration Officers - Continuing Education and Training Group, or Student Success Advisors.The Team Lead holds responsibility in one of the following portfolios: admissions, academic advising, credit and non-credit student records and registration, enrolment services advising and/or financial aid & awards.The Team Lead resolves and troubleshoots escalated complex student issues as required. The Team Lead regularly interacts with other units across campus and within Enrolment Services to ensure effective delivery of service to students and the College community. The Team Lead works closely with Assistant Registrars, Associate Registrars and the Registrar in Enrolment Services. The Team Lead cultivates relationships with key stakeholders across the campus and with other units in Enrolment Services, and identifies new opportunities for collaboration and innovation.We offer the opportunity to do what you do best in an inclusive, collaborative and collegial environment. At Douglas, our goal is to ensure our people are valued and supported by promoting a healthy work-life balance, professional growth, and development, as well as a safe and respectful workplace. •Transit-accessible campuses •Hybrid work arrangements for eligible positions •Competitive salaries •Excellent Health and Dental Benefits •Defined-Benefit Pension Plan •Professional Development funding •Access to our Fitness Centres and Classes ResponsibilitiesNote: The following job duties and tasks are performed in this position, in addition to those contained in the Enrolment Services Advisor, (Job No. 130.75). Coordination of team operational processes and workflow and identification of new opportunities •Works closely with the Assistant Registrar and/or Associate Registrar to execute the day to day processes and operations of the area to ensure effectiveness and efficiency •Acts as a resource to Admissions Officers, Enrolment Services Advisors, Records Officers, Registration Officers - Continuing Education and Training Group, or Student Success Advisors on issues relating to students and their studies at the College, including, but not limited to the interpretation of college and government policies and processes, as well as best practices in situations not covered by existing policies and makes decision on escalated outcomes in collaboration with the Assistant Registrar and/or Associate Registrar •Troubleshoots problems in the course of the annual student cycle and initiates resolutions •Identifies new opportunities and efficiencies in processes and workflows and integration of services •Research, select and implement alternatives where there are opportunities for improvement while maintaining and monitoring progress in light of new technologies and changes to process to ensure the area is staying current and moving forward with the desire and work of students •Schedules and assigns work to unit staff based on changing requirements •Coordinates the day-to-day operational support to Admission Officers, Enrolment Services Advisors, Records Officers, Registration Officers - Continuing Education and Training Group, or Student Success Advisors •Coordinates the daily operational activities relating to Enrolment Services, including, but not limited to program administration and advising, workflows and processes •Coordinates the operational oversight for the wide range of activities, cultivating cross-team consistency and coherence in the initiating, planning and implementation of operational elements, monitoring effectiveness, analyzing for achievement of results and reporting on it Advising Services •Investigates and resolves escalated time sensitive complex student issues, which may include policy interpretation issues and working with other units and external organizations •Diffuses upset, angry or hostile students escalated from Admissions Officer, Enrolment Services Advisors, Records Officers, Registration Officers - Continuing Education and Training Group, or Student Success Advisors and provides guidance and information and refer appropriately •Adjudicates escalated exceptional cases and approves monetary assistance in the form of emergency funding, which may include, but not limited to emergency loans, bursaries, grocery cards, fee deferrals, etc., for students with exceptional circumstances •Makes and receives referrals, when appropriate and follows up to ensure referral accuracy, as appropriate •Liaises with faculties, deans, associate deans, directors, associate directors, chairs and coordinators and various departments , etc., regarding admissions, curriculum, financial assistance& awards, and records and registration •Identifies students at risk or in crisis and proactively connects students with the appropriate resources and supports •Evaluates and makes recommendations to faculties, program areas and/or Registrar for academic requirement waivers for admission or graduation •Interprets policy regarding withdrawals, registration, academic requirements, etc., by maintaining current knowledge on College policies, procedures and curriculum requirements to ensure accurate and consistent information is provided to students •Conducts sessions to students in Student Success ( STSU ) courses, which may cover, but not limited to, academic program planning, developing goals short and long term goals with students, identifying opportunities to help students in becoming independent learners and being successful at the College •Conducts presentation, outreach activities, and develops workshops on topics relating to academic, financial planning on and off campus, admissions, and/or records and registration Administration and Operations •Develops, updates and maintains training materials, training program goals and objectives by conducting needs assessments through various mechanisms to gather information regarding training requirements consistent with the long term goals of Enrolment Services •Coordinates, develops, and delivers comprehensive training and instructional sessions to the Admissions Officer, Enrolment Services Advisors, Records Officers, Registration Officers - Continuing Education and the Training Group, and/or Student Success Advisors •Trains and ensures Admissions Officers, Enrolment Services Advisors, Records Officers, Registration Officers - Continuing Education and the Training Group, and/or Student Success Advisors are trained in all aspects of their role so that they provide the highest level of support and service to students •Investigates system problems, which are complex and specialized in nature to determine the nature and source of errors, and liaises with appropriate people and/or departments to solve complicated system and enrolment related problems •Uses knowledge of systems, policies, procedures and exercises professional judgement to solve unusual or complex problems •Coordinates, analyzes, tests, trains, and implements new enhanced student system functionalities and upgrades, including, but not limited to student information systems ( SIS ), Constituent Relationship Management ( CRM ), EducationPlanner, DegreeAudit, Scheduling, Document Management •Develops documentation for respective areas with respect to student system functionalities •Sets up and maintain student system tables ensuring compliance with College, government and external policies and processes •Reviews business processes and system requirements to refine and improve best practices. In consultation with Assistant and/or Associate Registrars, participates in the development of system change request and submissions •In collaboration with the Assistant and/or Associate Registrars, develops, maintains and updates content on the website for internal and external audiences by composing content. •Administers College, government and external policies and procedures as relevant regarding student academic and financial situations •Coordinates, adjudicates and/or oversees the selection of award recipients in keeping with established policies •Adjudicates, approves and denies bursary appeals •Evaluates records management policies and practices for changes in including evaluating exceptional request for records •Develops and implements protocols to capture and manage information about sensitive advisory interactions with students using best practices and sound knowledge of applicable privacy policy and legislation •Designs and coordinates program to encourage student retention and progress •Designs and implements financial literacy programs to support students in gaining understanding on financial resources and budgeting •Designs and implements student-focused surveys; interpret results and determine implications; communicates key findings to the appropriate parties •Conducts an evaluation system by assessing, initiating and evaluating learning opportunities and outcomes •Develops, compiles, prepares and interprets complex statistical and qualitative reports, and makes recommendations and presentations (e.g. relating to admissions, enrolment, student funding, advising services, etc.) •Assesses existing departmental procedures and systems and recommends changes as needed •Makes recommendations to enhance overall advising practices and processes •Ensures student data confidentiality and privacy according to Registrar, College and FIPPA regulations •Updates, safeguards, maintains student records in accordance with applicable legislation and policy •Assists with developing new procedures and systems within the department to better serve students or make delivery of programs more efficient and student focus •Develops templates, as required, to streamline departmental processes relating to enrolment services and engagement •Drafts resource materials for students and faculty; ensures key resources, including the student-focused pages on the departmental website, are kept up-to-date with current information •Works as a member of an implementation team to develop and update student system solutions •Participates in the interview process of hiring new staff •Performs other duties as assigned Knowledge Expertise and Continuous Improvement •Participates as an active member on provincial, national organizations, associations, and committees to provide professional input and help influence and develop current and future policies to positively impact students; •Works with government and external agencies in BC and Canada, and vendors where necessary y (e.g. CASFAA , ASAP , NACADA , CACUSS , SABC , AEST , EPBC , BCCAT , ARUCC , WARUCC , etc.) •Leads and actively participates and contributes to projects, when applicable •Provides input on annual budget planning •Evaluates programs and makes recommendations for improvements •Continuously contributes to the service values to ensure relevant, up-to-date information •Keeps abreast of changes and trends in employment opportunities for new graduates; this requires liaising with Career Services and academic departments and maintaining knowledge of reference and resources regarding career opportunities to ensure students are well informed about available options and skills required •Keeps abreast of FIPPA regulations •Follows registriarial best practices and emerging trends that may impact student experience and student success •Participates in ongoing training to ensure a deep knowledge based in a wide variety of College service areas To Be Successful in this Role You Will Need - Bachelor's degree in a relevant field from a recognized post-secondary institution and 5 years related work experience or a combination of education and experience, including at least 3 years of supervising/leading a team- Minimum of 4 years of direct experience in service-centred post-secondary environment; a proven ability to provide exceptional front-line service in a fast-paced environment is required- Experience in providing instruction and training to adult learner, and knowledge in different learning styles- Experience with interpreting, applying and advising on policies and procedures- Sound and current knowledge on best practices in enrolment or registrarial services or comparable work experience- Ability to provide effective and appropriate guidance and counsel- Proficiency with standard office software required- Comfortable with evolving technology and processes- Strong team player and adaptable to changing information- Experience using a Student Information System or other enterprise database solutions/customer relationship management systems- A skilled listener, with the ability to identify, respond and handle confidential and/or sensitive issues and/or material with empathy, diplomacy and discretion- Must be resourceful and able to analyze problems, identify key information and issues and develop effective solutions- Ability to independently exercise judgment to make decisions on matters of varying complexity- Proven ability to use an inclusive approach to develop and cultivate relationships with students, faculty, staff and members of the external community- Excellent interpersonal, communication and presentation skills required- Ability to multi-task, apply organizational skills to meet deadlines- Demonstrated accuracy and attention to detail- Ability to collaborate and share expertise within a team environment- Enthusiasm and capacity for continuous learning and development- Experience working with different cultures- The position requires interacting with people directly for long periods of time; the ideal candidate will enjoy and have strong communication skills in interacting with all types of customers through both face to face, verbally and written Link to Full Position Profile Equity Statement Douglas College is committed to fostering a diverse, inclusive and equitable learning and working environment. In support of this journey, we welcome all people to apply, including people from groups that are experiencing inequity, including, but not limited, to Indigenous Peoples, racialized or persons of colour, persons with mental or physical disabilities, persons who identify as women, and/or persons of marginalized sexual orientations, gender identities and expressions, and persons of all faith identities, age, marital status, and parental status. Needs a Criminal Records Check No Posting Detail Information Open Date 05/17/2024 Close Date 05/27/2024 Open Until Filled No Special Instructions to Applicant This position is expected to be filled internally. Interested applicants must submit their application and all required documents online on the Douglas College Career Site www.douglascollegecareers.ca . Qualified internal applicants shall be given first consideration in filling the position. All internal applications must be received by May 27, 2024. Please ensure your resume clearly explains how you meet the required knowledge, skills and abilities of the position for which you are applying. All candidates selected for interview will need to bring original certificates and diplomas of educational credentials noted on their resume. Quick Link for Direct Access to Posting https://www.douglascollegecareers.ca/postings/12327
Private Banking Officer, Sales
BMO Financial Group, Winnipeg, MB
Application Deadline:06/14/2024Address:201 Portage AveJob Family Group:Wealth Sales & ServiceSupports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.Assists in preparing new business proposals or presentations to clients/prospects.Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Determines client needs and ensures timely and accurate completion of transaction processing.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.Strives to exceed client service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Participates in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.Basic knowledge of the Lending Process and supporting policies.Basic knowledge of loan and security documentation, including registration and renewal routine.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$35,700.00 - $66,100.00Pay 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-RewardsWe’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.