Overview of salaries statistics of the profession "Banking Administrator in Canada"

Want to do work that makes a difference?Join us as we work to change lives and build a more inclusive economy. Check out our mission, vision, values, and organizational culture on our website.Momentum is an award winning and nationally recognized community economic development organization utilizing innovative approaches to poverty reduction. We use financial literacy, skills training, entrepreneurship training and microloans as tools to empower people as they exit poverty.We are an employer of choice and have been selected as one of Alberta’s Top 70 Employers. We provide competitive compensation and benefits with a great work environment. We are professional and diverse, so you’ll find a range of people and backgrounds working here: from MBAs to Social Workers and everything in between. Momentum Staff are non-judgmental and receptive in approach and reflect genuine concern, respect and commitment towards the individual, family and community. We’re serious about our work but we don’t take ourselves too seriously and love to celebrate and have fun along the way.What you’ll be doing:This position is responsible to the Finance Manager and will work in close collaboration with the Finance Team, the department Managers and the Program Facilitators and Assistants. The incumbent will assist in creating a positive, welcoming, and helpful level of contact for participants, volunteers, and staff of Momentum.Key Areas of Responsibilities:Bookkeeping as it relates to Accounts Payable, IDA’s General Finance administrative Support Primary Relationships:Finance ManagerFinance Administrator/CoordinatorProgram Managers, Facilitators and AssistantsWe’re looking for someone who: Would be excited to join Momentum’s Finance Team and continue to elevate our accounting processes.Enjoys collaborating with teams. Can effectively foster new ideas and possibilities to more effective processes. Has excellent communication and organizational skills.Demonstrates patience when supporting staff and participants.Well versed in accounting policies and keeps up to date on industry practices.Has proficiency in Excel Is a self-starter and can execute work independently and resolve issues without supervision.Major Responsibilities:BookkeepingEnsure all invoices have proper approval, correct coding and are entered into the accounting system accurately in accordance with company policy and generally accepted accounting principles. Ensure all payments are prepared in a timely and efficient manner. based on a scheduled weekly runTrack Momentum visa card in/out; reconcile visa statement with visa purchase orders; ensure all visa transactions are supported by visa purchase order; record visa transaction information and payment information correctly into the accounting system.Disburse and reconcile petty cash, coffee money and record related transactions.Generate photocopy usage report from copiers; reconcile and allocate usage to programs.Prepare month end entries and reconciliation in a timely manner.Support Finance Team with other accounting routines as required. BankingPrepare bank deposit documents for the operating account, update bank deposit spreadsheet after each deposit.Deposit cheques and cash into banks for the operating accounts and other loan program accounts on a regular basisCheck Momentum Visa transactions in RBC once a week; ensure all visa transaction supporting documents have been received and prepare payment in a timely manner to prevent over limit charges. Prepare bill payments by using RBC express.Prepare Direct Deposit for contractors and staff.IDA Program AdministrationPrepare cheques/direct deposits for IDA participants; ensure cash out amount does not exceed matching fund and the proper approval is obtained.Prepare journal entries for cash out; reconcile monthly IDA TEA database with accounting information.Collaborate with IDA facilitators to ensure accuracy and integrity of information is maintained with all IDA fund transactions.Finance AdministrationMaintain accounting filing system; ensure all folders and files have clear labels and all accounting documents have been filed accordingly. Prepare accounting folders for the new financial year.Assist Finance Manager to prepare tax receipts for the Trade and IDA program participants and other Funder reports as needed.Participate in organization related activities – monthly chores, reception cover off, etc.Participate on internal committees. Attend general staff meetings.Attend the Board/Staff retreat, staff team building retreat and other organizational events. Do your skills and experience match these requirements?Working towards accounting certification/diplomaBasic bookkeeping experience in the areas of accounts payable and bank reconciliationExperience in multi-cost center environment Knowledge of software –Great Plains Dynamics/ Word/ Power Point Proficiency in Excel Dependable, reliable, takes initiative in responding to tasks needing completion and anticipates needs or impact of actions.Personable, friendly, and poised in dealing with people.Excellent communication skills Ability to problem solve, work collaboratively with the team and ability to deliver high quality work within tight deadlines.To apply:Please forward resume with a creative covering letter:Via e-mail to: [email protected]State competition number in subject line of email.Attention: Hiring CommitteeCompetition Number: MOM0401Closing Date: Until suitable candidate is found.Applicants must state salary expectations in their cover letter.Momentum is an equal opportunity employer.  Persons from diverse groups are encouraged to apply.  We wish to thank all applicants for their interest, however, only those selected for interviews will be contacted.To see why Momentum is a great place to work and what we have to offer visit www.momentum.org. 

OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG's Banking Advisory Practice helps organizations to develop efficient and effective operations to support strategic business objectives. We support our clients in identifying, quantifying, prioritizing and delivering the changes required to align their operating models to their financial targets and strategic objectives. This approach helps deliver timely improvements in performance and visibility, and control for long-term operating impact. We start with the big picture, before narrowing it to reflect our clients' most pressing concerns, focusing on continuously streamlining operations to unlock value, delivering bottom-line improvements and enhancing quality and service levels. Our Banking Advisory practice are seeking a Senior Consultant to strengthen our Banking offering in the Montreal office. We are looking for talented professionals like you, with a proven record for motivating teams and delivering exceptional, meaningful client service. What you will doAs a Senior Consultant in our Banking Advisory practice, you will use your strong business acumen and be a key member of a high performing team. You'll be learning from some of the best in the financial services industry and growing your personal skillset by : You will be at the forefront of our payment solutions ecosystem, leveraging your expertise to assess, capture, and translate intricate business issues into well-structured payment solutions. Your proficiency in both operational and technical domains will enable you to develop comprehensive work stream plans that drive impactful change. Designing, building, launching, optimizing, and expanding full-stack payment solutions that precisely align with business requirements. Cultivate relationships with a diverse group of stakeholders. Serving as a subject matter expert, you will guide a diverse team of technology and project professionals during project implementation. Participate in requirement gathering workshops, you will gain a deep understanding of our clients' business needs. This insight will empower you to tailor functional solutions and product demonstrations that resonate with various stakeholders. In the pre-sales process, you will prepare compelling marketing materials such as presentations and demos to address potential customers' business requirements. Your expertise in showcasing the value of our solutions will drive new business opportunities. What you bring to the role A Bachelors' degree in a related discipline (may include undergraduate or postgraduate degree in Management/Business Administration, Engineering, Business Information/Technology, Finance, Public Administration, Data Sciences and Health Sciences) A minimum of 3 years of experience in c onsulting in banking services . Experience in planning and tracking projects, comfortable to work with executive and C-suite clients and s uperior communication skills . Strong analytical and problem-solving skills with the ability to identify and define problems and develop creative solutions to address client requirements clearly and articulately. Proficient in Microsoft Excel and PowerPoint . Ability to work independently once provided with direction but have an affinity for teamwork and relationship building. Individuals who take deep personal accountability for their work, have a passion for excellence, driven to achieve their full potential and understand the value of building relationships with clients, future clients, their communities, the global firm and each other. Open to learn new things and dive deep into new industries and business functions. This position requires written and oral fluency in English because it involves interpretation and application of English standards, guidance, laws and regulations, servicing of English-speaking clients located across Canada and collaboration with English Speaking colleagues located outside of Quebec. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .

Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview Department Overview Building a World-Class, Diverse and Inclusive Technology Team at TDWe can't afford to be boring. Neither can you. The scale and scope of what TD does may surprise you. The rapid pace of change makes it a business imperative for us to be smart and open-minded in the way we think about technology. TD's technology and business teams become more intertwined as new opportunities present themselves. This new era in banking does not equal boring. Not at TD, anyway. TD Regulatory, Audit & Compliance Assurance is home to a team of highly valued professionals who provide support for all P&T related Regulatory and support interactions which includes business, 2nd, or 3rd LOD led exams. They provide support for all P&T related Regulatory and support interactions which includes business, 2nd, or 3rd LOD led exams. Provides oversight and governance over remediation, site visits, supervisory and inquiry activities to meet commitments to Regulators. Also, responsible for Merger & Acquisition integration into Assurance functions. There's room to grow in all of it. Job Details About This Role We are looking for someone to join our Platforms & Technology Regulatory, Audit & Compliance Assurance organization as Regulatory Exam Lead. The successful candidate will Manage global regulatory examinations, on-going supervisions, request for information, formal meeting for all of Technology by conducting the following activities: •Facilitation of Technology Regulatory Responses: •Act as primary intake and facilitator for Technology related Regulatory activities and requests •Coordination with key stakeholders and SMES to collect artifacts and evidence to respond to request items •Review of artifacts and evidence for executive approval, content and redaction prior to submission to the regulators •Assurance of timely submission of artifacts and reporting to the regulators •Organize and file digital artifacts and evidence •Facilitation of Formal Meetings: •Act as primary coordinator and facilitator for Technology related Regulatory sessions •Facilitate the preparation of agendas, speaking notes and presentation decks by coordinating with TCOs and SMEs •Facilitation of preparatory meetings with key stakeholders to review agendas, speaking notes and presentation deck •Facilitation and hosting of Formal Meetings with Regulators •Facilitation of executive and stakeholder debrief meetings and follow up items •Management Reporting: •Communicate and provide status reporting of the above activities to management and stakeholders •Liaise with other regulatory relations stakeholders outside of Technology •Work with Enterprise Technology Regulatory Management to improve the regulatory program management process to ensure regulatory activities met commitments, are performed efficiently and delivered timely with quality results •Promote and foster a cohesive team and positive work environment that encourages innovation, creativity and collaboration •Build and maintain positive working relationships by effectively communicating and regularly sharing information, issues/points of interest, learnings and knowledge with the team, internal and external business partners •Support management and other team members in the achievement of individual, divisional and team goals Job Requirements What can you bring to TD? Share your credentials and your relevant experience and knowledge. It helps if you have: •Undergraduate Degree or Technical Certificate. (Graduate Degree preferred). •7+ years relevant work experience in technology •CRISC certification or equivalent experience •CISA certification or equivalent experience •CISSP certification or equivalent experience a plus •University degree or relevant field / equivalent experience •Excellent English communication skills (written and oral), with experience interacting with all levels of management both within Company and Customer organizations •Ability to work in a high paced, multifaceted environment with minimal supervision •Ability to work independently and often autonomously in the management of projects, teams and operational disciplines and apply strategic thinking throughout the execution of work plans •Diverse, innovative thinking with respect to reusability of architecture and processes •Sound management techniques, experience in problem resolution and development of strategies for operational improvement •Drive to boost your knowledge and expertise by staying abreast of industry and business trends •Willingness to work closely and effectively with clients, stay connected to business needs and direction Additional Information Additional Information Join in on what others in TD Technology Solutions are doing: •Inspire a positve work environment and help champion quality, innovation, teamwork and service to the business. •Learn voraciously, stretch your thinking, share your knowledge and educate others. •Communicate and collaborate with both technical and non-technical professionals. •Cultivate winning relationships by building trust with business and technology partners. •Share our commitment to productivity, effectiveness and operational efficiency. •Embrace change and witness amazing things happen - from the inside. •Make your mark. Join a dynamic team. Explore new ideas. This is your opportunity to impact the future of banking technology in areas and ways you've never imagined (at a bank)! Visit techjobs.td.com to learn more. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!

Job SummaryJob DescriptionFinancial Advisor- Greater Toronto Area** As we have many branch locations across this quadrant, we are hiring multiple candidates for this position. You will be required to be fully available to work during RBC's retail branch hours of operation, including extended hours Monday through Saturday until 8:00 PM and Sunday as applicable. Please note if you do not have a completed Designated Financial Services Advisor (DFSA) designation you will be hired in a Financial Intern position. Apply today! **What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.What will you do?Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clientsCommunicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contactUse your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and businessProvide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstancesChampion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.Make good use of technology to connect with clients both virtually and face to faceImplement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local communityCollaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert adviceWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)1-2 years of proven sales experience in the financial services industry, handling credit and investmentsDemonstrated ability to build trust and maintain long-term client relationshipsDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Nice-to-haveFluency in second language Cantonese and/or MandarinActive in developing a solid network in the local communityWhats 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.Career development and top-notch sales coaching to take your career to the next levelCompetitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityEVP3P2Job SkillsAdditional Job DetailsAddress:ROYAL BANK PLAZA, 200 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:Regular Trainee (Trainee)Pay Type:SalariedPosted Date:2022-03-16Application Deadline:2024-04-30Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Application Deadline: 03/29/2024Address:20 Erb Street WestSupports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional team.Acts as a designee for the branch manager on compliance objectives within the branch.Provides ongoing compliance education to assigned branch / portfolio.Provides support and guidance to branch staff members on compliance and operational issues.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors and tracks performance and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Identifies, reports and manages all compliance issues, irregularities according to guidelines.Supports the Branch management with all operational and regulatory compliance responsibilities as per guidelines including reviews of IA and branch reports, and client account documentation.Maintains branch files on outstanding client complaints hold mail accounts, insider clients, outside business activities, non-approved option trades, pledge accounts as per guidelines.Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.Meets high quality service standards to maximize relationship retention and growth.Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/28/2024Address:498 rue Principale ouestDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Identifies customer needs and initiates referrals to BMO colleagues.Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes standardized tasks under supervision.Performs initial problem solving within given rules/limits & escalates when required.Broader work or accountabilities may be assigned as needed.Qualifications:No prior experience necessary; post-secondary degree or certification in related field of study is desirable.High-level knowledge of personal, commercial and partner offers, and how each can best serve customers' individual needs.Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.Highly skilled at helping people who don't find digital applications intuitive to gain confidence in how to use them and to understand their benefits.Projects a professional presence.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.A focus on delivering a personal experience to customers.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic knowledge learned on the job.Verbal & written communication skills - Basic (in business environment).Organization skills - Basic (in business environment).Collaboration & team skills - Basic (in business environment).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:2Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/28/2024 Address: 498 rue Principale ouest Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU). Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customers experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: No prior experience necessary; post-secondary degree or certification in related field of study is desirable. High-level knowledge of personal, commercial and partner offers, and how each can best serve customers individual needs. Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications. Highly skilled at helping people who dont find digital applications intuitive to gain confidence in how to use them and to understand their benefits. Projects a professional presence. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. A focus on delivering a personal experience to customers. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). 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: $33,850.00 - $44,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/26/2024 Address: 255 Queens Ave, Suite 1900 Job Family Group: Wealth Sales & Service Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Manages client documentation for correspondence and set-up. Collaborates with internal and external stakeholders in order to deliver on business objectives. Supervises the day-to-day operational activities by coordinating the work flow of less-experienced staff. Organizes and files records of office activities and business transactions. Administers a filing system to ensure the availability of reports, forms, and other documentation. Creates, maintains, and enters information into databases. Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution). Maintains office supplies inventory and orders. Schedules meetings and coordinates meeting facilities and set-up. Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations. Identifies and escalates all irregularities and discrepancies to management. Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Meets high quality service standards to maximize relationship retention and growth. Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. 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. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $31,600.00 - $46,200.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/21/2024Address:100 King Street WestAssociate, Internal Sales, Retail Distribution - BMO Global Asset ManagementThe Associate, Internal Sales, Retail Distribution will be responsible to promote and sell BMO Global Asset Management (BMO GAM) investment & portfolio solutions products and services within the internal distribution channels in P & BB (Personal & Business Banking). Results will be attained through the initiation and execution of sales coaching calls to Personal Bankers in their regions. Also, support and sales activities & events in partnership with the Senior Associate's sales & business development objectives.Provide internal phone sales support to Personal Bankers for the BMO Global Asset Management line of business through promotion of Mutual Funds & investment solutions.Partner with Regional Sales Managers in the implementation of sales strategies for GAM Retail investment products & services within P&BB distribution channels in the region.Engage and conduct coaching and training via phone/video sessions individually or in a group setting to increase awareness and penetration to internal partners through phone meetings, workshops, webinars, branch huddles and seminars.Be the point of contact for internal partners across assigned regions for any BMO Global Asset Management Retail investment related queries.Proactively identifying coaching and training opportunities by analyzing various metrics such as branch segmentation, penetration rates, branch needs and scorecard results.Create, build and maintain strategic working relationships with internal partners throughout the distribution channels within BMOFG.Help develop sales tools/strategies and tactics aimed primarily at BMs, PBs/PBAs and FPs to engage, and increase P&BB Retail Mutual Fund SalesConduct regular best practices sessions and presentations on selling techniques, provision of scripts and/or campaign info on behalf of P&BB Sales.Assist Regional Senior Assoicate's in territory management.Operates in multiple working relationships/partnerships/environments.Assists in direct client education of BMO GAM Investment Solutions to end investors as required through seminars & webinars or joint calls with branch advisors.Responsible for managing various incoming sales leads and assignment to appropriate partners in branches.Participate in direct client sales initiatives undertaken in partnership with the Regional Senior Associate or Marketing as required.QualificationsTrack record of consistent Personal Banker performance related to investment sales results preferred.Completion of IFIC (Mutual Funds Investments Course) or CSC (Canadian Securities Course). Canadian Practices Handbook (CPH) added benefit.University degree or College diploma required, related industry courses ideal.Minimum 3 years of financial services industry and investment product sales experienceIn-depth knowledge of BMO Funds and Mutual Funds organization and Banking Group interrelationships.Proven Sales experience and client relationship management experience required.Strong relationship skills, interpersonal, and communication skillsStrong presentation and facilitation skillsFamiliarity with retail investment products and distribution channels within the marketplaceMust be proactive, driven and motivated with a positive attitude and a desire to develop businessGrade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 03/28/2024Address:33 Dundas Street WestProvides oversight, governance and monitoring of operations to drive consistency and quality ensuring that internal control process are adequate and functional. Develops and implements the integrated roadmap to guide the review, design, development, implementation, and ongoing operation of quality practices and management processes in alignment with established standards. Administers operations governance procedures and maintains strategic alignment to ensure adherence and efficiency.CultureFosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.Ensures alignment between values and behavior that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Stakeholder and Team ManagementBuilds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Acts as a trusted advisor to assigned business/group.Acts as the prime subject matter expert and build effective relationship with internal/external stakeholders.Ensures alignment between stakeholders.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.May network with industry contacts to gain competitive insights and best practices.Attracts, retains, and enables the career development of top talent.Influences and negotiates.Strategy SupportProvides strategic input into business decisions.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Assists in the development of strategic plans.Helps determine business priorities and best sequence for execution of business/group strategy.Supports and governs the operations governance implementation road map including strategic priorities.Conducts independent analysis and assessment to resolve strategic issues.Operational Risk ManagementIdentifies emerging issues and trends to inform decision-making.Tracks and supports the resolution of issues by coordinating stakeholders in the information chain.Maintains and updates the risk and control matrix for the business.Maintains standards and monitors compliance and effectiveness of operations processes and controls.Support risk assessments for the business unit.Collaborates with stakeholders to identify business requirements and opportunities for improved operations management.Participates in identification of operations governance opportunities and related data/information specifications.Performs assessments and planning to verify that the business requirements are within standards.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Oversees the design, development, and implementation of tools and training required to deliver business results.Defines, implements, and documents quality measures and provides guidance on how policy requirements translate to business processes.Validates and tests changes to technology systems in support of operations governance.Participates in the resolution of operating/technical problems or manages escalation with other BMO technical support groups.Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.Support internal and external audit engagements for the business unit.Regulatory Compliance SupportWork closely with subject matter expert on relevant regulations and policies.Implements, maintains and reviews processes to ensure quality and compliance with Bank and regulatory requirements.Change Management and CommunicationLeads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging and identifies appropriate distribution channels.Analytical and Problem SolvingApplies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/02/2024Address:595 Burrard StreetProvides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex and/or top tiered clients.Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Gathers and formats data into regular and ad-hoc reports, and dashboards.Explores and identifies enhancements and cross-sell opportunities and bringing these opportunities to the appropriate line of business contact.Actively listens to clients' concerns and diagnoses clients' service needs.Facilitates timely client problem-resolution, engages cross-functional representatives or groups as appropriate.Responds to client concerns in a professional manner to convey ownership, competence, respect for the client relationship.Accurately documents client requests using the group's tracking systems.Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products.Applies consistent and timely follow ups to demonstrate a commitment to customer satisfaction and high standards of responsiveness.Serves as an advocate for individual clients and escalating issues as necessary to facilitate the timely resolution of service problems.Supports the development of tailored messaging, which may include writing, editing and distributing communications.Tracks collection of client service feesCollaborates with internal and external stakeholders in order to deliver on business objectives.Executes work to deliver timely, accurate, and efficient service.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.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.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.

Location: Help Headquarters Job Type: Full-time for 1-year myWork Options: Hybrid Starting Salary Range: $49,000.00 - $52,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the job? The Administrator, Retail Lending Operations maintains the documentation and securities for the retail loan portfolio and ensures it's safekeeping. You will be responsible for providing quality customer service and administrative support to branches, other Coast Capital Savings (CCS) departments and outside agencies. The role works in a high-paced, volume driven environment which includes time sensitive deadlines, large dollar transactions and attention to detail. You will work closely with Retail Credit, Credit Risk Review, Credit Control, and other related stakeholders; and will play a strong role in these partnerships. What you'll get to do: Administration duties include advancing of mortgages to law firms/customer accounts, which may include disbursing the mortgage, pay out of existing loans or external debt and providing a confirmation. Providing mortgage pay out statements which include penalty calculations based on mortgage and/or document type as well as verification of security. Other duties include but are not limited to reports, small projects, loan maintenance, assumptions, verification of legal packages from law firms, verification of loan files requested by Credit Risk Review. Discharge of mortgages and personal securities, dependent on loan account. Apply knowledge of Canadian Premier to amend/refund/cancel loan insurance products according to terms of coverage. Complete mortgage/loan renewal preparation, verification of documentation and updates to new terms. Maintain all Letters of Credit and manage all amendments/cancellations. Keep abreast of lending policy changes/procedures and in technology applicable to the position. Respond positively to changes, challenges and new opportunities. Contribute to the process by assisting others, always including branch staff and other departments. Provide professional service to all CCS members and business partners. You will be in regular contact with branch staff, partner departments, management, and outside agencies to secure and/or provide information. Respond promptly and courteously to all work-related inquiries and problems. Review all loan applications and documentation received for adherence to lending policy and security requirements, ensuring the loan portfolio asset of CCS is protected. Track all loan application packages and maintain corporate policy for the follow up and completion of documentation. Consistency in application of policy, procedure and function is a major responsibility of this position. Who are we looking for? Minimum 4 - 6 years of job-related experience. Retail Lending Operational experience will be considered an asset. High School Diploma plus some additional post-secondary courses that enhances banking, business and/or credit knowledge. You must be conversant in lending products, services, policies, and procedures. Apply administrative skills, ensuring accuracy and attention to detail while managing large volumes and meeting deadlines. Effective communicator, using tact and diplomacy, with individuals at all levels when requesting or providing information. Strong ability to follow written instructions. Proficiency with MS Office is an asset. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Location: Help Headquarters Job Type: Full-time for 18-months myWork Options: Hybrid Starting Salary Range: $49,000.00-$56,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the Job? You will be responsible for administrative duties of the Investment Operations Department and provide transaction posting support to the team. All duties are to be handled promptly and require accuracy, efficiency, and diplomacy. The Senior Administrator Investment Operations must continually project a professional corporate image, actively applying the Core Value and Mission Statements, and contribute to a positive team environment. Investment Operations operates six days and has a hybrid model. You will be required to be flexible to work shifts and work locations as may be required. What You'll Get to Do Assists with the organization/prioritization of administrative activities ensuring that the day-to-day transactional duties and objectives are met. Responsible for the accurate and efficient maintenance of all Investment Operations paperwork. Files must be maintained in accordance with regulations imposed by MFDA and CRA with risk of penalty for non-compliance. This includes management of the physical file as well as maintenance of the File Management System (Access data base) designed to assist in the creation of new and/or amended files and closed files. Co-ordination of daily mailbag duties including sorting and team distribution. Oversees all incoming/outgoing mail and courier deliveries. Sort and stamp all incoming paperwork. Scan/upload/index all documents for the teams working offsite. Provide support as needed for the Investment Operations team for document processing and printing requests. Process and investigate all return mail including tax receipts and office cheques. Escalate any anomalies to Supervisor. Responsible for the co-ordination of off-site storage for Investment Administration. This includes preparation of boxes and arranging for pick up; management of the information system to track box numbers/contents and destruction dates; and co-ordinates the recall/return of boxes and/or documents. Responsible for maintenance of fax machine, photocopier, and printers. This includes ensuring the machines are in good working order, stocking machines with paper and replacing toner and making service checks/calls when required. Responsible for processing centralized reports for the enterprise. This includes but is not limited to Rejected and Exception reports. The cause of the exception is to be determined and corrective action to be taken. Provides effective posting and follow-up coverage for Investment Operations. This includes auditing the request for approval or rejection, updating CRM, posting the transaction on the banking system, cheque preparation and completion of paperwork. Audit RSP and TFSA applications prior to uploading to the electronic filing system. Ensure the applications are in the right format and complete to protect CCS from liability during estates disputes. Responsible for processing renewals of all registered GICs. Ensure that all confirmations/cheques are sorted and mailed out in a timely manner. Responsible for the effective communication with CCS branch network and external vendors in the daily course of resolving issues of missing documents, supplies, repair of department equipment. Keep abreast of changes in policies and procedures affecting the successful operation for the Investment Administration area. Who we are looking for? One-year of Job-Related Experience. High School Diploma/Grade 12. Working knowledge of Excel, Word, and Outlook. Team player who can work under pressure. Proficient ability to deal with shifting priorities, multi-tasking, problem solving and the ability to initiate action and use logical process. Self-starter, good judgement, ability to work independently, flexible, and vision to see the long-term implications of short-term decisions are necessary attributes. Good communication skills. Organized and attention to detail. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Location: Help Headquarters Job Type: Casual role till March 2025. myWork Options: Hybrid Starting Salary Range: $49,000.00-$56,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the Job? You will be responsible for administrative duties of the Investment Operations Department and provide transaction posting support to the team. All duties are to be handled promptly and require accuracy, efficiency, and diplomacy. The Senior Administrator Investment Operations must continually project a professional corporate image, actively applying the Core Value and Mission Statements, and contribute to a positive team environment. Investment Operations operates six days and has a hybrid model. You will be required to be flexible to work shifts and work locations as may be required. What You'll Get to Do Assists with the organization/prioritization of administrative activities ensuring that the day-to-day transactional duties and objectives are met. Responsible for the accurate and efficient maintenance of all Investment Operations paperwork. Files must be maintained in accordance with regulations imposed by MFDA and CRA with risk of penalty for non-compliance. This includes management of the physical file as well as maintenance of the File Management System (Access data base) designed to assist in the creation of new and/or amended files and closed files. Co-ordination of daily mailbag duties including sorting and team distribution. Oversees all incoming/outgoing mail and courier deliveries. Sort and stamp all incoming paperwork. Scan/upload/index all documents for the teams working offsite. Provide support as needed for the Investment Operations team for document processing and printing requests. Process and investigate all return mail including tax receipts and office cheques. Escalate any anomalies to Supervisor. Responsible for the co-ordination of off-site storage for Investment Administration. This includes preparation of boxes and arranging for pick up; management of the information system to track box numbers/contents and destruction dates; and co-ordinates the recall/return of boxes and/or documents. Responsible for maintenance of fax machine, photocopier, and printers. This includes ensuring the machines are in good working order, stocking machines with paper and replacing toner and making service checks/calls when required. Responsible for processing centralized reports for the enterprise. This includes but is not limited to Rejected and Exception reports. The cause of the exception is to be determined and corrective action to be taken. Provides effective posting and follow-up coverage for Investment Operations. This includes auditing the request for approval or rejection, updating CRM, posting the transaction on the banking system, cheque preparation and completion of paperwork. Audit RSP and TFSA applications prior to uploading to the electronic filing system. Ensure the applications are in the right format and complete to protect CCS from liability during estates disputes. Responsible for processing renewals of all registered GICs. Ensure that all confirmations/cheques are sorted and mailed out in a timely manner. Responsible for the effective communication with CCS branch network and external vendors in the daily course of resolving issues of missing documents, supplies, repair of department equipment. Keep abreast of changes in policies and procedures affecting the successful operation for the Investment Administration area. Who we are looking for? One-year of Job-Related Experience. High School Diploma/Grade 12. Working knowledge of Excel, Word, and Outlook. Team player who can work under pressure. Proficient ability to deal with shifting priorities, multi-tasking, problem solving and the ability to initiate action and use logical process. Self-starter, good judgement, ability to work independently, flexible, and vision to see the long-term implications of short-term decisions are necessary attributes. Good communication skills. Organized and attention to detail. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Location: Help Headquarters Job Type: Full-time till February 2025 myWork Options: Hybrid Starting Salary Range: $49,000.00-$52,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the job? The Administrator, Retail Lending Operations maintains the documentation and securities for the retail loan portfolio and ensures it's safekeeping. You will be responsible for providing quality customer service and administrative support to branches, other Coast Capital Savings (CCS) departments and outside agencies. The role works in a high-paced, volume driven environment which includes time sensitive deadlines, large dollar transactions and attention to detail. You will work closely with Retail Credit, Credit Risk Review, Credit Control, and other related stakeholders; and will play a strong role in these partnerships. What you'll get to do: Administration duties include advancing of mortgages to law firms/customer accounts, which may include disbursing the mortgage, pay out of existing loans or external debt and providing a confirmation. Providing mortgage pay out statements which include penalty calculations based on mortgage and/or document type as well as verification of security. Other duties include but are not limited to reports, small projects, loan maintenance, assumptions, verification of legal packages from law firms, verification of loan files requested by Credit Risk Review. Discharge of mortgages and personal securities, dependent on loan account. Apply knowledge of Canadian Premier to amend/refund/cancel loan insurance products according to terms of coverage. Complete mortgage/loan renewal preparation, verification of documentation and updates to new terms. Maintain all Letters of Credit and manage all amendments/cancellations. Keep abreast of lending policy changes/procedures and in technology applicable to the position. Respond positively to changes, challenges and new opportunities. Contribute to the process by assisting others, always including branch staff and other departments. Provide professional service to all CCS members and business partners. You will be in regular contact with branch staff, partner departments, management, and outside agencies to secure and/or provide information. Respond promptly and courteously to all work-related inquiries and problems. Review all loan applications and documentation received for adherence to lending policy and security requirements, ensuring the loan portfolio asset of CCS is protected. Track all loan application packages and maintain corporate policy for the follow up and completion of documentation. Consistency in application of policy, procedure and function is a major responsibility of this position. Who are we looking for? Minimum 4 - 6 years of job-related experience. Retail Lending Operational experience will be considered an asset. High School Diploma plus some additional post-secondary courses that enhances banking, business and/or credit knowledge. You must be conversant in lending products, services, policies, and procedures. Apply administrative skills, ensuring accuracy and attention to detail while managing large volumes and meeting deadlines. Effective communicator, using tact and diplomacy, with individuals at all levels when requesting or providing information. Strong ability to follow written instructions. Proficiency with MS Office is an asset. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Location: Help Headquarters Job Type: Full-time role for 18-months myWork Options: Hybrid Starting Salary Range: $49,000-$52,000 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the job? The Administrator, Retail Lending Operations maintains the documentation and securities for the retail loan portfolio and ensures it's safekeeping. You will be responsible for providing quality customer service and administrative support to branches, other Coast Capital Savings (CCS) departments and outside agencies. The role works in a high-paced, volume driven environment which includes time sensitive deadlines, large dollar transactions and attention to detail. You will work closely with Retail Credit, Credit Risk Review, Credit Control, and other related stakeholders; and will play a strong role in these partnerships. What you'll get to do: Administration duties include advancing of mortgages to law firms/customer accounts, which may include disbursing the mortgage, pay out of existing loans or external debt and providing a confirmation. Providing mortgage pay out statements which include penalty calculations based on mortgage and/or document type as well as verification of security. Other duties include but are not limited to reports, small projects, loan maintenance, assumptions, verification of legal packages from law firms, verification of loan files requested by Credit Risk Review. Discharge of mortgages and personal securities, dependent on loan account. Apply knowledge of Canadian Premier to amend/refund/cancel loan insurance products according to terms of coverage. Complete mortgage/loan renewal preparation, verification of documentation and updates to new terms. Maintain all Letters of Credit and manage all amendments/cancellations. Keep abreast of lending policy changes/procedures and in technology applicable to the position. Respond positively to changes, challenges and new opportunities. Contribute to the process by assisting others, always including branch staff and other departments. Provide professional service to all CCS members and business partners. You will be in regular contact with branch staff, partner departments, management, and outside agencies to secure and/or provide information. Respond promptly and courteously to all work-related inquiries and problems. Review all loan applications and documentation received for adherence to lending policy and security requirements, ensuring the loan portfolio asset of CCS is protected. Track all loan application packages and maintain corporate policy for the follow up and completion of documentation. Consistency in application of policy, procedure and function is a major responsibility of this position. Who are we looking for? Minimum 4 - 6 years of job-related experience. Retail Lending Operational experience will be considered an asset. High School Diploma plus some additional post-secondary courses that enhances banking, business and/or credit knowledge. You must be conversant in lending products, services, policies, and procedures. Apply administrative skills, ensuring accuracy and attention to detail while managing large volumes and meeting deadlines. Effective communicator, using tact and diplomacy, with individuals at all levels when requesting or providing information. Strong ability to follow written instructions. Proficiency with MS Office is an asset. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Business Support Management (BSM) is a function within Corporate & Investment Bank (CIB) Finance & Business Management. You will be part of the group responsible for administrative and control-focused support to our CIB businesses.You will collaborate with people across all levels and multiple lines of business to execute deliverables e.g., Business Managers, CIB BSM global counterparts, and Internal Business Partners such as Business Control, Compliance, Human Resources, and Technology.Job responsibilities Management of on/off boarding process e.g., verification checks, provision of technology and management of technology accesses including hardware, applications, market data for joiners and leavers Implementation of controls including consecutive leave, physical access management, business resiliency support, centralized policy and procedure; Communicate and coordinate implementation of firmwide policies and changes in strategy; Partnership with regional and global teams to ensure business initiatives are achieved Real Estate coordination including space planning, move management and location strategy; Represent CIB in firmwide and regional real estate strategy reviews and execution of associated logistics; Liaison with Global Real Estate and Facilities on projects and day to running of our locations Ensuring accuracy of headcount projections used in space planning; Reporting and analytics on our headcount and real estate footprint; Manage space assignments to optimize the utilization Analysis of operational changes and assess the change impact. Analyze and summarize data for presentation and interpretation Assist in day-to-day issues that arise e.g., seating constraints and Tririga/data issues Handle ad-hoc requests from business related to technology, real estate, resource allocation etc. Plan and oversee ad-hoc projects from execution through completion. Respond to audit and compliance queriesRequired Qualifications, Skills and Capabilities Proven people management track record, especially in managing change Ability to implement new processes, escalate issues and communicate with influence Ability to analyse processes and issues: troubleshoot, make connections, leverage data and problem solve. Experience in operating across multiple locations, with different languages, customs and cultural backgrounds. Strong control mind-set and attention to detail, Previous working experiences of control functions would be valuable Excellent communication skills, with a proficiency in both written and spoken English Minimum 5 years working experience, preferable Investment Banking Preferred Qualifications, Skills and Capabilities Work independently whilst also operating effectively in a team based environment Demonstrate strong attention to detail, Be a self-starter, prioritize and manage a demanding workload Strong Microsoft Office capabilities especially excel and power point Develop relationships and demonstrate influence across a range of functionsAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.Salary: . Date posted: 04/16/2024 10:24 PM

Application Deadline: 04/19/2024Address: 105-119-129 rue St-Jacques OJob Family Group:Commercial Sales & Service Poste permanent de 37,5 h par semaine Horaire de travail : le candidat doit être disponible du lundi au dimanche, de 7 h a 18 h et pouvoir faire preuve de flexibilité. Emplacement : Travail a distance ou au 129 rue Saint-Jacques Ouest, Montréal.Le conseiller, Service de cartes d'entreprise, est responsable de fournir un service exceptionnel aux administrateurs de programme de cartes d'entreprise et aux titulaires de cartes d'entreprise en répondant a leurs questions lorsqu'ils communiquent avec BMO par l'intermédiaire des différents circuits du Centre contact clientèle, incluant les services bancaires en ligne et par téléphone. À titre de premier point de contact pour les administrateurs de programme de cartes d'entreprise, le titulaire de ce poste est responsable de traiter les demandes administratives conformément aux procédures d'affaires en vigueur et de manière a aider les clients a atteindre leurs objectifs d'affaires.Le conseiller répond aux demandes des clients concernant les nouveaux produits ou les nouvelles solutions, ainsi que les produits ou solutions améliorés. Il offre également du soutien en temps réel aux administrateurs de programme de cartes d'entreprise relativement a l'utilisation des outils et de la technologie associés au programme et assure la liaison entre les titulaires de cartes d'entreprise et les différents services internes pour faciliter la résolution des problèmes. Finalement, le conseiller doit également préfiltrer toutes les demandes d'émission de nouvelles cartes d'entreprise afin d'assurer qu'elles contiennent tous les renseignements nécessaires sur le demandeur de même que la documentation requise, conformément aux lignes directrices sur la lutte au blanchiment d'argent (LBA). RESPONSABILITÉS 85 % - Service a la clientèle et soutien aux appels entrants Répondre aux appels entrants des titulaires de carte d'entreprise ou des administrateurs de programme de cartes d'entreprise avec rapidité, professionnalisme et efficacité, en respectant les niveaux de service établis.Aider les titulaires de carte d'entreprise ou les administrateurs de programme de cartes d'entreprise pour la configuration des comptes de carte et des hiérarchies, la mise en place de la documentation appropriée et le traitement des demandes de cartes.Traiter les demandes des entreprises clientes avec exactitude, notamment en créant des demandes de service pour le traitement de transactions financières et non financières, en respectant les politiques et procédures de la Banque et les échéanciers établis.Résoudre les problèmes des clients qui communiquent avec nous et répondre a leurs préoccupations de façon proactive, notamment en utilisant les systèmes de BMO pour enquêter et comprendre les causes profondes et sous-jacentes des problèmes et en transmettant les problèmes ou préoccupations au niveau supérieur, au besoin.Transmettre les problèmes ou situations complexes au service approprié et veiller a ce qu'un suivi approprié soit effectué.Maintenir des connaissances a jour sur l'industrie des cartes de crédit, les tendances et les pratiques en vigueur, et intégrer ces connaissances aux entretiens avec les clients de manière professionnelle dans le but d'améliorer les résultats de l'entreprise en lui fournissant des solutions appropriées.Respecter les politiques et procédures de BMO dans le cadre des appels avec les clients afin de minimiser les risques pour l'entreprise et de fournir aux clients des renseignements appropriés conformément a la réglementation en vigueur. Remplir la documentation requise après les appels afin d'assurer un traitement adéquat des demandes des clients.Utiliser la technologie et les outils appropriés pour favoriser l'efficacité des entretiens avec les clients.Aider les clients a diagnostiquer et a résoudre les problèmes lors de l'établissement et de l'utilisation des produits et services tels Opti-Dépenses. 15 % - Efficacité opérationnelle Déceler et transmettre les occasions d'amélioration des procédures d'affaires afin d'améliorer l'efficacité et la rentabilité de l'équipe tout en continuant d'offrir un service de qualité exceptionnelle aux clients.Protéger les avoirs de la banque en respectant les exigences réglementaires, les politiques, les normes et méthodes et les procédures d'affaires relatives aux services bancaires aux particuliers et aux entreprises, au crédit et aux placements, de même que les lignes directrices établies en matière de risque.Préserv e r la confi d entialité des renseig n ements, aut a nt ceux de la ban q ue q u e ceux des clien t s, afin de les protég e r e t de se c o nformer aux directives des p olitiqu e s, nor me s et méthod e s en vigu e ur a la ban q ue.Suivre les procédures en vigueur dans les politiques, normes et méthodes de la banque en ce qui a trait a la prévention des pertes dues a la fraude, au blanchiment d'argent ou au détournement, et a l'identification et a la déclaration des transactions ou activités suspectes qui pourraient être reliées au blanchiment d'argent.Comprendre les exigences réglementaires en matière de conformité, incluant, mais ne se limitant pas aux exigences de déclaration dans le cadre de la Lutte au blanchiment d'argent et au financement des activités terroristes, aux exigences de conformité aux dispositions visant les consommateurs de l'Agence de la consommation en matière financière du Canada et aux dispositions de la Loi sur la protection des renseignements personnels, et prendre les mesures nécessaires en fonction des politiques générales, des normes générales et des méthodes d'exploitation de la Banque.Comprendre les risques et prendre les mesures nécessaires en ce qui a trait aux produits des services bancaires aux entreprises, incluant toute la documentation requise, et respecter toutes les exigences visant a assurer l'intégrité opérationnelle du CCCAN et de BMO Groupe financier. Connaissances et compétences Diplôme d'études secondaires ou expérience de travail équivalente.Compétences en communication, a l'oral comme a l'écrit - compétences approfondiesCompétences éprouvées en résolution de conflits - compétences pratiquesConnaissance de l'organisation - connaissance de baseExpérience concluante dans un environnement similaire ou de vente et de service - expérience de baseConnaissance de la gestion du risque et de la conformité - connaissance de baseBilinguisme français-anglaisCompétences en informatique - compétences pratiques ------------------------------------------------------------------------------------------------------------------------- Permanent position, 37.5h per week Work schedule: the candidates must be fully available and flexible from Monday to Sunday, between 7am and 6pm. Location : Remote/WFH and/or 129 St. Jacques W., Montreal.The Associate, Corporate Card Services is accountable to provide exceptional service to BMO corporate credit card program administrators and/or corporate credit card cardholders by handling incoming inquiries to the Customer Contact Centre via all communication channels including electronic/online and telephone. As the main point of contact for card program administrators, this role is accountable to fulfill administration requests in accordance with approved procedures to meet the clients' business objectives.The Associate responds to inquiries regarding new and/or enhanced products or solutions. This role will also provide card program administrators with real-time support on using program tools and technologies and act as a liason between the corporate card client and various internal departments for issue resolution. The role is also accountable for pre-screening all requests to issue new corporate credit cards to ensure that they contain complete applicant information and supporting documentation in adherence to Anti-Money Laundering (AML) guidelines. ACCOUNTABILITIES: 85% Customer Service and Inbound Support Respond to incoming calls to the Customer Contract Centre from BMO corporate card holders and/or card program administrators, in a prompt, professional and efficient manner in accordance to service level agreement.Assist corporate customers and/or their designated administrator, with card set up, reporting hierarchy set up, putting in place proper program documentations and fulfill card request.Process corporate customer requests, including generating service requests in order to complete financial and non-financial transactions, accurately, within specified timeframes and in accordance with Bank policies and procedures.Proactively address and resolve any customer issue or concern during an incoming call, including investigating in BMO systems to understand the underlying root cause and escalate as required to resolve the issue or concern. Escalate complex or unresolved customer situations to the proper channel and ensure suitable follow up. Maintain current knowledge of the credit card industry, practices and trends and integrate into customer conversations in a professional manner and drive business results based on giving customers the right solutions.Adhere to all BMO policies and procedures during customer calls in order to minimize risk to the business and provide the customer with appropriate information as per established regulations. Perform any required documentation after the call is completed to ensure an accurate processing of any customer request.Use applicable technology and tools to facilitate an effective conversation with the customers.Assist clients in troubleshooting and resolving issues during deployment an ongoing use of products and services such as Spend Dynamics. 15% Operational Effectiveness Identify and escalate process improvement opportunities to increase efficiency and effectiveness of team and still maintain an exceptional level of service to the customer.Protect BMO assets by adhering to all applicable personal banking, commercial banking, investment and lending regulations, policies and procedures, regulatory requirements, process requirements and established risk guidelines.Maintain the confidentiality of both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank policies and procedures.Follow security and safeguarding procedures in accordance with Bank Policy and Procedure for the prevention of loss due to fraud, money laundering or defalcation; identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering.Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions, in accordance with Bank policies and procedures; take appropriate action.Understand risks and take appropriate actions as they relate to corporate products, including all documentation, and any other requirements to maintain operational integrity within BMO Financial Group. Knowledge and Skills :Completed high school education or equivalent work experience.Communication skills (verbal and written) (In-depth)Demonstrate conflict resolution skills (Working)Organizational awareness (Basic)Some success working in a similar and/or related sales and service environment (Basic)Some understanding of Risk Management and Compliance (Basic)Fully Bilingual French/EnglishComputer proficiency (Working)Compensation and Benefits:$35 000,00 - $52 000,00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job SummaryJob DescriptionWhat is the opportunity? RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSPs, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value Group Advantage member clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. You grow and deepen client relationships by leading Group Advantage onboarding discussions and advice events and through discovering client needs and providing value added advice and solutions. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their childs education or recommending how to borrow for their Someday, your expertise will contribute to creating meaningful and memorable client experiences.This is a contract, work from home position but may involve some travel to cover Saskatchewan. The successful applicant must be mobile to work at all branches in Saskatchewan as required.What will you do?Communicate with clients to learn about their needs and help them achieve their goalsProvide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needsParticipate in RBC at Work Group Advantage events and member onboardingCollaborate with market-leading professionals in Group Advantage, financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert adviceLeverage technology to deliver on client experience and enable performance and retentionProactively take ownership of resolving and preventing clients banking problemsImplement contact and relationship building strategies, and support new client acquisition in local communityEducate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online bankingWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Certificate in Financial Services Advice, offered through the CSI (e.g., Personal Financial Service Advice and Financial Planning I)2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of the clientDemonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partnersAgile and adaptable to work in multiple environments, with strong presentation skills and comfort presenting in a group environmentDigital savviness across multiple platforms and devices (i.e. Sales platform, e-signature, mobile technologies. Comfortable navigating with and for clientsNice-to-haveFluency in a second languageActive in the local community, developing a solid network in the local communityFamiliarity with Group Advantage value propositionWhats 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.Competitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityJob SkillsClient Centricity, Communication, Critical Thinking, CuriosityAdditional Job DetailsAddress:3118 CLARENCE AVE S:SASKATOONCity:SASKATOONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:Contract (Fixed Term)Pay Type:SalariedPosted Date:2024-04-02Application Deadline:2024-05-03Inclusion 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.

Seeking product development associate to help strategically transform onboarding platform and tools through a data driven approach.As a team member on the Securities Services Onboarding Product Development team you will an integral part of developing and delivering the vision and strategic roadmap for the On-boarding Transformation.Development of data driven tools and processes for simplification, standardization and optimization across People, Products, Process and Systems in support of on-boarding for the breadth of the Securities Services products is key focus area for the group. As a product development associate you will spend you day-to-day leading the delivery of projects aligned to the end-to-end onboarding for Securities Services products & services strategic roadmap. As a product development onboarding associate, you will work closely on implementing data strategy with Client Onboarding teams, Middle Office teams, Product Development, Data Architects, and various Technology teams to execute and ensure delivery of projects according to agreed timelines and budget. The candidate must demonstrate business leadership and technical skills to learn/understand the technology infrastructure. This role will identify opportunities to improve efficiency and will communicate clearly at all levels, engaging with senior stakeholders for strategic direction. Job Responsibilities: Define complex business data requirements in a simplified manner Help develop strategic vision and solutions for end-to-end onboarding platforms in collaboration with firm wide teams, and Securities Services teams with a sharp focus on business benefits, client service, and controls Owning end to end of the product & process, and the ability to interpret how alternative courses of action impact downstream processes and groups. Interact with all levels of management and operations to review, understand, document, and communicate objectives, business/program needs, risks, constraints and issues. Document traceability of requirements to business objectives - ensure that all requirements are all in support of the business case. Prepare business requirements, review functional requirements, monitor system development/ implementation, User Acceptance testing, production deployment and roll-out, in alignment with business priorities, ensuring product is delivered on time and on budget. Supporting operations team in defining operational processes to support the product. Identifying and manage risks/issues; create solutions to address limitations while minimizing time to market and minimizing control/operational risk. Required qualifications, capabilities and skills : Experience within a financial services product development or onboarding-focused operations or technology role with a strong focus on business analysis and change management. Adept at stakeholder management and demonstrated ability to engage with diverse set of stakeholders. Energetic self-starter that takes initiative and has demonstrated effectiveness working independently and in multi-disciplinary team with the ability to communicate clearly and confidently and influence senior stakeholders. Problem solving skills - demonstrated ability to structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights and develop solutions aligned with strategic goals with a risk and controls mindset Strong data analytics - advanced ability to analyze and interpret data, identify themes, strengths and opportunities and rationalize data to deliver meaningful and commercial metrics for all projects. Strong MS Office skills - Excel, Share Point, Access, Word, Visio and PowerPoint. Strong time management skills, with an ability to multitask and work under pressure and engage with colleagues across regions and time zones. Preferred qualifications, capabilities and skills: Prior experience in client-facing onboarding or product development role within Custody and Fund Services is highly preferred. Prior experience in Securities Services business areas will be highly preferred. About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.J.P. Morgan delivers investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. Teams support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions. Clients include asset and fund managers, asset owners, banks and broker-dealers, hedge funds and alternative investors, and insurance companies.Salary: . Date posted: 04/03/2024 10:24 PM