The Senior Consultant, Process Transformation works across HR teams to analyze, identify, re-engineer and implement process improvements that deliver seamless employee and manager experiences across HR programs, technologies, and services. Leveraging data and insights they implement strategic changes with the goal of continuously improving HR processes, simplifying the overall HR experience and driving efficiency. They relentlessly look for opportunities to digitize and automate first, implementing opportunities to optimize current tools (e.g. Workday) to the greatest extent possible, creating capacity and enabling HR processes in a simple and intuitive way. They make recommendations and build business case materials to secure funding to drive further improvements with a focus on articulating resulting efficiency & savings.

The Senior Consultant leads the strategic design of process data and analytics solutions for both project and run-state to enable data-led decision making and robust monitoring of process health. The Senior Consultant acts as trusted expert to consult on process problems.

In partnership with key stakeholders (e.g. Centres of Expertise Domains, HR Vendors and external providers) designs, develops, tests, implements and measures various employee & manager processes. Ensures that process design reflects current business strategy and requirements and supports the desired manager & employee experience. 

Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc.

• Collaborates in the design, implementation and ongoing tracking and measurement of key HR processes
• Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements.
• Acts as a trusted advisor to assigned business/group.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues and recommends approaches or changes to streamline and integrate processes to improve overall efficiency.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders and looks for opportunities to eliminate, simplify, automate and digitize processes.
• Builds effective relationships and collaborates with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads or participates in defining the change/communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Provides input into the planning and implementation of operational programs.
• Develops and documents processes, procedures, etc. and/ or end-user materials.
• Assists with the documentation of end user materials.
• Assists with training and transition of processes and tools/templates to appropriate process owners.
• Collaborates in the design, implementation and management of core business/group processes.
• Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements.
• Streamlines, simplifies and continuously improves existing processes.
• Documents processes (including, but not limited to, process flows, playbooks, etc.) for vetting, communicating, and implementing processes with stakeholders.
• Ensures all processes meet established standards, effectively utilize templates and tools to track compliance and operational effectiveness standards.
• Looks for opportunities to eliminate, simplify and automate processes. Recommends approaches or changes to streamline and integrate processes to improve overall efficiency.
• Maintains current process documentation to ensure available for stakeholders as required.
• Supports management of processes using established methodologies and tools/system/technology.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Participates in the integration of Core Process transformation across business/groups to deliver process improvements for productivity savings and enhanced customer/employee experience.
• Develops an understanding of organizational interactions and complexity to engage with the appropriate stakeholders.
• Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning.
• Resolves issues regarding processes that are raised from all sources/stakeholders.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Lean / Six Sigma designation or relevant experience
• Possesses a deep understanding of and problem solving ability for issues within the business/group.
• Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth.
• Knowledge of business/group processes, procedures and controls - In-depth.
• Understanding of risk, regulatory and compliance requirements - In-depth.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

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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.

Business Management

Executes testing to provide insights and recommendations on test results, findings, identified issues, re-performance testing, and continuous improvement insights. Executes testing, monitoring and operational activities of various complexity based on assigned portfolio ensuring adherences to established service levels and standards. This position is focused on banking operations such as Capital markets, Retail Lending etc...

• Influences and negotiates to achieve business objectives.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Provides advice and guidance on control effectiveness, program compliance and issue descriptions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Analyzes data and information to provide insights and recommendations.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Manages the end-to-end test execution of designated programs/engagements.
• Provides input into the planning and implementation of operational programs.
• Executes and/or leads testing and fieldwork that is complex in nature and requires subject matter expertise.
• Reviews control and issue closure testing activities performed by team members to ensure accuracy.
• Executes identified test programs for a variety of specializations to support effective testing & monitoring of controls within business groups and across the Bank.
• Understands the business/group strategy and develops and maintains knowledge of end to end processes.
• Develops knowledge related to program and/or area of specialty.
• Develops and maintains effective relationships with internal & external business partners/stakeholders to execute work and fulfill service delivery expectations.
• Participates in planning and implementation of operational testing programs and executes within required service level agreements and standards.
• Executes work to ensure timely, accurate, and efficient service delivery.
• Ensures consistent, high quality practices/work and the achievement of business results in alignment with business/group strategies and with productivity goals.
• Analyzes root causes of any errors discovered to provide for effective communication of issues to appropriate parties.
• Creates and maintains adequate testing support documentation such as workpapers, testing reports, etc. to support the results of reviews including the write-up of findings/issues for reporting.
• Provides ongoing support to the continuous improvement process of the business unit.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• CIA (Certified Internal Auditor)
• General understanding of the business unit’s risk and regulatory requirements.
• Good understanding of control frameworks and audit methodologies.
• Advanced knowledge of process and/or project management.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

03/30/2024

Address:

100 King Street West

Business Management

As a core colleague on the Corporate Areas HR team, provides advice and counsel to a designated business/group to execute the HR strategy and business/group strategy. Completes specific operational/strategic work to deliver business results and/or minimize risk.

• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Supports the development of tailored messaging, which may include writing, editing and distributing communications.
• Develops solutions & makes recommendations based on an understanding of the business strategy & stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of wide range of HR topics & solutions.
• Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Builds effective relationships with internal/external stakeholders.
• May network with industry contacts to gather and identify competitive insights and best practices.
• Provides input into the planning & implementation of programs & solutions and executes within required service level agreements and standards.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• 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.
• Appropriate HR designation (i.e. CHRP, ADR) preferred.
• Knowledge in HR disciplines.
• Risk mindset.
• Knowledge of systems thinking & agility.
• 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.

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 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).

02/28/2024

Address:

1111 Davis Drive

Retail Banking Sales & Service

Provides expert employee relations advice and governance to an assigned portfolio to ensure that employee relations policies, practices and strategies support the business/group strategies and meet regulatory/legal requirements. Ensures that initiatives and HR solutions (programs and processes) are consistently and effectively implemented across the business groups. Supports various employee relations programs & initiatives managed internally and with vendors, including work related to acquisitions, divestitures, employment transitions, separation agreements, and outsourcing.

• Acts as a trusted advisor to assigned business/group.

• Influences and negotiates to achieve business objectives.

• Assists in the development of strategic plans.

• Identifies emerging issues and trends to inform decision-making.

• Provides expertise related to general operating procedure interpretation, misconduct, corrective action, attendance, leaves of absence, absenteeism, performance management and addressing underperformance, interpersonal conflict, work environment, coaching, displacement with redeployment or demotion, harassment and discrimination, workplace accommodations, and adjudication.

• Designs and produces regular and ad-hoc reports, and dashboards.

• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

• Manages high risk ER matters i.e. Legal case management, human rights & harassment investigations, workforce transformation initiatives etc. and represents the business in legal proceedings as required.

• Reviews all documentation, performs any required negotiation and authorizes separation agreements up to the prescribed limit and commits BMO FG legally on employment law challenges.

• Monitors legislation and manages required compliance/regulatory program activities to achieve objectives.

• Develops employee relations solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

• Provides employee relations advice and guidance to assigned business/group on the implementation of solutions.

• Educates managers on all aspects of Labor Relations management including relevant HR policies, appropriate procedures and practices, legislation and regulations and employee relations related training and learning opportunities.

• Acts as a subject matter expert to interpret applicable regulations & policies and makes recommendations on how to resolve business issues.

• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

• Conducts independent analysis and assessment to resolve strategic issues.

• Provides support for severance and reductions in force (e.g., consulting with businesses, providing templates for severance packages, producing calculations & outplacement estimates, responding to inquiries from impacted employees/managers).

• Performs the initial intake and primary assessment for employee relations requests to determine facts, identify issues & mitigate risks.

• Provides input into the planning & implementation of operational programs and executes within required service level agreements and standards

• Provides governance over employee relations matters by advocating the fair and equitable treatment of employees while ensuring that employee relations practices and strategies clearly support the business/group and enterprise strategies; has the dual challenge to protect the legal and legislative rights of both employees and the organization.

• Investigates employee complaints within area of expertise, provide solutions for resolution and ensuring that finds are documented.

• Builds effective relationships with internal/external stakeholders.

• Ensures alignment between stakeholders.

• May act as the point person for key vendor relationships (Supplemental Unemployment Benefit Plan Administrator, Career Transition Services, and Unemployment Claims Management) and manage operational programs.

• Breaks down strategic problems, and analyses data and information to provide employee relations insights (including employee transitions) and recommendations.

• Monitors and tracks program performance, and addresses any issues.

• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

• Provides specialized consulting, analytical and technical support.

• Exercises judgment to identify, diagnose, and solve problems within given rules.

• Works independently and regularly handles non-routine situations.

• Broader work or accountabilities may be assigned as needed.

   

Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

• Law degree preferred.

• Appropriate HR designation preferred.

• Deep knowledge and technical proficiency gained through extensive education and business experience.

• Verbal & written communication skills - In-depth.

• Collaboration & team skills - In-depth.

• Analytical and problem solving skills - In-depth.

• Influence skills - In-depth.

• Data driven decision making - In-depth.

• Bilingual (French and English) is required.

02/29/2024

Address:

105-119-129 rue St-Jacques O

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
• 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 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.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• 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.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

02/15/2024

Address:

274 avenue Dorval

Retail Banking Sales & Service

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.