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As the 8th largest bank in North America by assets, we provide personal and commercial banking, global markets and investment banking services to 13 million customers. Were proud to be fueling progress for individuals, families and businesses across North America.

8 Jobs Found

Customer Service Representative Full-time Job

BMO CANADA

Customer Service   Victoria
Job Details

Application Deadline:

08/16/2024

Address:

735 Goldstream Ave, Unit 101

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 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).

Salary:

$33,850.00 - $44,000.00

Customer Service Representative

BMO CANADA
Victoria
  Customer Service Full-time
Application Deadline: 08/16/2024 Address: 735 Goldstream Ave, Unit 101 Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospe...
Learn More
Aug 8th, 2024 at 16:26

Senior UX Designer Full-time Job

BMO CANADA

IT & Telecoms   Toronto
Job Details

Application Deadline:

08/23/2024

Address:

33 Dundas Street West

Job Family Group:

Customer Solutions

 

Designs and creates digital experiences by prioritizing users and business requirements over technology limitations and constraints. Understands logical user flows focusing on interaction models, navigation and usage. Applies user-centered design processes to create satisfying and compelling experiences for users of a product. Conducts user research and testing, develops wireframes and task flows based on user needs. Collaborates with development teams to create intuitive, user-friendly software by applying understanding of graphic design, programming and web technologies.

  • Works with cross-functional teams including engineering, product management and user research.
  • Chooses and implements the best design techniques and tests for usability.
  • Gathers user and business requirements and turns them into initial sketches and wireframes all the way through to visual design and HTML/CSS prototyping.
  • Uses wireframes, flows, sketches, and customer journeys to communicate designs in order to promote cross-disciplinary team development and communication.
  • Creates simple prototypes that convey the intent of initial ideas and thoughts.
  • Understands the user and business needs and transforms them into a digital experience.
  • Creates sitemaps and determines the information architecture, makes wireframes and prototypes.
  • 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:

Foundational level of proficiency:

  • User Interface Design.

Intermediate level of proficiency:

  • Design Pattern/ (User Behavior).
  • Imaging Tools.
  • Web Analytics.
  • Media Content and Graphic Designs.
  • Emotional agility.
  • Adaptability.
  • Verbal & written communication skills.
  • Collaboration & team skills.
  • Analytical and problem solving skills.
  • Data driven decision making.

Advanced level of proficiency:

  • Business Requirements Definition, Analysis and Mapping.
  • Accessibility.
  • Responsive design.
  • Storytelling.
  • Usability Evaluation.
  • Design Thinking.
  • Human Centricity aspects.
  • User Experience Design.
  • User Research.
  • Customer Centricity.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.

 

Senior UX Designer 

Are you a curious, self-driven UX professional who loves the challenge of turning complex problems and constraints into elegant solutions that meet a customer’s needs? Come join us as we grow our team focused on creating user-centred data driven experiences, supporting customers as they manage their business finances through our Online Banking for Business platform. Our work spans mobile, tablet, and desktop experiences while our customers range from small entrepreneurs to large corporations.

 

As a Senior UX Designer you are a creator of bar-raising experiences. You inherently look for ways to remove the difficult and make complex tasks feel easy, intuitive and have a seamless flow that helps our customers feel confident when engaging with our products and services. We are continually striving to remove friction and provide a seamless and consistent end-to-end customer experience across our digital platforms.

Responsibilities

Create and Build:

  • Rapidly iterate through journey maps, storyboards, user flows, sketches, wireframes, and other design artifacts to effectively communicate interaction and concepts with your product team.
  • Work closely with, Content Strategists, UX Researchers, Product Managers and Developers in a collaborative team-oriented environment to create and test new products, features and functionality.
  • Deeply understand and advocate for the user’s needs while developing features that align to the needs of the user and add business value. 
  • Share ideas, lead peer-reviews, and exhibit strong listening skills. You justify and articulate design decisions during design reviews. You lead brainstorming and sketching sessions with product teams. You represent the voice of your team to cross-functional leadership and keep the product on track.
  • Turn user research and usability feedback into easy-to-use solutions. Gather, analyze, and synthesize UX needs for complex product and user requirements.
  • Perform site or application audits and analyze data from various measurement tools in order to provide insights on user behavior and identify recommended design changes.
  • Stay current on UX trends that help solve for complexity, through our research tools and other methods to understand what other competitors are doing to simplify the experience.
  • Identify how to best integrate usage analytics into our product that will generate data to help us track and measure the success of our designs.
  • Support the ongoing development and use of the Design System by supporting the Design System team’s engagement and execution model
  • Apply expertise and creative thinking to address unique or ambiguous situations and find solutions to problems that can be complex and non-routine.
  • Articulate with ease the "why" behind design decisions to product and leadership teams while representing the voice of our users.

 

Lead and Influence

  • Work closely with other UX leaders to strengthen design processes and culture and develop best practices for applying design-thinking methodologies and telling user-centered stories.
  • Work with design peers to elevate our design process by defining and implementing process frameworks that ensure improved UI alignment, efficiency, quality, and innovation.
  • Effectively present/communicate design practice and process topics to designers, partners, and stakeholders.
  • Proactively look for opportunities to mature the design delivery process, with an emphasis on harnessing the value of our strategic design capabilities
  • Collaborate with the internal design and research team to establish the UX development process, including UX roadmaps, design guidelines and best practices supporting the implementation of new and existing digital applications.
  • Promote and advocate for UX design and customer centric design thinking across the organization.
  • Continuously update yourself by learning and leveraging new technologies and best practices within the field of user experience in order to enhance our practices.

About You:

You’re a fit for the role of Senior UX Designer if you have:
 

Must-have qualifications

  • Advanced working experience as a UX Designer strategist, UX architect, information architect, interaction designer, UX/UI designer (or similar role), with a bachelors’ degree in a related field (or equivalent industry training / experience)
  • Advanced working experience on customer-facing websites with actionable design direction which includes personas, prototypes, user testing, strategic planning.
  • Advanced working experience with all aspects of user research, UI design, interaction design and usability for the web
  • A strong portfolio demonstrating past work and experience in UX strategy
  • Mastery of your craft with a passion to extend your knowledge of UX design principles, modern design tools, emerging technologies, Design thinking, Lean UX, Agile development, accessibility and industry practices and trends through your team
  • Proficient in design and prototyping tools (Figma, FigJam, etc.)
  • Enjoy mentoring other designers to up their craft
  • Previous working experience with analytics tools (e.g. Adobe Analytics, Google Analytics, Quantum Metric)
  • Previous experience applying Lean UX methodologies
  • Experience working in and leading teams through agile development and waterfall methodologies.
  • Strong time-management, multi-tasking and prioritization skills
  • Critical thinking skills that allow for creative problem solving
  • Excellent written and verbal communication skills
  • Expert knowledge and experience producing user flows, wireframes, prototypes, and conceptual and information architecture diagrams.
  • Ability to quickly adapt and work across multiple teams and partners managing various high priority deliverables

Salary:

$74,800.00 - $138,600.00

Senior UX Designer

BMO CANADA
Toronto
  IT & Telecoms Full-time
  74,800  -  138,600
Application Deadline: 08/23/2024 Address: 33 Dundas Street West Job Family Group: Customer Solutions   Designs and creates digital experiences by prioritizing users and business re...
Learn More
Aug 8th, 2024 at 16:07

Customer Service Representative Full-time Job

BMO CANADA

Customer Service   Parksville
Job Details

Application Deadline:

09/07/2024

Address:

826 Island Highway West

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 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).

 

Salary:

$33,850.00 - $43,500.00

Customer Service Representative

BMO CANADA
Parksville
  Customer Service Full-time
Application Deadline: 09/07/2024 Address: 826 Island Highway West Job Family Group: Retail Banking Sales & Service   Delivers exceptional service to BMO customers and prospects...
Learn More
Aug 8th, 2024 at 16:00

Client Service Assistant Full-time Job

BMO CANADA

Customer Service   Toronto
Job Details

Application Deadline:

08/08/2024

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

 

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.

  • Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
  • Assists the advisory team in preparing for client meetings, including scheduling appointments.
  • Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
  • Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
  • Maintains and organizes client database and client files.
  • Ensures transactions and tasks are appropriately assigned to team members and completed.
  • Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
  • Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
  • Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
  • Follows through on the 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 branch.
  • Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
  • Maintains the confidentiality of client and Bank information.
  • 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 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
  • Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
  • Familiarity with technology applications and software used in the financial planning and investment industry.
  • Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
  • Successful completion of 30-day BMO NB Investment Representative Licensing Program.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.

Please note the base salary for this specific position in Toronto is $41,000 and this role may be eligible to receive a monthly discretionary bonus.

 

Salary:

$32,700.00 - $48,600.00

Client Service Assistant

BMO CANADA
Toronto
  Customer Service Full-time
  32,700  -  48,600
Application Deadline: 08/08/2024 Address: 100 King Street West Job Family Group: Wealth Sales & Service   Supports one or more Investment Advisors (IAs) and IA Team and staff,...
Learn More
Aug 2nd, 2024 at 12:36

Customer Service Representative Full-time Job

BMO CANADA

Customer Service   Vancouver
Job Details

Application Deadline:

08/04/2024

Address:

2501 Commercial Drive

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 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).

Salary:

$33,850.00 - $44,000.00

Customer Service Representative

BMO CANADA
Vancouver
  Customer Service Full-time
  33,850  -  44,000
Application Deadline: 08/04/2024 Address: 2501 Commercial Drive Job Family Group: Retail Banking Sales & Service   Delivers exceptional service to BMO customers and prospects....
Learn More
Aug 2nd, 2024 at 12:32

Financial Planner Full-time Job

BMO CANADA

Financial Services   Moose Jaw
Job Details

Application Deadline:

08/11/2024

Address:

39 Manitoba Street East

Job Family Group:

Retail Banking Sales & Service

 

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

  • Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
  • Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
  • Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
  • Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
  • Supports the achievement of sales and performance targets.
  • Develops and implements a relationship management plan to meet the needs of client.
  • Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Executes work to deliver timely, accurate, and efficient service.
  • Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
  • Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
  • Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
  • May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
  • Builds effective relationships with internal/external stakeholders.
  • 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.
  • CFP designation preferred or one of the following:
  • Personal Financial Planner (PFP) designation,
  • Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
  • Financial Planning I & II (FP I & II).
  • Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
  • Advanced working knowledge of financial industry.
  • 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.
 

 

Salary:

$42,300.00 - $78,400.00

Financial Planner

BMO CANADA
Moose Jaw
  Financial Services Full-time
Application Deadline: 08/11/2024 Address: 39 Manitoba Street East Job Family Group: Retail Banking Sales & Service   Provides financial and investment planning and advice to de...
Learn More
Aug 2nd, 2024 at 12:29

Personal Banker Full-time Job

BMO CANADA

Banking   Toronto
Job Details

Application Deadline:

08/08/2024

Address:

171 East Liberty St, #106/108

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 through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

 

  • 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 customer experience.
  • Contributes to business results and the overall experience delivered.
  • May work at multiple branches or through various channels 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.
  • Escalates complex or unresolved customer situations to managers as required.
  • 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.
  • 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.

 

Salary:

$37,500.00 - $69,500.00

Personal Banker

BMO CANADA
Toronto
  Banking Full-time
  37,500  -  69,500
Application Deadline: 08/08/2024 Address: 171 East Liberty St, #106/108 Job Family Group: Retail Banking Sales & Service   Delivers exceptional service to BMO customers and pro...
Learn More
Jul 30th, 2024 at 15:52

Sr. Administrative Assistant Full-time Job

BMO CANADA

Administrative Jobs   Montréal
Job Details

Application Deadline:

08/16/2024

Address:

105-119-129 rue St-Jacques O

Job Family Group:

Business Management

Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports.  The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group.

  • Supports the execution of strategic initiatives; includes tracking metrics and milestones.
  • Builds effective relationships with internal/external stakeholders. 
  • Analyzes data and information to provide insights and recommendations.
  • Leads the planning, coordinating and implementing department events.
  • Provides specialized and professional support to an executive and their senior managers within a large and diverse department or business group.
  • Coordinates and monitors budgets and reporting on results vs. budget.
  • Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities.
  • Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.
  • Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available.
  • Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures).
  • Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries.
  • Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements
  • Prepares and logs departmental expense claims and reports.  Tracks expenses to ensure they stay within budget.
  • Makes travel arrangements, booking flight/hotel reservations as needed.
  • Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations.
  • Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
  • Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution.
  • Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.).
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Organizes work information to ensure accuracy and completeness.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.

 

Qualifications:

  • Typically between 3-5 years of experience in an administrative/professional support function and post-secondary degree in related field of study desirable.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
 

Expected Base Salary Range: $37,500.00- 70,000.00 CAD

 

You're fluent in French and English to support business operations outside the province of Quebec.

Salary:

$37,500.00 - $69,500.00

Sr. Administrative Assistant

BMO CANADA
Montréal
  Administrative Jobs Full-time
  37,500  -  69,500
Application Deadline: 08/16/2024 Address: 105-119-129 rue St-Jacques O Job Family Group: Business Management Performs a variety of administrative and clerical tasks, financial and...
Learn More
Jul 30th, 2024 at 15:51