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Overview

Reporting to the Senior Manager of Advisory Business Services, the Branch Administrator is responsible for the day-to-day administrative and operational duties required to support Branch advisors in our Waterloo location.  The role is required to be an onsite presence.

***************This role is a full time in office role*********************

Key Accountabilities:  

This role provides reception and administrative support to the Branch Office at 1 Blue Springs Drive, Waterloo, Ontario.  This position requires excellent customer service skills, professionalism, and the ability to create strong working relationships with advisors.

Administrative Support for Branch Office (75%)

• Act as Receptionist/greets all visitors and callers.

• Answer, screen and forward any incoming phone calls while providing basic information when needed.

• Receive and sort daily mail/deliveries/couriers.

• Monitor and manage Building Engines website for tenant work orders.

• Assist with maintaining filing system

• Maintain site facilities, including ordering office and kitchen supplies and refreshments

• Co-ordinate on-site presentations with partners and other social events

• Maintain contact with Building property services

• Established office procedures and documented processes to promote efficiencies in the future

• Maintain the office A/P invoices ensuring prompt payments are made

• Office management (physical filing system, supplies, mail, office equipment, etc.)

• Maintain online emergency communications database.

• Onboarding new advisor (workstation, security, telephone, parking)

• Handle client cheque deposits for branch advisors (maintain log of deposits for compliance)

Administrative Support for Advisors (25%)

• Ad hoc support for basic administrative tasks for advisor teams.

• Keeping apprised of changes and communication within the company to provide an effective network of current information.

• Supporting advisor teams with any changes/updates to processes.

Requirements:  

• College education preferred.

• Excellent telephone manner and customer service skills.

• Minimum two years of administrative experience, preferably in a property management or real estate environment.
   

Key responsibilities:

• Highly organized and able to work in a busy office environment.

• Strong communication skills - verbal and written.

• Proficient in Microsoft Office

• Team player with a positive attitude.

• Handling and paying various expenses of branch and executing process to charge back advisors.

• Daily banking for advisors.

• Managing laptops and technology with third party vendor.

• Responsible for day-to-day cleanliness of the entire branch (ex: loading and emptying dishwasher, watering plants, etc.).

• Co-ordination of a weekly external visitor list and liaising with Security.

• Strong interpersonal and diplomacy skills with a high comfort level in dealing with advisors and clients

• Ability to exercise discretion in dealing with sensitive situations, using good judgment when responding to issues or requests.

• Strong ability to multitask as priorities may shift day to day.

• Attention to detail, takes initiative, strong organization skills.

• Strong written and verbal communication skills a must.

When you join our team:
 

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion aremore than just words.
• As part of our global team, we’ll support you in shaping the future you want to see

Why is this role important
 

Our Store Team Members are inspired doers. They help provide a positive in-store shopping experience by ensuring the store is always ready with available products that meet customer needs to live life well.  Our Clerks inspire our customers through delightful conversation and knowledge of products.

What you’ll do 

• Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs

• Maintain and stock product displays and shelves that meet company standards

• Ensure accurate product scanning and identify inventory needs and assist with ordering

• Setup company-directed promotions and programs

• Keep department areas neat and ensure health and safety standards 

Who you are 

• A team player with an attention for detail

• Driven and able to work independently in a fast-paced environment 

• Resourceful and courteous when resolving customer questions

• Motivated to learn new things 

Experience you bring

Good news! No previous experience is required. We provide you with training to set you up for success!

What you bring 

• Flexibility to work a variety hours which may include days, evenings, and weekends

• Able to move up to 50lbs and in constant mobility for an entire shift

75 King Street, Waterloo, ON

Please Note:
Candidates who are 18 years or older are required to complete a criminal background check. Details will be provided through the application process.

09/04/2024

Address:

90 Weber Street

This is a Monday to Saturday branch

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).

$33,850.00 - $43,500.00

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years or equivalent experience
Experience: Candidates should have experience of 2 to less than 3 years
Computer and technology knowledge: MS Office and Point of sale system

Physical Requirements:

• • The candidates should be comfortable working in a fast-paced environment and be able to work under pressure

• The candidates should be capable of handling heavy loads and be prepared for physically demanding tasks
• The candidates should be willing to work overtime as required

Other Requirements:

• The candidates should demonstrate client focus and show dependability
• The candidates should possess excellent oral and written communication skills
• The candidates should demonstrate flexibility and be organized
• The candidates should exhibit reliability and have the ability to multitask

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
• Candidate must have legal authorization (Work Permit) to work in Canada
• If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

• The candidates should be able to analyze and develop budgets to boost profits, determine costs of supplies, and modify food preparation methods and menu prices
• The candidates should evaluate and monitor daily operations, revenues, and staff performance to determine labor costs
• The candidates should be able to plan, organize, and supervise daily operations, including recruiting, scheduling, and training staff
• The candidates should organize and maintain inventory, ensure health and safety regulations are followed, and negotiate with suppliers and clients
• The candidates should be able to address customer complaints, provide customer service, and plan, organize, direct, control, and evaluate daily operations

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates should have experience of 1 to less than 2 years
Security and safety: Basic security clearance

Location: 16-160 University Avenue West, Waterloo, ON N2L 3E9
Shifts: Day, Evening, Night, Weekend, Shift, Overtime, On Call, Flexible Hours, To be determined, Early Morning, Morning
Work setting: Willing to relocate
Supervision: 5-10 people

Physical Requirements:

• The candidates should be able to work under pressure in a fast-paced environment, be physically demanding
• The candidates should be able to work under tight deadlines
• The candidates should be able to sit, walk, bend, crouch, and kneel for extended periods
• The candidates should be able to work in wet/damp areas, noisy areas, in hot areas, and in odors

Other Requirements:

• The candidate should be client focus and flexible
• The candidates should have excellent oral communication, efficient interpersonal skills, and be able to work as a team player

Candidate Status:

• Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position
• International Candidates who don’t have a valid Canadian work permit also can apply

Responsibilities:

• The candidates should be able to establish methods to meet work schedules
• The candidates should be able to hire food service staff
• The candidates should be able to prepare budget and cost estimates
• The candidates should be able to prepare food order summaries for the chef

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details

By email
[email protected]

06/29/2024

Address:

730 Glen Forrest Boulevard

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.

• 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.

$35,700.00 - $66,100.00