All jobs within 50 km around Fort Saskatchewan

Overview

Overview

10/31/2024

Address:

5503 23rd Avenue

Retail Banking Sales & Service

Minimum of 18.75 hours/week. Candidates should be flexible to work within branch hours and expect to work 3 - 5 shifts per week

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 - $44,000.00

Salaried

Role Specifications

Term role: 6-month position with possibility to extend.

Everyday flexibility. Collaborative connections.

In-office work environment
 

Location: Edmonton, AB

For additional information, please contact the recruiter for a complete job description.

All applicants are welcome, and we expressly encourage applicants to apply who identify as women, persons with visible and invisible disabilities (including physical, mental, sensory, learning impairment, etc.), Indigenous Peoples (including First Nations, Metis and Inuit), 2SLGBTQ+ and/or racialized persons. At CWB we believe that inclusion has power, and we’re always looking for unique perspectives to add to our teams. We have a culture that thrives on idea-sharing, collaboration, respect, caring and camaraderie. If you have a voice to add to the conversation, we’d love you to apply. All applicants are considered as part of an equitable and fair selection process.

The opportunity

Our Corporate Services Team is seeking a highly motivated individual, who is client focused and detail oriented. The Mailroom Clerk and Receptionistwill support and assume oversight over the Mailroom and Corporate Office Reception from a coverage perspective. The ability to handle multiple competing priorities will be key to success in this role. If you thrive in a high volume, fast paced, dynamic environment, please read on for more details.

Print Services

• Process scheduled and on demand print/mail out projects through the operation of high-volume mail equipment such as folder/inserters, and postage machine.

• Verify all printed material is printed and inserted correctly.  Troubleshoot print files if necessary.

• Perform quality checks to ensure accuracy and require output is to specifications prior to releasing to Canada Post; taking corrective action when necessary.

• Deliver print/mail jobs within established timeframes. Maintain logs of all work submitted and completed. Produce electronic statement of mailing

• Liaison with internal departments advising on available services and turnaround times.

• Ensure equipment such as copiers, folder/inserter and postage machine are properly maintained. Troubleshoot issues and call for repair assistance when required.  Includes replacing toner, locating paper jams, cleaning.

• Ensure paper stock, envelopes, and other supplies and toners are adequately stocked.

Mail & Courier Support

• Responsible for the sorting, collection, coordination, tracking and distribution/preparation of all incoming/outgoing mail, registered mail, deliveries, and local couriers.

• Responsible for any incoming mail issues, including identification, resolution, escalation, referral, and any necessary follow up.

• Collaborate with other internal departments and participate in project teams members to find mail/courier solutions and efficiencies.

• Coordinate workflow within the team, including prioritizing jobs and delegating duties to team.

• Ensure postage is charged to appropriate cost centres and provide any cost allocation by chargeback codes for postage.

• Monitors postage and shipping supplies to predict when reorder levels will be reached.

• Handle sensitive and/or confidential documents and information.

• Identify all unknown documents in timely manner and create procedures to for future reference.

• Manage and maintain Mailroom Operating Manual.

Administration

• Ensure all authorized and approved Mailroom invoices are paid in a timely manner.

• Receive invoices, validate to budget, and prepare payment coding instruction details for Accounts Payable, ensuring the proper signatory authorizations are obtained.

• Charge expenses to appropriate cost centers by analyzing the invoices and reallocation of expenses for intercompany billings.

• Communicate with vendors and intercompany departments regarding invoices, issues, and respond/resolve discrepancies

• Create and maintain various spreadsheets for tracking and reporting purposes.

• Verify and ensure accurate records of invoices are kept.

• Maintain Business Continuity Plan.

• Clearly document standards, processes and procedures for Mailroom and other areas as requested.

• A part of this role is to provide backup support for Corporate Office and Wealth Management Reception Coverage

Skills and competencies that will take you further

• Some post-secondary education and/or learning courses preferred.

• Minimum 2 - 5 years of experience working in a mail/print position.

• Experience with high-speed envelope inserting is an asset

• Knowledge of Canada Post regulations and rates would be an asset.

• Ability to operate and troubleshoot mailing and labeling equipment.

• Knowledge of postage meters and operating various types of other office equipment.

• Experience processing invoice and using COUPA is an asset.

• Familiarity with Business Continuity would be an asset.

• Supervisory experience.

• Experience with Pitney Bowes Connect+3000 postage machine and Di950 folder inserter is an asset.

• Advanced knowledge of MS Office (MS Excel and MS Outlook, in particular) Excel and Word.

• Portray a team player and a “can do” attitude at all times.

• Excellent time management skills and ability to multi-task and prioritise work

• Ability to work independently, handle multiple tasks, set priorities and schedule; handle our fast-paced environment and meet deadlines

• Strong communication skills and confidence to liaise with all levels of the organization as well as external suppliers/customers.

• Ability to make independent decisions and resolve challenges.

• Make decisions guided by common sense and sound business judgement.

• Excellent attention to detail and problem-solving skills.

• Strong organizational and analytical skills.

• Excellent written and verbal communication skills.

Why work with us?  

Your success is our obsession! And our award-winning culture & benefits back it up. 
 
Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterstone Human Capital’s Most Admired Corporate Culture 2023.  

Wellness matters. We offer an award-winning benefits package that includes: 

• Hybrid work environments 
• Everyday flexibility 
• Generous company-funded health coverage 
• Health care spending account 
• A flexible wellness program 
• generous time-away options to unplug, rest & recover  

Career development. We commit to our employees’ development and help them reach their professional goals with: 

• Organization wide coaching services 
• Mentorship 
• Education support & training programs  

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.  

#LI-SA1 

IND-SA

Overview

Overview

Overview

Overview

Overview

The Operations Analyst is a is primarily responsible for the day-to-day maintenance and the accuracy of client accounts for trading within the portfolio management systems & client reporting.

Key deliverables

Operations. Data management. Collaboration Optimization.

• Primary operational contact for teams directly servicing & supporting clients.

• Execute operational activities ensuring internal control structures and oversight are in place for data integrity.

• Implement reconciliations as an operational control of processes, audit requirements and data integrity.

• Action data, error, and troubleshooting investigations through to resolution. Ensure that solutions that are put in place to mitigate future occurrences are executed on.

• Collaborate to ensure client data issues are identified and addressed in a timely manner.

• Test data throughout vendor system changes and ensure the client impact is fully documented.

• Create and keep standard operating procedures up to date.

• Collaborate with the PM’s & Client Service Managers to ensure we are addressing client data concerns

• Generate store quarterly client reports, year end tax packages (quarterly & annually) and additional reports upon request.

• Update procedures and develop new ones for optimal client experience from a data access and accuracy standpoint.

• Troubleshoot, data output and reporting deficiencies and errors.

• Be a super user for all applications to be able to provide training and support to new and current operations team members.

• Support with various projects to ensure overall success of operations.

Successful incumbent

Client centric focus. Support the delivery of outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise.

Data skilled & analytically savvy. Demonstrated comfort with the effective & efficient optimization of data & relationships while practicing proactive data management in a highly focused environment.

Collaborative. Demonstrated ability to build and maintain effective relationships to accomplish both individual and team goals aligned with the strategic direction of CWB.

Optimizer. Commitment to working within and contributing to continuous improvement of defined processes & service delivery.

Organizer & time management expert. You have the knack to effectively manage several priorities simultaneously in a high volume, fast paced, team-oriented environment with a keen eye for accurate details.

Problem solving. You approach work with a sense of wonder, learning how to adapt and solve problems utilizing your analytical and reasoning skills – making sound decisions, relying on your confidence to assess complex scenarios.

A true #tealmate. Live & champion CWB values. Represent the CWB Brand with honour and integrity, embodying our culture in a way that prioritizes collaboration and respects individuality. Respect the code: OneCWB Growing Together.

Core knowledge requirements

• Post Secondary degree in accounting, finance or business – equivalent experience considered.

• Canadian Securities Course completion or equivalent would be an asset.

Demonstrated experience

• Three plus years experience in wealth management or the investment industry.