16 Jobs Found
Personal Banking Associate Full-time Job
Banking BramptonJob Details
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.
- Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
- Welcomes and guides customers as they walk into the branch lobby, and 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.
- As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- Meets customer transaction-based needs with seamless execution.
- 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).
- 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.
- 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/or certification in related field of study desirable or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping 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.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Application Deadline:
03/09/2024
Address:
9505 Mississauga Rd
Job Family Group:
Retail Banking Sales & Service
Personal Banking Associate
BMO CANADA
Brampton - 27.54kmBanking Full-time
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Manager, Living Benefits, Corporate Underwriting Full-time Job
Banking MississaugaJob Details
- What will you need to succeed/Reqiurements?
Must have:
• At least 5 years underwriting individual disability products with a strong grasp of the Canadian disability insurance market/climate.
• A passion to ignite change within the business, challenging the status quo and simplification. Able to lead change and act as a change agent. Results focused, pro-active and service oriented. Strong attention to detail and accuracy. Ability to work independently and eager to take on responsibility.
• Willingness to pursue continuous underwriting education
• Excellent communication and interpersonal skills with the ability to collaborate across departments and influence stakeholders • Ability to interpret, assimilate and convey medical research Nice to have:
• Life and/or Critical Illness underwriting experience be an asset
• Bilingual in both French and English, written and spoken
• Working knowledge of Guaranteed Standard Issue products, DI Office expense, DI Buy-Sell
• Working knowledge and experience of project management framework, product development, underwriting rules engines and risk management
Special Conditions
Please note the successful candidate will have the ability to work out of any province.
- What is the opportunity?
You will support the Corporate Underwriting Team through the delivery of underwriting solutions that prioritize modernizing underwriting guidelines, digitization, and analysis of the underwriting risk in a project-based environment. You will enable recognizable, measurable, positive change to RBC’s Life and Health portfolio based on data driven decisions.
- What will you do?
• Drive and support strategies that deliver improvements and simplification to underwriting guidelines, procedures and forms routed in experience, medical research and business acumen
• Set corporate underwriting policy through the design of unique underwriting strategies to deliver a superior client experience and drive profitable growth.
• Provide analysis and underwriting opinions on contestable claims
• Proactively look to the industry for trends, developments, and regulatory changes. Focus on continuous improvement. Identify areas of opportunities and bring forward recommendations.
• Contribute to a positive environment through teamwork, a spirit of innovation, and professional development
- What's in it for you?
• A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans
• Competitive pay and high-earning potential
• All the tools, training, and team support you need to grow your career
• Flexible work/life balance options
• Sophisticated RBCI software tools to boost your productivity
- Job Skills
- Account Management
- Business Oriented
- Insurance Finance and Actuarial Concepts
- Insurance Industry
- Insurance Operations
- Insurance Products
- Insurance Regulatory Law
- Operational Delivery
- Product Knowledge
- Results-Oriented
Manager, Living Benefits, Corporate Underwriting
Royal Bank Of Canada
Mississauga - 41.75kmBanking Full-time
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Personal Banking Associate Full-time Job
Banking TorontoJob Details
Application Deadline:
11/29/2024
Address:
100 King Street West
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.
- Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
- Welcomes and guides customers as they walk into the branch lobby, and 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.
- As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- Meets customer transaction-based needs with seamless execution.
- 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).
- 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.
- 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/or certification in related field of study desirable or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping 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.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Salary:
$35,000.00 - $52,000.00
Personal Banking Associate
BMO Canada
Toronto - 49.51kmBanking Full-time
35,000 - 52,000
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Personal Banking Associate Full-time Job
Banking TorontoJob Details
Application Deadline:
11/29/2024
Address:
2454 Yonge Street
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.
- Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
- Welcomes and guides customers as they walk into the branch lobby, and 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.
- As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- Meets customer transaction-based needs with seamless execution.
- 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).
- 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.
- 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/or certification in related field of study desirable or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping 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.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Personal Banking Associate
BMO Canada
Toronto - 49.51kmBanking Full-time
35,000 - 52,000
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Personal Banker Full-time Job
Banking TorontoJob 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 - 49.51kmBanking Full-time
37,500 - 69,500
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Private Banking Associate Full-time Job
Banking TorontoJob Details
What is the opportunity?
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital education to enable our clients to engage with RBC through the channel of their choice.
What will you do?
- You will be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting
- As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via email, and over the phone
- Resolve client concerns at first point of contact in a highly professional, timely, and accurate manner
- Maximize the use of technology and champion digital education to enable our clients to engage with RBC through the channel of their choice
What do you need to succeed?
Must-have
- Minimum of 2 to 3 years of banking experience
- Strong written and verbal communication skills
- Strong working knowledge of Microsoft Office Suite
- Proven client service skills
- Excellent organizational skills
Nice-to-have
- Completion of IFC or CSC
- Post-secondary education in Commerce or Business Administration
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Job Skills
Communication, Customer Experience (CX), Customer Relationship Management (CRM), Organizing, Teamwork
Private Banking Associate
Royal Bank Of Canada
Toronto - 49.51kmBanking Full-time
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Audit Manager, Banking Operations Full-time Job
Banking TorontoJob Details
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.
Application Deadline:
03/30/2024
Address:
100 King Street West
Job Family Group:
Business Management
Audit Manager, Banking Operations
BMO CANADA
Toronto - 49.51kmBanking Full-time
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Branch Manager Full-time Job
Banking TorontoJob Details
Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank’s policies and processes.
- Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
- Ensures alignment between values and behaviour that fosters diversity and inclusion.
- Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
- Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
- Attracts, retains, and enables the career development of top talent.
- Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
- Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
- Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.
- Conducts cold calls to prospective customers to develop new customer relationships.
- Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.
- Supports the Bank’s community involvement and participates in community activities.
- Maintains a high-touch relationship with key branch customers and prospects within the market.
- Resolves customer related issues using knowledge of bank services, products, and processes.
- Fulfills sales and service activities for the customer in accordance with approved procedures.
- Builds the business plan for the branch.
- Influences and negotiates to achieve business objectives.
- Identifies emerging issues and trends to inform decision-making.
- Implements, reviews, and revises work plans.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Ensures alignment between stakeholders.
- Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.
- Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Communicates goals, plans, and assignments to achieve financial and customer service goals.
- Leads the implementation of new programs, products and processes within the branch.
- Coordinates the implementation of national and regional sales and service initiatives.
- Monitors the service request and problem resolution processes for adherence to national standards.
- Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
- Plans and controls unit operating expenses in accordance with forecasts.
- Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
- Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
- Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
- Builds effective relationships with internal/external stakeholders.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with all legal and regulatory requirements for the jurisdiction.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Previous supervisory or management experience - preferred.
- In-depth knowledge of retail banking products and services.
- Advanced knowledge of competitive marketplace and trends in product offerings.
- Working knowledge of branch operational processes and policies.
- Working knowledge of branch technologies, processes, and performance metrics.
- Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
- Technical proficiency gained through 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.
- Data driven decision making - In-depth.
Branch Manager
BMO CANADA
Toronto - 49.51kmBanking Full-time
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Senior Manager, HR Solutions & Business Value Full-time Job
Banking TorontoJob Details
Purpose:
Scotiabank, a leading global financial institution committed to empowering its customers and communities, is seeking an experienced and empathetic individual to join our Human Resources team as a Senior Manager, HR Solutions & Business Value. In this role, you will bring prior experience as an HR business partner and / or consultant to deliver value and provide strategic guidance within our Global Banking & Markets (GBM) and global HRBP group. GBM provides corporate clients with lending and transaction services, investment banking advice and access to capital markets. GBM is a full-service wholesale bank in the Americas, serving clients across Canada, the United States, Latin America, Europe and Asia-Pacific.
Key Accountabilities:
- Partner closely with / act as a trusted advisor to leaders and HRBPs, nurturing agility and a 'build once, use many' mindset to drive innovation and scale.
- Collaborate within the Global HR Business Partner group and across Total Rewards, Talent Management, and HR Services.
- Shape, influence and align HR strategies and solutions with the overall goals and objectives of Global Banking and Markets.
- Enable multiple HR priorities – such as talent and succession planning, employee listening, and year-end – to meet targets and deadlines.
- Define problems and champion a user-centric approach to develop and implement innovative HR solutions in a team-based setting.
- Use data to identify patterns and trends, measure the impact of HR solutions and make data-driven recommendations to enhance business value.
- Research and share industry trends and emerging practices related to HR, agile product delivery, human centered design, data and analytics, and generative AI.
Experience / Education:
- Minimum of 8 years’ experience in any combination of HR business partner and / or consulting with a desire to understand the unique dynamics within GBM.
- Practice in applying agile methodologies and human-centered design principles to drive innovation, foster collaboration and optimize pace.
- Excellent interpersonal and communication skills, with a track record of building strong relationships that impact and influence stakeholders at all levels.
- Strong problem-solving and decision-making abilities, with a focus on delivering practical and effective solutions that drive business value.
- Proficiency in data analysis and interpretation, with the ability to leverage HR metrics to shape and influence decision-making.
- Passion for diversity, equity, and inclusion, with a track record of fostering kind, friendly, and respectful team-based environments where everyone feels safe to speak up.
Senior Manager, HR Solutions & Business Value
Scotiabank
Toronto - 49.51kmBanking Full-time
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Team Manager, Talent Acquisition Full-time Job
Banking TorontoJob Details
Purpose
As the Team Manager, Talent Acquisition (TA) you will work closely with the Senior Manager, Talent Acquisition to lead a large high performing TA team that supports Contact Centres and other agile teams to execute and deliver on talent acquisition strategies, continuously improve processes and efficiencies, and elevate the talent acquisition function to the business. You will be accountable for the day to day coaching, mentoring, and performance management of the TA Consultants.
Is this the right role for you?
- Provide day to day coaching and mentorship to a team of Talent Acquisition Consultants, to ensure all service level agreements, scorecards and other measurements are being achieved
- Develops and on-boards TA team, develops training programs for TA and is a champion of a continuous improvement mindset when it comes to recruitment processes
- Drive the execution of business/geography/function recruitment and proactive sourcing strategy for specific business lines
- Manage escalations and issues (e.g. business-related questions and complexities with certain hiring scenarios) and ensures recruitment activities are delivered in compliance with legislative requirements
- Build a fun yet high performance environment that attracts, develops and motivates team by fostering and inclusive work culture
- Drive the end-to end recruitment process for a high-volume portfolio, including intake sessions with hiring manager’s, communication with candidates, interviews, assessments, offer management and negotiation, and onboarding process
- Partner with Senior Manager to enable the TA team to be forward thinking and engaged with the business leaders
- Partner with Sourcing to proactively source and attract candidates through various channels and build a pipeline of candidates for all critical, difficult to fill and complex roles.
- Champion a customer focused culture to deepen client relationships, leveraging the broader bank’s relationships, systems and knowledge
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Do you have the skills that will enable you to succeed?
- You have at least 5 years of progressive recruitment experience
- You have experience mentoring and coaching team members, leading project teams, and/or managing a team
- You’re an expert in what you do; you have your finger on the pulse so that you can provide high quality market intelligence to ensure that you’re a trusted adviser to your business, network and the candidates that you represent
- You enjoy building rapport with the candidates and enjoy building relationships with your clients. You put the candidate experience first; you understand the importance of creating positive experiences, regardless of whether your candidate is a hired
- You have a strong sense of urgency in this competitive market
- You have expertise in behavioural interviewing techniques
- You have a Post-secondary degree or diploma in a related field
- You believe life is all about learning and you still have a lot to learn
- You are self-aware and personal growth is important to you
- You enjoy improving process, making things simple and are aware of the latest trends in the market
- You enjoy being a coach
What's in it for you?
- We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
- We provide you with the tools needed to create best in class candidate experiences
- This isn't your typical "corporate" job. We work hard, and we have fun!
- We offer a competitive total rewards package that includes a base salary, a performance bonus, company matching programs (on pension & employee profit sharing), vacation days, personal & sick days, maternity leave top-ups and much more
Team Manager, Talent Acquisition
Scotiabank
Toronto - 49.51kmBanking Full-time
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Senior Manager Full-time Job
Banking TorontoJob Details
Purpose
Creates a product roadmap and defines the strategic vision for the team driven by the overall vision. Deep understanding of the target market/industry and builds close relationships with key stakeholders to ensure the team effort is aligned with the overall journey. Manages dependencies with the functions of other teams while identifying, building and managing strategic alliances across the different teams. Works closely within their team to ensure that business value and user feedback translates into new developments when needed.
What You’ll Do:
- End-to-end team responsibility for product, from creation to production
- Proven knowledge and understanding of transaction banking, concepts, practices and procedures, as well as standard precision practices, technology and supporting principles, specifically in channel management:
- WireOnline banking portal including global user entitlements, intra-day account balance reporting, SSO, clear self serviceable
- account / statement analysis and view of consolidated multi-currency balances
- Mobile banking including real-time notifications, chat support and Touch ID / Face ID authentication
- Host-to-host including basic SFTP upload / download capabilities, basic file management capabilities, hybrid integration and flexible reporting formats
- API integration including real-time reporting, faster payments processing and real-time fraud notification
- Sets a clear and ambitious product vision and communicate it effectively to stakeholders, the team and the rest of the journey
- Collaboration with stakeholders to ensure that the digital vision and products are aligned with the strategy and requirements of the team
- Responsible for product-specific OKRs once the solution enters production, including regular communication and tracking of OKRs to stakeholders
- Use market and industry knowledge to translate user needs into user stories and acceptance criteria for your team, maintaining a backlog of 3 to 4 sprints ahead of the team
- Work closely with the digital leader to establish the business value of each product
- Facilitate release planning with stakeholders as well as demonstrations every Sprint
- Is a key role in Agile teams and works with the team on a daily basis
- Integrate usability studies and research into product requirements to improve user satisfaction and ensure customer-oriented design
- Align requirements and product stakeholders facing the outside organization
- Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.
What You’ll Bring:
- Strong collaborator with cross-functional teams of technology, design and business
- Experience with digital products
- Understanding and knowledge of various roles of the organization and how they interact with the product offering
- Experience facilitating Agile ceremonies, managing a backlog/release plan, tracking team-level metrics, removing blockers (burndown diagram, burn-up release, etc.)
- Deep experience leading with teams in an agile environment
- Strong leader, collaborator, team player and individual contributor
- Strong communication skills with comfort to talk to business stakeholders
- Problem solving capability with ability to manage and lead the team to drive solution and progress
Work Arrangement:
- Work in a standard office-based environment; non-standard hours are a common occurrence. Limited travel domestically and to Canada
#LI-Hybrid
Interested?
If your experience is closely related but doesn’t align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank!
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Senior Manager
Scotiabank
Toronto - 49.51kmBanking Full-time
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Senior Manager, Organizational Design & Effectiveness Full-time Job
Banking TorontoJob Details
Purpose
Contributes to the overall success of the Organizational Effectiveness COE within Global Human Resources (GHR) by building and enabling Organizational Effectiveness, Organization Design and Strategic Workforce Planning capabilities across the organization.
The Senior Manager, Organizational Effectiveness reports to the Director, Organizational Effectiveness and works closely with key partners across GHR and business lines to advise, enable and partner on organization design and strategic workforce planning initiatives to help drive organizational effectiveness and business strategy.
Key Accountabilities
- Provide advisory and/or support on organizational design and/or strategic workforce planning initiatives for individual business units and for enterprise-level initiatives by:
- Partnering with HR Business Partners and Business Leaders to ensure that they can apply the principles and guidelines that are foundational to good organization design and strategic workforce planning. Equip them with the tools and insights to confidently make decisions and fully understand the implications of these decisions. Provide recommendations for solutions that are thoughtful, practical and sustainable
- Providing deep subject matter expertise in organizational design and strategic workforce planning and facilitate workshops and conversations to develop strategies and solutions that help Leaders to deliver on their mandates and optimize the way they work, utilize talent, resources and add value
- Understanding the Bank’s risk appetite and risk culture and incorporate these into organization design and strategic workforce planning recommendations
- Championing a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge
- Support the Organizational Effectiveness Team to continually elevate the value of the Organizational Effectiveness CoE by:
- Developing, implementing and continuously improving Strategic Workforce Planning and Organization Design programs, processes and tools that are foundational for the Organizational Effectiveness CoE
- Finding meaningful ways to identify and incorporate leading practices, industry innovations and thought leadership to evolve and refine our org design methodology and strategic workforce planning methodology and tools / resources
- Build capabilities in organization design, strategic workforce planning and organizational effectiveness:
- Support the development and implementation of strategies and activities to build capability with key HR partners and business leaders
- Actively participate in and contribute towards the Organization Design Community of Practice sessions and content
- Provide coaching and support as needed to HR and business partners
- Actively disseminate knowledge and best practices to contribute to building the capabilities of the OE team
- Drives analytics for organizational effectiveness initiatives to inform data-driven recommendations by:
- Proactively identifying data needs
- Managing data collection
- Executing best-in-class analysis and providing insights
- Validating and refining recommendations with internal partners and leaders
- Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Champions a high performance environment and contributes to an inclusive work environment.
Experience / Education:
- Management consulting and/or HR strategy experience considered a strong asset
- 3- 5 years of proven experience and knowledge in organizational design and/or strategic workforce planning engagements
- Thrives in an ambiguous and dynamic business environment, with a proven ability to communicate complex information to a variety of audiences
- Ability to work collaboratively and manage stakeholders across a matrixed organization
- Excellent analytical and problem-solving skills, extensive experience with analytical tools and ability to synthesize benchmarks and internal/external insights
- Strong communications skills (verbal and written) and interpersonal skills.
- Provide executive-level insights, communications and materials
- Excellent facilitation skills to develop and facilitate workshops and training sessions
- High level of knowledge of HR systems, data concepts, structure and solutions
- Solid understanding of Scotiabank’s organizational structure
- Fluency in Spanish considered an asset
Senior Manager, Organizational Design & Effectiveness
Scotiabank
Toronto - 49.51kmBanking Full-time
Learn More