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Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• A focus on delivering a personal experience to customers.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

02/25/2024

Address:

457 Wharncliffe Rd South

Retail Banking Sales & Service

RESPONSIBILITIES

• Partner with senior leaders and department heads to understand business goals and objectives and develop HR strategies to support them.

• Provide strategic HR guidance and support on talent acquisition, performance management, employee relations, and other HR functions.

• Act as a trusted advisor to management, providing coaching and guidance on HR policies, procedures, and best practices.

• Lead and support initiatives related to employee engagement, talent development, and succession planning.

• Collaborate with the HR team to implement and administer HR programs and policies consistently.

• Monitor and analyze HR metrics to identify trends and develop data-driven solutions.

• Manage employee relations issues, conduct investigations, and recommend appropriate actions.

• Stay current with labor laws and regulations and ensure compliance in all HR practices.

• Assist in developing and delivering training and development programs for employees and managers.

• Contribute to a positive workplace culture by promoting diversity, equity, and inclusion initiatives.

Qualifications

• Bachelor's degree in Human Resources, Business Administration, or related field; Master's degree or HR certification preferred.

• Proven experience as an HR Business Partner or in a similar HR role, in a unionized faciltiy

• Strong understanding of HR best practices, employment laws, and regulations.

• Excellent communication and interpersonal skills.

• Exceptional problem-solving and decision-making abilities.

• Ability to build strong relationships and influence at all levels of the organization.

• Strong project management skills and the ability to handle multiple priorities.

• Proficiency in HRIS and Microsoft Office Suite.

BrandSafway, including its subsidiaries, is an equal opportunity employer and does not discriminate on the basis of race, creed, color, national origin, religion, gender, marital status, sexual orientation, age, disability, special disabled or Vietnam or other era veteran status.

We are hiring a Senior Operations Specialist.

Reporting to the Manager, Marketing & Experience Operations, this role will be responsible for collaborating with business partners, primarily across our Marketing & Experience division, to identify Marketing process opportunities and implement solutions to achieve operational excellence. The Senior Operations Specialist will learn all functional roles within the Marketing & Experience process and what their responsibilities include.

The ideal candidate is enthusiastic, professional and people focused who is adept at critical thinking and experienced in solution analysis, planning and implementation. You are skilled at process documentation and development, training and change management across multiple functional roles.  Responsibilities also include ongoing business support for implemented solutions as well as monitoring and control practices to evaluate process effectiveness and to maintain process and data integrity.

What you will do 

• Collaborate closely with various stakeholders and senior leaders within Marketing & Experience, and with the business units they support across Canada Life, to ensure a collaborative approach and seamless process / handoff within the operations of those teams.
• Revisit and redesign planning and operational processes and procedures followed by any business group requiring Marketing & Experience collaboration.
• Identify best practices, pain points, and recommend solutions to optimize business outcomes.
• Determine strategic direction for new operational processes within Marketing & Experience with cross over into supporting teams across Canada Life.
• Design and deliver all training for individual contributors and stakeholders on all processes and systems within the Marketing process model.
• Understand corporate priorities to ensure all processes support them.
• Maintain the Marketing & Experience SharePoint sites with important and relevant content.
• Onboarding and offboarding functional activities.
• Other duties as required.

What you will bring 

• Post-secondary degree, certification, or comparable work experience.
• 3+ years’ experience in a process, training, or instructional designing role.
• A positive, high energy and enthusiastic outlook and the ability to influence those around you.
• Critical mindset that challenges existing processes for continuous improvement.
• Proven ability to think in a solution oriented, and innovative way.
• Proficiency with common Microsoft products (eg. Word, Excel, PowerPoint, OneNote, Forms, SharePoint), and skilled at discovering and self-learning modern technology tools regularly.
• Instructional design experience creating materials and plans to deliver training.
• Experience in implementing new solutions and supporting stakeholders through the change process.
• Agile Project delivery and agile methodology experience an asset.
• Knowledge of Marketing processes an asset.

Role Description:

As a Lead, DevSecOps within the Canada Life Information Security Department, you will be responsible for the security posture of the products your team supports. You will grow your team through hiring, develop the team through coaching, act as a technical escalation point, and ultimately guide the team through critical decisions that always prioritize our customers.

What you will do:

• Act as a subject matter expert and provide consulting on-demand for various initiatives.
• Manage the daily operations and projects for a team of Application and Offensive Security professionals. 
• Monitor key performance indicator (KPI) metrics, track program and employee performance, and provide reporting to senior management on a regular cadence.
• Collaborate with product and development teams to ensure the adoption of Secure Software Development Lifecycle (SSDLC) best practices across the organization.

What you will bring:

• Experience leading, managing, and developing high performance teams.
• Experience within an Application Security, Software Security team, or similar operating environment.
• Experience with conducting Offensive Security assessments, such as Penetration Testing or Red Teaming.
• Experience with Threat Modeling and/or Security Architecture.
• Excellent written communication skills, with a focus on translating technically complex issues into simple, easy to understand concepts.
• Ability to think offensively like a hacker and defensively by evaluating applications and architecture.
• Read and write multiple programming languages. Java, C#, JavaScript, Apex, and Python are highly valued, but others will help too.
• Demonstrated knowledge of security best practices, principles, and common frameworks, such as: OWASP, NIST, ISO, SOC, etc.
• Prior experience in implementing and integrating DevSecOps tools for SAST, SCA, DAST, IAST, ASPM, WAF, RASP, Fuzzing, Bug Bounty, etc.

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site.

How you'll succeed

• Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Peterboro-Monaghan&Lansdowne

Employment Type

Regular

Weekly Hours

25

Skills

Client Issue Resolution, Client Service, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. 
  

IS THIS ROLE RIGHT FOR YOU

In the role you will:
 

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
• Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts  
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

DO YOU HAVE THE SKILLS
 We would love to work with you if you have:
 

• Experience in the securities industry
• Already duly registered as an Investment Representative (IR) with CIRO
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

 
WHAT’S IN IT FOR YOU
 

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills.