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The Senior Consultant, Process Transformation works across HR teams to analyze, identify, re-engineer and implement process improvements that deliver seamless employee and manager experiences across HR programs, technologies, and services. Leveraging data and insights they implement strategic changes with the goal of continuously improving HR processes, simplifying the overall HR experience and driving efficiency. They relentlessly look for opportunities to digitize and automate first, implementing opportunities to optimize current tools (e.g. Workday) to the greatest extent possible, creating capacity and enabling HR processes in a simple and intuitive way. They make recommendations and build business case materials to secure funding to drive further improvements with a focus on articulating resulting efficiency & savings.

The Senior Consultant leads the strategic design of process data and analytics solutions for both project and run-state to enable data-led decision making and robust monitoring of process health. The Senior Consultant acts as trusted expert to consult on process problems.

In partnership with key stakeholders (e.g. Centres of Expertise Domains, HR Vendors and external providers) designs, develops, tests, implements and measures various employee & manager processes. Ensures that process design reflects current business strategy and requirements and supports the desired manager & employee experience. 

Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc.

• Collaborates in the design, implementation and ongoing tracking and measurement of key HR processes
• Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements.
• Acts as a trusted advisor to assigned business/group.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues and recommends approaches or changes to streamline and integrate processes to improve overall efficiency.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders and looks for opportunities to eliminate, simplify, automate and digitize processes.
• Builds effective relationships and collaborates with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads or participates in defining the change/communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Provides input into the planning and implementation of operational programs.
• Develops and documents processes, procedures, etc. and/ or end-user materials.
• Assists with the documentation of end user materials.
• Assists with training and transition of processes and tools/templates to appropriate process owners.
• Collaborates in the design, implementation and management of core business/group processes.
• Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements.
• Streamlines, simplifies and continuously improves existing processes.
• Documents processes (including, but not limited to, process flows, playbooks, etc.) for vetting, communicating, and implementing processes with stakeholders.
• Ensures all processes meet established standards, effectively utilize templates and tools to track compliance and operational effectiveness standards.
• Looks for opportunities to eliminate, simplify and automate processes. Recommends approaches or changes to streamline and integrate processes to improve overall efficiency.
• Maintains current process documentation to ensure available for stakeholders as required.
• Supports management of processes using established methodologies and tools/system/technology.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Participates in the integration of Core Process transformation across business/groups to deliver process improvements for productivity savings and enhanced customer/employee experience.
• Develops an understanding of organizational interactions and complexity to engage with the appropriate stakeholders.
• Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning.
• Resolves issues regarding processes that are raised from all sources/stakeholders.
• 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.
• Lean / Six Sigma designation or relevant experience
• Possesses a deep understanding of and problem solving ability for issues within the business/group.
• Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth.
• Knowledge of business/group processes, procedures and controls - In-depth.
• Understanding of risk, regulatory and compliance requirements - In-depth.
• 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.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

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.

03/30/2024

Address:

100 King Street West

Business Management

Join RBC’s Technology Service Desk as we continuously deliver superior service to our operational businesses throughout the enterprise. We continue to modernize operational our support services processes by delivering enterprise solutions. We are seeking talented & adaptable Tech Support Analysts supporting RBC employees with their technical needs. You will be working in a fast-paced environment answering calls and chats.

WHAT WILL YOU DO?

• Monitor and categorize incoming calls and chats analyzing frequently-asked questions and defining procedures.
• Tech Support Services analysts are the first point of contact for internal employees supporting their technical needs
• Resolve Level 1 technical issues
• Escalate Level 2 support teams.
• Evaluate the efficiency of new tools and utilities, used for service desk services.
• Participate in the analysis of client-identified issues or problems which may require changes to procedures, standards or systems.
• Ensure employees receive excellent support during their engagement.
• Troubleshoot basic troubleshooting issues for Computer hardware, software, mobile devices, printers, telephony and remote access.
• Support employees by Chat and Calls.

What do you need to succeed?

Must have

• Excellent communication skills in both English and French
• Previous Customer Service Experience
• Strong analytical and technical disposition
• Client first mindset
• Good understanding on Computer Operating systems and Microsoft Office applications

Nice to have

• Previous Service Desk Experience
• Microsoft certifications
• Knowledge of ServiceNow, Software Center
• VPN and RSA experience/knowledge

Hours of Work:

• Our desk is open 365 days a year, 24 hours a day. Including Statutory Holidays.
• Must be able to work 20 hrs a week. Days, Nights and Weekends.
• Initial training will be carried out over a two-week period during which you will need to be available during the day Mon – Fri.
• This is a Work From Home position.
• Require a quiet and secure space within your home to perform your role
• Strong Internet/Wifi connection required

Job Skills

Help Desk Services, Help Desk Support, Installation Support, IT Help Desk, Technical Troubleshooting, Ticketing Tool, Time Management

This role is for someone to lead in the technical design and development of cross-functional, multi-platform application systems, and Applies extensive, in-depth knowledge, skills, and practices to perform complex assignments. This role requires someone with hands on experience with technical expertise.

What will you do?

• The Dev lead will be a technical leader for the Digital Banking, Caribbean Technology group, providing design and development direction for internet banking, mobile banking applications.

• Responsible for defining technical solutions for the given initiative that consider the current state environment and constraints of the application. Analyses the viability of the architecture/design to meet the timeline, budget, and quality. Seeks out industry trends and organization knowledge to generate technology solutions.

•  Perform comprehensive strategic reviews and analyses leveraging frameworks, approaches, tools, and methodologies and develop robust recommendations to development team.

• Responsible for leading aspects of the application design/development/technical support, and will collaborate with other application teams, various lines of business, lead/associate-lead architects, application architects and solutions architects where applicable and together developing roadmap.

• Lead projects end-to-end exhibiting complete ‘ownership’ of the problem, continuously pushing the thinking, while managing stakeholders, team members, timelines, and deliverables

• Mentor and coach development team on core strategy skills, professional development, and career management

What do you need to succeed?

Must-have

• 7+ years of experience with Web application, Java, Angular, REST API, Microservices, MQ, Spring framework/Spring Boot, Cloud development

• 3+ years of experience, management, technical leadership on large-scale enterprise application for Financial Services organizations..

• Demonstrated leadership/facilitation skills to manage cross functional development teams utilizing an Agile methodology.

• Experience with new/emerging digital business models with banking terminologies.

Nice-to-have

• Experience as Tech lead or solution architect on a packaged internet/Mobile banking.

• Experience working on cloud native solutions and DevOps technology and modernization.

• Knowledge of enterprise-level security concepts and methodologies, including SSO, SSL, encryption, Apigee, authentication and entitlements

What’s in it for you?

We thrive on the challenge to be our best to keep growing and working together. We care about each other, reaching our potential, making a difference in our communities, and achieving mutual success. Below gives a glimpse into why you should choose us.

• 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

• A world-class training program in financial services

• Flexible work/life balance options

• Opportunities to do challenging work

#LI-Hybrid

#LI-POST

#LI-TECHPJ

Job Skills

Application Development, Cloud Development, Design, Java, Java Frameworks, Java Software Development, Software Applications

What is the opportunity?

In this role, you are the steward and primary relationship contact of a portfolio of RBC clients, bringing the best of RBC to businesses, their employees and their owners, demonstrating a One RBC mindset. This role will acquire and grow client relationships through professional, tailored and proactive advice and solutions, meeting with client in person or virtually, based on client preference. This role will regularly introduce partners and specialists to offer solutions that meet clients’ financial needs. This role works in collaboration with Dealer Service Manager/Financing Specialist partners, achieve and sustain portfolio quality through disciplined execution of client and portfolio management routines.

What will you do?

• Lead with a growth mindset, focusing on what’s possible to maximize client acquisition, growth and deliver an exceptional client experience

• Demonstrate client stewardship and care in every decision and activity

• Proactively contact all clients annually and through effective discovery,  understand their needs, changing circumstance and ongoing satisfaction with all of RBC

• In conjunction with your Client Relationship Team (CRT) members, you create exceptional client experiences by delivering value-added advice aligned to your expertise and the client's needs.

• Make the most of every client interaction including meeting immediate needs, providing advice, referring to partners, acting as a digital advocate to digitally enable clients and supporting their journey towards low-carbon transition as climate-related demands increase.

• Work as a team and leverage partners for timely and seamless client contact

• Acquire new clients and ensure alignment to the Home of Best Fit. Build and maintain a centre of influence network aligned with your industry specialization and target market

• Deliver business results and grow market share, by growing and retaining existing business client relationships through insightful annual strategy meetings and ensuring a One RBC approach

What do you need to succeed?

Must have:

• 5+ years relevant account management, business development or sales experience

• 5+ years commercial credit underwriting and proven sales experience

• Experience identifying and acting on business opportunities

• Strong MS Office software skills including MS word, Excel and PowerPoint

• Strong interpersonal/ communication skills

Nice to have:

• Knowledge and understanding of the Automotive and/or Recreational Vehicle Industry

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.

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to do challenging work

Job Skills

Adaptability, Business Development, Client Centricity, Collaboration, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice Management

To provide Information Security expertise within RBC. To use this expertise in Internal consulting and representation with the objective of optimum protection of all RBC Information assets. Applies experience and seasoned knowledge, skills, and practices to perform a variety of assignments.

What is the Opportunity?

As a Cyber Control Assurance Analyst, you will provide Cyber Security expertise and act as a key Cyber Control advisor to internal business and technology clients. In this role, you will offer Cyber Control assessment services for initiatives in the Application/Infrastructure portfolio to ensure risk mitigation controls are properly designed and documented. You will be part of the team that provides the primary Risk & Security Services contact for projects involving new and exciting technology initiatives and enhancements to existing systems as well as interacting with all levels of the organization as a subject matter expert to ensure compliance with Information Security policies, standards, regulations, and industry standards.

What will you do?

• You will perform Cyber Control assessments on application and infrastructure assets (including cloud technologies).
• Participation in Security Review discussions, Walkthroughs, and Assessments/Security Workshops.
• Provide security controls guidance to stakeholders as part of the application/Infrastructure control assessment lifecycle.
• Assess the security of applications/infrastructure assets with a focus on the review of logical controls.

What do you need to succeed?

Must-have

• Degree in IT, Cyber Security, or other related discipline
• Experience with assessment of risk and controls using ISO 27002 framework
• Experience with Application Control Assessments and Infrastructure Control Assessments.
• Knowledge of cyber security technologies like access control solutions, authentication, network security, cryptography, PCI, privacy, and data classification/protection
• One or more of the following certifications CISSP/CRISC/CISA/CCSP
• Ability to bring years of Cybersecurity or Information Security experience to advise best practices, industry standards
• Ability to partner with all levels within the organization as required

Nice-to-have

• Previous experience working with IT Risk in a large financial institution or other regulated industries
• Knowledge of Security Policies and Standards; Information Security Practices
• Knowledge of compliance, audit, and privacy policies and regulations

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 in 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
• A world-class training program in financial services
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Opportunities to build close relationships with clients
• Access to a variety of job opportunities across business and geographies

#LI-hybrid

#techpj

Job Skills

Control Assessment, Interpersonal Communication, Leadership, Professional Development, Risk Assessments, Secure Software Development Lifecycle, Security Access Control, Security Risk Assessment, Security Technologies, Taking Initiative, Teamwork, Working Independently

What is the Opportunity?

As the Administrative Assistant, you will play a critical role by providing direct support to both the Managing Director and Director, Relationship Management at RBCx. RBCx is a full-service platform to accelerate the entrepreneurial journey at every stage of growth – providing access to capital solutions, innovative products and services, and operational expertise to help technology companies’ scale. You will be accountable for managing schedules, departmental events and executive correspondence to ensure the effectiveness of the executive leadership team. In addition, you will liaise with RBC Leadership and business partners on behalf of the Directors, follow-up on action items, maintain calendars, coordinate travel arrangements, maintain and organize files, prepare correspondence and other presentation materials, and prepare / act as a pre-verification officer for department expense reports.

What will you do?

• Provide executive administrative assistance in support of the senior executive maintaining a high degree of confidentiality and accuracy within a fast-paced, deadline driven environment.

• Assist as the primary liaison for the senior executive, with senior internal and external stakeholders.

• Coordinate and maintain senior executive’s correspondence, calendar, and reporting, responding and prioritizing as appropriate and with discretion.

• Proactively manage complex travel arrangements/itinerary; ensuring seamless travel and efficient use of budgeting and resources.

• Coordinate and provide support for internal and external event planning such as offsite sessions, communication & roundtable sessions, Town Halls & Coffee chats

• Manage the senior executive/leadership team’s supplier relations, maintain records and business expenses, and ensure invoices and bills are promptly paid; prepare and approve expenses according to delegated authorities.

• Coordinate all aspects of logistical organization of conferences/meetings. Develop agendas, materials and routines, including action items and follow-ups. Provide post-event support as needed.

• Coordinate arrangements for employee changes and onboarding plans for new hires, including equipment and premises requirements and ensuring adherence policies and procedures.

• Support the Director’s monthly portfolio quality reviews by gathering relevant reports and commentary from VP’s on outstanding items.

What do you need to succeed?

Must-have:

• 5+ years of Executive or Administrative support experience supporting senior leadership.

• Superior organizational skills specifically around calendar management, scheduling, ability to organize, plan, and schedule activities.

• Strong interpersonal relationship skills in working effectively with various levels of staff, including senior management and executives; ability to work as a team member.

• Sound judgement in decision making; strong problem solving skills and resourceful in working with others and representing the office of the senior executive.

• Anticipate the needs of the senior executive and flag questions or opportunities before issues arise.

• Demonstrate initiative, positive and helpful attitude when dealing with others in a professional manner.

• High proficiency in MS Office (Word, PowerPoint, Excel, Outlook); Intranet and Internet navigating and research skills.

Nice-to-have:

• Related experience within a matrixed corporate environment.

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 succeed. We care about each other, reaching our potential, making a difference to our communities and achieving success that is mutual.

• Opportunity to be a valuable member of a critical team.

• Comprehensive compensation including performance bonus, pro-rated vacation, flexible healthcare benefits.

• Significant exposure to stakeholders across multiple businesses.

• Interesting, complex work that makes a difference in peoples’ lives.

• A collaborative culture that recognizes innovative business ideas.

• Access to various programs, resources and technology.

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Technical Analysis and Consulting

• Workday Implementation & Support Experience.

• 3-5 years Experience in Workday Ecosystem.

•  Must have lead team of Integration Developer's in the past.

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

• A world-class training program in financial services

• Flexible work/life balance options

Job Skills

Active Learning, Agile Methodology, Application Integrations, Detailed Design, Detail-Oriented, Developmental Work, Emerging Technologies, Enterprise Application Delivery, Hands on Work, Human Capital Management (HCM), Implementation Support, Integration Architecture Implementation, Integration Development, Integration Solutions, Problem Solving, Programming Languages, Software Development Life Cycle (SDLC), Technical Issues, Workday, Workday Implementation

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships
• Digital Savviness, ability to effectively utilize mobile applications

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 of flexible benefits, competitive commission structure, and pension options
• World-class training programs and career development opportunities
• The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
• A flexible work schedule based on client preferences and your own work/life balance
• Innovative mobile technology to ensure your success

RBCFP

EVPP4

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

As a core colleague on the Corporate Areas HR team, provides advice and counsel to a designated business/group to execute the HR strategy and business/group strategy. Completes specific operational/strategic work to deliver business results and/or minimize risk.

• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Supports the development of tailored messaging, which may include writing, editing and distributing communications.
• Develops solutions & makes recommendations based on an understanding of the business strategy & stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of wide range of HR topics & solutions.
• Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Builds effective relationships with internal/external stakeholders.
• May network with industry contacts to gather and identify competitive insights and best practices.
• Provides input into the planning & implementation of programs & solutions and executes within required service level agreements and standards.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Appropriate HR designation (i.e. CHRP, ADR) preferred.
• Knowledge in HR disciplines.
• Risk mindset.
• Knowledge of systems thinking & agility.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

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).

02/28/2024

Address:

1111 Davis Drive

Retail Banking Sales & Service