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Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

12 Jobs Found

Developer Full-time Job

BMO Canada

IT & Telecoms   Toronto
Job Details

Application Deadline:

11/28/2024

Address:

33 Dundas Street West

 

 

Carried development activities using Java springboot or angular.

 

 

Drives the overall software development lifecycle including working across functional teams to transform requirements into features, managing development teams and processes, and conducting software testing and maintenance. Specific project areas of focus includes translating user requirements into technical specifications, writing code and managing the preparation of design specifications. Supports system design, provides advice on security requirements and debugs business systems and service applications. Applies deep knowledge of algorithms, data structures and programming languages to develop high quality technology applications and services - including tools, standards, and relevant software platforms based on business requirements.

  • Translates user needs into technical specifications by understanding, conceptualizing, and facilitating technical requirements from user.
  • Analyzes, develops, tests, and implements new software programs, and documentation of entire software development life cycle execution.
  • Performs preventative and corrective maintenance, troubleshooting and fault rectification of system and core software components.
  • Ensures that code/configurations adhere to the security, logging, error handling, and performance standards and non-functional requirements.
  • Evaluates new technologies for fit with the program/system/eco-system and the associated upstream and downstream impacts on process, data, and risk.
  • Follows release management processes and standards, and applies version controls.
  • Assists in interpreting and documentation of client requirements.
  • 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:

Foundational level of proficiency:

  • Creative thinking.
  • Building and managing relationships.
  • Emotional agility.
  • Quality Assurance and Testing.
  • Cloud computing.
  • Microservices.
  • Technology Business Requirements Definition, Analysis and Mapping.
  • Adaptability.
  • Learning Agility.

Intermediate level of proficiency:

  • Programming.
  • Applications Integration.
  • Test Driven Development.
  • System Development Lifecycle.
  • Troubleshooting.
  • System and Technology Integration.
  • Verbal & written communication skills.
  • Collaboration & team skills.
  • Analytical and problem solving skills.
  • Data driven decision making.
  • 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.
  • Technical proficiency gained through education and/or business experience.

 

Salary:

$60,000.00 - $111,700.00

Developer

BMO Canada
Toronto
  IT & Telecoms Full-time
  60,000  -  111,700
Application Deadline: 11/28/2024 Address: 33 Dundas Street West     Carried development activities using Java springboot or angular.     Drives the overall software development lif...
Learn More
Nov 28th, 2024 at 14:05

Customer Service Representative Full-time Job

BMO Canada

Customer Service   Toronto
Job Details

Application Deadline:

12/12/2024

Address:

505 King 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.

  • 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).

 

Salary:

$33,850.00 - $43,500.00

Customer Service Representative

BMO Canada
Toronto
  Customer Service Full-time
  33,850  -  43,500
Application Deadline: 12/12/2024 Address: 505 King Street     Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidanc...
Learn More
Nov 28th, 2024 at 14:01

Bilingual Administration Assistant Full-time Job

BMO Canada

Administrative Jobs   Fredericton
Job Details

Application Deadline:

12/20/2024

Address:

65 Regent Street, Suite 200

 

 

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

 

As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.

 

  • Maintains and organizes client database and client files.
  • Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
  • Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
  • Maintains the confidentiality of client and Bank information.
  • 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:

  • Post-secondary degree in related field of study desirable.
  • Bilingualism required French and English.
  • 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).

 

Please note the base salary for this specific position in Fredericton, NB is $ 40,000.00 and this role may be eligible to receive a monthly discretionary bonus.

 

 

Salary:

$31 600,00 - $40 600,00

Bilingual Administration Assistant

BMO Canada
Fredericton
  Administrative Jobs Full-time
  31,600  -  40,600
Application Deadline: 12/20/2024 Address: 65 Regent Street, Suite 200     Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-da...
Learn More
Nov 27th, 2024 at 13:53

Development Lead (Java/Angular) Full-time Job

BMO Canada

IT & Telecoms   Toronto
Job Details

Application Deadline:

12/12/2024

Address:

33 Dundas Street West

 

 

Drives the overall software development lifecycle including working across functional teams to transform requirements into features, managing development teams and processes, and conducting software testing and maintenance. Specific project areas of focus includes translating user requirements into technical specifications, writing code and managing the preparation of design specifications. Supports system design, provides advice on security requirements and debugs business systems and service applications. Applies deep knowledge of algorithms, data structures and programming languages to develop high quality technology applications and services - including tools, standards, and relevant software platforms based on business requirements.

  • Translates user needs into technical specifications by understanding, conceptualizing, and facilitating technical requirements from user.
  • Analyzes, develops, tests, and implements new software programs, and documentation of entire software development life cycle execution.
  • Performs preventative and corrective maintenance, troubleshooting and fault rectification of system and core software components.
  • Ensures that code/configurations adhere to the security, logging, error handling, and performance standards and non-functional requirements.
  • Evaluates new technologies for fit with the program/system/eco-system and the associated upstream and downstream impacts on process, data, and risk.
  • Follows release management processes and standards, and applies version controls.
  • Assists in interpreting and documentation of client requirements.
  • 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 8+ years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
  • Applications Integration.
  • Test Driven Development.
  • System Development Lifecycle.
  • Troubleshooting.
  • System and Technology Integration.
  • Must have experience in Java, spring boot, Oracle DB, JavaScript, Angular, some experience with AWS cloud solution, cloud development
  • Nice to have banking experience
  • Deep knowledge and technical proficiency gained through extensive education and business experience.

 

Salary:

$74,800.00 - $138,600.00

Development Lead (Java/Angular)

BMO Canada
Toronto
  IT & Telecoms Full-time
  74,800  -  138,600
Application Deadline: 12/12/2024 Address: 33 Dundas Street West     Drives the overall software development lifecycle including working across functional teams to transform require...
Learn More
Nov 27th, 2024 at 13:51

Customer Service Representative Part-time Job

BMO Canada

Customer Service   Ottawa
Job Details

Application Deadline:

12/02/2024

Address:

288 Richmond Rd

 

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).

 

Salary:

$33,850.00 - $44,000.00

Customer Service Representative

BMO Canada
Ottawa
  Customer Service Part-time
  33,850  -  44,000
Application Deadline: 12/02/2024 Address: 288 Richmond Rd   Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance...
Learn More
Nov 26th, 2024 at 13:57

Private Banking Officer (Contract) Full-time Job

BMO Canada

Banking   Calgary
Job Details

Application Deadline:

12/19/2024

Address:

525 8th Ave SW East Tower

 

Supports the delivery of an exceptional customer experience to private banking clients.  Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.

  • Assists in preparing new business proposals or presentations to clients/prospects.
  • Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
  • Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
  • Determines client needs and ensures timely and accurate completion of transaction processing.
  • Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. 
  • Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Analyzes data and information to provide insights and recommendations.
  • Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
  • Strives to exceed client service standards to maximize relationship retention and growth.
  • Develops rapport and instills confidence with the client to develop credibility and earn their trust.
  • Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
  • Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
  • Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
  • Participates in audits and compliance reviews as assigned.
  • Identifies and escalates all irregularities and discrepancies to management.
  • 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.
  • Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
  • Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
  • Basic knowledge of the Lending Process and supporting policies.
  • Basic knowledge of loan and security documentation, including registration and renewal routine.
  • 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

Private Banking Officer (Contract)

BMO Canada
Calgary
  Banking Full-time
  37,500  -  69,500
Application Deadline: 12/19/2024 Address: 525 8th Ave SW East Tower   Supports the delivery of an exceptional customer experience to private banking clients.  Provides a superior l...
Learn More
Nov 26th, 2024 at 13:53

Software Developer Full-time Job

BMO Canada

IT & Telecoms   Toronto
Job Details

Application Deadline:

11/28/2024

Address:

100 King Street West

 

Drives the overall software development lifecycle including working across functional teams to transform requirements into features, managing development teams and processes, and conducting software testing and maintenance. Specific project areas of focus includes translating user requirements into technical specifications, writing code and managing the preparation of design specifications. Supports system design, provides advice on security requirements and debugs business systems and service applications. Applies deep knowledge of algorithms, data structures and programming languages to develop high quality technology applications and services - including tools, standards, and relevant software platforms based on business requirements.

  • Translates user needs into technical specifications by understanding, conceptualizing, and facilitating technical requirements from user.
  • Analyzes, develops, tests, and implements new software programs, and documentation of entire software development life cycle execution.
  • Performs preventative and corrective maintenance, troubleshooting and fault rectification of system and core software components.
  • Ensures that code/configurations adhere to the security, logging, error handling, and performance standards and non-functional requirements.
  • Evaluates new technologies for fit with the program/system/eco-system and the associated upstream and downstream impacts on process, data, and risk.
  • Follows release management processes and standards, and applies version controls.
  • Assists in interpreting and documentation of client requirements.
  • 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:

Foundational level of proficiency:

  • Creative thinking.
  • Building and managing relationships.
  • Emotional agility.
  • Quality Assurance and Testing.
  • Cloud computing.
  • Microservices.
  • Technology Business Requirements Definition, Analysis and Mapping.
  • Adaptability.
  • Learning Agility.

Intermediate level of proficiency:

  • Programming.
  • Applications Integration.
  • Test Driven Development.
  • System Development Lifecycle.
  • Troubleshooting.
  • System and Technology Integration.
  • Verbal & written communication skills.
  • Collaboration & team skills.
  • Analytical and problem solving skills.
  • Data driven decision making.
  • Typically between 3+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Technical proficiency gained through education and/or business experience.
  • Has work on projects, Java, Restful API, Oracle DB, Pl/SQL
  • Must Have Skills Java, Oracle DB, PL/SQL, Spring.

 

Salary:

$60,000.00 - $111,700.00

Software Developer

BMO Canada
Toronto
  IT & Telecoms Full-time
  60,000  -  111,700
Application Deadline: 11/28/2024 Address: 100 King Street West   Drives the overall software development lifecycle including working across functional teams to transform requiremen...
Learn More
Nov 25th, 2024 at 14:32

Customer Service Representative Part-time Job

BMO Canada

Customer Service   Winnipeg
Job Details

Application Deadline:

12/01/2024

Address:

2785 Pembina Highway

 

Part time role, minimum 12 hours/week. Candidates should be flexible to work within branch hours and available for 2 - 4 shifts per week. This is also a term role, with an expiry date of November, 2025.

 

 

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).

 

Salary:

$33,850.00 - $43,500.00

Customer Service Representative

BMO Canada
Winnipeg
  Customer Service Part-time
  33,850  -  43,500
Application Deadline: 12/01/2024 Address: 2785 Pembina Highway   Part time role, minimum 12 hours/week. Candidates should be flexible to work within branch hours and available for...
Learn More
Nov 25th, 2024 at 14:31

Administration Assistant Full-time Job

BMO Canada

Administrative Jobs   Sherbrooke
Job Details

Application Deadline:

01/03/2025

Address:

65 rue Belvedere N, # 230

 

 

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

 

As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.

 

  • Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
  • Assists the advisory team in preparing for client meetings, including scheduling appointments.
  • Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
  • Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
  • Maintains and organizes client database and client files.
  • Ensures transactions and tasks are appropriately assigned to team members and completed.
  • Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
  • Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
  • Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
  • Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
  • Maintains the confidentiality of client and Bank information.
  • 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 post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
  • Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
  • Familiarity with technology applications and software used in the financial planning and investment industry.
  • Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
  • Successful completion of 30-day BMO NB Investment Representative Licensing Program.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.

 

Please note the base salary for this specific position in Sherbrooke is

$ 40,000.00 and this role may be eligible to receive a monthly discretionary bonus.

 

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

 

Salary:

$32 700,00 - $48 600,00

Administration Assistant

BMO Canada
Sherbrooke
  Administrative Jobs Full-time
  32,700  -  48,600
Application Deadline: 01/03/2025 Address: 65 rue Belvedere N, # 230     Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day...
Learn More
Nov 22nd, 2024 at 13:26

Customer Service Representative Full-time Job

BMO Canada

Customer Service   Toronto
Job Details

Application Deadline:

11/28/2024

Address:

193 Military Road

 

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).

 

Salary:

$33,850.00 - $43,500.00

Customer Service Representative

BMO Canada
Toronto
  Customer Service Full-time
  33,850  -  43,500
Application Deadline: 11/28/2024 Address: 193 Military Road   Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidanc...
Learn More
Nov 22nd, 2024 at 13:10

Personal Banking Associate Full-time Job

BMO Canada

Banking   Toronto
Job 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
  Banking Full-time
  35,000  -  52,000
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 guid...
Learn More
Nov 22nd, 2024 at 13:07

Customer Service Representative Part-time Job

BMO Canada

Customer Service   North Vancouver
Job Details

Application Deadline:

12/13/2024

Address:

1120 Marine Drive

 

Our Lower Capilano branch is seeking a part-time (18,75 hours) Customer Service Representative, available to support a flexible schedule (Monday through Saturday).  

 

Find your place within a team that will cheer you on as you learn, lead, and advance a career that has a real impact on our clients' lives.  

 

 

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).

 

Salary:

$33,850.00 - $44,000.00

Customer Service Representative

BMO Canada
North Vancouver
  Customer Service Part-time
  33,850  -  44,000
Application Deadline: 12/13/2024 Address: 1120 Marine Drive   Our Lower Capilano branch is seeking a part-time (18,75 hours) Customer Service Representative, available to support a...
Learn More
Nov 22nd, 2024 at 13:05