
5001 - 10000 employees
🛡️ Insurance
💼 Consulting
📦 Logistics
Insurance • Consulting • Logistics
BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.
🔥 14 hours ago
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5001 - 10000 employees
🛡️ Insurance
💼 Consulting
📦 Logistics
Insurance • Consulting • Logistics
BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.
• Provide support and service for BMO’s Investment Operations function and business stakeholders and customers • Execute and deliver Investment product and service processes in compliance with financial and regulatory controls • Gather and format data into regular and ad-hoc reports and dashboards • Support change management execution and sustainment activities • Execute service requests, transactions, and queries within service level agreements • Process transactions and activities accurately and timely in response to stakeholder requests • Respond accurately and knowledgeably to internal and external stakeholder questions • Follow documented policies and procedures and meet SLAs • Check and reconcile information and documentation • Analyze data and information to provide insights and recommendations • Identify, resolve, or escalate issues and problems • Communicate and collaborate with internal and external stakeholders • Maintain stakeholder relationships and fulfill service delivery expectations • Maintain understanding of regulatory requirements and operational risks • Collaborate on development and implementation of new processes and systems and improvements to existing ones • Support development of tools and delivery of training • Handle complex and diverse tasks and escalations • Apply BMO’s Risk Management Framework and make risk-informed decisions
• Typically 2–3 years of relevant experience • Post-secondary degree in a related field of study desirable, or equivalent combination of education and experience • Knowledge and experience using relevant systems and technology • Knowledge and understanding of key products and services, processes and controls • Knowledge of risk and regulatory requirements • Prioritization skills • Customer service skills • PC skills, including MS Word, Excel, and PowerPoint • Specialized knowledge • Good verbal and written communication skills • Good organization skills • Good collaboration and team skills • Good analytical and problem-solving skills
• Health insurance • Tuition reimbursement • Accident insurance • Life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Accommodations available on request for candidates taking part in all aspects of the selection process
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