Senior Service Representative

🔥 4 minutes ago

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 0%

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Logo of BMO U.S.

BMO U.S.

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.

📋 Description

• Provide support and service for BMO’s Investment Operations function and business stakeholders/customers • Execute Investment product and service processes in accordance with financial and regulatory controls and operational guidelines • Gather and format data into regular and ad-hoc reports and dashboards • Support change management execution and sustainment activities • Serve as a problem-solving resource for more junior staff • Organize work information to ensure accuracy and completeness • Execute service requests, transactions, queries, and other routine tasks within SLAs • Process transactions, activities, and services accurately and timely in response to stakeholder requests • Respond accurately and knowledgeably to internal and external stakeholder questions and requests • Follow documented policies and procedures to meet SLAs • Check and reconcile information and documentation • Analyze data and information to provide insights and recommendations • Identify, analyze, resolve, or escalate issues and problems • Communicate and collaborate with internal and external stakeholders • Develop and maintain stakeholder relationships • Maintain understanding of regulatory requirements and operational risks • Collaborate on development and implementation of new processes/systems and improvements • Support development of tools and delivery of training • Complete complex and diverse tasks and handle escalations • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations

🎯 Requirements

• Typically 1–3 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 – Good • Knowledge and understanding of the business unit’s key products and services, processes and controls – Good • Knowledge of the risk and regulatory requirements of the business – Good • Prioritization skills – Good • Customer service skills – Good • PC skills (MS Word, Excel, PowerPoint) – Good • Specialized knowledge • Verbal and written communication skills – Good • Organization skills – Good • Collaboration and team skills – Good • Analytical and problem-solving skills – Good

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • Performance-based incentives • Discretionary bonuses • Other perks and rewards • In-depth training and coaching • Manager support • Network-building opportunities • Accommodations available on request during the selection process

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