Senior Service Representative

🔥 1 hour ago

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 0%

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BMO U.S.

WebsiteLinkedInAll Job Openings

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

• Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers • Executes and delivers Investment product and service processes in accordance with financial and regulatory controls and operational guidelines • Gathers and formats data into regular and ad-hoc reports and dashboards • Supports change management activities focused on execution and sustainment • Acts as a problem-solving resource for more junior staff • Organizes work information to ensure accuracy and completeness • Executes service requests, transactions, queries, and related routine tasks within applicable SLAs • Processes transactions, activities, and services accurately and promptly in response to stakeholder requests • Provides accurate and knowledgeable responses to internal and external stakeholder questions and requests • Follows documented policies and procedures to execute daily transactions, activities, and processes • Checks and reconciles information and documentation • Analyzes data and information to provide insights and recommendations • Identifies, analyzes, resolves, or escalates issues and problems • Communicates and collaborates with internal and external stakeholders • Develops and maintains stakeholder relationships to fulfill service delivery expectations • Maintains understanding of regulatory requirements and operational risks • Collaborates on developing and implementing new processes and systems and improving existing ones • Supports development of tools and delivery of training • Completes complex and diverse tasks and handles escalations from other employees • Analyzes issues and determines next steps • Applies BMO’s Risk Management Framework and makes risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations • Performs broader work or accountabilities as assigned

🎯 Requirements

• Typically 2 - 3 years of relevant experience • Post-secondary degree in 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 & written communication skills - Good • Organization skills - Good • Collaboration & 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 for candidates taking part in all aspects of the selection process

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