
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.
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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.
• Support and service the Investment Operations function for BMO business stakeholders and 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 for accuracy and completeness • Execute service requests, transactions and queries within applicable SLAs • Process transactions, activities and services accurately and promptly while complying with regulatory and risk controls • 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 to provide insights and recommendations • Identify, resolve or escalate issues and problems • Communicate and collaborate with stakeholders to deliver business objectives • Maintain stakeholder relationships and fulfill service delivery expectations • Maintain understanding of regulatory requirements and operational risks • Collaborate on developing and implementing new processes and systems and improving existing ones • 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, policies, laws and regulations
• Typically 2–3 years of relevant experience • Post-secondary degree in a related field of study desirable, or equivalent combination of education and experience • Good knowledge and experience using relevant systems and technology • Good knowledge and understanding of key products and services, processes and controls • Good knowledge of business risk and regulatory requirements • Good prioritization skills • Good customer service skills • Good PC skills, including MS Word, Excel and PowerPoint • Good verbal and written communication skills • Good organization skills • Good collaboration and team skills • Good analytical and problem-solving skills • Specialized knowledge
• 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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