
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.
🔥 0 minutes ago
Where this job comes from
Posted on BMO U.S.'s careers page, not through a job board
First seen by Remote Rocketship 0 minutes 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 business stakeholders and customers • Execute Investment product and service processes while adhering to 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, and queries within applicable 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 and meet all 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 and systems and improvements to existing ones • Support development of tools and delivery of training • Complete complex and diverse tasks and handle escalations • Apply BMO’s Risk Management Framework, Risk Culture, approved Risk Appetite, policies, laws, and regulations
• Typically between 1-3 years of relevant experience • Post-secondary degree in 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 business unit key products and services, processes and controls • Good knowledge of risk and regulatory requirements of the business • Good prioritization skills • Good customer service skills • Good 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 and life insurance • Retirement savings plans • Performance-based incentives • Discretionary bonuses • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Inclusive, equitable and accessible workplace • Accommodations available on request during the selection process
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