Senior Statement Specialist

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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

• Provide support and service for BMO’s Investment Operations function, business stakeholders, and customers • Execute Investment product and service processes in accordance with financial and regulatory controls and operational guidelines • Advise assigned business/groups on solution implementation • Support strategic initiatives with internal and external stakeholders • Respond to standard and non-standard inquiries from internal business partners and external customers • Monitor and track performance and address issues • Analyze data and information to provide insights and recommendations • Gather and format data for regular and ad-hoc reports and dashboards • Support change-management execution and sustainment activities • Execute work and transactions accurately, efficiently, and within service-level agreements • Resolve standard issues and escalate non-routine issues as needed • Participate in continuous process improvement and the planning, testing, and implementation of projects, products, services, and processes • Check and reconcile information and documentation for accuracy and completeness • Communicate and collaborate with internal and external stakeholders • Maintain stakeholder relationships and fulfill service-delivery expectations • Support development and implementation of new processes and systems and improvements to existing ones • Support development of tools and delivery of training • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy, policies, laws, and regulations

🎯 Requirements

• Typically 3–5 years of relevant experience • Post-secondary degree in a related field of study or an equivalent combination of education and experience • In-depth knowledge and experience using relevant systems and technology • In-depth knowledge of the business unit’s products, services, processes, and controls • In-depth knowledge of business risk and regulatory requirements • Good prioritization skills • In-depth customer service skills • In-depth PC skills, including MS Word, Excel, and PowerPoint • Specialized knowledge from education and/or business experience • In-depth verbal and written communication skills • In-depth collaboration and team skills • In-depth analytical and problem-solving skills • In-depth influence skills

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Accommodations available on request during the selection process