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BMO Financial Group Trust Workout Specialist in Chicago, Illinois

Address:

111 W Monroe - 115 S LaSalle

Job Family Group:

Wealth Sales & Service

BMO Harris NA

Workout Specialist—Account Integration & Monitoring (AIM)

We’re looking for an analytical and independent professional to help us protect the bank. Becoming a Workout Specialist in Account Integration & Monitoring is an opportunity to enhance your expertise surrounding trust accounts by networking with our diverse teams and expert centers, as well as work in a quiet, yet collaborative, environment.

To reduce the bank’s risk, you need to:

  • Be conscious of risk and compliance as it is the center of everything you do.

  • Prepare and implement action plans and remediate complex administration issues in selected "workout" accounts with the support and guidance of various centers of competency, including Wealth Management Legal, Estate Administration, Trust Real Estate, Special Assets, Trust Tax and Account Transition and Support (ATS).

  • Assist where needed on special projects

Protect BMO and grow your career

Balancing risk and opportunity is an action we live by at BMO. While the business strives to grow, we’re looking for thinkers and problem-solvers to help us consider the risks associated with each opportunity. With your expertise on trusts, as well as the new knowledge you’ll receive from working with our expert centers, you’ll be responsible for anticipating all possible risks in all assigned tasks. As you continue to grow and develop your knowledge of fiduciary risk, there are opportunities for you to move around within the Fiduciary Risk group. We want to help you grow your career with us.

our expertise and commitment to trust administration/fiduciary risk will be matched by:

  • JD or CTFA preferred

  • Minimum of 5 years in trust administration/fiduciary risk experience

  • Understanding of the regulatory environment impacting the personal fiduciary business

  • In-depth knowledge of the personal trust line of businesses

  • Strong analytical, problem-solving, communication (written and oral), and collaborative skills

We’re here to help

At BMO we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.

We’re here to help

At BMO Harris Bank we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmoharris.com.

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.

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