BMO Financial Group ITS Compliance Analyst in Milwaukee, Wisconsin
790 N Water Street
Job Family Group:
Asset Mgmt Sales & Service
This individual will work with compliance and regulatory reporting. We are seeking a well organized individual who is able to multitask and meet multiple daily deadlines.
Strengthens the firm's relationships with existing accounts, and drives continuous service improvements with the ultimate focus on business retention. Includes institutional third party relationship management and retention of these clients, and to seek out opportunities to grow these relationships through the introduction of new strategies. Develops the strategy, processes, and delivery measurement for service among all functional areas responsible for delivering to clients. Develops and executes proactive, creative, and ongoing contact initiatives to identify and satisfy client needs. Coordinates relationship management activities with Sales, Product Management, Marketing, Product Specialist, and other stakeholders. Provides input to product development.
Works under direct supervision to support smaller and/or less client clients, issues and relationships.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders and ensures alignment.
Analyzes data and information to provide insights and recommendations.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Provides input into the planning and implementation of operational programs.
Develops, maintains and executes a business plan, including relationship management strategies, to achieve retention objectives.
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Develops and executes proactive, creative, and ongoing contact initiatives to identify and satisfy client needs.
Prepare client and market summaries as required.
Participates in industry and prospect events to grow presence in the marketplace.
Provides input to product development and marketing to grow the overall business.
Provide timely responses to all client questions and issues.
Demonstrates effective and timely use of the customer relationship management system and expense reporting system.
Adheres to all compliance, regulatory, and legal guidelines.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Growing understanding of relationship management and the market.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
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.