BMO Financial Group Product Analyst in Toronto, Ontario
100 King Street West
Job Family Group:
The Product Analyst will be responsible for providing business operational support within National Office for Private Banking and Nesbitt Burns businesses reporting to the Director, Technology Solutions. The role has accountabilities for documenting support process and procedures, systems administration, co-ordination of change intake, critical incident escalations, testing and release management. In this capacity, the Product Analyst is required to liaise with the frontline, Technology, and other internal departments and LOBs. The role is broadly divided into two main functions:
Access Specialist (50%)
Salesforce Specialist (50%)
Access Specialist (50%)
This role is responsible for managing the end-to-end employee onboarding requests and coordination with the provisioning teams. Ensure smooth, accurate and on-time onboarding of employees through coordination with frontline and provisioning teams.
Identify and implement improvement to functions, processes and practices
Identify inefficient and redundant tasks for automation and elimination respectively
Operations processes / activities are developed, maintained and enhanced
Salesforce Specialist (50%)
The Product Operations Analyst will be also responsible for providing business operational support through the customization and configuration of the Salesforce platform. The position will manage the day-to-day user support and will also participate in the strategic enhancements to the platform.
Manage Salesforce security including roles, profiles, sharing rules, workflows and groups.
Manage business operational requests and reporting including customer analysis and individual views, and troubleshoot issues.
Develop training modules and provide user training
Maintain database for integrity and accuracy including cleansing and duplicate record management.
Evaluate new releases of Salesforce to determine functionality requirements and provide detailed information on how changes will apply to all affected departments/users.
Plan and execute on small-medium sized enhancements and campaigns to the platform including management of priority, scope, time, cost and quality
Participate and consult on changes, projects and initiatives (new products, system implementations, etc.),
Support system upgrades, test case creation and testing (UAT).
Co-ordinate the intake process with the operations and technology teams including vendors to ensure the change requests are tracked and implemented on time, on budget and quality.
Monitoring of QA and execute on UAT activities
Align release schedule as per business priority
Ensure business readiness prior to change implementation
Manage communication to stakeholders
Continuously recommend and deliver improvements and solutions.
Must Have Skills:
Keen eye for detail and analytical skills.
Minimum 3 years experience providing business support for client facing applications
Excellent verbal and written communication skills.
Organizational and time management skills.
Ability to prioritize, and coordinate multiple projects and competing work demands. Ability to see the “big picture” while managing several small projects.
Ability to work independently
Positive interpersonal skills, including the ability to establish and maintain collaborative, courteous working relationships with others.
User Acceptance testing experience
Strong experience in troubleshooting and problem resolution
University degree or college diploma
Advanced skills in Microsoft Excel or Access
Nice to Have Skills:
Formal Project Management or Software development experience or certification
Strong knowledge of discretionary, full service investing, financial services industry and fintech
Change Management experience
Salesforce certification required - preferred.
We’re here to help
At BMO 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 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.bmo.com/ca/en.
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. 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.