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BMO Financial Group Operations Analyst in Virtual, Ontario


VIRTUAL59 - HomeRes - ON - BMO

Job Family Group:

Wealth Sales & Service

Additional responsibilities will need to include:

  • Create a center of excellence for Online Banking for Business (OLBB) within the team

  • Become a subject matter expert (SME) for OLBB platform, pricing, features, and onboarding/setup procedure

  • Support Wealth users who have questions about OLBB features, pricing and setup

  • Support Wealth users during the onboarding and setup procedure

  • Take instruction from Private Banking Officer – Sales (PBOS) to set up client in OLBB

  • Join client meeting to support sales and setup conversation and process onboarding

  • Support Wealth users in collecting the correct documentation from clients

  • Engage Treasury Payment Solutions (TPS) team if required for support

  • Stay on top of TPS platform changes and updates

  • Supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.

  • Assists in preparing new business proposals or presentations to clients/prospects.

  • Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.

  • Acts as the key service contact for clients.

  • Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.

  • Liaises with external advisors of clients on behalf of the banker / relationship manager.

  • Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.

  • Determines client needs and ensures timely and accurate completion of transaction processing.

  • Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.

  • Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.

  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.

  • Builds effective relationships with internal/external stakeholders.

  • Ensures alignment between stakeholders.

  • Analyzes data and information to provide insights and recommendations.

  • Implements and monitors procedural and policy changes as required.

  • Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.

  • Meets high-quality service standards to maximize relationship retention and growth.

  • Develops rapport and instills confidence with the client to develop credibility and earn their trust.

  • Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.

  • Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.

  • Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.

  • Participates in audits and compliance reviews as assigned.

  • Identifies and escalates all irregularities and discrepancies to management.

  • 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.

  • Virtual position: Candidate can be located anywhere in Canada.

  • Qualifications:

  • 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.

  • Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.

  • Understanding of the Lending Process and supporting policies.

  • Knowledge and understanding of banking services.

  • Knowledge of mutual fund/investment products.

  • 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.

  • Bilingual English & French (an asset)

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

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.