Manager Professional Support Jobs

Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional 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.

• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Broader work or accountabilities may be assigned as needed.
• Assists with the development of client communications as required.
• Determines client needs and ensures timely and accurate completion of transaction processing.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Participates in audits and compliance reviews as assigned.
• Manages day to day portfolio administration activities through the completion of a wide variety of credit, non-credit, and related activities.
• Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
• Attracts, retains, and enables the career development of top talent.
• Manages and resolves escalated issues from the direct reports for quick resolution.
• Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
• Strives to exceed client service standards to maximize relationship retention and growth.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Provides input into the planning and implementation of operational programs.
• Identifies opportunities for expanding the client relationship.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Identifies and escalates all irregularities and discrepancies to management.
• Builds effective relationships with internal/external stakeholders.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Monitors the timely and accurate setup & maintenance of accounts, including account setups, account transfer initiation, collateralization, documentation and processing.
• Understands the unique needs related to commercial entities and UHNW clients within the private banking space.
• Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
• Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
• Provides advice and guidance by applying in-depth knowledge and understanding of the integrated private banking services and offerings.
• Conducts independent analysis and assessment to resolve strategic issues.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
• Ensures timely resolution of all client questions and concerns, both internal and external.
• Develops rapport and instills confidence with the client to develop credibility and earn their trust.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Assists in preparing new business proposals or presentations to clients/prospects.
• 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.
• 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.
• Monitors and tracks performance, and addresses any issues.
• Ensures the timely distribution and monitoring and reporting.
• Works independently on a range of complex tasks, which may include unique situations.
• Manages operational and transactional audits and controls for banking and general branch administration.
• 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.
• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Acts as the key service contact for clients.
• Implements and monitors procedural and policy changes as required.

Qualifications:

• Collaboration & team skills - In-depth.
• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Understanding of loan and security documentation, including registration and renewal routine.
• Knowledge of mutual fund/investment products.
• Verbal & written communication skills - In-depth.
• Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
• Influence skills - In-depth.
• Technical proficiency gained through education and/or business experience.
• Analytical and problem solving skills - In-depth.
• Knowledge and technical proficiency related to private banking administration.
• In depth knowledge of personal and commercial credit and non-credit products, monitoring/operational processes and applications.
• Understanding of the Lending Process and supporting policies.
• Data driven decision making - In-depth.

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.