Senior Operations Specialist Jobs

Senior Operations Specialist

Bank of Montreal

Remote - Canada Only

Provides support and service for the Private Banking business stakeholders and customers as part of BMO’s Wealth Management Operations team. The role primarily supports the Private Banking Operations team in executing on their mandate by ensuring that transactions are processed accurately, completely and in a timely manner. As the Senior Operations Specialist, you will bring your expertise in FIS’s Global Plus platform and experience with designing and executing end-user computing queries to help the team optimize their activities while minimizing risk. This role also provides primary support on enterprise and Wealth Management projects that drive regulatory compliance and business growth and your project management discipline and ability to manage system change will be critical. This role is also responsible for providing thought leadership and execution capability for opportunities to innovate and automate processes and help the team create capacity to allow us to continuously evolve and effectively support the business with their growth initiatives.

This role executes and delivers on the Private Banking Operations’ mandate.

· Ensuring adherence with financial and regulatory controls and operational guidelines.

· Acts as a trusted advisor to assigned business/group.

· Influences and negotiates to achieve business objectives.

· Recommends and implements solutions based on analysis of issues and implications for the business.

· Identifies emerging issues and trends to inform decision-making.

· Assists in the development of strategic plans.

· Helps determine business priorities and best sequence for execution of business/group strategy.

· Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

· Communicates with internal business partners and external customers in response to standard and non-standard inquiries.

· Designs and produces regular and ad-hoc reports, and dashboards.

· Monitors and tracks performance, and addresses any issues.

· Breaks down strategic problems, and analyses data and information to provide insights and recommendation.

· Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.

· Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.

· Develops and manages a business/group program.

· Reviews the program for effectiveness, considers industry trends, and recommends enhancements; makes changes as required.

· Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.

· Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.

· Fulfills routine and frequently non-routine transactions, responds to internal business partner and/or external customer inquiries / requests, and/or audit/reconciliation activities.

· Analyzes and resolves complex issues in accordance with Bank and industry standards.

· Acts as primary back-up to team members and as back-up to the manager.

· Evaluates circumstances requiring exceptions and engages senior management for resolution.

· May acts as the day-to-day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.

· Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.

· Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.

· Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).

· Checks and reconciles information and documentation to ensure accuracy and completeness.

· Analyzes data and information to provide insights and recommendations.

· Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.

· Communicates and collaborates with internal and external stakeholders to deliver on business objectives.

· Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.

· Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.

· Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes.

· Supports the development of tools and delivery of training focused on delivering business results.

· Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

· Provides specialized consulting, analytical and technical support.

· Exercises judgment to identify, diagnose, and solve problems within given rules.

· Works independently and regularly handles non-routine situations.

· Broader work or accountabilities may be assigned as needed.

Qualifications:

Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

· Knowledge and understanding of the business unit’s key products and services, processes and controls – In-depth.

· Knowledge of the risk and regulatory requirements of the business – In-depth.

· Prioritization skills – Good.

· Customer service skills – In-depth.

· PC skills (MS Word, Excel, PowerPoint) – In-depth/Advanced.

· Ability to multi-task in a fast-paced environment.

· Deep knowledge and technical proficiency gained through extensive education and business experience.

· Verbal & written communication skills - In-depth.

· Analytical and problem solving skills - In-depth.

· Influence skills - In-depth.

· Working with teams to identify opportunities for process improvement and automation and implementing requisite change - In-depth.

· Data driven decision making and strong macro development skills - In-depth.

· Ability to document processes (end to end) and provide training - In-depth.

· Knowledge of Global Plus - In-depth/ability to process on Global Process across all functions

· Strong knowledge/experience with writing queries on Global Plus/macros/SQL

· Strong knowledge/experience with report writing tools (SQL Server Reporting Services, Power BI)

• · Strong knowledge/experience with data visualization tools (Tableau)