Senior Service Representative Jobs

This role requires experience in reconciliation and accounting background.

• Hybrid role - Require to work on-site one day per month

Thank you for your interest in BMO Financial Group. We are currently working towards providing a better candidate experience by including all of our job descriptions in both English and French. In the meantime, if this role is located in Quebec and/or New Brunswick please reference the French job description available below the English version. Otherwise please see the job description below in English as per federal language requirements.

Nous vous remercions pour votre intérêt à l'égard de BMO Groupe financier. Nous travaillons actuellement à offrir une meilleure expérience aux candidats en publiant toutes nos descriptions de poste en français et en anglais. Entre-temps, si ce poste est affiché au Québec ou au Nouveau-Brunswick, veuillez consulter la description de poste en français disponible sous la version anglaise. Autrement, veuillez consulter la description de poste ci-dessous en anglais, conformément aux exigences fédérales en matière de langues.

Provides day-to-day delivery of critical processes, administration and servicing activities in in connection with retail and commercial deposits and payments. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of business, stakeholder and/or external customer inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Deposit and Payments operations includes (but are not limited to) specialized operations processes and activities related to cheque and electronic transaction processing, lockbox and remote deposit processes, account maintenance and monitoring, etc.

• Specialized knowledge.
• Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained.
• Ability to multi-task in a fast-paced environment.
• Verbal & written communication skills - Good.
• Follows documented policies and procedures to execute day to day transactions, activities, processes and ensures all Service Level Agreements(SLAs) are met.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines.
• Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.
• Knowledge and experience using relevant systems and technology Good.
• Analyzes data and information to provide insights and recommendations.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.
• Analyzes issues and determines next steps.
• Knowledge of the risk and regulatory requirements of the business Good.
• Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests.
• Prioritization skills Good.
• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
• Analytical and problem solving skills - Good.
• May perform quality control and training.
• Knowledge and understanding of the business units key products and services, processes and controls Good.
• Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Organizes work information to ensure accuracy and completeness.
• Broader work or accountabilities may be assigned as needed.
• Organization skillls - Good.
• Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations.
• May function as a problem-solving resource for more junior staff, referring non-routine issues to more senior team members and/or manager.
• Checks and reconciles information and documentation to ensure accuracy and completeness.
• Collaboration & team skills - Good.
• PC skills (MS Word, Excel, PowerPoint) Good.

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/us/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. BMO 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.

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.