Manager Private Banking Support, BMO Private Wealth
Ottawa, ON, CAN
22h ago

Job Family Group :

Wealth Sales & Service

Supports the delivery of the customer experience for private banking clients through various workflow processes. Ensures compliance and operational effectiveness.

  • Manages people and leads a team capable of delivering the desired business results.
  • Assists in preparing new business proposals or presentations to regional partners or various panels.
  • Assists with the development of client communications as required.
  • Acts as the key service contact for internal 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.
  • Ensures timely resolution of all client questions and concerns, both internal and external.
  • Manages and resolves escalated issues from the direct reports for quick resolution.
  • Supports client needs and ensures timely and accurate completion of transaction processing.
  • Takes ownership of client inquiries / concerns / complaints, related to processing requests through various workflow applications 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.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Builds effective relationships with internal / external stakeholders.
  • Ensures alignment between stakeholders.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • 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.

  • Manages operational and transactional audits and controls for banking and general branch administration.
  • Ensures the timely distribution and monitoring and reporting; actions as appropriate and refers all unresolved deficiencies are reported as per Bank policy.
  • Provides input into the planning and implementation of operational programs.
  • 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.
  • 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 is primarily on business / group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.
  • Qualifications :

  • 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.
  • In depth knowledge of BMO Private banking products and services (focus on knowledge of personal (primarily) and commercial credit and non-credit products, monitoring / operational processes and applications).
  • RISR qualified (Minimum IFIC completed; CSC preferred) an asset
  • In-depth knowledge of personal (primarily) and commercial credit and non-credit products, monitoring / operational processes and applications.
  • Basic understanding of the Lending Process and supporting policies.
  • Knowledge of investment products.
  • Knowledge and technical proficiency related to private banking administration.
  • Technical proficiency gained through education and / or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
  • Bilingualism (English and french) is 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.

    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.

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