Total 76 Finance / Banking / Insurance job vacancies in 02896 - The Grove-Irvine

Mechanics Bank is currently searching for an Analytics Engineer to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can work remote within our California footprint.

The Analytics Engineer is responsible for interpreting complex datasets, uncovering trends, and providing valuable insights to drive informed business decisions. Responsible for cleaning, transforming, and analyzing large volumes of data from multiple systems, ensuring data accuracy, identifying critical data elements, and curating data lineage.

What you will do:

• Work with the Data Engineer(s) to acquire, clean, and preprocess data from various sources for analysis.
• Collaborate with different departments to understand business requirements and design data models for their consumption.
• Identify opportunities for process improvement and efficiency gains through data analysis.
• Ensure data quality and integrity by implementing data validation and cleansing procedures.
• Adherence to data compliance via the utilization of a data catalog and data lineage tracking.
• Design and generate artifacts for key performance indicators around data.

Who you are:

• Four-year bachelor’s degree required in business, computer science, mathematics, or data science.  Additional experience in lieu of degree: two - five years of work experience in data analytics, reporting, ETL/ELT, and database
• SnowPro (or competitor) Certifications preferred
• Minimum of two – five years of proficient experience in data manipulation and analysis tools (e.g., Python, SQL, dbt, coalesce)
• Minimum of three years of data analytics/reporting experience required.
• Proven experience in data analysis, interpretation, and visualization
• Familiarity with data visualization tools (e.g., Tableau, Power BI)
• Strong analytical and problem-solving skills with attention to detail
• Effective communication skills to convey complex findings to a non-technical audience
• Ability to work collaboratively in a small agile team

#LI-ML1

Pay Range: $92,000 - $145,000 annually

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit https://www.mechanicsbank.com/California-Consumer-Residents 

Make banking a Fifth Third better®

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GENERAL FUNCTION: Processing of Fifth Third Bancorp mailings on a daily basis. 

• Proficiently operating any of the inserting, printing and metering machines, producing and balancing jobs on a daily basis:
• Perform all functions within Print/Mail Operations; that includes Insert, Printing, Metering, and mailing.
• Will work closely with management on day-to-day operations in specific assigned areas.
• Maintains constant communication with team and management to ensure all items are printed, inserted, sorted, and/or metered  and delivered in a timely manner. 
• Will be a training resource for all equipment, software, maintenance, processes and procedures in the Print, Insert and Metering area. 
• May require occasional “off shift” work to accommodate work load and service level commitments.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating

concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Ensure training of all new employees as directed
• Prioritize and assign work to specific equipment and work closely with management on assignment
• Ensure that Service Levels are met for the print/mail area.
• Maintain optimum efficiency and cost effectiveness.
• Ensure timely completion of paperwork and reports.
• Suggest new techniques to improve productivity to management team.
• Communicate issues, as needed, to management.
• Serve as departmental resource for ongoing questions and problem solving.
• Perform quality checks of departmental work.
• Perform all work in accordance with established safety procedures.
• Perform any other duties as assigned.

SUPERVISORY RESPONSIBILITIES: None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• High school diploma or equivalent
• One (1) year of work-related experience in a production environment
• Knowledge of printing, insertion and/or metering equipment desirable
• Strong verbal and written communication skills
• Strong organizational skills
• Intermediate PC skills
• Demonstrated ability to work in a team environment
• Self motivation
• Problem solving skills
• Attention to detail
• Flexibility/willingness to work overtime as needed; and to work off shifts upon occasion

WORKING CONDITIONS:

• Normal production environment with exposure to dust, noise, temperature mechanical equipment
• Must be able to lift 25 pounds frequently
• Will be required to stand and walk for long periods of time
• Will operate various types of machinery

#LI-EG1

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Hours - Monday through Friday, 10 am to 7 pm

GENERAL FUNCTION:

Facilitates all aspects of the multi-product on-boarding process for Core, Premier and Premier Plus clients and complex implementations maintenance requests , providing outstanding customer service with minimal supervision. Is responsible for collecting documents and forms, completion of required forms (for example Implementation Request Forms), scheduling and conducting regular status calls, coordination of testing, coordination of training, client follow-up and other tasks related to implementations.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Ensure client satisfaction through taking ownership and delivering timely resolution of client action items.

• Assist clients in new product assimilation and performs follow-up as necessary.

• Review all requests for potential fraudulent activity prior to implementing and reporting any suspicious fraudulent requests according to Bancorp standards.

• Provide feedback to manager on ways to streamline the implementation process or improve the overall client experience.

• Take ownership and facilitates the implementation and multi-product on-boarding process for Core, Premier and Premier Plus clients and complex implementation maintenance requests.

• Coordinates communication with Treasury Management Officer, Relationship Manager, Portfolio Manager, Client Service Professional (CA, CSC Representative), Operations and clients during implementation period.

• Proactive direct client contact to ensure proper implementation and communication channels.

• Creates, maintains, and educates the client on implementation project plan and other key deliverables as needed.

• Identify potential problem areas during the implementation processes based on experience with past implementations. Proactively addresses these areas by offering suggestions and alternative solutions.

• Lead the implementation kickoff meeting with the client and Relationship Team as needed.

• Gathers information from customer/relationship team and submits the appropriate and accurate Implementation Request Form to the Operations Implementation team.

• Monitors the Implementation Request Form to quickly assume ownership of an escalation and take the necessary action to resolve the issue or request.

• Schedule and lead recurring status update meeting with the client as needed.

• Act as client liaison to Training team to ensure client training is scheduled and executed.

• Ensure all service level agreements are properly communicated with the client.

• Provide feedback to internal teams and client as appropriate post implementation.

• Informs the Sales Team of possible cross sell opportunities.

• Adheres to quality standards set forth for all implementation requests.

• Acts as a mentor for newer Implementation Coordinator team members.

• Subject to reasonable accommodation.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's degree preferred.

• 3 years of Treasury or Commercial experience with knowledge of numerous Treasury Management products.

• Previous TM Implementation experience preferred.

• Strong customer service orientation and relationship building skills.

• Demonstrated understanding of Treasury Management products and services required.

• Demonstrated project management skills preferred.

• Strong verbal and written communication skills.

• Must be detail oriented and possess critical thinking skills.

• Ability to work collaboratively in a cross-functional team environment.

• Requires the ability to apply a comprehensive knowledge of systems, procedures, customers, products and processes to perform a broad range of varied and demanding assignments within the client services area.

• Ability to prioritize, multi-task and be flexible.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Handles telephone calls providing outstanding customer service using English and Spanish languages. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Bank products and services, and up sells and cross-sells other products based on the customer's needs.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Handles customer calls in a professional, courteous manner, using English and Spanish languages.
• Provides accurate information to the customer. Explains products and policies so the customer can understand.
• Handles some complex customer inquiries in areas of expertise.
• Makes every effort possible to answer the customer's question or solve the problem during the call, without transferring the customer to another employee or department. When follow-up is required, doing so within the timeframe committed to the customer.
• Wherever possible help educate and convert the customer to a different or an additional self-service channel available.
• Consistently offer more cost effective service channels.
• Follows departmental policies and procedures, particularly in regards to customer confidentiality
• Accurately enters or confirms customer information into various systems; initiates and/or completes proper request forms in assisting customers.
• Effectively uses computer systems for tracking, information gathering, and/or troubleshooting.
• Suggest improvements and changes to processes and policies to improve productivity or customer satisfaction.
• Continually learning and developing knowledge of Bank products and services.
• Perform any other duties assigned.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• High school education or equivalent.
• Must be able to perform data entry and basic computer skills.
• Be able to understand and respond to customer inquiries in one or multiple product categories.
• Excellent customer service skills and the ability to articulate and explain information clearly.
• Previous customer service or call center experience preferred.
• Excellent telephone communication skills are essential.
• Must be able, and willing to learn about Bank products and services.
• Good problem solving skills.
• Must be fluent in English and Spanish languages.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION: The Financial Crimes (FC) Officer I must have a high level of appropriate expertise within financial crimes risk management and related regulations, guidance, and best practice.  The FC Officer I leads in the identification and assessment of risks where appropriate (BSA/AML, Economic Sanctions, Fraud) and the execution of procedures to evaluate the Bancorp's compliance with laws, regulations and industry standards. Identifies, develops and executes strategies for closing gaps in performance. Works mostly self-directed, with minimal supervisory oversight. Also works within department and cross-department teams.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

#LI-GM1

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Participates in the analysis, update, and implementation of financial crimes policies, procedures, and processes. 
• Conduct quality reviews of the work performed by the recovery team to ensure adherence to policies and procedures.
• Recover fraudulent funds for the bank and its customers by issuing letters of indemnification to the receiving Financial Institutions.
• Develop strengthen, and/or implement department and and cross-department business unit policies, procedures, and processes.  As well as, ensuring these are in compliance with existing laws and regulations, including governance, policies and procedures, monitoring, reporting, communications, and education, where appropriate.
• Identifies opportunities, establishes action plans, and drives solutions to continuously improve financial crimes policies, procedures and tools, and increase efficiency.
• Monitors financial crimes-related regulatory and industry developments and provides input to department and cross-department teams regarding emerging issues and interpretation of regulations .
• Proactively research specific issues relating to financial crimes risk and develops action plans, as needed, to mitigate identified risks.
• Prepares materials for Council, Committee and other financial crimes oversight meetings.
• Develop and deliver reports to senior management.
• Communicates significant issues to senior management.
• Assist in closing regulatory, audit and self-identified financial crimes-related program deficiencies and other issues.
• Assess the adequacy of the business units'/affiliates recommended corrective action to issues or gaps identified and support post-implementation validation of any implemented changes.
• Participates and/or leads regular meetings with peers to build and maintain knowledge of current and emerging issues and risk in the financial crimes environment.
• Work with line of business team members to identify and remediate financial crimes risk.
• Contribute updates to the financial crimes risk assessment.
• Facilitates, leads, or assists with financial crimes training.
• Assists in the review of new products and services for financial crimes risk.
• Recommends solutions based upon subject matter expertise. 
• Contributes or leads the completion of special projects related to financial crimes.
• Builds industry relations through industry networking.
• Areas of responsibility and accountability within financial crimes may Include: BSA/AML, Economic Sanction and Fraud.  These responsibilities may include tools and processes used internally by financial crimes teams or line of business processes and tools.

BANK SECRECY ACT REQUIREMENTS: Responsible for adhering to the reporting and record keeping requirements of the Bank Secrecy Act and Anti-Money Laundering rules and regulations, observing economic sanctions by prohibiting transactions as specified by the Office of Foreign Asset Control (OFAC), following the bank’s customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and related acts, and participation in ongoing related training.

SUPERVISORY RESPONSIBILITIES: May be responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Strong subject matter expert in appropriate financial crimes laws, regulations, and guidance.
• Education: Bachelor's degree or equivalent work experience required.
• Five + years’ experience as Officer or equivalent work experience.
• Computer[CA4] /Technical: Demonstrates working or functional proficiency sufficient to apply the use of software applications (Micro-Soft Office Suite) without assistance and minimal supervision.
• Advanced understanding of Fifth Third Banking products, business lines, Affiliate structure and operations, and Corporate support organization. Including, the Bank's management teams and decision-making operations.
• Excellent oral and written communication skills. Effectively communicates upward, downward and laterally. Displays a positive business presence with management and external contacts.
• Must be able to demonstrate sound judgment and apply logical and critical thought processes when developing and recommending solutions.

WORKING CONDITIONS:

• Normal office environment with little exposure to dust, noise, temperature and the like.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Empowering Africa’s tomorrow, together…one story at a time.

Job Summary

Job Description

New Business Origination Manage and grow existing client relationships Involvement in credit related tasks Involvement in Assets under Management and Investments Stakeholder Management Query resolution Risk Management

Education

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised

Address:

Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.

• Actively searches for sales opportunities to achieve individual sales and profitability goals.
• Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank’s mortgage growth and profitability objectives.
• Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
• Seeks opportunities to expand network by obtaining referrals from existing relationships.
• Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.
• Serves a customer advocate during application and processing activities.
• Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.
• Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
• Organizes customer appreciation events, seminars, and conference calls.
• Guides customers throughout mortgage application and processing activities.
• Partners with branch teams to properly hand off customers to finalize mortgage documentation.
• Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
• Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business / group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
• Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
• Analyzes data and information to provide insights and recommendations.
• Gathers and formats data into regular and ad-hoc reports and dashboards.
• Provides input into the planning and implementation of operational programs.
• Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.
• Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.
• Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.
• Participates in projects and other activities designed to improve the customer experience.
• Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.
• Completes all necessary transactional documentation in compliance with security measures.
• Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.
• Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.
• Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.
• Protects the Bank’s assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.
• Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.
• Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.
• 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.

  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.
• Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
• In-depth understanding of the mortgage lending process and applicable regulatory requirements.
• Strong interpersonal, sales, customer service, and negotiation skills.
• Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
• Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
• Strong knowledge of the broader real estate industry and mortgage market.
• Strong negotiation skills.
• 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.
• Influence skills - In-depth.

Compensation & Benefits:

$0 - $15,000

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION: Under minimal supervision, answer legal orders served on the bank, its affiliates and subsidiaries with a high degree of complexity. Provide quality, timely and courteous customer service to all involved parties of the legal orders, and represents the bank to courts, attorneys and enforcement agency as well as the legal community at large. Ensure compliance with state and federal laws and timely processing of legal orders. Mitigate processing errors in this position that can expose the Bancorp to risk of financial losses and reputational issues

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating. concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all type

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Interprets garnishment language to determine the scope, jurisdiction, applicability and timeframe of the garnishment.
• Ensures proper service of garnishment orders to mitigate potential monetary loss to the bank.
• Performs comprehensive review of legal documents valued between $50k and/or over $1mm, ensuring that all required orders are handled appropriately and accurately recorded into the database.
• Must be able to demonstrate sound judgment and apply logical and critical thought processes in order to maintain productivity and efficiency.
• Works with various Lines of Business including Retail, Commercial and Brokerage Operations to review depository account set-up.
• Assists in identifying opportunities to increase efficiencies, maintain quality standards as well as decrease turn-around time. Maintain and adhere to State timelines.
• Demonstrates high level of accuracy to mitigate risk, liability, exposure and monetary loss to Bancorp.
• Identifies, research and analyzes potential problems in processes, develops solutions and resolves problems.
• Demonstrates high level of accuracy to mitigate risk, liability, exposure and monetary loss to Bancorp.
• Researches depository accounts to determine the presence of Federal protected benefits. Convey findings for Federal protected benefits by filing answers accordingly.
• Identifies accounts in which the bank may hold a priority security interest and Right to Offset Funds.
• Coordinates response with the appropriate Line of Business to determine the amount of funds to be applied to any obligations owed to the bank by the Debtor or Account Owner.
• Ensures strict confidentiality of information in all aspects of duties to mitigate operational, reputational, monetary and legal risk.
• Initiates and removes account holds, and completes bank checks for mailing to courts/law offices, child support enforcement agencies and IRS.
• Promptly notify customer of any actions taken on accounts by mailing copies of orders and customer notification letters to the customer, and fax notification letters to the branch in a timely manner.
• Ensures collection of the appropriate processing fees from garnishees and periodically complete review on outstanding debts.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• High school diploma or equivalent
• Four (4) years related experience, preferably in Legal, Operations, or Retail banking
• Paralegal Certificate or two years of Legal Processing experience preferred
• Strong verbal and written communication skills
• Excellent and demonstrated attention to detail
• Ability to function in a fast paced environment
• Commitment to teamwork
• Ability to balance multiple priorities and meet deadlines
• Must demonstrate strong analytical and logical reasoning skills for problem solving
• Ability to independently research, recognize and solve problems
• Strong customer service orientation with ability to manage multiple projects simultaneously
• Basic PC skills and knowledge of Excel, Word and Access are required
• Must be able to work under sensitive time constraints
• Self-motivation and initiative are critical
• Demonstrated ownership and follow-through of issues
• Knowledge of ACE, Agile, Vector4, RAFT, Mobius, and Document Direct are preferred
• Proficient in data entry

#LI-EG1

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION: Works independently while responding to complex issues that require investigation to resolve. Based on extensive knowledge of Depositor Service procedures and systems, is able to provide resolution in a timely manner maintaining the highest level of professionalism. Provides training and coaching to Branch Support and Tax Processing Specialists on different processes and procedures. This position is also responsible for being a contact for 3rd party service providers as well as management when needed.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Review and validate advanced customer tax certification forms W-8BEN-E, W-8ECI, W-8EXP, W-8IMY on a daily basis. Validate customer Global Intermediary Identification Numbers (GIIN) as needed.
• Review and Resolve workflow items that have been escalated by the production teams.
• Serve as the primary point of contact with 3rd party service providers for escalated items, training opportunities, and workflow assignments.
• Primary responsibility for Training new specialists.
• Perform the monthly Interest on Lawyer's Trust Account (IOLTA) process. Includes balancing accounts, researching outages, reporting to state agencies, and remitting payments to agencies.
• Review and validate tax forms including W-8 and W-9, B-Notices, C-Notices, Backup Withholding, Interest Remittance to State/Federal Governments, ECIF Duplicate Suspect Review, IRS Reporting and Year End Reporting as necessary for customer accounts.
• Work with other corporate tax, financial Controls, risk, Retail, and other Lines of business on issues that might require additional Processing, Training or detailed work.
• Maintain privacy of customer information.
• Have a clear understanding of the systems and programs such as ace, RAFT, Mobuis, Excel, and assist others with the use of the systems.
• Communicate issues to management team.
• Recommends improvements to help minimize future problems.
• Develop a clear understanding of departments within check services, including returns, exceptions and Adjustments.
• Possess a clear understanding of IRS regulations related to information reporting and tax withholding, including Chapter 3 and Chapter 4 (FATCA) of the IRS code.
• Assist with corrections of B-notices and year end reporting to customer accounts.\
• Other duties as assigned.

SUPERVISORY RESPONSIBILITIES: None.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• High school diploma or equivalent.
• Three (3) years related experience required, preferably in banking or Retail Banking.
• Excellent verbal and written communication skills.
• Strong organizational skills.
• Demonstrated Ability to work in a team environment.
• Excellent computer skills.
• Attention to detail.
• Problem solving skills.

#LI-EG1

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION: Responsible for various support functions related to deposit products and customer information, including: Tax Form W8/W9 Processing; Federal and State Interest emittance Processing, IOTA/IOLTA Processing, ECIF Duplicate Suspect Review, and other customer information/tax profile support. Obtain, analyze, verify, and key data as needed into online systems. Take appropriate steps to obtain missing information. Utilize online system and reports to analyze data to determine whether customer records should be combined or changed. Maintain up to date standards and practices of IRS reporting information. This position is also responsible for the internal call center for financial centers for all customer profile, information reporting, and tax withholding questions.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Possess a clear understanding of IRS regulations related to information reporting and tax withholding, including Chapter 3 and Chapter 4 (FATCA) of the IRS code.
• Process Tax Forms W-8 and W-9, B-Notices, C-Notices, Backup Withholding, Interest Remittance to State/Federal Governments, IOLTA Remittance, ECIF Duplicate Suspect Review, IRS Reporting and Year End Reporting as necessary for customer accounts.
• Where necessary, make internal customer contact to obtain or verify information including taking inbound calls or making outbound calls to line of business internal customers or banking centers.
• Perform quality control Assessment on customer information and tax Processing workflow.
• Serves as a liaison with various departments regarding status of customer information.
• Service customer records as required and as IT relates to compliance.
• Provide customer service to financial center representatives regarding customer profile, information reporting, and tax withholding questions.
• Analyze system data to identify where customer records need to be corrected.
• Participate in UAT and production testing on systems associated with customer information and tax processing when necessary to upgrade systems to stay in compliance with IRS regulations.
• Maintain up to date system knowledge and learn new systems as they Become available.
• Provide input for new or updated procedures.
• Learn new processes as they Become available within the department and assist with cross training as necessary.
• Have a clear understanding of the systems and programs such as ACE, ECIF, Filenet, RAFT,
• Mobuis, Excel, the IRS website, and assist others with the use of the systems.
• Maintain privacy of customer information.
• Communicate issues to management team. recommends improvements to help minimize future problems.
• Assist with Training of processes and functions related the department.
• Work with other corporate tax, financial Controls, risk, Retail, and other Lines of business on issues that might require additional processing, training or detailed work.
• Consolidate and summarize documents and information.
• Participate in department activities and team effectiveness Plan and have a clear understanding of the plan
• Perform any other duties as assigned.

SUPERVISORY RESPONSIBILITIES: None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• High school diploma or equivalent.
• Two (2) years related experience required, preferably in banking and/or tax processing.
• basic math skills.
• Systems knowledge of ace, RAFT, RRS and Mobius preferred.
• Problem solving skills.
• General PC navigation of window environment.
• Analytical and organizational skills.
• Ability to work in a fast paced environment.

#LI-EG1

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Partners with the Implementation Project Managers, Treasury Management business line, IT, and other business partners to analyze non-standard client and business needs, document requirements, and resolve complex technical implementation problems. Uses expertise to resolve technical implementation issues and ensure that project goals are met.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Provides input to Project Managers and Commercial Clients when defining product specifications, project scope, and system requirements.

• Provides guidance and context in prioritizing and determining complexity of problems and requests.

• Provides input to project plans, work assignments, target dates and other aspects of assigned implementation projects.

• Partners with Product Management and the technical areas in the research and resolution of product, system, and conversion issues.

• Reviews operational procedures and product features and recommends changes for improvement with an emphasis on increasing customer experience.

• Assist in the development of strategic partnerships with the business unit in order to further develop a solid knowledge base of the business line, including the business plan, products, and processes.

• Continues to enhance a strong base knowledge of relevant product standards as it relates to workflow, process, and problem resolution and provide input on improvement opportunities.

• Helps drive projects toward completion of defined plans through direct participation in development or oversight of deliverables.

• Works to expand knowledge of the industry and the applications utilized by Fifth Third Bank, Commercial Treasury Management, and Clients by partnering with Product Management and other key business partners.

• May perform some aspects of Project Management.

• Other duties or projects as assigned.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's degree with an emphasis in MIS, Finance, or Business or equivalent work experience.

• Three (3) years banking operations experience or related Treasury Management experience.

• Excellent analytical skills and problem-solving skills.

• Excellent verbal and written communication skills.

• Possesses a sound understanding of business systems and industry best practices.

• Experience with Microsoft office products, such as Word, Excel, PowerPoint, Project, Access and Outlook.

• Ability to balance multiple priorities and meet deadlines.

• Strong client-facing service orientation with ability to manage multiple projects simultaneously.

• Excellent attention to detail.

#LI-MW1

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
 
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
 
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
 
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

• Bilingual in Mandarin

Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Shift:

Hours Per Week: 

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Handles  telephone calls providing outstanding customer service. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Bank products and services, and up sells and cross-sells other products based on the customer's needs.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Handles customer calls in a professional, courteous manner.
• Provides accurate information to the customer. Explains products and policies so the customer can understand.
• Handles some complex customer inquiries in areas of expertise.
• Makes every effort possible to answer the customer's question or solve the problem during the call, without transferring the customer to another employee or department. When follow-up is required, doing so within the timeframe committed to the customer.
• Wherever possible help educate and convert the customer to a different or an additional self-service channel available.
• Consistently offer more cost effective service channels.
• Follows departmental policies and procedures, particularly in regards to customer confidentiality
• Accurately enters or confirms customer information into various systems; initiates and/or completes proper request forms in assisting customers.
• Effectively uses computer systems for tracking, information gathering, and/or troubleshooting.
• Suggest improvements and changes to processes and policies to improve productivity or customer satisfaction.
• Perform any other duties assigned.
• Continually learning and developing knowledge of Bank products and services.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• High school education or equivalent. 
• Must be able to perform data entry and basic computer skills.
• Be able to understand and respond to customer inquiries in one or multiple product categories.
• Excellent customer service skills and the ability to articulate and explain information clearly.
• Previous customer service or call center experience preferred.
• Excellent telephone communication skills are essential.
• Must be able and willing to learn about Bank products and services.
• Good problem solving skills.
   

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Address:

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

Address:

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.