Regional Operation Associate

2 weeks ago


Halifax, Canada BMO Financial Group Full time

1675 Grafton Street Halifax Nova Scotia,B3J 0E9

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
- Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional team.
- Provides support and guidance to branch staff members on operational issues.
- 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.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Builds effective relationships with internal/external stakeholders.
- Designs and produces regular and ad-hoc reports, and dashboards..
- Manages the technology & infrastructure deployment in the branch to support operations.
- Provides input into the planning and implementation of operational programs.
- Coordinates budgets and reporting to track actual results vs budget.
- Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
- Leads/participates in the design, implementation and management of core business/group processes.
- Supports the development and promotion of a business/group program.
- Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
- Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
- Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.
- Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- 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.
- 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.

**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.



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