Manager, Documentation

4 weeks ago

Vancouver, Canada BMO Financial Group Full time

595 Burrard Street Vancouver British Columbia,V7X 1L7

Supports all sales forces in the opening, maintenance and closing of accounts and services. Directly impacts the bank’s ability to meet manage risk and regulatory requirements through the timely preparation, review and analysis of treasury management agreements and deposit account documentation. Ensures adherence to all internal and external policies and requirements in order to protect the Bank's assets and minimize losses. Negotiates agreements with internal and external counsel.
- Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
- Ensures alignment between values and behaviour that fosters diversity and inclusion.
- Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
- Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
- Attracts, retains, and enables the career development of top talent.
- Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
- Negotiates directly with clients to make both standard and non-standard modifications to agreement terms.
- Ensures that inactive and/or expired documents are either archived or properly destroyed.
- Conducts independent analysis and assessment to resolve strategic issues.
- Ensures alignment between stakeholders.
- Designs and produces regular and ad-hoc reports and documents.
- Coordinates the management of documents’ database; ensures alignment and integration of documents in adherence with BMO’s standards.
- Analyzes information and provide insights and recommendations.
- Leads in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- Collaborates with stakeholders in the development and execution of comprehensive document management processes across various projects.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Participates in internal and external audits.
- Reviews higher-risk client requests and confirm that proper authorizations have been received.
- Provides input into the planning and implementation of document management programs.
- May be required to team team members and provide input on performance.
- Provides insights regarding document processing from filing to maintenance.
- Collaborates in the development, processing, and maintenance of documents.
- Determines type of documents and appropriate actions as per request and establish procedures and processes.
- Reviews documents to verify that forms are correctly completed and required formats are used.
- Executes data entry/processing/tracking to support document management activities.
- Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.
- Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.
- Follows records retention guidelines and policies for type of documentation, as required.
- Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required.
- Participates in the design, development, implementation, and management of core processes.
- Improves operational methods and workflows by identifying, recommending process improvement opportunities.
- Supports change management work to ensure the achievement of anticipated benefits.
- 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.
- PC skills (MS Word, Excel, PowerPoint) - In-depth.
- Time management skills - In-depth.
- Prioritization skills - In-depth.
- 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.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.

Please note the target base salary for this specific location in Vancouver is $68,000-$97,000 $

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