Branch Operations Manager

4 weeks ago

Vancouver, British Columbia, Canada BMO Full time

Job Summary

We are seeking a highly skilled Branch Operations Manager to join our team at BMO. In this role, you will be responsible for supporting sales supervision activities and regulatory activities for designated branches to meet all regulatory requirements.

Key Responsibilities

  • Evaluate the strength and effectiveness of supervision and adoption of policies, processes at the branch level and develop action plans to improve supervision.
  • Act as a designee on supervision objectives for the branch.
  • Provide ongoing supervision education to assigned branch/portfolio.
  • Support and guide branch employees on supervision issues.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Break down strategic problems, and analyze data and information to provide insights and recommendations.
  • Provide approvals for new and updated account, trade transactions and trade amendments.
  • Conduct reviews of insiders, social media, and outgoing correspondence.
  • Act as an escalation point for supervision issues/concerns within the branch.
  • Manage registration requirements as required by regulators/legislation.
  • Provide input into the planning and implementation of operational programs.
  • Lead/participate in the design, implementation and management of core business/group processes.
  • Identify business needs, design/develop tools and training programs; may include delivery of training to audiences.
  • Perform required supervision reviews (delegated tasks) such as Global Relay Email Review, Gateway Message Review, Daily Trade Review, Monthly Activity Review, Quarterly Meridian Report Review, Outstanding Documentation Review. Query and Request for Information (RFI) and follow up on outstanding issues.
  • Perform supervision activities to meet regulatory requirements and maintain service level standards.
  • Build effective relationships with internal/external stakeholders.
  • Ensure alignment between stakeholders.
  • Follow through on risk and supervision processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
  • Protect the Bank's assets and comply with all regulatory, legal and ethical requirements.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Exercise judgment to identify, diagnose, and solve problems within given rules.
  • Work independently on a range of complex tasks, which may include unique situations.

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.
  • Supervisor license with Canadian Investment Regulatory Organization
  • Knowledge of all supervision and industry regulations – In-depth.
  • Must meet the licensing and certification requirements for the branch/jurisdiction where the mandate is being fulfilled.
  • 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.

Salary Range

$48,400.00 - $90,100.00

Pay Type

Salaried

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:

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 .

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.

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