Branch Operations Administrator

1 week ago

Winnipeg, Canada BMO Financial Group Full time

1700 - 201 Portage Avenue Winnipeg Manitoba,R3B 3K6

Branch Operations Administrator will support the BMO Nesbitt Burns 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.
- Reviews requests with discretionary decisions to decide actions to be taken.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Supports the development of tools and delivery of training focused on branch administration and delivering business results.
- Cross trains team members to ensure coverage and contingency.
- 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.
- Meets high quality service standards to maximize relationship retention and growth.
- 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.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- 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.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**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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