Specialist, Capital Markets Payments and Securities Operations

105-119-129 rue St-Jacques O MONTREAL Quebec,H2Y 1L6

Provides support and delivers specific operational processes to ensure timely and accurate settlement of Security, Derivative, Foreign Exchange and Money Market transactions executed globally, and confirms the activity is accurately recorded in the bank's book of records. Specific operational processes include pre and post settlement support related to account opening, confirmation, cash management, margin, and collateralization. Also provides support for specialized operations - Asset Servicing (corporate actions/entitlements), Correspondent Banking Services, and the Wire Payment Operations hub for the bank. Ensures compliance with all regulatory topics and reporting requirements related to the products and processes it supports.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- 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.
- Communicates with internal business partners and external customers to respond to standard and non-standard inquiries.
- Ensures alignment between stakeholders.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Monitors and tracks performance, and addresses any issues.
- Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- Provides input into the planning and implementation of operational programs.
- May assist in the coordination of work flow and activities of the team, including assigning work, periodically reviewing output, providing input to employee performance reviews, quality control, training, team coaching and guidance, operations research and problem resolution.
- Fulfills routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/requests, and/or audit/reconciliation activities.
- Analyzes and resolve complex issues efficiently and effectively in accordance with Bank and industry standards. Acts as primary back-up to team members and as back-up to the manager.
- Evaluates circumstances requiring exceptions and engages senior management for resolution where required.
- Provides input into the planning and implementation of business programs.
- Executes work to deliver timely, accurate, and efficient service.
- Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.
- May function as a problem-solving resource for more junior staff.
- Provides input and analysis into and participates in the planning, testing and implementation of continuous improvement projects as required.
- Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
- May acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
- Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness.
- Analyzes data and information to provide insights and recommendations.
- Identifies and analyzes issues and problems, and resolves discrepancies in a timely manner. Deals with clients directly to resolve issues and/or escalates as required.
- Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.
- Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations.
- Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.
- Understands the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained.
- Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
- Supports the development of tools and delivery of training focused on delivering business results.
- 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