Bank of Montreal

  • Vancouver, British Columbia, Canada
Aug 10, 2022
Bank of Montreal Vancouver, British Columbia, Canada
Address: 885 West Georgia Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management. Identifies opportunities to grow existing relationships and develop new business. Makes presentations to clients/prospects in conjunction with others based upon their needs. Provides day to day technical support team members...
Aug 10, 2022
Bank of Montreal Vancouver, British Columbia, Canada
Address: 595 Burrard Street Job Family Group: Commercial Sales & Service Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience. Provides support for sales activities such as presentations, bids/proposals, and requests for information. Develops an effective external network to support the identification of new and increased investment/lending business opportunities. Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability...
Aug 10, 2022
Bank of Montreal Vancouver, British Columbia, Canada
Address: 885 West Georgia Street Job Family Group: Wealth Sales & Service Supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness. Determines client needs and ensures timely and accurate completion of transaction processing. Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business. Collaborates with internal and external stakeholders in order to deliver on business...
Aug 10, 2022
Bank of Montreal Richmond, British Columbia, Canada
Address: 165 - 6971 Elmbridge Way Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities...
Aug 08, 2022
Bank of Montreal Vancouver, British Columbia, Canada
Address: 2501 Commercial Drive Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities...
Aug 08, 2022
Bank of Montreal Vancouver, British Columbia, Canada
Address: 8324 Granville Street Job Family Group: Retail Banking Sales & Service At BMO, we are PURPOSEfully different and proud of it. To meet our goal as the fastest growing retail bank in Canada we need a team of passionate Mortgage Specialists who are entrepreneurial minded and excited to grow their business with us. If you are looking to take your career to the next level this is the time to join our team. At BMO we offer a range of new initiatives and exclusive external referral partnerships to help you achieve your very best. You'll get to know our business quickly, working with incredible leadership support to help you realize your maximum earning potential. You will work with a dynamic team where your voice matters and your potential will always be recognized. Our model enables you to deliver your best today while cultivating the local referral relationships that will allow you to thrive tomorrow. The industry is changing and we would love to talk to you about how we...
Aug 06, 2022
Bank of Montreal Vernon, British Columbia, Canada
Address: 2806 32nd Street Job Family Group: Wealth Sales & Service Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners. Coordinates marketing activities on behalf of several Investment Advisors. Expands the business growth potential of the branch and team through telemarketing and outbound calls as required. Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance. Accepts and processes orders over the phone or in person. Proactively and professionally provides assistance to team members in order to meet client needs and team members' expectations. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Prepares and vets client / prospect calls lists; tracks...
Aug 06, 2022
Bank of Montreal Castlegar, British Columbia, Canada
Address: 1990 Columbia Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and...
Aug 06, 2022
Bank of Montreal Vancouver, British Columbia, Canada
Address: 595 Burrard Street Job Family Group: Commercial Sales & Service Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. The Director - Equipment Finance is accountable to achieve sales targets for Equipment Financing products and services through the management of a portfolio, and a consultative sales/relationship approach with new/existing Canadian Commercial Banking (including Mid Market) clients. Proactively, and with a long-term focus, develop an internal and external network to generate prospects for new business. Collaborate with relationship partners to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and...
Aug 05, 2022
Bank of Montreal Abbotsford, British Columbia, Canada
Address: 32988 South Fraser Way Job Family Group: Retail Banking Sales & Service At BMO, we are PURPOSEfully different and proud of it. To meet our goal as the fastest growing retail bank in Canada we need a team of passionate Mortgage Specialists who are entrepreneurial minded and excited to grow their business with us. If you are looking to take your career to the next level this is the time to join our team. At BMO we offer a range of new initiatives and exclusive external referral partnerships to help you achieve your very best. You'll get to know our business quickly, working with incredible leadership support to help you realize your maximum earning potential. You will work with a dynamic team where your voice matters and your potential will always be recognized. Our model enables you to deliver your best today while cultivating the local referral relationships that will allow you to thrive tomorrow. The industry is changing and we would love to talk to you about how we...
Aug 05, 2022
Bank of Montreal Vancouver, British Columbia, Canada
Address: 595 Burrard Street Job Family Group: Commercial Sales & Service Provides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex and/or top tiered clients. Reviews similar activities of other clients in the same industry, providing assistance and guidance relative to industry best practices. May be able to apply interest adjustments based on limits. Ensures that tickets are resolved and closed as per the client's expectations and to their satisfaction. Demonstrates an in-depth understanding of product and service , by providing needed information or directing clients to the appropriate...
Aug 05, 2022
Bank of Montreal Vancouver, British Columbia, Canada
Address: 595 Burrard Street Job Family Group: Commercial Sales & Service The Client Service Officer will provide exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex, and/or top tiered clients. Actively listens to client concerns to diagnose client service needs. Facilitates timely client problem-resolution, and engages cross-functional representatives or groups, as appropriate. Responds to client concerns in a professional manner that conveys ownership, competence, respect, and the value of the client relationship and meets standards for appropriateness. Accurately documents client...
Aug 01, 2022
Bank of Montreal Richmond, British Columbia, Canada
Address: 6088 No 3 Road Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Supports the achievement of sales and performance targets. Develops and implements a relationship management plan to meet the needs of client. Determines client needs and provides solutions though the sales of managed...
Jul 30, 2022
Bank of Montreal Burnaby, British Columbia, Canada
Address: 4710 Kingsway Avenue Job Family Group: Customer Solutions Analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. 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. Conducts independent analysis and assessment to resolve strategic issues. Collaborates with internal and external stakeholders to deliver on business objectives. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Designs and produces regular and ad-hoc...
Jul 30, 2022
Bank of Montreal Victoria, British Columbia, Canada
Address: 3451 Saanich Road Job Family Group: Retail Banking Sales & Service Be a part of BMO's excellent Assistant Branch Manager Twin role where you'll be provided with an online and live training program that you'll be applying along with your proud experiences, knowledge, and expertise to lead the Branch Operational Excellences, Customer Service team, and on various branch leadership engagements and initiatives. Join and lead a buzzing team who are serving communities with terrific service and providing outstanding banking solutions to help clients make real financial progress and achieve above standard service and branch sales results! LOCATIONS: Saanich & Oak & Royal Oak Branches As the Assistant Branch Manager, you'll guide, direct, and coach employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on...
Jul 30, 2022
Bank of Montreal Burnaby, British Columbia, Canada
Address: 4710 Kingsway Avenue Job Family Group: Commercial Sales & Service We are actively seeking new or recent graduates (college or university) for this role. Provides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex and/or top tiered clients. Actively listens to clients' concerns and diagnoses clients' service needs. Facilitates timely client problem-resolution, engages cross-functional representatives or groups as appropriate. Responds to client concerns in a professional manner to convey ownership, competence, respect for the client relationship. Accurately documents client...
Jul 28, 2022
Bank of Montreal Vancouver, British Columbia, Canada
Address: 885 West Georgia Street Job Family Group: Wealth Sales & Service The Private Banking Officer, Sales must be fluent in both Mandarin and English and will support the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness. Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels. Determines client needs and ensures timely and accurate completion of transaction processing. Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private...
Jul 28, 2022
Bank of Montreal Vancouver, British Columbia, Canada
Address: 595 Burrard Street Job Family Group: Retail Banking Sales & Service Actively seeking current Indigenous/First Nations students or recent graduates for Customer Service Representative roles, with opportunity to grow your career with BMO. These are part-time positions (between 12-30 hours/week) at various locations throughout British Columbia, including: Vancouver, Burnaby, RIchmond, Surrey, Victoria, Nanaimo, Prince George, Kelowna, Kamloops, Terrace, Nelson, and more. *Note that start date will be early Fall Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking...
Jul 28, 2022
Bank of Montreal Vancouver, British Columbia, Canada
Address: 885 West Georgia Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has approximately 2,600 professionals in 32 locations around the world, including 18 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$806 billion total assets and nearly 44,000 employees as of January 31, 2022. Overview: As an Investment Banking Analyst at BMO Capital Markets, you will gain valuable exposure to a wide number of industries and will work with a variety of financial...
Jul 27, 2022
Bank of Montreal Prince Rupert, British Columbia, Canada
Address: 333 2nd Avenue West Job Family Group: Retail Banking Sales & Service This is a part-time position. 18.75-24 hours/week Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based...