BMO Financial Group
SeniorBranchOperationsAdministrator
“Senior Branch Operations Administrator at BMO Financial Group. Skills: operational support, management of sales compliance and regulatory requirements, compliance education, operational issues, stakeholder management, performance monitoring, reporting, risk and compliance processes and policies. Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.. Acts as a designee for the b”
What You'll Achieve.
Supports the branch and/or region in achieving business objectives; Meets high quality service standards to maximize relationship retention and growth.
Industry & Context.
Analytical and problem solving skills - In-depth; Exercises judgment to identify, diagnose, and solve problems within given rules.
What They're Looking For.
Must Have
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 from 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
What You'll Do.
Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
Acts as a designee for the branch manager on compliance objectives within the branch.
Provides ongoing compliance education to assigned branch / portfolio.
Provides support and guidance to branch staff members on compliance and operational issues.
Coordinates and executes specific activities for the implementation of strategic includes tracking metrics and milestones.
Monitors and tracks performance and addresses any issues.
Designs and produces regular and ad-hoc reports
Leads or participates in defining the communication plan designed to positively influence or change develops tailored and identifies appropriate distribution channels.
reports and manages all compliance issues
irregularities according to guidelines.
Supports the Branch management with all operational and regulatory compliance responsibilities as per guidelines including reviews of IA and branch reports
and client account documentation.
Maintains branch files on outstanding client complaints hold mail accounts
outside business activities
non-approved option trades
pledge accounts as per guidelines.
Performs various operational activities to meet business objectives
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 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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role
in line with our Risk Culture and within our approved Risk Appetite
making sound and risk informed decisions that align to business strategy
and adhere to applicable policy documents (Frameworks
Procedures and Supporting documents)
laws and regulations.
How You'll Work.
Team & Collaboration
Builds effective relationships with internal/external stakeholders.; Ensures alignment between stakeholders.; Provides support and guidance to branch staff members on compliance and operational issues.
Communication Scope
Verbal & written communication skills - In-depth; Leads or participates in defining the communication plan designed to positively influence or change develops tailored and identifies appropriate distribution channels.
Process & Methodology
Coordinates and executes specific activities for the implementation of strategic includes tracking metrics and milestones.
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