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Client Service Associate, Private Wealth (Contract) at Bank of Montreal
Hamilton, Ontario, Canada - Full Time
Skills Needed
Client Service, Investment Process, Administrative Processes, Compliance Practices, Financial Planning, Trade Processing, Communication Skills, Organization Skills, Analytical Skills, Problem Solving, Collaboration Skills, Team Skills, Technology Support, Client Relationship Management, Portfolio Management, Marketing Coordination
Specialization
Candidates should have 3-5 years of relevant experience and advanced knowledge of investment processes and compliance regulations. Current registration as an Investment Representative is mandatory.
Experience Required
Minimum 2 year(s)
Operational Branch Services Officer at WESTAMERICA BANK
Fairfield, California, United States - Full Time
Skills Needed
Customer Service, Sales Support, Communication, Problem Solving, Teamwork, Decision Making, Compliance, Cash Handling, Training, Cross Selling, Audit Readiness, Operational Tasks, Security Procedures, Transaction Accuracy, Regulatory Knowledge, Math Skills
Specialization
Candidates should possess good customer relations and basic math skills. There are no specific educational requirements mentioned, but experience in customer service is implied.
Senior Data Architect, Artificial Intelligence / AWS Cloud at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Artificial Intelligence, Aws Cloud, Data Architecture, Machine Learning, Data Engineering, Python, Sql, Genai, Llms, Reinforcement Learning, Mlops, Tensorflow, Pytorch, Cloud Platforms, Apis, Microservices
Specialization
Candidates must have a Bachelor’s or Master’s degree in a relevant field and 15+ years of experience in software development, data engineering, and architecture. Specific experience in AI architectures and AWS Cloud is required, along with hands-on coding capability.
Experience Required
Minimum 10 year(s)
OLBB Fraud Analyst at Bank of Montreal
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Risk Knowledge, Regulatory Requirements, Banking Products, Verbal Communication, Written Communication, Organization Skills, Collaboration Skills, Team Skills, Analytical Skills, Problem Solving Skills, Bilingual, Financial Crime Management, Data Analysis, Investigation Skills, Documentation Skills, Customer Service
Specialization
Candidates should have knowledge of financial crime risk trends and banking processes. Good communication, organization, and analytical skills are essential, along with fluency in French and English.
Customer Service Representative at Bank of Montreal
Woodstock, Ontario, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Digital Tools, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Sales, Banking Services, Needs Assessment, Risk Management, Compliance, Teamwork, Self Starter, Adaptability
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a passion for helping customers.
Customer Service Representative at Bank of Montreal
Mississauga, Ontario, Canada - Full Time
Skills Needed
Customer Service, Banking Services, Financial Solutions, Digital Tools, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Sales, Self Starter, Listening, Adaptability, Teamwork, Initiative, Creativity
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should have a high-level knowledge of personal and commercial banking offers and be confident in using digital tools.
Financial Service Representative I at THIRD COAST BANK
Nixon, Texas, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Account Management, Banking Regulations, Communication Skills, Organizational Skills, Time Management, Problem Solving, Computer Skills, Math Skills, Notary Services, Cross Selling, Record Keeping, Compliance Knowledge, Teller Operations, Online Banking
Specialization
Candidates should have a high school diploma or equivalent, with 2-5 years of experience in customer service and banking operations. Intermediate knowledge of banking regulations and computer skills are also required.
Experience Required
Minimum 2 year(s)
Accounting Specialist at New Tripoli Bank
New Tripoli, Pennsylvania, United States - Full Time
Skills Needed
Accounting Principles, Mathematics Skills, Pc Skills, Excel Proficiency, Interpersonal Skills, Communication Skills, Document Review, Transaction Monitoring, Financial Reporting, Tax Reporting, General Ledger Maintenance, Cash Management, Data Compilation, Regulatory Compliance, Accounts Payable, Spreadsheet Maintenance, Auditing Support
Specialization
Candidates should have a minimum of an associate degree in Accounting or Finance, with a bachelor's degree preferred. A minimum of two years of related experience is typically preferred.
Experience Required
Minimum 2 year(s)
Customer Service Representative at Bank of Montreal
Châteauguay, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Digital Tools, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Sales, Banking Services
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a commitment to helping customers.
Teller at WESTAMERICA BANK
Yountville, California, United States - Full Time
Skills Needed
Customer Service, Sales, Communication, Accuracy, Compliance, Decision Making, Math Skills, Teamwork
Specialization
Candidates should possess good customer relations and basic math skills. There are no specific educational requirements mentioned in the posting.
Temp - Accounting Clerk at WESTAMERICA BANK
Santa Rosa, California, United States - Full Time
Skills Needed
Customer Service, Risk Management, Fraud Detection, Analytical Skills, Detail Oriented, Communication Skills, Multi Tasking, Microsoft Excel, Google Sheets, Team Collaboration, Problem Solving, Investigative Skills, Merchant Services, Underwriting, Account Maintenance, Industry Trends
Specialization
Candidates should have 1-2 years of experience in the merchant services industry, preferably with a focus on fraud and risk. Strong communication skills and the ability to work in a fast-paced environment are essential.
Mortgage Specialist Georgetown at Bank of Montreal
Halton Hills, Ontario, Canada - Full Time
Skills Needed
Mortgage Lending, Sales, Customer Service, Negotiation, Relationship Management, Marketing, Problem Solving, Analytical Skills, Communication, Teamwork, Networking, Regulatory Compliance, Data Analysis, Cross Selling, Community Engagement, Trust Services
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. An in-depth understanding of the mortgage lending process and strong interpersonal skills are essential.
Experience Required
Minimum 2 year(s)
Retail Insurance Compliance Specialist at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Program Management, Technical Proficiency, Verbal Communication, Written Communication, Collaboration, Team Skills, Analytical Skills, Problem Solving, Influence Skills, Data Driven Decision Making
Specialization
Candidates should have 4 to 6 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience. Strong skills in program management, communication, collaboration, and analytical problem-solving are essential.
Experience Required
Minimum 5 year(s)
Trilingual Remote Personal Lending Specialist, Asian Market Team, Mandarin at Bank of Montreal
Mississauga, Saskatchewan, Canada - Full Time
Skills Needed
Customer Service, Credit Decisions, Lending Products, Mandarin, Cantonese, Analytical Skills, Problem Solving, Collaboration, Communication, Organization, Training, Coaching, Compliance, Documentation, Sales, Marketing
Specialization
Candidates typically need 2-3 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience. Knowledge of personal lending products and call center processes is essential, along with proficiency in Mandarin and Cantonese.
Experience Required
Minimum 2 year(s)
Branch Supervision Specialist - Nesbitt Burns at Bank of Montreal
Montreal, Quebec, Canada - Full Time
Skills Needed
Investment Transactions, Sales Supervision, Regulatory Compliance, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Data Analysis, Training Development, Relationship Building, Supervision Education, Strategic Initiatives, Risk Management, Technical Proficiency, Influence Skills, Decision Making
Specialization
Candidates should have 4-6 years of relevant experience and a post-secondary degree in a related field. Knowledge of supervision and industry regulations is essential, along with specific licensing and certification requirements.
Experience Required
Minimum 5 year(s)
Trilingual Remote Personal Lending Specialist, Asian Market Team, Mandarin at Bank of Montreal
Mississauga, Saskatchewan, Canada - Full Time
Skills Needed
Customer Service, Credit Decisions, Lending Products, Mandarin, Cantonese, Analytical Skills, Problem Solving, Collaboration, Communication, Organization, Training, Coaching, Compliance, Documentation, Sales, Marketing
Specialization
Candidates typically need 2-3 years of relevant experience and a post-secondary degree in a related field. Knowledge of personal lending products and call center processes is essential, along with proficiency in Mandarin and Cantonese.
Experience Required
Minimum 2 year(s)
Mortgage Specialist at Bank of Montreal
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Mortgage Lending, Sales, Customer Service, Negotiation, Relationship Management, Marketing, Problem Solving, Analytical Skills, Communication, Teamwork, Networking, Regulatory Compliance, Data Analysis, Cross Selling, Community Engagement, Customer Advocacy
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. An in-depth understanding of the mortgage lending process and strong interpersonal skills are essential.
Experience Required
Minimum 2 year(s)
Wealth Planning Consultant, Private Wealth at Bank of Montreal
Waterloo, Ontario, Canada - Full Time
Skills Needed
Wealth Planning, Financial Planning, Client Relationship Management, Investment Advisory, Asset Management, Sales Strategy, Data Analysis, Taxation, Estate Planning, Succession Planning, Coaching, Presentation Skills, Risk Management, Consultative Selling, Problem Solving
Specialization
Candidates must have experience selling to Investment Advisors or High Net Worth clients and possess required experience in financial planning, along with a CFP designation. Preferred qualifications include a CPA designation and a Life Insurance designation is considered an asset.
Experience Required
Minimum 5 year(s)
Sr. Relationship Manager, Mid-Market, Commercial Banking at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Relationship Management, Business Development, Credit Risk Assessment, Portfolio Management, Negotiation, Customer Service, Problem Solving, Financial Analysis, Regulatory Compliance, Project Management, Customer Relationship Building, Structuring Deals
Specialization
Candidates should have 7+ years of relevant experience in Relationship Management or similar fields, along with a Bachelor's degree in Business Administration, Finance, or Accounting. Deep knowledge and technical proficiency in various banking and financial areas are required.
Experience Required
Minimum 5 year(s)
Mortgage Specialist at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Relationship Management, Customer Service, Negotiation, Mortgage Lending, Marketing, Cross Selling, Up Selling, Analytical Skills, Problem Solving, Communication, Teamwork, Self Management, Lending, Origination
Specialization
Candidates typically need 3 to 5 years of relevant experience, often combined with a post-secondary degree, and must possess an in-depth understanding of the mortgage lending process and regulatory requirements. Strong skills in interpersonal interaction, sales, customer service, negotiation, and self-management are essential.
Experience Required
Minimum 2 year(s)
Client Service Associate, Private Wealth (Contract) at Bank of Montreal
Hamilton, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

01 Mar, 26

Salary

66300.0

Posted On

01 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Service, Investment Process, Administrative Processes, Compliance Practices, Financial Planning, Trade Processing, Communication Skills, Organization Skills, Analytical Skills, Problem Solving, Collaboration Skills, Team Skills, Technology Support, Client Relationship Management, Portfolio Management, Marketing Coordination

Industry

Financial Services

Description
Application Deadline: 12/03/2025 Address: 999 Upper Wentworth St, #0135B Job Family Group: Wealth Sales & Service Supports one or more Nesbitt Burns Investment Advisors (IAs) and IA Team and staff, and Private Wealth operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. Books meetings with new prospects and prepares introductory package for the prospect/referral. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA. Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request. Resolves client complaints in a timely and effective manner; escalates as required. Accepts and executes client initiated trades over the phone or in person and provides stock information as requested. Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios. Administers and processes documentation related to client files and regulatory requirements. Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date. Ensures transactions and tasks are appropriately assigned to team members and completed. Mentors and coaches new or junior members to the team and branch. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience. Assists with managing a portfolio of clients to retain and grow relationships. Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience. Follows through on the 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 branch. Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. 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/or certification in related field of study or an equivalent combination of education and experience. Advanced knowledge of investment process and procedures. Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual. Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s). Knowledge of compliance practices and regulations. Knowledge of Insurance and group products is an asset Knowledge of Trust and Estate services is an asset Knowledge of Financial/Retirement planning. Knowledge of trade processing rules. Current registration as Investment Representative (IR) or eligibility for immediate registration is mandatory Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $35,900.00 - $66,300.00 Pay Type: Salaried & Commission 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: https://jobs.bmo.com/global/en/Total-Rewards About Us 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 https://jobs.bmo.com/ca/en. 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.
Responsibilities
The Client Service Associate supports Investment Advisors and the Private Wealth operations by providing exceptional client service and managing client relationships. Responsibilities include scheduling meetings, preparing client reviews, handling inquiries, and executing trades.
Client Service Associate, Private Wealth (Contract) at Bank of Montreal
Hamilton, Ontario, Canada - Full Time
Skills Needed
Client Service, Investment Process, Administrative Processes, Compliance Practices, Financial Planning, Trade Processing, Communication Skills, Organization Skills, Analytical Skills, Problem Solving, Collaboration Skills, Team Skills, Technology Support, Client Relationship Management, Portfolio Management, Marketing Coordination
Specialization
Candidates should have 3-5 years of relevant experience and advanced knowledge of investment processes and compliance regulations. Current registration as an Investment Representative is mandatory.
Experience Required
Minimum 2 year(s)
Operational Branch Services Officer at WESTAMERICA BANK
Fairfield, California, United States - Full Time
Skills Needed
Customer Service, Sales Support, Communication, Problem Solving, Teamwork, Decision Making, Compliance, Cash Handling, Training, Cross Selling, Audit Readiness, Operational Tasks, Security Procedures, Transaction Accuracy, Regulatory Knowledge, Math Skills
Specialization
Candidates should possess good customer relations and basic math skills. There are no specific educational requirements mentioned, but experience in customer service is implied.
Senior Data Architect, Artificial Intelligence / AWS Cloud at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Artificial Intelligence, Aws Cloud, Data Architecture, Machine Learning, Data Engineering, Python, Sql, Genai, Llms, Reinforcement Learning, Mlops, Tensorflow, Pytorch, Cloud Platforms, Apis, Microservices
Specialization
Candidates must have a Bachelor’s or Master’s degree in a relevant field and 15+ years of experience in software development, data engineering, and architecture. Specific experience in AI architectures and AWS Cloud is required, along with hands-on coding capability.
Experience Required
Minimum 10 year(s)
OLBB Fraud Analyst at Bank of Montreal
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Risk Knowledge, Regulatory Requirements, Banking Products, Verbal Communication, Written Communication, Organization Skills, Collaboration Skills, Team Skills, Analytical Skills, Problem Solving Skills, Bilingual, Financial Crime Management, Data Analysis, Investigation Skills, Documentation Skills, Customer Service
Specialization
Candidates should have knowledge of financial crime risk trends and banking processes. Good communication, organization, and analytical skills are essential, along with fluency in French and English.
Customer Service Representative at Bank of Montreal
Woodstock, Ontario, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Digital Tools, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Sales, Banking Services, Needs Assessment, Risk Management, Compliance, Teamwork, Self Starter, Adaptability
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a passion for helping customers.
Customer Service Representative at Bank of Montreal
Mississauga, Ontario, Canada - Full Time
Skills Needed
Customer Service, Banking Services, Financial Solutions, Digital Tools, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Sales, Self Starter, Listening, Adaptability, Teamwork, Initiative, Creativity
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should have a high-level knowledge of personal and commercial banking offers and be confident in using digital tools.
Financial Service Representative I at THIRD COAST BANK
Nixon, Texas, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Account Management, Banking Regulations, Communication Skills, Organizational Skills, Time Management, Problem Solving, Computer Skills, Math Skills, Notary Services, Cross Selling, Record Keeping, Compliance Knowledge, Teller Operations, Online Banking
Specialization
Candidates should have a high school diploma or equivalent, with 2-5 years of experience in customer service and banking operations. Intermediate knowledge of banking regulations and computer skills are also required.
Experience Required
Minimum 2 year(s)
Accounting Specialist at New Tripoli Bank
New Tripoli, Pennsylvania, United States - Full Time
Skills Needed
Accounting Principles, Mathematics Skills, Pc Skills, Excel Proficiency, Interpersonal Skills, Communication Skills, Document Review, Transaction Monitoring, Financial Reporting, Tax Reporting, General Ledger Maintenance, Cash Management, Data Compilation, Regulatory Compliance, Accounts Payable, Spreadsheet Maintenance, Auditing Support
Specialization
Candidates should have a minimum of an associate degree in Accounting or Finance, with a bachelor's degree preferred. A minimum of two years of related experience is typically preferred.
Experience Required
Minimum 2 year(s)
Customer Service Representative at Bank of Montreal
Châteauguay, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Digital Tools, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Sales, Banking Services
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a commitment to helping customers.
Teller at WESTAMERICA BANK
Yountville, California, United States - Full Time
Skills Needed
Customer Service, Sales, Communication, Accuracy, Compliance, Decision Making, Math Skills, Teamwork
Specialization
Candidates should possess good customer relations and basic math skills. There are no specific educational requirements mentioned in the posting.
Temp - Accounting Clerk at WESTAMERICA BANK
Santa Rosa, California, United States - Full Time
Skills Needed
Customer Service, Risk Management, Fraud Detection, Analytical Skills, Detail Oriented, Communication Skills, Multi Tasking, Microsoft Excel, Google Sheets, Team Collaboration, Problem Solving, Investigative Skills, Merchant Services, Underwriting, Account Maintenance, Industry Trends
Specialization
Candidates should have 1-2 years of experience in the merchant services industry, preferably with a focus on fraud and risk. Strong communication skills and the ability to work in a fast-paced environment are essential.
Mortgage Specialist Georgetown at Bank of Montreal
Halton Hills, Ontario, Canada - Full Time
Skills Needed
Mortgage Lending, Sales, Customer Service, Negotiation, Relationship Management, Marketing, Problem Solving, Analytical Skills, Communication, Teamwork, Networking, Regulatory Compliance, Data Analysis, Cross Selling, Community Engagement, Trust Services
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. An in-depth understanding of the mortgage lending process and strong interpersonal skills are essential.
Experience Required
Minimum 2 year(s)
Retail Insurance Compliance Specialist at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Program Management, Technical Proficiency, Verbal Communication, Written Communication, Collaboration, Team Skills, Analytical Skills, Problem Solving, Influence Skills, Data Driven Decision Making
Specialization
Candidates should have 4 to 6 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience. Strong skills in program management, communication, collaboration, and analytical problem-solving are essential.
Experience Required
Minimum 5 year(s)
Trilingual Remote Personal Lending Specialist, Asian Market Team, Mandarin at Bank of Montreal
Mississauga, Saskatchewan, Canada - Full Time
Skills Needed
Customer Service, Credit Decisions, Lending Products, Mandarin, Cantonese, Analytical Skills, Problem Solving, Collaboration, Communication, Organization, Training, Coaching, Compliance, Documentation, Sales, Marketing
Specialization
Candidates typically need 2-3 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience. Knowledge of personal lending products and call center processes is essential, along with proficiency in Mandarin and Cantonese.
Experience Required
Minimum 2 year(s)
Branch Supervision Specialist - Nesbitt Burns at Bank of Montreal
Montreal, Quebec, Canada - Full Time
Skills Needed
Investment Transactions, Sales Supervision, Regulatory Compliance, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Data Analysis, Training Development, Relationship Building, Supervision Education, Strategic Initiatives, Risk Management, Technical Proficiency, Influence Skills, Decision Making
Specialization
Candidates should have 4-6 years of relevant experience and a post-secondary degree in a related field. Knowledge of supervision and industry regulations is essential, along with specific licensing and certification requirements.
Experience Required
Minimum 5 year(s)
Trilingual Remote Personal Lending Specialist, Asian Market Team, Mandarin at Bank of Montreal
Mississauga, Saskatchewan, Canada - Full Time
Skills Needed
Customer Service, Credit Decisions, Lending Products, Mandarin, Cantonese, Analytical Skills, Problem Solving, Collaboration, Communication, Organization, Training, Coaching, Compliance, Documentation, Sales, Marketing
Specialization
Candidates typically need 2-3 years of relevant experience and a post-secondary degree in a related field. Knowledge of personal lending products and call center processes is essential, along with proficiency in Mandarin and Cantonese.
Experience Required
Minimum 2 year(s)
Mortgage Specialist at Bank of Montreal
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Mortgage Lending, Sales, Customer Service, Negotiation, Relationship Management, Marketing, Problem Solving, Analytical Skills, Communication, Teamwork, Networking, Regulatory Compliance, Data Analysis, Cross Selling, Community Engagement, Customer Advocacy
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. An in-depth understanding of the mortgage lending process and strong interpersonal skills are essential.
Experience Required
Minimum 2 year(s)
Wealth Planning Consultant, Private Wealth at Bank of Montreal
Waterloo, Ontario, Canada - Full Time
Skills Needed
Wealth Planning, Financial Planning, Client Relationship Management, Investment Advisory, Asset Management, Sales Strategy, Data Analysis, Taxation, Estate Planning, Succession Planning, Coaching, Presentation Skills, Risk Management, Consultative Selling, Problem Solving
Specialization
Candidates must have experience selling to Investment Advisors or High Net Worth clients and possess required experience in financial planning, along with a CFP designation. Preferred qualifications include a CPA designation and a Life Insurance designation is considered an asset.
Experience Required
Minimum 5 year(s)
Sr. Relationship Manager, Mid-Market, Commercial Banking at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Relationship Management, Business Development, Credit Risk Assessment, Portfolio Management, Negotiation, Customer Service, Problem Solving, Financial Analysis, Regulatory Compliance, Project Management, Customer Relationship Building, Structuring Deals
Specialization
Candidates should have 7+ years of relevant experience in Relationship Management or similar fields, along with a Bachelor's degree in Business Administration, Finance, or Accounting. Deep knowledge and technical proficiency in various banking and financial areas are required.
Experience Required
Minimum 5 year(s)
Mortgage Specialist at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Relationship Management, Customer Service, Negotiation, Mortgage Lending, Marketing, Cross Selling, Up Selling, Analytical Skills, Problem Solving, Communication, Teamwork, Self Management, Lending, Origination
Specialization
Candidates typically need 3 to 5 years of relevant experience, often combined with a post-secondary degree, and must possess an in-depth understanding of the mortgage lending process and regulatory requirements. Strong skills in interpersonal interaction, sales, customer service, negotiation, and self-management are essential.
Experience Required
Minimum 2 year(s)