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Program Manager, Retail Insurance at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Program Management, Strategic Planning, Operational Efficiency, Cross Functional Collaboration, Stakeholder Management, Risk Management, Change Management, Continuous Improvement, Financial Principles, Communication, Leadership, Agile Methodologies, Project Management Tools, Business Transformation, Process Optimization, Governance Frameworks
Specialization
Candidates should have over 5 years of experience in program or project management, preferably in banking or insurance. A proven track record in managing large-scale programs and strong communication skills are essential.
Experience Required
Minimum 5 year(s)
Customer Service Representative at Bank of Montreal
Mississauga, Ontario, Canada - Full Time
Skills Needed
Customer Service, Banking Services, Digital Tools, Problem Solving, Interpersonal Skills, Collaboration, Communication, Organization, Sales, Financial Solutions, Needs Assessment, Cash Management, Risk Compliance, Marketing Integration, Self Starter, Adaptability
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.
Mortgage Specialist at Bank of Montreal
Caledon, Ontario, Canada - Full Time
Skills Needed
Mortgage Lending, Customer Service, Sales, Negotiation, Relationship Management, Analytical Skills, Problem Solving, Collaboration, Communication, Marketing, Networking, Regulatory Compliance, Data Analysis, Cross Selling, Community Engagement, Teamwork
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)
Customer Service Representative at Bank of Montreal
Mississauga, Ontario, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Digital Tools, Communication, Organization, Sales, Banking Services, Teamwork, Adaptability, Listening, Initiative, Creativity, Rapport Building
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
Baie-Comeau, Quebec, Canada - Full Time
Skills Needed
Customer Service, Relationship Building, Problem Solving, Communication, Collaboration, Interpersonal Skills, Digital Literacy, Sales Knowledge, Organizational Skills, Initiative, Adaptability, Listening Skills, Self Starter, Attention To Detail, Creativity, Ethical Standards
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should have strong interpersonal skills and a passion for helping customers.
Customer Service Representative at Bank of Montreal
La Prairie, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Collaboration, Problem Solving, Interpersonal Skills, Communication, Organization, Sales, Digital Tools, Self Serve Options, Banking Services, Needs Assessment, Risk Management, Compliance, Teamwork, 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 solutions and strong interpersonal skills.
Associate Director at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Account Management, Credit Decisions, Deal Structure, Portfolio Management, Credit Underwriting, Compliance Monitoring, Financial Models, Analytical Tools, Risk Appetite, Lending Authorizations, Deal Closings, Business Development, Stakeholder Relationship Building, Ms Office Suite, Communication, Problem Solving
Specialization
Candidates typically need 5 to 7 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Required competencies include in-depth skills in MS Office, verbal/written communication, collaboration, analytical problem-solving, influence, and data-driven decision making.
Experience Required
Minimum 5 year(s)
Financial Planner at Bank of Montreal
Northeastern Manitoulin and the Islands, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Advice, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all required regulatory and governing body licensing and registration requirements for a Financial Planner in the province or territory of employment.
Experience Required
Minimum 2 year(s)
Engineer/Architect – Applied AI at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Ai, Data Architecture, Machine Learning, Software Development, Data Engineering, Python, Sql, Cloud Platforms, Mlops, Generative Ai, Llms, Reinforcement Learning, Apis, Microservices, Consulting, Client Management
Specialization
Requires a Bachelor's or Master's degree in a related field and 7+ years of experience in software development, data engineering, or AI/ML. Preferred experience includes generative AI and strong knowledge of machine learning frameworks and cloud platforms.
Experience Required
Minimum 5 year(s)
Financial Planner at Bank of Montreal
Smiths Falls, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all regulatory and governing body licensing and registration requirements for a Financial Planner in the employment province or territory.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
Milton, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance
Specialization
Candidates typically need 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all required regulatory and governing body licensing and registration requirements for a Financial Planner in the province of employment.
Experience Required
Minimum 2 year(s)
Customer Service Representative at Bank of Montreal
Vaughan, Ontario, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Digital Tools, Communication, Organization, Sales, Banking Services, Teamwork, Listening, Adaptability, Initiative, Professionalism, Relationship Building
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.
Director, Indigenous Trust at Bank of Montreal
London, Ontario, Canada - Full Time
Skills Needed
Trust Administration, Trust Tax, Trust Accounting, Investment Management, Fiduciary Laws, Trust Planning Techniques, Tax Regulations, Communication Skills, Analytical Skills, Problem Solving, Influence Skills, Collaboration Skills, Data Driven Decision Making
Specialization
Candidates typically need 7+ years of relevant experience and a post-secondary degree in a related field, with a preference for a bachelor's degree in Finance or a related legal or accounting field. In-depth knowledge of trust administration processes, fiduciary laws, and strong analytical and communication skills are essential.
Experience Required
Minimum 10 year(s)
Data Governance Officer (Information Security) - Banking at VAM Systems
Doha, Doha, Qatar - Full Time
Skills Needed
Data Governance, Information Security, Data Regulations, Analytics, Banking, Insurance, Financial Organization, Arabic Language
Specialization
Candidates should have a background in banking, insurance, or financial organizations. Additionally, fluency in Arabic is a must.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Orientation, High Energy, Business Banking, Client Management, Cross Selling, Relationship Building
Specialization
Candidates should have strong customer orientation and high energy levels. Prior experience in sourcing and managing business banking clients is also required.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Orientation, High Energy, Business Banking, Client Management, Cross Selling, Relationship Building
Specialization
Candidates should have strong customer orientation and high energy levels. Prior experience in sourcing and managing business banking clients is required.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Orientation, High Energy, Business Banking, Client Management, Cross Selling, Relationship Building
Specialization
Candidates should have strong customer orientation and high energy levels. Prior experience in sourcing and managing business banking clients is required.
Experience Required
Minimum 2 year(s)
Senior Dispute Resolution Specialist - Banking and Finance at Australian Financial Complaints Authority Limited
Melbourne, Victoria, Australia - Full Time
Skills Needed
Credit Management, Credit Lending, Complaint Resolution, Negotiation, Conciliation, Investigation, Communication Skills, Organizational Skills, Empathy, Resilience, Financial Services, Legal Principles, Industry Codes, Good Industry Practice, Dispute Resolution, Plain English
Specialization
Candidates should have experience in credit management or related financial services and the ability to investigate complex complaints. Strong communication skills and the ability to work autonomously and as part of a team are essential.
Experience Required
Minimum 5 year(s)
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Orientation, High Energy, Business Banking, Client Management, Cross Selling, Relationship Building
Specialization
Candidates should have strong customer orientation and high energy levels. Prior experience in sourcing and managing business banking clients is also required.
Experience Required
Minimum 2 year(s)
AML Compliance Officer Private Banking (São Paulo, London) at coni+partner AG
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Aml, Kyc, Kyt, Compliance, Analytical Skills, Communication, Problem Solving, Interpersonal Skills, Legal Knowledge, Transaction Monitoring, Risk Assessment, Training, Documentation Control, Quality Control, Client Relationship Management, Regulatory Knowledge
Specialization
Candidates should have a Master's degree in Law, ideally from a Brazilian university, and approximately 3 to 5 years of experience in compliance within the private banking sector. Fluency in Portuguese and English is required, with French as an advantage.
Experience Required
Minimum 2 year(s)
Program Manager, Retail Insurance at Bank of Montreal
Toronto, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

27 Feb, 26

Salary

129000.0

Posted On

29 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Program Management, Strategic Planning, Operational Efficiency, Cross-Functional Collaboration, Stakeholder Management, Risk Management, Change Management, Continuous Improvement, Financial Principles, Communication, Leadership, Agile Methodologies, Project Management Tools, Business Transformation, Process Optimization, Governance Frameworks

Industry

Financial Services

Description
Application Deadline: 12/09/2025 Address: 250 Yonge Street Job Family Group: Strategy & Change At BMO Insurance, we are in the midst of an exciting expansion and our growing Retail Insurance Team is seeking a strategic and results-driven Program Manager to lead cross-functional initiatives that drive business transformation, operational efficiency, and strategic growth. This role is ideal for a dynamic leader who thrives in a fast-paced environment and is passionate about delivering impactful outcomes through structured program management. It involves strategic planning, initiatives management, and providing insights and recommendations that enhance user experience, operational effectiveness, and growth. will support leadership and work closely with cross-functional partners in executing key priorities and driving growth, by bringing strategy to life, providing strategic counsel and promoting enhancements and process optimization. It If you thrive in a fast-paced, high-growth environment, enjoy connecting dots between strategy and execution, and have a passion for supporting impactful business outcomes – this is your opportunity to play a key role in shaping the future of BMO’s Retail Insurance business. Key Responsibilities: Support the planning and execution of programs, ensuring alignment with organizational goals. Develop and maintain detailed strategic program plans, timelines, budgets, and resource allocations. Ensure programs adhere to governance frameworks and compliance requirements. Monitor program performance, identify risks, and implement mitigation strategies. Implement best practices for program management and operational efficiency. Support third-party onboarding and engagements as needed. Prepare status reports and business updates for leadership, summarizing trends, risks and progress. Influence and collaborate across functions and translate complex insights into clear, actionable recommendations. Drive continuous improvement by identifying opportunities to enhance program outcomes. Foster a culture of collaboration, accountability, and continuous learning. Identify emerging trends and provide thought leadership to inform future strategies. Support enterprise initiatives beyond core program scope when required. Broader work or accountabilities may be assigned as priorities evolve. Qualifications 5+ years of experience in program or project management, preferably within banking or insurance. Proven track record of successfully managing large-scale, cross-functional programs. Proven ability to support and influence leadership in a fast-paced, performance-oriented environment. Knowledge of financial principles, operational processes, and business performance drivers. Collaborative, solutions-oriented mindset and ability to build relationships across diverse teams. Excellent communication and stakeholder management abilities. Comfort with strategic planning and change management. PMP certification or equivalent certification is an asset. Proficiency in project management tools and agile methodologies is an asset. Salary: $69,000.00 - $129,000.00 Pay Type: Salaried 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 Program Manager will support the planning and execution of programs to align with organizational goals while developing detailed strategic program plans. They will monitor program performance, identify risks, and implement strategies for continuous improvement.
Program Manager, Retail Insurance at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Program Management, Strategic Planning, Operational Efficiency, Cross Functional Collaboration, Stakeholder Management, Risk Management, Change Management, Continuous Improvement, Financial Principles, Communication, Leadership, Agile Methodologies, Project Management Tools, Business Transformation, Process Optimization, Governance Frameworks
Specialization
Candidates should have over 5 years of experience in program or project management, preferably in banking or insurance. A proven track record in managing large-scale programs and strong communication skills are essential.
Experience Required
Minimum 5 year(s)
Customer Service Representative at Bank of Montreal
Mississauga, Ontario, Canada - Full Time
Skills Needed
Customer Service, Banking Services, Digital Tools, Problem Solving, Interpersonal Skills, Collaboration, Communication, Organization, Sales, Financial Solutions, Needs Assessment, Cash Management, Risk Compliance, Marketing Integration, Self Starter, Adaptability
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.
Mortgage Specialist at Bank of Montreal
Caledon, Ontario, Canada - Full Time
Skills Needed
Mortgage Lending, Customer Service, Sales, Negotiation, Relationship Management, Analytical Skills, Problem Solving, Collaboration, Communication, Marketing, Networking, Regulatory Compliance, Data Analysis, Cross Selling, Community Engagement, Teamwork
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)
Customer Service Representative at Bank of Montreal
Mississauga, Ontario, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Digital Tools, Communication, Organization, Sales, Banking Services, Teamwork, Adaptability, Listening, Initiative, Creativity, Rapport Building
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
Baie-Comeau, Quebec, Canada - Full Time
Skills Needed
Customer Service, Relationship Building, Problem Solving, Communication, Collaboration, Interpersonal Skills, Digital Literacy, Sales Knowledge, Organizational Skills, Initiative, Adaptability, Listening Skills, Self Starter, Attention To Detail, Creativity, Ethical Standards
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should have strong interpersonal skills and a passion for helping customers.
Customer Service Representative at Bank of Montreal
La Prairie, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Collaboration, Problem Solving, Interpersonal Skills, Communication, Organization, Sales, Digital Tools, Self Serve Options, Banking Services, Needs Assessment, Risk Management, Compliance, Teamwork, 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 solutions and strong interpersonal skills.
Associate Director at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Account Management, Credit Decisions, Deal Structure, Portfolio Management, Credit Underwriting, Compliance Monitoring, Financial Models, Analytical Tools, Risk Appetite, Lending Authorizations, Deal Closings, Business Development, Stakeholder Relationship Building, Ms Office Suite, Communication, Problem Solving
Specialization
Candidates typically need 5 to 7 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Required competencies include in-depth skills in MS Office, verbal/written communication, collaboration, analytical problem-solving, influence, and data-driven decision making.
Experience Required
Minimum 5 year(s)
Financial Planner at Bank of Montreal
Northeastern Manitoulin and the Islands, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Advice, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all required regulatory and governing body licensing and registration requirements for a Financial Planner in the province or territory of employment.
Experience Required
Minimum 2 year(s)
Engineer/Architect – Applied AI at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Ai, Data Architecture, Machine Learning, Software Development, Data Engineering, Python, Sql, Cloud Platforms, Mlops, Generative Ai, Llms, Reinforcement Learning, Apis, Microservices, Consulting, Client Management
Specialization
Requires a Bachelor's or Master's degree in a related field and 7+ years of experience in software development, data engineering, or AI/ML. Preferred experience includes generative AI and strong knowledge of machine learning frameworks and cloud platforms.
Experience Required
Minimum 5 year(s)
Financial Planner at Bank of Montreal
Smiths Falls, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all regulatory and governing body licensing and registration requirements for a Financial Planner in the employment province or territory.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
Milton, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance
Specialization
Candidates typically need 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all required regulatory and governing body licensing and registration requirements for a Financial Planner in the province of employment.
Experience Required
Minimum 2 year(s)
Customer Service Representative at Bank of Montreal
Vaughan, Ontario, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Digital Tools, Communication, Organization, Sales, Banking Services, Teamwork, Listening, Adaptability, Initiative, Professionalism, Relationship Building
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.
Director, Indigenous Trust at Bank of Montreal
London, Ontario, Canada - Full Time
Skills Needed
Trust Administration, Trust Tax, Trust Accounting, Investment Management, Fiduciary Laws, Trust Planning Techniques, Tax Regulations, Communication Skills, Analytical Skills, Problem Solving, Influence Skills, Collaboration Skills, Data Driven Decision Making
Specialization
Candidates typically need 7+ years of relevant experience and a post-secondary degree in a related field, with a preference for a bachelor's degree in Finance or a related legal or accounting field. In-depth knowledge of trust administration processes, fiduciary laws, and strong analytical and communication skills are essential.
Experience Required
Minimum 10 year(s)
Data Governance Officer (Information Security) - Banking at VAM Systems
Doha, Doha, Qatar - Full Time
Skills Needed
Data Governance, Information Security, Data Regulations, Analytics, Banking, Insurance, Financial Organization, Arabic Language
Specialization
Candidates should have a background in banking, insurance, or financial organizations. Additionally, fluency in Arabic is a must.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Orientation, High Energy, Business Banking, Client Management, Cross Selling, Relationship Building
Specialization
Candidates should have strong customer orientation and high energy levels. Prior experience in sourcing and managing business banking clients is also required.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Orientation, High Energy, Business Banking, Client Management, Cross Selling, Relationship Building
Specialization
Candidates should have strong customer orientation and high energy levels. Prior experience in sourcing and managing business banking clients is required.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Orientation, High Energy, Business Banking, Client Management, Cross Selling, Relationship Building
Specialization
Candidates should have strong customer orientation and high energy levels. Prior experience in sourcing and managing business banking clients is required.
Experience Required
Minimum 2 year(s)
Senior Dispute Resolution Specialist - Banking and Finance at Australian Financial Complaints Authority Limited
Melbourne, Victoria, Australia - Full Time
Skills Needed
Credit Management, Credit Lending, Complaint Resolution, Negotiation, Conciliation, Investigation, Communication Skills, Organizational Skills, Empathy, Resilience, Financial Services, Legal Principles, Industry Codes, Good Industry Practice, Dispute Resolution, Plain English
Specialization
Candidates should have experience in credit management or related financial services and the ability to investigate complex complaints. Strong communication skills and the ability to work autonomously and as part of a team are essential.
Experience Required
Minimum 5 year(s)
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Orientation, High Energy, Business Banking, Client Management, Cross Selling, Relationship Building
Specialization
Candidates should have strong customer orientation and high energy levels. Prior experience in sourcing and managing business banking clients is also required.
Experience Required
Minimum 2 year(s)
AML Compliance Officer Private Banking (São Paulo, London) at coni+partner AG
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Aml, Kyc, Kyt, Compliance, Analytical Skills, Communication, Problem Solving, Interpersonal Skills, Legal Knowledge, Transaction Monitoring, Risk Assessment, Training, Documentation Control, Quality Control, Client Relationship Management, Regulatory Knowledge
Specialization
Candidates should have a Master's degree in Law, ideally from a Brazilian university, and approximately 3 to 5 years of experience in compliance within the private banking sector. Fluency in Portuguese and English is required, with French as an advantage.
Experience Required
Minimum 2 year(s)