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Customer Service Representative at Bank of Montreal
Montreal, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions Advice, Sales, Transaction Handling, Inquiry Resolution, Digital Guidance, Needs Based Conversation, Referrals, Operational Support, Cash Management, Risk Compliance, Problem Solving, Interpersonal Skills, Communication Skills, Organization Skills, Collaboration
Specialization
No prior experience is necessary, though a post-secondary degree or certification in a related field is desirable. Candidates must be confident with digital tools, possess strong interpersonal and problem-solving skills, and demonstrate a commitment to providing a personal customer experience.
Customer Service Representative at Bank of Montreal
Montreal, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions Advice, Sales, Referrals, Transaction Handling, Inquiry Management, Digital Guidance, Needs Based Conversation, Cash Management, Risk Management, Compliance, Problem Solving, Interpersonal Skills, Rapport Building, Communication Skills, Organization Skills
Specialization
No prior experience is necessary, although a post-secondary degree or certification in a related field is desirable. Candidates must be confident with digital tools, possess strong interpersonal skills for building rapport, and demonstrate an aptitude for listening and flexible problem-solving.
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)
Teller On-Call at WESTAMERICA BANK
Easton, California, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Sales, Basic Math, Communication, 10 Key Machine, Microsoft Office, Branch Operations, Regulatory Compliance, Problem Solving, Attention To Detail, Teamwork
Specialization
Candidates must possess good customer relations and basic math skills. The role requires the ability to stand for long periods, travel to assigned branches, and pass regulatory compliance training.
Accounts Payable Associate at One Florida Bank
Orlando, Florida, United States - Full Time
Skills Needed
Attention To Detail, Analytical Skills, Mathematical Skills, Computer Skills, Organizational Skills, Communication Skills, Accounts Payable, Accounts Receivable, Financial Institution Experience, Report Writing, Time Management, Prioritization, Teamwork, Microsoft Excel, Microsoft Word, General Ledger Reconciliation
Specialization
Candidates should possess strong attention to detail, analytical, mathematical, organizational, and communication skills, with prior Accounts Payable or Accounts Receivable experience preferred, ideally within a financial institution. Proficiency in Microsoft Excel and Word is required, along with the ability to handle complex mathematical concepts and interpret various instructions.
Wealth Planning Consultant at Bank of Montreal
Barrie, Ontario, Canada - Full Time
Skills Needed
Wealth Planning, Financial Planning Analysis, Client Relationship Development, Asset Consolidation, Sales Strategy, Goal Based Discovery, Data Capture, Taxation, Estate Planning, Trust Planning, Succession Planning, Coaching, Analytical Skills, Problem Solving, Influence Skills, Data Driven Decision Making
Specialization
Candidates require a minimum of 1-3 years (WPC) or 3-5 years (SWPC) of relevant experience along with a post-secondary degree, with experience selling to HNW clients or Investment Advisors being necessary. Desired qualifications include the CFP designation, an MBA, or legal/insurance designations.
Experience Required
Minimum 2 year(s)
Senior Manager, Claims at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Leadership, Claims Management, Risk Management, Financial Performance, Team Development, Client Experience, Conflict Resolution, Influencing, Analytical Thinking, Problem Solving, Decision Making, Organizational Skills, Multi Tasking, Computer Skills, Communication
Specialization
Candidates must possess a minimum of five or more years of management experience overseeing an Absence or Individual Life and Critical Illness claims team, along with a post-secondary degree or equivalent experience. Essential qualifications include expert knowledge of insurance products, contracts, and benefit plans, alongside in-depth skills in communication, collaboration, analysis, problem-solving, and influence.
Experience Required
Minimum 5 year(s)
Investment Associate at Bank of Montreal
Ottawa, Ontario, Canada - Full Time
Skills Needed
Client Relationship Management, Investment Advice, Sales, Service Delivery, Financial Goal Achievement, Business Development, Portfolio Review, Investment Research, Financial Planning, Data Management, Portfolio Construction, Risk Mitigation, Communication, Collaboration, Analytical Skills, Problem Solving
Specialization
Candidates must have a minimum of 5 years of relevant experience or equivalent education/certification, including knowledge of the Canadian Securities Course and Conduct and Practices Handbook. Registration as a Registered Representative (RR) is required, along with demonstrated in-depth verbal/written communication, collaboration, analytical, and influence skills.
Experience Required
Minimum 5 year(s)
Associate or Analyst, Investment Banking - Energy, BMO Capital Markets at Bank of Montreal
Calgary, Alberta, Canada - Full Time
Skills Needed
Financial Modeling, M&A Advisory, Capital Raising, Financial Analysis, Client Presentations, Industry Research, Company Research, Relationship Building, Database Maintenance, Communication Skills, Problem Solving, Attention To Detail, Powerpoint, Excel, Word, Factset
Specialization
Candidates must possess an undergraduate degree in business, finance, accounting, engineering, or a related field with outstanding academic achievement. Required experience is 1-4 years in investment banking or relevant energy sector experience, coupled with strong technical, analytical, and communication skills.
Experience Required
Minimum 2 year(s)
Human Resources / Office Manager at Saint Louis Bank
Ladue, Missouri, United States - Full Time
Skills Needed
Human Resources, Payroll, Recruitment, Employee Relations, Compliance, Organizational Skills, Interpersonal Skills, Communication Skills, Attention To Detail, Conflict Resolution, Data Accuracy, Labor Laws, Hr Best Practices, Facilities Management, Security Management, Meeting Organization
Specialization
The ideal candidate should have proven experience as an HR Manager or in a similar role, particularly in the banking or financial services industry. Strong knowledge of labor laws, HR best practices, and excellent interpersonal and communication skills are essential.
Experience Required
Minimum 5 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)
Principal Ecologist at Environment Bank
, England, United Kingdom - Full Time
Skills Needed
Ecological Surveys, Biodiversity Net Gain, Uk Habitat Classification, Habitat Condition Assessment, Feasibility Assessment, Gis Mapping, Project Leadership, Stakeholder Engagement, Botanical Competency, Technical Reporting, Landowner Engagement, Data Analysis, Conservation Planning, Mentoring
Specialization
Candidates must hold a bachelor's degree in a relevant discipline and possess full or associate CIEEM membership. Proven experience in ecological surveys, BNG assessments, and strong botanical competency (FISC Level 3+) are required for this role.
Experience Required
Minimum 5 year(s)
Senior Data Analytics Engineer at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Python, Sas, Sql, Power Bi, Dax, M Code, Sql Server, Etl Pipelines, Dimensional Modeling, Data Warehousing, Aws, Redshift, Glue, Apache Spark, Hadoop, Data Architecture
Specialization
Candidates should have 4-6+ years of experience in data engineering or analytics and a post-secondary degree in a related field. Proficiency in Python, SQL, SAS, and cloud platforms like AWS is required, along with strong skills in dimensional modeling and SQL Server optimization.
Experience Required
Minimum 5 year(s)
Senior Manager, Project and Change Risk Management at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Risk Management, Internal Control Framework, Regulatory Compliance, Governance, Change Management, Stakeholder Management, Strategic Input, Subject Matter Expert, Data Analysis, Reporting, Process Improvement, Issue Identification, Resource Management, Policy Interpretation, Control Testing, Communication Strategy
Specialization
Candidates typically need 7+ years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Preferred experience includes risk management, audit, compliance, governance, or project management, along with expert-level analytical, communication, and influence skills.
Experience Required
Minimum 5 year(s)
Real Estate Processing Staff Support at The Bank & Trust
San Angelo, Texas, United States - Full Time
Skills Needed
Real Estate Loan Processing, Administrative Support, Compliance, Customer Service, Documentation, Microsoft Office, Teams, 10 Key, Typing, Time Management, Prioritization, Communication Skills, Detail Oriented, Banking Regulations, Jack Henry Silverlake
Specialization
Candidates must have a high school diploma or equivalent and at least two years of general work experience. Proficiency in Microsoft Office and strong organizational and communication skills are required for this position.
Experience Required
Minimum 2 year(s)
Senior Manager, Claims at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Leadership, Claims Management, Risk Management, Financial Performance, Team Development, Client Experience, Performance Monitoring, Conflict Resolution, Influence, Analytical Thinking, Problem Solving, Decision Making, Organizational Skills, Computer Skills, Communication, Change Management
Specialization
Candidates must possess a minimum of five or more years of management experience overseeing an Absence or Individual Life and Critical Illness claims team, along with a post-secondary degree or equivalent experience. Essential qualifications include expert knowledge of insurance products and contracts, deep technical proficiency, and strong capabilities in leadership, collaboration, analysis, influence, and data-driven decision-making.
Experience Required
Minimum 5 year(s)
Legal Manager at I&M Bank Limited
Dar es Salaam, Dar es Salaam, Tanzania - Full Time
Skills Needed
Litigation Management, Security Documentation, Legal Advisory, Corporate Governance, Regulatory Compliance, Contract Drafting, Banking Law, Dispute Resolution, Stakeholder Management, Analytical Skills, Problem Solving, Professional Ethics, Legal Risk Mitigation, Company Secretariat
Specialization
Candidates must hold a Bachelor of Laws (LLB) degree and be admitted to the Bar as an Advocate of the High Court of Tanzania. A minimum of 5–7 years of relevant experience in banking, financial services, or a law firm is required, with specific expertise in litigation and security documentation.
Experience Required
Minimum 5 year(s)
Wealth Planning Consultant/Sr Wealth Planning Consultant at Bank of Montreal
London, Ontario, Canada - Full Time
Skills Needed
Wealth Planning, Financial Planning, Client Focus, Investment Advice, Asset Consolidation, Sales Strategy, Knowledge Management, Goal Based Discovery, Taxation, Estate & Trust Planning, Succession Planning, Communication, Collaboration, Analytical Skills, Problem Solving, Influence
Specialization
The Wealth Planning Consultant (WPC) requires a minimum of 1-3 years of relevant experience and a post-secondary degree, while the Sr. Consultant (SWPC) needs 3-5 years of experience and a degree, with experience selling to HNW clients or Investment Advisors being necessary. Designations like CFP are an asset, alongside deep technical proficiency and in-depth skills in communication, collaboration, analysis, and influence.
Experience Required
Minimum 2 year(s)
Ops Production Analyst 2 (Hybrid - Miami Lakes, FL) at BankUnited, Inc.
Miami Lakes, Florida, United States - Full Time
Skills Needed
Banking Knowledge, Deposit Operations, Ira Processing, Hsa Processing, Exceptions Handling, Irs Year End Processing, Nra Certifications, Debit Card Operations, Ach Claims, Zelle Claims, Rtp Claims, Account Maintenance, Abandoned Property Claims, Iola Processing, Iolta Processing, Customer Service
Specialization
Candidates must possess 5 or more years of job experience in Deposit Operations at a Retail or Commercial Bank, or equivalent proven ability to perform high-level Deposit Operations functions. Essential abilities include proven tactical skills, excellent interpersonal skills, demonstrated problem-solving ability, and effective communication skills.
Experience Required
Minimum 5 year(s)
Sr. Financial Specialist/Universal Banker - Hollywood Presidential Circle at BankUnited, Inc.
Hollywood, Florida, United States - Full Time
Skills Needed
Cash Handling, Customer Satisfaction, Operational Soundness, Sales, Cross Training, Account Opening, Risk Management, Compliance, Anti Money Laundering, Bank Secrecy Act, Us Patriot Act, Transaction Processing, Inquiry Resolution, Safe Deposit Box Transactions
Specialization
Candidates must have a minimum of 2-3 years of cash handling experience, preferably as a Teller, and must be fully trained in both Teller and Platform functions. Excellent customer service, sales, risk management, and cash operations experience are preferred, and new hires must attend a mandatory two-week Retail Training Class.
Experience Required
Minimum 2 year(s)
Customer Service Representative at Bank of Montreal
Montreal, Quebec, Canada -
Full Time

Start Date

Immediate

Expiry Date

27 Jun, 26

Salary

47250.0

Posted On

29 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Financial Solutions Advice, Sales, Transaction Handling, Inquiry Resolution, Digital Guidance, Needs-Based Conversation, Referrals, Operational Support, Cash Management, Risk Compliance, Problem Solving, Interpersonal Skills, Communication Skills, Organization Skills, Collaboration

Industry

Financial Services

Description
Application Deadline: 04/11/2026 Address: 5353 Chemin Queen Mary 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 through various channels 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 customer inquiries. 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 address everyday banking plans and credit card needs. Escalates complex or unresolved customer situations to managers as required. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU). Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer’s experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. 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, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: No prior experience necessary; post-secondary degree or certification in related field of study is desirable. High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs. Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications. Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits. Projects a professional presence. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. A focus on delivering a personal experience to customers. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Salary: $34,750.00 - $47,250.00 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.
Responsibilities
This role involves delivering exceptional service by identifying customer needs, providing advice on financial solutions, and handling routine banking services and transactions seamlessly. The representative also supports branch operations, manages cash flow, and ensures compliance with risk and regulatory policies.
Customer Service Representative at Bank of Montreal
Montreal, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions Advice, Sales, Transaction Handling, Inquiry Resolution, Digital Guidance, Needs Based Conversation, Referrals, Operational Support, Cash Management, Risk Compliance, Problem Solving, Interpersonal Skills, Communication Skills, Organization Skills, Collaboration
Specialization
No prior experience is necessary, though a post-secondary degree or certification in a related field is desirable. Candidates must be confident with digital tools, possess strong interpersonal and problem-solving skills, and demonstrate a commitment to providing a personal customer experience.
Customer Service Representative at Bank of Montreal
Montreal, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions Advice, Sales, Referrals, Transaction Handling, Inquiry Management, Digital Guidance, Needs Based Conversation, Cash Management, Risk Management, Compliance, Problem Solving, Interpersonal Skills, Rapport Building, Communication Skills, Organization Skills
Specialization
No prior experience is necessary, although a post-secondary degree or certification in a related field is desirable. Candidates must be confident with digital tools, possess strong interpersonal skills for building rapport, and demonstrate an aptitude for listening and flexible problem-solving.
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)
Teller On-Call at WESTAMERICA BANK
Easton, California, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Sales, Basic Math, Communication, 10 Key Machine, Microsoft Office, Branch Operations, Regulatory Compliance, Problem Solving, Attention To Detail, Teamwork
Specialization
Candidates must possess good customer relations and basic math skills. The role requires the ability to stand for long periods, travel to assigned branches, and pass regulatory compliance training.
Accounts Payable Associate at One Florida Bank
Orlando, Florida, United States - Full Time
Skills Needed
Attention To Detail, Analytical Skills, Mathematical Skills, Computer Skills, Organizational Skills, Communication Skills, Accounts Payable, Accounts Receivable, Financial Institution Experience, Report Writing, Time Management, Prioritization, Teamwork, Microsoft Excel, Microsoft Word, General Ledger Reconciliation
Specialization
Candidates should possess strong attention to detail, analytical, mathematical, organizational, and communication skills, with prior Accounts Payable or Accounts Receivable experience preferred, ideally within a financial institution. Proficiency in Microsoft Excel and Word is required, along with the ability to handle complex mathematical concepts and interpret various instructions.
Wealth Planning Consultant at Bank of Montreal
Barrie, Ontario, Canada - Full Time
Skills Needed
Wealth Planning, Financial Planning Analysis, Client Relationship Development, Asset Consolidation, Sales Strategy, Goal Based Discovery, Data Capture, Taxation, Estate Planning, Trust Planning, Succession Planning, Coaching, Analytical Skills, Problem Solving, Influence Skills, Data Driven Decision Making
Specialization
Candidates require a minimum of 1-3 years (WPC) or 3-5 years (SWPC) of relevant experience along with a post-secondary degree, with experience selling to HNW clients or Investment Advisors being necessary. Desired qualifications include the CFP designation, an MBA, or legal/insurance designations.
Experience Required
Minimum 2 year(s)
Senior Manager, Claims at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Leadership, Claims Management, Risk Management, Financial Performance, Team Development, Client Experience, Conflict Resolution, Influencing, Analytical Thinking, Problem Solving, Decision Making, Organizational Skills, Multi Tasking, Computer Skills, Communication
Specialization
Candidates must possess a minimum of five or more years of management experience overseeing an Absence or Individual Life and Critical Illness claims team, along with a post-secondary degree or equivalent experience. Essential qualifications include expert knowledge of insurance products, contracts, and benefit plans, alongside in-depth skills in communication, collaboration, analysis, problem-solving, and influence.
Experience Required
Minimum 5 year(s)
Investment Associate at Bank of Montreal
Ottawa, Ontario, Canada - Full Time
Skills Needed
Client Relationship Management, Investment Advice, Sales, Service Delivery, Financial Goal Achievement, Business Development, Portfolio Review, Investment Research, Financial Planning, Data Management, Portfolio Construction, Risk Mitigation, Communication, Collaboration, Analytical Skills, Problem Solving
Specialization
Candidates must have a minimum of 5 years of relevant experience or equivalent education/certification, including knowledge of the Canadian Securities Course and Conduct and Practices Handbook. Registration as a Registered Representative (RR) is required, along with demonstrated in-depth verbal/written communication, collaboration, analytical, and influence skills.
Experience Required
Minimum 5 year(s)
Associate or Analyst, Investment Banking - Energy, BMO Capital Markets at Bank of Montreal
Calgary, Alberta, Canada - Full Time
Skills Needed
Financial Modeling, M&A Advisory, Capital Raising, Financial Analysis, Client Presentations, Industry Research, Company Research, Relationship Building, Database Maintenance, Communication Skills, Problem Solving, Attention To Detail, Powerpoint, Excel, Word, Factset
Specialization
Candidates must possess an undergraduate degree in business, finance, accounting, engineering, or a related field with outstanding academic achievement. Required experience is 1-4 years in investment banking or relevant energy sector experience, coupled with strong technical, analytical, and communication skills.
Experience Required
Minimum 2 year(s)
Human Resources / Office Manager at Saint Louis Bank
Ladue, Missouri, United States - Full Time
Skills Needed
Human Resources, Payroll, Recruitment, Employee Relations, Compliance, Organizational Skills, Interpersonal Skills, Communication Skills, Attention To Detail, Conflict Resolution, Data Accuracy, Labor Laws, Hr Best Practices, Facilities Management, Security Management, Meeting Organization
Specialization
The ideal candidate should have proven experience as an HR Manager or in a similar role, particularly in the banking or financial services industry. Strong knowledge of labor laws, HR best practices, and excellent interpersonal and communication skills are essential.
Experience Required
Minimum 5 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)
Principal Ecologist at Environment Bank
, England, United Kingdom - Full Time
Skills Needed
Ecological Surveys, Biodiversity Net Gain, Uk Habitat Classification, Habitat Condition Assessment, Feasibility Assessment, Gis Mapping, Project Leadership, Stakeholder Engagement, Botanical Competency, Technical Reporting, Landowner Engagement, Data Analysis, Conservation Planning, Mentoring
Specialization
Candidates must hold a bachelor's degree in a relevant discipline and possess full or associate CIEEM membership. Proven experience in ecological surveys, BNG assessments, and strong botanical competency (FISC Level 3+) are required for this role.
Experience Required
Minimum 5 year(s)
Senior Data Analytics Engineer at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Python, Sas, Sql, Power Bi, Dax, M Code, Sql Server, Etl Pipelines, Dimensional Modeling, Data Warehousing, Aws, Redshift, Glue, Apache Spark, Hadoop, Data Architecture
Specialization
Candidates should have 4-6+ years of experience in data engineering or analytics and a post-secondary degree in a related field. Proficiency in Python, SQL, SAS, and cloud platforms like AWS is required, along with strong skills in dimensional modeling and SQL Server optimization.
Experience Required
Minimum 5 year(s)
Senior Manager, Project and Change Risk Management at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Risk Management, Internal Control Framework, Regulatory Compliance, Governance, Change Management, Stakeholder Management, Strategic Input, Subject Matter Expert, Data Analysis, Reporting, Process Improvement, Issue Identification, Resource Management, Policy Interpretation, Control Testing, Communication Strategy
Specialization
Candidates typically need 7+ years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Preferred experience includes risk management, audit, compliance, governance, or project management, along with expert-level analytical, communication, and influence skills.
Experience Required
Minimum 5 year(s)
Real Estate Processing Staff Support at The Bank & Trust
San Angelo, Texas, United States - Full Time
Skills Needed
Real Estate Loan Processing, Administrative Support, Compliance, Customer Service, Documentation, Microsoft Office, Teams, 10 Key, Typing, Time Management, Prioritization, Communication Skills, Detail Oriented, Banking Regulations, Jack Henry Silverlake
Specialization
Candidates must have a high school diploma or equivalent and at least two years of general work experience. Proficiency in Microsoft Office and strong organizational and communication skills are required for this position.
Experience Required
Minimum 2 year(s)
Senior Manager, Claims at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Leadership, Claims Management, Risk Management, Financial Performance, Team Development, Client Experience, Performance Monitoring, Conflict Resolution, Influence, Analytical Thinking, Problem Solving, Decision Making, Organizational Skills, Computer Skills, Communication, Change Management
Specialization
Candidates must possess a minimum of five or more years of management experience overseeing an Absence or Individual Life and Critical Illness claims team, along with a post-secondary degree or equivalent experience. Essential qualifications include expert knowledge of insurance products and contracts, deep technical proficiency, and strong capabilities in leadership, collaboration, analysis, influence, and data-driven decision-making.
Experience Required
Minimum 5 year(s)
Legal Manager at I&M Bank Limited
Dar es Salaam, Dar es Salaam, Tanzania - Full Time
Skills Needed
Litigation Management, Security Documentation, Legal Advisory, Corporate Governance, Regulatory Compliance, Contract Drafting, Banking Law, Dispute Resolution, Stakeholder Management, Analytical Skills, Problem Solving, Professional Ethics, Legal Risk Mitigation, Company Secretariat
Specialization
Candidates must hold a Bachelor of Laws (LLB) degree and be admitted to the Bar as an Advocate of the High Court of Tanzania. A minimum of 5–7 years of relevant experience in banking, financial services, or a law firm is required, with specific expertise in litigation and security documentation.
Experience Required
Minimum 5 year(s)
Wealth Planning Consultant/Sr Wealth Planning Consultant at Bank of Montreal
London, Ontario, Canada - Full Time
Skills Needed
Wealth Planning, Financial Planning, Client Focus, Investment Advice, Asset Consolidation, Sales Strategy, Knowledge Management, Goal Based Discovery, Taxation, Estate & Trust Planning, Succession Planning, Communication, Collaboration, Analytical Skills, Problem Solving, Influence
Specialization
The Wealth Planning Consultant (WPC) requires a minimum of 1-3 years of relevant experience and a post-secondary degree, while the Sr. Consultant (SWPC) needs 3-5 years of experience and a degree, with experience selling to HNW clients or Investment Advisors being necessary. Designations like CFP are an asset, alongside deep technical proficiency and in-depth skills in communication, collaboration, analysis, and influence.
Experience Required
Minimum 2 year(s)
Ops Production Analyst 2 (Hybrid - Miami Lakes, FL) at BankUnited, Inc.
Miami Lakes, Florida, United States - Full Time
Skills Needed
Banking Knowledge, Deposit Operations, Ira Processing, Hsa Processing, Exceptions Handling, Irs Year End Processing, Nra Certifications, Debit Card Operations, Ach Claims, Zelle Claims, Rtp Claims, Account Maintenance, Abandoned Property Claims, Iola Processing, Iolta Processing, Customer Service
Specialization
Candidates must possess 5 or more years of job experience in Deposit Operations at a Retail or Commercial Bank, or equivalent proven ability to perform high-level Deposit Operations functions. Essential abilities include proven tactical skills, excellent interpersonal skills, demonstrated problem-solving ability, and effective communication skills.
Experience Required
Minimum 5 year(s)
Sr. Financial Specialist/Universal Banker - Hollywood Presidential Circle at BankUnited, Inc.
Hollywood, Florida, United States - Full Time
Skills Needed
Cash Handling, Customer Satisfaction, Operational Soundness, Sales, Cross Training, Account Opening, Risk Management, Compliance, Anti Money Laundering, Bank Secrecy Act, Us Patriot Act, Transaction Processing, Inquiry Resolution, Safe Deposit Box Transactions
Specialization
Candidates must have a minimum of 2-3 years of cash handling experience, preferably as a Teller, and must be fully trained in both Teller and Platform functions. Excellent customer service, sales, risk management, and cash operations experience are preferred, and new hires must attend a mandatory two-week Retail Training Class.
Experience Required
Minimum 2 year(s)