Branch Operations & Compliance Specialist

BMO; Winnipeg; On-site; CAD 35,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Winnipeg, Canada is seeking a branch-level operations and compliance professional to support Wealth Sales & Service objectives. You will engage clients, coordinate strategic initiatives, and provide administrative and risk-managed support to the branch and regional team.

The role emphasizes client service, accuracy, training delivery, and cross-functional collaboration within a regulated banking environment. Competitive compensation and benefits are offered.

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional team.
• Reviews requests with discretionary decisions to decide actions to be taken.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Supports the development of tools and delivery of training focused on branch administration and delivering business results.
• Cross trains team members to ensure coverage and contingency.
• Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
• Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.
• Meets high quality service standards to maximize relationship retention and growth.
• Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
• Protects the Bank’s assets and complies with all regulatory, legal and ethical requirements.
• 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.
• Take measured risks while protecting the bank by applying our Risk Management Framework.

Skills

Verbal & written communication

Organization

Collaboration & teamwork

Analytical & problem solving

Education

Post-secondary degree

Job description

BMO Financial Group in Winnipeg, Canada is seeking a branch-level operations and compliance professional to support Wealth Sales & Service objectives. You will engage clients, coordinate strategic initiatives, and provide administrative and risk-managed support to the branch and regional team.

The role emphasizes client service, accuracy, training delivery, and cross-functional collaboration within a regulated banking environment. Competitive compensation and benefits are offered.