Business Process Specialist

Bank of Montreal; Toronto; On-site; CAD 46,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal seeks a Business Process Specialist to analyze, optimize, and support operational processes across multiple functions. You will leverage data analytics, reporting, and technology-enabled solutions to improve efficiency, controls, and service delivery in a regulated environment.

The role emphasizes dashboards and data models using Power BI and Excel, with SQL and Python for analysis. Automation with Power Automate and RPA will be key, alongside collaboration with tech, risk, and

Qualifications

• Post secondary technology degree and experience in operational domains.
• Strong data analytics, reporting, and process documentation skills.
• Experience with automation, dashboards, and governance practices.

Responsibilities

• Operational Process Management: Support end-to-end processes across functions.
• Analyze workflows to identify inefficiencies, risks, bottlenecks, and improvements.
• Develop and maintain process docs, procedures, maps, and guidelines.
• Ensure activities comply with policies, controls, service standards, and regulations.
• Provide SME support for processes and business initiatives.
• Data Analytics & BI: Build dashboards and reporting using Power BI, Excel.
• Use SQL and Python to analyze data, identify trends, and inform decisions.
• Data validation, reconciliation, and QA for reporting accuracy.
• Build data models to measure performance and insights.
• Generate actionable insights from data analysis and trends.
• Process Improvement & Automation: Lead reviews for automation and workflow optimization.
• Apply improvement methodologies to streamline operations and reduce manual work.
• Develop requirements and partner with tech teams to implement enhancements.
• Design automation with Python, Power Automate, SQL, and reporting tech.
• Monitor outcomes and realize benefits of improvements.
• Excellence, Risk & Enablement: monitor KPIs, SLAs, metrics, and risk reporting.

Skills

Excel

SQL

Power BI

Python

Data modeling

Process mapping

KPI development

Power Automate

RPA

ETL

Database management

Business analysis

AI analytics

Education

Post Secondary Technology degree

Tools

Ingenium

Job description

Application Deadline: 08/22/2026 Address: 250 Yonge Street Job Family Group: Wealth Sales & Service #bmoinsurance

The Business Process Specialist is responsible for analyzing, optimizing, and supporting operational processes to improve efficiency, control effectiveness, service delivery, regulatory compliance, and business outcomes. The role serves as a subject matter expert in operational processes, data analysis, reporting, and technology-enabled solutions, partnering across business units to identify opportunities for automation, process enhancement, and operational excellence. The incumbent leverages technical expertise in data analytics, reporting, process design, and workflow automation to support strategic initiatives, operational effectiveness, and continuous improvement objectives.

KEY RESPONSIBILITIES

• Operational Process Management: Support and manage end-to-end operational processes across multiple business functions.
• Analyze operational workflows to identify inefficiencies, risks, bottlenecks, and opportunities for improvement.
• Develop and maintain process documentation, procedures, process maps, and operating guidelines.
• Ensure operational activities are performed in accordance with established policies, controls, service standards, and regulatory requirements.
• Provide subject matter expertise and support for operational processes and business initiatives.
• Data Analytics & Business Intelligence: Develop and maintain operational dashboards, scorecards, and management reporting using Power BI, Excel, and other reporting tools.
• Utilize SQL and Python to analyze operational data, identify trends, investigate issues, and support decision-making.
• Perform data validation, reconciliation, and quality assurance activities to ensure reporting accuracy.
• Build and maintain data models to support operational performance measurement and business insights.
• Generate actionable insights and recommendations based on data analysis and operational trends.
• Process Improvement & Automation: Lead and support process reviews to identify opportunities for: Automation, Workflow optimization, Enhanced controls, Increased productivity, Improved client and employee experiences, Better operational tracking and reporting.
• Apply process improvement methodologies to streamline operations and reduce manual effort.
• Develop business requirements and partner with technology teams to implement process enhancements.
• Design and implement automation solutions using tools such as Python, Power Automate, SQL, and reporting technologies.
• Monitor and measure process improvement outcomes and benefits realization.
• Operational Excellence, Risk Management & Business Enablement: Establish and monitor KPIs, SLAs, operational metrics, and reporting frameworks to measure performance, productivity, quality, and risk.
• Analyze operational trends and data to identify opportunities, mitigate challenges, and support informed business decisions.
• Support risk management, control monitoring, audit activities, and remediation efforts to ensure compliance and operational effectiveness.
• Maintain accurate process documentation, procedures, and governance practices aligned with business and regulatory requirements.
• Act as a business lead for operational systems, reporting platforms, and technology initiatives, including system enhancements, testing, and implementation support.
• Partner with technology, data, risk, compliance, finance, and operations teams to define requirements, improve processes, and deliver business solutions.
• Build strong cross-functional relationships and communicate complex operational and technical concepts clearly to support strategic initiatives, transformation efforts, and successful implementation of business priorities.

QUALIFICATIONS

• Strong analytical and problem-solving capabilities.
• Excellent organizational and prioritization skills.
• Ability to manage multiple initiatives and competing priorities.
• Strong attention to detail and commitment to quality.
• Effective stakeholder management and communication skills.
• Ability to work independently and drive initiatives from concept through implementation.
• Continuous improvement mindset with a focus on operational excellence.

• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, data analysis, and reporting.
• Strong experience using SQL for data extraction, transformation, analysis, and reconciliation.
• Experience developing dashboards and visualizations using Power BI.
• Experience using Python for automation, analytics, reporting, and process improvement initiatives.
• Knowledge of data modeling, data structures, and data quality management practices.
• Experience with process mapping, workflow analysis, and business process documentation.
• Strong understanding of KPI development, operational metrics, and performance reporting.
• Preferred Experience with Ingenium or other policy administration/operational platforms.
• Experience with Power Automate, workflow tools, or robotic process automation (RPA) solutions.
• Experience with database management, ETL processes, and enterprise reporting environments.
• Knowledge of business analysis methodologies and change management practices.
• Exposure to AI-enabled operational solutions and advanced analytics.

EDUCATION & EXPERIENCE

• Post Secondary Technology degree.
• Experience in operational departments, business process management, business analysis, data analytics, or operational excellence roles.
• Experience supporting operational transformation, automation, process improvement, or technology initiatives.
• Proven ability to leverage data and technology to improve operational performance and business outcomes.

Salary: $45,500.00 - $84,500.00 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. 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.

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.