Indigenous Trust Accounts & Client Experience Lead

BMO; British Columbia; 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

BMO Financial Group in British Columbia seeks a trusted financial services professional to deliver high-quality sales and service to Indigenous Trust clients, building and maintaining relationships while ensuring compliance across trust accounts and procedures.

You will collaborate with the branch and regional teams, identify improvement areas, and support strategic initiatives with accurate tracking of milestones and outcomes.

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field.
• Knowledge of Trust products and services.
• Trust industry experience preferred.
• Trust accreditation preferred.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Responsibilities

• Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
• Develops, maintains, and services client relationships.
• Identifies areas of improvement to support overall client experiences.
• Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust products and procedures.
• 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.
• Monitors and tracks performance, and addresses any issues.
• Performs set up & maintenance of Trust accounts ensuring all compliance requirements are met within acceptable time frames.
• Supports in audits and compliance reviews as assigned.
• Identifies and escalates all irregularities and discrepancies to management.
• Performs sales & service support activities as required to meet client needs and maintain overall service levels.
• Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, fee collection and other related activities; ensures proper documentation and administration decisions.
• Meets high-quality service standards to maximize relationship retention and growth.
• Develops rapport and instills confidence with the client to develop credibility and earn their trust.
• 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 ensures an effectively run function.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical skills

Influence skills

Education

Post-secondary degree in related field

Job description

BMO Financial Group in British Columbia seeks a trusted financial services professional to deliver high-quality sales and service to Indigenous Trust clients, building and maintaining relationships while ensuring compliance across trust accounts and procedures.

You will collaborate with the branch and regional teams, identify improvement areas, and support strategic initiatives with accurate tracking of milestones and outcomes.