[Hiring] Trust Associate @BMO

Role Description

Provides high quality sales and service to Indigenous Trust clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.

• 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.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• 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

• 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.
• Knowledge of Trust products and services.
• Trust industry experience.
• Trust accreditation preferred.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Requirements

• Salary: $45,500.00 - $84,500.00
• Pay Type: Salaried

Benefits

• Performance-based incentives
• Discretionary bonuses
• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans