Trust Associate serving Indigenous Trust clients at BMO, a Canadian bank. Managing Trust accounts, compliance, client relationships, and administrative support remotely across eligible Canadian locations.
Responsibilities
Provide high-quality sales and service to Indigenous Trust clients
Manage and administer Trust accounts and ensure compliance
Work collaboratively within the branch and regional team
Identify and make referrals to other business groups
Prepare new business proposals or client/prospect presentations
Develop, maintain, and service client relationships
Identify improvements to support client experiences
Maintain knowledge of integrated services, Trust products, and procedures
Coordinate strategic initiative activities and track metrics and milestones
Build relationships with internal and external stakeholders and ensure alignment
Monitor and track performance and address issues
Set up and maintain Trust accounts within compliance time frames
Support audits and compliance reviews
Identify and escalate irregularities and discrepancies
Provide sales and service support activities
Provide administrative support including financial reports, asset and account reconciliation, compliance, fee collection, documentation, and administration decisions
Meet service standards to maximize relationship retention and growth
Build client rapport, credibility, and trust
Follow risk and compliance processes to safeguard customer assets and privacy
Protect the Bank’s assets and comply with applicable requirements
Requirements
Typically 3–5 years of relevant experience
Post-secondary degree in a 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
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills
Ability to comply with risk management, regulatory, legal, and ethical requirements
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Accommodations available on request during the selection process
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