Responsibilities:

• Provide administrative support to the team and management.
• Manage office documentation, including drafting and editing correspondence.
• Coordinate meetings, events, and travel arrangements.
• Assist in the preparation of reports, presentations, and data analysis.
• Handle inbound calls, emails, and inquiries.
• Maintain office supplies and equipment.
• Ensure a well-organized and efficient office environment.
• Collaborate with various departments for cross-functional projects.
• Perform other duties as assigned.

Requirements:

• Minimum of a diploma; degree or certification in administration is a plus.
• Proven experience in administrative roles.
• Proficiency in office software (Microsoft Office, Google Suite).
• Strong organizational and multitasking abilities.
• Excellent communication skills, both written and verbal.
• Attention to detail and accuracy in work.
• Ability to work independently and collaboratively in a team.
• Problem-solving and decision-making skills.
• Positive attitude and willingness to learn.

Perks & Benefits:

• Competitive salary with performance bonuses.
• Comprehensive Staff Benefits (EPF, SOCSO, EIS etc.)
• Personal Leave (Annual Leave, Medical and Hospitalization Leave etc.)
• Allowance (Medical Insurance & Claim)
• Company Trip.
• Flexible working hours.
• Collaborative and inclusive work environment.
• Employee assistance programs.

Responsibilities:

• * SALES SUPPORT
• Processing Order Receiving and Billing (Quotation,DO,INVOICE).
• Answer and direct phone calls.
• Handle and monitoring existing customers details and account given by sales team.
• Mainly focuses on coordinating with sales team and valued customers.
• Arrange customer orders delivery accordingly.
• Bookeeping & Filling.

 

Requirements:

• Familiar with AUTOCOUNT ACCOUNTING SYSTEM.
• ABLE to use BM & ENGLISH, MANDARIN are preferable.
• Good time management skills and the ability to prioritize work.
• Attention to detail and problem solving skills.
• Strong written and verbal communication skills.
• Possess at least SPM/Diploma /DEGREE in relevant field; additional qualification as an Administrative assistant  will be a plus.
• Able to perform multi- task and work independently.

Perks & Benefits

• Bonus
• Allowance (attendance, food, transportation, etc.)
• Casual dress code
• Company trips/dinner

職責：

• 為團隊和管理層提供行政支援。
• 管理辦公室文檔，包括起草和編輯信件。
• 協調會議、活動和旅行安排。
• 協助準備報告、簡報和數據分析。
• 處理來電、電子郵件和查詢。
• 維護辦公用品和設備。
• 確保組織有序、有效率的辦公環境。
• 與各部門合作進行跨職能專案。
• 履行指派的其他職責。

要求：

• 至少有文憑；具管理學位或證書者優先。
• 具備豐富的行政管理經驗。
• 熟練使用辦公室軟體（Microsoft Office、Google Suite）。
• 較強的組織能力和多任務處理能力。
• 優秀的書面和口頭溝通能力。
• 注重工作細節和準確性。
• 能夠獨立工作並在團隊中協作。
• 解決問題和決策的能力。
• 積極的態度和學習的意願。

津貼和福利：

• 有競爭力的薪資和績效獎金。
• 全面的員工福利（EPF、SOCSO、EIS 等）
• 事假（年假、病假、住院假等）
• 津貼（醫療保險及索賠）
• 公司旅行。
• 彈性的工作時間。
• 協作和包容的工作環境。
• 員工協助計劃。

RESPONSIBILITIES:
 Responsible for monthly payroll which include processing of statutory payments
- Overall management of day to day attendance & tardiness
- Verify and Administer medical claims, leave entitlements, allowance, overtime, commissions, claims etc as per company policy and guidelines
- Attend to matters related to workplace behavior and counseling of employees. To document and ensure recordkeeping of employer actions as required by Labour Law
 - Organizing and storing paperwork, documents and computer-based information
- To advertise job vacancy in online job portal, and social media as required
- To handle all foreign worker matters. (Immigration, FOMEMA & Embassy)
- To assist on foreign workers accommodation arrangement and their welfare.
- To assist on liaising with all government bodies on related matters.
-  Assist in recruitment.
- Maintain and update training records
- Any other administrative tasks as assigned by the superior.

QUALIFICATIONS:
* Candidate must possess at least SPM/ Diploma/Degree
* Knowledge of labor laws, industrial relations, other statutory regulations will be an added advantage
* Proficient with UBS payroll systems
* At least 2 years of working experience in HR/admin 
* Required language(s): Chinese, English, Bahasa Malaysia.
* Preferably able to communicate in Mandarin and English.
* Task-oriented, self-motivated, detail minded.
* Mature, resourceful, communication and interpersonal skills.
* Able to work independently

Perks & Benefits

• Commission and bonus
• Allowance (travel stipends, transportation, etc.)
• Casual dress code
• Free snacks / Happy hours
• Personal leave

責任

• 採購訂單處理：根據各部門的請購單，準確及時地建立、審核和處理採購訂單。
• 供應商溝通：與供應商就訂單狀態、交貨時間表以及採購過程中可能出現的任何問題進行溝通。
• 庫存管理：協助監控庫存水準、追蹤庫存變動並更新記錄，以確保維持最佳庫存水準。
• 供應商評估：與採購團隊合作，根據價格、品質和交貨時間評估潛在的供應商和供應商。
• 價格談判：支持團隊與供應商談判價格和條款，以獲得組織的最佳價值。
• 資料管理：維護和更新採購記錄、供應商資訊以及採購系統或資料庫中的其他相關資料。
• 發票處理：驗證和處理供應商發票，確保準確性並遵守既定程序。
• 物流安排：負責本地和海外的物流安排，確保訂單及時履行和庫存補充。
• 合規性和文件記錄：確保遵守公司政策、採購程序和監管要求，維護適當的審計文件。
• 行政任務：執行上級指派的行政任務。

要求

• 擁有至少2年任何領域的工作經驗，類似領域的經驗將是額外的優勢；
• 有建材、建築、陶瓷、浴缸和淋浴配件行業工作經驗者優先；
• 最好是擁有任何領域的SPM、文憑或學位的候選人；
• 良好的英語、馬來語和華語的聽寫能力；
• 電腦技能（MS Office、Excel、Power Point）；
• 學習能力強，組織能力強；
• 完成指定任務的責任感
• 工作地點：Cheras Desa Tun Razak
• 工作時間：週一至週五上午 9 點至下午 6 點；週六上午 9 點至下午 1 點

津貼和福利

• 績效獎金
• 附近的公共交通
• 休閒著裝要求
• 門診醫療
• 開放文化
• 個人發展機會

Responsibility

• Purchase Order Processing: Create, review, and process purchase orders accurately and in a timely manner based on requisitions from various departments.
• Supplier Communication: Communicate with suppliers regarding order status, delivery schedules, and any issues that may arise during the procurement process.
• Inventory Management: Assist in monitoring inventory levels, track stock movements, and update records to ensure optimal stock levels are maintained.
• Vendor Evaluation: Collaborate with the purchasing team to evaluate potential vendors and suppliers based on price, quality, and delivery times.
• Price Negotiation: Support the team in negotiating prices and terms with suppliers to obtain the best possible value for the organization.
• Data Management: Maintain and update purchasing records, supplier information, and other relevant data in the purchasing system or databases.
• Invoice Processing: Verify and process supplier invoices, ensuring accuracy and compliance with established procedures.
• Logistic Arrangement: Responsible for both local and oversea logistic arrangement to ensure timely order fulfilment and replenishment of inventory.
• Compliance and Documentation: Ensure adherence to company policies, procurement procedures, and regulatory requirements, maintaining appropriate documentation for audits.
• Administrative Task: Perform administrative task as assigned by a superior. 

 

Requirements

• Possess minimum 2 years working experience in any field, experience in similar field will be an added advantage;
• Work experience in building materials, construction, ceramic, bath and shower fittings industry will be an added advantage;
• Preferably candidates with SPM, Diploma or Degree in any field;
• Good command and writing of English, Bahasa Malaysia and Mandarin;
• Computer skill (MS Office, Excel, Power Point);
• Fast learner and well-organized;
• Sense of responsibility to complete task given
• Working Location: Cheras Desa Tun Razak
• Working Hours: Mon- Fri 9am - 6pm; Saturday 9am – 1pm

Perks & Benefits

• Performance bonus
• Nearby public transport
• Casual dress code
• Outpatient medical 
• Open culture
• Personal development opportunities

職責：

• * 銷售支持
• 處理訂單接收和開立發票（報價單、DO、發票）。
• 接聽和轉接電話。
• 處理和監控銷售團隊提供的現有客戶詳細資料和帳戶。
• 主要著重於與銷售團隊和尊貴客戶的協調。
• 相應地安排客戶訂單交貨。
• 簿記和填充。

要求：

• 熟悉AUTOCOUNT會計系統。
• 能使用國語及英語、國語者優先。
• 良好的時間管理技能和決定工作優先順序的能力。
• 注重細節和解決問題的能力。
• 較強的書面和口頭溝通能力。
• 至少擁有相關領域的SPM/文憑/學位；作為行政助理的額外資格將是一個優勢。
• 能夠執行多項任務並獨立工作。

津貼和福利

• 獎金
• 津貼（出勤、伙食、交通等）
• 休閒著裝要求
• 公司旅遊/聚餐

If you are looking to excel and make a difference, take a closer look at us…

If you are looking to excel and make a difference, take a closer look at us…

The Personal Financial Services Operation & Customer Service Executive's key responsibility is to engage with walk-in customers for transaction processing followed by need based discussion with customers for cross selling. Additionally you will also be the first point of contact to recommend Bank’s products and services to customers and be responsible for high levels of Customer service and seamless transactions.

Sales & Service

• Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;

• Carry clear targets for specific products – CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch Ops; 

• Learn and use I-Pads/other devices (if applicable to branch) for customer service/ cross selling;

• Assist in calling up customers for service / sales interactions;

Operations

• Carry out Branch RCSA through sample checking and effective rectification as applicable;

• Accept and process transactions (deposits, withdrawals, Remittances, ANSB and any other products launched by the Bank) in a timely and accurate manner;

• Over-ride transactions as per Bank defined transaction limits;

• Responsible for overall branch cash holding and end of day cash balancing (applicable for Chief Cashier);

• Comply with staff rotation guidelines through inter-branch/region transfer as part of operational risk mitigation;

• Observe and comply with the Bank’s Code of Conduct & Ethics;

Other Responsibilities

• Maintain confidentiality of customers and Bank’s information in a responsible manner;

• Keep a clean, organized work area and maintain a professional appearance;

• Attend all trainings as applicable including e-learning/Workday;

• Filing of reports;.

• Where needed, assist in branch housekeeping activities, including but not limited to moving of carton boxes, retrieving of vouchers from storage, etc;

• Carry out other duties as assigned periodically.

Requirements

Education/Qualification

• Malaysian citizen

• Fresh graduates or candidates with relevant work experience are welcome to apply

Experience

• Related working experience in financial institution or related field

• Possess customer interaction / cash handling / transaction processing / sales experience

Special Skills

• Basic banking knowledge

• High level of integrity and accountability

• Excellent service mindset and communication skills and cross selling skills

• Professional appearance and courtesy

Certification/Licensing Requirements (optional)

• FIMM / UT license

• PCE & TBE license

What’s next?

• Once you’ve applied online, our team will carefully review your application. Due to a high volume of applications, we appreciate your patience to allow for a fair and timely review process.

• Should you be shortlisted for the role, we will send you an invitation via email for an interview. You can also check on your application status by logging into your candidate account.

Realise your full potential at Hong Leong Bank by applying now.

Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together.  Our commitment to positively impact the lives of all Canadians provides employees a range of opportunities and experiences to help Canadians Live Life Well®.

At Your Independent Grocer, we succeed through collaboration and commitment and set a high bar for ourselves and those around us. Whether you are just starting your career, re-entering the workforce, or looking for a new job, this is where you belong. We have opportunities for hard working, enthusiastic and reliable people just like you.

Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to sustainability and social impact is based on three pillars – Environment, Sourcing and Community – and we are constantly looking for ways to demonstrate leadership in these important areas. Our CORE Values – Care, Ownership, Respect and Excellence – guide all our decision-making and come to life through our Blue Culture. We offer our employees progressive careers, comprehensive training, flexibility, and other competitive benefits – these are some of the many reasons why we are one of Canada’s Top Employers, Canada’s Best Diversity Employers, Canada’s Greenest Employers & Canada’s Top Employers for Young People.

If you are unsure whether your experience matches every requirement above, we encourage you to apply anyway. We are looking for varied perspectives which include diverse experiences that we can add to our team.

We have a long-standing focus on diversity, equity and inclusion because we know it will make our company a better place to work and shop. We are committed to creating accessible environments for our employees, candidates and customers. Requests for accommodation due to a disability (which may be visible or invisible, temporary or permanent) can be made at any stage of application and employment. We encourage candidates to make their accommodation needs known so that we can provide equitable opportunities.  
 
Please Note:
Candidates who are 18 years or older are required to complete a criminal background check. Details will be provided through the application process.    

NOTE: The Employer noted in this posting is an independently owned corporation (“Franchisee”) which is licensed to use the “Your Independent Grocer” trademark(s) by Loblaws Inc. Applicants hired by a franchisee will be employees of the franchisee. No employment or similar relationship will be created between the applicant and Loblaws Inc. or its affiliates.

Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together.  Our commitment to positively impact the lives of all Canadians provides employees a range of opportunities and experiences to help Canadians Live Life Well®.

At Your Independent Grocer, we succeed through collaboration and commitment and set a high bar for ourselves and those around us. Whether you are just starting your career, re-entering the workforce, or looking for a new job, this is where you belong. We have opportunities for hard working, enthusiastic and reliable people just like you.

Why is this role important
 

Our Store Team Members are inspired doers. They help provide a positive in-store shopping experience by ensuring the store is always ready with available products that meet customer needs to live life well.  Our Clerks inspire our customers through delightful conversation and knowledge of products.

What you’ll do 

• Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs

• Maintain and stock product displays and shelves that meet company standards

• Ensure accurate product scanning and identify inventory needs and assist with ordering

• Setup company-directed promotions and programs

• Keep department areas neat and ensure health and safety standards 

Who you are 

• A team player with an attention for detail

• Driven and able to work independently in a fast-paced environment 

• Resourceful and courteous when resolving customer questions

• Motivated to learn new things 

Experience you bring

Good news! No previous experience is required. We provide you with training to set you up for success!

What you bring 

• Flexibility to work a variety hours which may include days, evenings, and weekends

• Able to move up to 50lbs and in constant mobility for an entire shift

Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to sustainability and social impact is based on three pillars – Environment, Sourcing and Community – and we are constantly looking for ways to demonstrate leadership in these important areas. Our CORE Values – Care, Ownership, Respect and Excellence – guide all our decision-making and come to life through our Blue Culture. We offer our employees progressive careers, comprehensive training, flexibility, and other competitive benefits – these are some of the many reasons why we are one of Canada’s Top Employers, Canada’s Best Diversity Employers, Canada’s Greenest Employers & Canada’s Top Employers for Young People.

If you are unsure whether your experience matches every requirement above, we encourage you to apply anyway. We are looking for varied perspectives which include diverse experiences that we can add to our team.

We have a long-standing focus on diversity, equity and inclusion because we know it will make our company a better place to work and shop. We are committed to creating accessible environments for our employees, candidates and customers. Requests for accommodation due to a disability (which may be visible or invisible, temporary or permanent) can be made at any stage of application and employment. We encourage candidates to make their accommodation needs known so that we can provide equitable opportunities.  
 
Please Note:
Candidates who are 18 years or older are required to complete a criminal background check. Details will be provided through the application process.    

NOTE: The Employer noted in this posting is an independently owned corporation (“Franchisee”) which is licensed to use the “Your Independent Grocer” trademark(s) by Loblaws Inc. Applicants hired by a franchisee will be employees of the franchisee. No employment or similar relationship will be created between the applicant and Loblaws Inc. or its affiliates.

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

Compensation Range

Hourly: $19.00 - $23.25 (Amount based on relevant experience, skills, and competencies.)

Location: 995 Columbia Centre, Columbia, Illinois 62236

Time Type:

Full time

At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

• Putting people first and building relationships with intention

• Seeking out and embracing new ideas

• Believing that how we do things is as important as what we do

Role Specifications

Everyday flexibility. Hybrid work environments. On-site requirements. Collaborative connections. 

Put a new spin on your banking career

The overwhelming majority of our employees say CWB is a Great Place to Work®

We’re different from the big banks in the way we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.

Our employees love CWB.  You’ll love it here too.

The opportunity

Professional Administration. Individual & Integrated Team Support.

This role provides professional administrative support to the Commercial Banking & Maxium Team department while maintaining a high level of confidentiality and proactivity. This position plays an integral role in ensuring efficiency and effectiveness in key support and administrative processes for the business ensuring a positive and supportive team environment while providing excellent service to team members and clients.  This includes oversight and involvement in several department programs and functions, such as expense payments and management, budget preparation and support and reviewing and responding to routine correspondence and inquiries for the team. In addition, you will support the two executive leaders of CWB’s Banking Services in Ontario.

The day to day & end to end administrative support

Critical tasks:

• Full scope administrative support. Inclusive of, but not limited to active calendar management, booking meeting arrangements, minute-taking and agenda preparation, filing, invoicing, ordering office and kitchen supplies, mail runs and distribution of the daily mail.

• Financials. Personal and team/department expense management, expense management against budget (receive incoming invoices, validate to budget detail and prepare payment-coding instruction for Accounts Payable, ensuring the proper signatory authorizations are obtained) and support new budget preparation.

• Help desk & Hardware. Complete and submit requests for technology, ensuring delivery lead times are met and adhere to defined policy, procedures and checklists.

• Coordinate facility services. Create/support seating/office plans, repair or maintenance, key/lock management, and procurement of new furnishings.

• Manage travel requirements. Includes booking airfare, and accommodations in line with CWB group travel policy.

• Correspondence. Evaluate, communicate, record and distribute all incoming and outgoing correspondence.

• Onboarding. Coordinate administrative responsibilities related to hiring and onboarding new staff and contractors, advising and working with hiring managers on process and documentation requirements (as provided by HR).

• Engage. Provide administrative support to and participate in, committees, task force and project teams as required.

Who you are & what you bring

Professional Administrator. Relationship builder. Trusted. Respected. Agile.

Professional Administrator. Above all else, you are hardworking and confident in your abilities. You bring and portray a positive attitude at all times. You are a trusted go-to for senior leaders and stakeholders across CWB, representing CWB Wealth at all times.

Relationship builder. Demonstrated ability to build and maintain relationships with management, staff, and clients to enhance professionalism and productivity.

Trusted. Demonstrate respect, maintains confidentiality, and honors commitments

Respected. You will utilize strong interpersonal skills to engage people sensitively, tactfully, diplomatically and professionally at all times.

Agile. Strong and highly flexible, solid interpersonal and communication skills, both written and verbal, that allow one to work effectively in a diverse environment

Clear communicator. Clearly conveys information using the tools necessary, engaging the audience to ensure the message is delivered and understood, creating a positive first impression with confidence and respect

Reliable. As a highly regarded professional, your day will include multiple competing tasks. You will prioritize work and manage high volumes of information efficiently and accurately.

Analytical. You possess a keen eye and a strong attention to detail with strong analytical skills.

Technically proficient. You are proficient with Microsoft Office Suite of products and are adapt at learning new software as needed.

Foundational knowledge and experience

Three plus years’ professional administrative experience supporting critical projects or senior leaders with relevant post-secondary or complimentary courses.

Go further. Ignite your career. Apply now.

Why work for us?

Your success is our obsession! And our award-winning culture & benefits back it up.

Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.

Wellness matters. We offer an award-winning benefits package that includes:

• Hybrid work environments

• Everyday flexibility

• Generous company-funded health coverage

• Health care spending account

• A flexible wellness program

• generous time-away options to unplug, rest & recover

Career development. We commit to our employees’ development and help them reach their professional goals with:

• Organization wide coaching services

• Mentorship

• Education support & training programs

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.

Jump start your career with CWB. Apply today.

#LI-JL1

IND-ON

As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

Closing Date:

* Position closes at 12:01am on the close date identified below.

03/24/2024

03/23/2024

Address:

499 Terry Fox Drive

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance 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.

  Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$37 500,00 - $69 500,00

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

We’re here to help

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. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

03/23/2024

Address:

8180 No 2 Road, Unit 192

Retail Banking Sales & Service

Fluency in English (Must) and Chinese languages (asset)

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance 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.

  Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$37,500.00 - $69,500.00

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

We’re here to help

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. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

At First Gen we take pride in our work of energizing the Philippines through clean power generation technologies. As we grow to become the best in the industry, we are continuously searching for talent who are driven, empowered, and passionate about making a positive difference in the world.

We provide employees with ample opportunities and resources that enable them to perform at their best, contribute value, and help us achieve our Mission of “forging collaborative pathways for a decarbonized and regenerative future.”

First Gen wants you to be good at your job and be successful at it.  To this end, we will invest in your professional and personal growth by providing you with the right tools to effectively carry out your role as well as learning and development opportunities to advance your career.

Key Accountabilities:

1. Provide general Clerical/Secretarial and Administrative Support to the Legal Team for Corporate Housekeeping.

2. Provide support in the Corporate Secretary functions of superiors. Manage record keeping and comply with regulatory requirements.

3. Assist in the logistics and in preparation of materials and documents for board meetings of assigned companies, including direct coordination with directors/officers or their representatives.

4. Prepare documents for audit.

5. Participate in other administrative functions such as assistance for notarial services, maintenance of minutes’ books, etc.  

Qualifications:

• Graduate of any 4-year course

• With at least 2 years experience as a secretary in a corporation

• Good communication and writing skills