Position Id
Vancouver BC
Job Type
Contract Full-Time

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional &

corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

• Facilitate the agreements between bank and Canadian Commercial Banking clients, with respect to the bank accounts and services that come with it. Essentially, they facilitate the updates and onboardings of new and existing clients and provide 360 documentation support.

What you will achieve in this role:

• Supports all sales forces in the opening, maintenance and closing of accounts and services. Directly impacts the banks ability to meet manage risk and regulatory requirements through the timely preparation, review and analysis of treasury management agreements and deposit account documentation.
• Ensures adherence to all internal and external policies and requirements in order to protect the Bank's assets and minimize losses. Negotiates agreements with internal and external counsel.
• Advises and guides on sales legal documentation to clients and internal partners.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Resolves questions and issues with sales agreements and account documentations.
• Coordinates the management of documents database; ensures alignment and integration of documents in adherence with BMOs standards.
• Analyzes information and provide insights and recommendations.
• Executes the end-to-end documentation processes for assigned sectors, including the distribution, collection, review and analysis.
• Reviews higher-risk client requests and confirm that proper authorizations have been received.
• Assists with the development, review and implementation of legal documents.
• Provides input into the planning and implementation of document management programs.
• Responsible for ensuring all clients comply with AML/KYC policies.
• Responsible for the preparation, review and analysis of Cash Management agreements and legal documentation related to account openings and service agreements.
• Determines type of documents and appropriate actions as per request and establish procedures and processes.
• Reviews documents to verify that forms are correctly completed and required formats are used.
• Scanning original client documentation and uploading documents to the documentation repository.
• Executes data entry/processing/tracking to support document management activities.
• Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.
• Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.
• Follows records retention guidelines and policies for type of documentation, as required.
• Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required.
• Manages the flow of documentation provided to the client, the expectations of clients, Sales, Product Management and Implementation, ensuring appropriate monitoring and follow-up.
• Open, amend and/or close accounts on Customer Connect.
• Open, renew and/ or redeem investments on Customer Connect.
• Understands Bank Policy and Procedures, Banking Regulations, applicable laws and Cash Management Products and Services.
• Interacting with clients on a daily basis and providing on-the-spot problem resolution.
• Maintaining various databases; ensuring all information related to the client is populated and kept up-to-date.
• Following up directly with branches, as necessary, on any outstanding acknowledgements.
• Reviewing and validating client bank confirmations in a timely manner.
• Participates in the design, development, implementation, and management of core processes.
• Improves operational methods and workflows by identifying, recommending process improvement opportunities.
• Supports change management work to ensure the achievement of anticipated benefits.
• 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.

What you will bring to this role:


• Typically between 3 - 5 years of relevant experience
• Client centric focus and the ability to work with demanding high profile clients.
• Strong computer skills: MS Excel, MS Word, PowerPoint, Access. (ability to jump into various platforms/ applications which they will be trained on)
• High Professionalism - (writing, speaking)
• PC skills (MS Word, Excel, PowerPoint)
• Time management skills
• Prioritization skills
• Ability to multi-task in a fast-paced environment.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills
• Influence skills
• Client centric focus and the ability to work with demanding high profile clients.
• Ability to adapt quickly to changing situations and priorities.
• Negotiation skills and the ability to apply them in the documentation process.
• Ability to demonstrate strong professionalism, oral and written communication skills.
• Ability to multitask and manage multiple relationships.

• Banking and finance experience preferred
• Negotiation skills and the ability to apply them in the documentation process.
• Legal background

• Strong analytical, risk management and interpersonal skills.
• Ability to adapt quickly to changing situations and priorities.
• Strong oral and written communication skills
• Ability to multitask and manage multiple relationships.

• College or University degree

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients

feel like they belong. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender

identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors. We seek applicants with a wide range of abilities,

and we provide an accessible candidate experience; accommodations during the application process are available upon request.