Customer Service Representative
# X( \6 {% v* k: V+ P$ Z& YYou are:
Empathetic – You are someone who is able to show understanding and relate to the customer
Outgoing – You are someone who is friendly and approachable
Patient – You are someone who regardless of situation is able to support the customer in a tactful and effective manner
Genuine – You are someone who is authentic in your interaction with customers
You get to:
Connect with Canadians from coast-to-coast
Dig into issues of all shapes and sizes
Promote and recommend the latest products and services to customers
Make customers lives easier by providing them with value add services
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You should have:
A flexible schedule
An ability to navigate multiple computer systems
An ability to think on your feet and deliver your message in a concise manner
Expert communication and listening skills
Work in a fast pace enviroment
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Marketing Insights Analyst
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Data Analytics & Reporting
! ?' y) ^/ \6 R8 w2 P2 Z1 WWe are looking for a talented individual to join our team in the position of Marketing Insights Analyst. The primary responsibility is to leverage customer data to deliver recommendations that drive optimal customer journeys and experiences.
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The role will sit within the Advanced Analytics & Data Science Team in Marketing Analytics team and support Marketing across BMO FG with proactive, actionable insights for both Retail and Wealth customers. The successful candidate will be able to go beyond analytics/reporting to provide actionable insights and will be involved in all stages of projects from intake, prioritization, tracking, and presentations to stakeholders and senior executives.! F3 @* _/ s0 i; M) A' Z
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The Marketing Analytics Insights Analyst will work with other analytics group within BMO to develop the analytics community, provide thought leadership and set best practices in analytics across BMO.
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Key Accountabilities
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0 ~4 ]# l( Q+ n& I/ W F9 lAnalytic Capabilities & Critical Thinking
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Internalize and understand the larger context of customer data elements and leverage a strong awareness of how customer and account attributes intersect.
Supports data collection, integration, and retention requirements for both data and customers
Analyze large, complex datasets (from multiple sources both structured and unstructured) to drive insights and recommendations.
Understand business KPIs, and relevant drivers and factors that can help reach business objectives.
Works with business partners around the enterprise to design, develop, and implement analytics/machine learning solutions that drive measurable marketing outcomes and create a distinctive customer experience
Leverage customer and digital data to develop analytical self-service tools and strategic insights to help our marketing partners understand their customer behaviours to provide personalized offers
Applies innovative and best practices to advanced analytics services to ensure high quality standards.
5 X; t) l' ~2 D6 n. D6 {Leadership and Relationship Management
Determines the best approach for eliciting, analyzing, validating, and prioritizing requests to ensure that the necessary information is captured from the relevant stakeholders to address the business needs
Ensure effective project tracking and status reporting using Workfront project management software
Ensures effective communication with all necessary stakeholders, presents results to executives
The individual will have an end-to-end project accountability beginning with understanding the business KPIs. They will leverage their expertise to go beyond the request to address the business problem, and be able to explain technical results to a non technical audience and related them to business KPIs
Provide thought leadership on how analytics can help resolve business opportunities
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Cross Functional Relationships" j( L) l1 K) E; I3 _' J
) K, w4 d6 ]7 Z/ _( jThis job requires the incumbent to interact with the following groups and/or processes in BMO FG and relevant external stakeholders: Managers and Senior Managers within Marketing and in lines of Business, Technology and Operations& g9 a2 V5 d7 h; X
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Knowledge & Skills
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: }8 \ ^1 u& N8 {& X/ f6 ~Knowledge
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BS/BA in Commerce, Finance, Statistics, Quantitative methods, Math, Computer Science, Marketing, or similar.
1+ year of applicable experience.
Strong foundation in data and analysis.
Ability to pull data from multiple sources and formulate comprehensive and actionable reports
Strong analytic and pattern recognition to connect causal factors and form hypotheses.% K6 C8 C8 D; q
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Skills) l' C: Q1 M! M/ `
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Experience with customer database and programming queries in SAS or SQL (Python, R, Hadoop experience an asset)
Experience in data visualization preferred, including visualization software such as Power BI, Spotfire or Tableau.
Influential skills sufficient to resolve situations where others need to be convinced of the value of preferred options or alternatives
Well-developed presentation / analytical skills sufficient to:
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Provide detailed explanation and interpretation of factual and conceptual information and ideas
Creatively and precisely articulate ideas that involve interpretation, analysis and assessment- R/ w8 H \/ q E- M
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Ability to interact with all levels of end users and technical resources.
Project planning and management skills sufficient to establish, prioritize and coordinate objectives for a variety of non-routine assignments or projects
Ability to plan, organize and work on multiple tasks simultaneously, and in a deadline-driven environment
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BMO Operations analyst
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Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Provides initial triage, investigation and resolution of incidents. This may include automated code to production, automated recovery scripts and runbook execution.
Deploys automated code to production.
Provides end to end technology support including computer, applications, network and storage, and root-cause analysis etc.
Drives and/or promotes new processes, systems, technology, and operations and expanded capabilities for performance, with the flexibility to align to the unique requirements of the project teams and deliverables.
Proactively monitors system performance and identifies operational improvements, in ensuring smooth and consistent customer and business partner delivery.
Supports deployment activities, managing implementation issues to resolution.
Provides initial triage, investigation and ensures fast turnaround times on issue/incident resolution.
Monitors technical infrastructure, applications and/or business transactions through automated systems and instrumentation across the environment.
Provides inbound call assistance to end-users for application, technical, and IMACD needs leveraging the knowledge base and/or run books available.
Collaborates and engages with the appropriate areas across the bank.
Develops or helps to develop the knowledge assets required for the operation.
Promotes adherence to standards and industry best practices.
Develops an understanding of organizational interactions and complexity to engage with the appropriate matrix areas.
Identifies opportunities to strengthen the operational capability, such as: sharing expertise to promote technical development, mentoring employees, building communities of practice and networks across technology.
Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning.
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.
Q7 o5 S1 k: V) f3 K/ M0 uQualifications:
Typically 1- 2 years of work experience in IT or business environment and/or B.S./B.A. in computer science, engineering, information systems, math or business.
Understanding of Information Technology operating processes used for systems to ensure effective delivery including but not limited to IT Operations mandatory operating standards for monitoring, logging, and alerting.
Knowledge of support and operations practice, concepts, and technology obtained through formal training and/or work experience.
Technical and/or business functional knowledge of systems, tools, timing, and dependencies.
Specialized knowledge from education and/or business experience.
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TD Business Analyst
( P! V% b& c4 t1 L% }) R1 b$ MAdds to a culture of innovation by actively seeking ways to enhance the capability and performance efficiency, efficacy and success of TD Securities
Work with key partners to ensure effective communication, integration of project issues and clear articulation of business requirements pertaining to operational impacts
Use negotiation and influencing skills to build consensus among diverse groups to ensure project deliverables are met
Ensures end-to-end delivery of projects (make-it-happen) on expected time, scope and budget
Develop and coordinate test strategy and plans ensuring alignment to agreed upon business requirements and participate in the testing of developed systems/solutions
Dependent on Waterfall or Agile Project Methodology, document Business or Partner Requirements or User Stories
Assume an “ownership” role, on behalf of Global Operations (per bank guidelines) to ensure deliverables meet business and end-user requirement and conduct implementation and post implementation activities
Understand and validate the conceptual business needs to capture the Business Requirements by using such techniques – Requirements Gathering Interviews, Requirements Gathering Workshops, Observation and Surveys
Manages resolution of issues and risks effectively and if required timely escalation
Communicates effectively project status communication to stakeholders7 R# t+ {5 \3 P3 `5 f0 B5 j0 g* Z* ~
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Job Requirements
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Pro-active in designing and implementing strategies that significantly mitigate risk
Excellent relationship management skills with demonstrated inter-personal skills, conflict resolution, and negotiating skills
Good presentation skills, with an ability to manage by positive influence and work effectively with a number of partners
Strong working knowledge of project management techniques and tools including Microsoft Project, JIRA and Confluence
Strong business insight, proven/strong conceptual, analytical and problem-solving ability
Flexible and able to quickly adapt to unfamiliar, ambiguous or changing conditions
Knowledge of SWIFT, life cycle of a payment and Global Transaction Banking services would be an asset
Acquire technical skills (software languages; Alteryx, UI Path, JAVA, JavaScript, VBScript, Selenium and tools; VMWare, Apache Tomcat, Eclipse, TeamCity) to create/maintain testing automation, would be an asset.
PMP designation would be an asset
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Rogers Backend Developer
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This role will work with a diverse, tight-knit development and product team to build a new, enterprise-wide Knowledge Management application in the cloud. This includes working with other developers to drive a culture of performant code, elegant design and taking the time to create a platform that supports our business.3 E7 M- U; g8 G# K$ Y: f# b7 ^ D
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This role entails
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Design and develop backend microservices using the Spring framework to support a new Knowledge Management cloud-based platform
Design and develop ETL processes to ingest and transform data
Understand and integrate third-party vendor API/SDKs with our backend systems
Work with a small team that practices agile product and software development
Collaborate with multiple teams (product and tech) across the organization
Design and recommend solutions to challenging problems
Willingness to learn new tools and technologies to address unique problems
Prepare documentation as needed
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; w W: S: Z$ F2 cRequirements
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Strong working knowledge of Java
Experience with writing automated unit and integration tests
Experience designing, developing and documenting APIs
Experience with Git for source code management
Familiarity with the Spring framework
Familiarity with Amazon Web Services
Familiarity with Python
Familiarity with Apache Spark or other ETL ingestion tools
Ability to work in a fast-paced, agile environment
Ambitious individual with a self-starter attitude and good team player
Strong ability to prioritize work and produce deliverables on time
Excellent analytical, communication and interpersonal skills/ k$ M, l# `; d% h# ~
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Experience with content migration between CMS systems
Experience with solving for complex ETL problems
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CIBC Mello ETF Analyst, Fund Accounting
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Position Overview:
The ETF Analyst, Fund Accounting, performs all necessary analysis and accounting functions to produce accurate and timely INAV information for a broad range of ETF providers.
Responsibilities:-Preparing and reviewing P&L projections to produce daily iNAV data for ETF basket and iNAV files
3 x* o, y6 m/ R. a-Analyzing corporate action forecasts to project accurate share positions, and reviewing accounting entries to ensure accurate reflection of all corporate action events
# a1 w2 P4 @( J! j6 [6 h# @2 l-Analyzing daily trade activity to ensure accurate projection of portfolio positions
1 H$ A$ V X5 i-Ensuring successful roll forward of security market prices in the accounting system
+ R" n! k& |+ \' e-Processing and reviewing ETF creation/redemption orders
# [* u8 y% a; Z2 y- E) u-Conducting accurate reviews of assigned ETF iNAVs and ensuring all control checks are performed
8 S2 B/ [* o3 X( X% }4 z& B0 _-Providing accurate and timely accounting data to CIBC Mellon’s global partners, client ETF sponsors, and other stakeholders
! q' {6 E6 p, n1 X3 g-Preparing and Projecting T3/T5 income distribution rates and factors for periodic fund distributions
. Z/ v0 O9 d9 J z2 E; U-Troubleshooting rejected baskets, investigating iNAV related issues, and analyzing iNAV movements for reasonableness
% D' z3 g) i$ O-Responding to client ETF basket and INAV inquiries) m" p& Q% o& b9 t, }
-Consulting with senior staff to make any necessary adjustments to transactions that impact iNAV valuation of ETF funds# K5 T/ r/ P$ e- ~
-Work with various Fund Accounting teams to assist with problem resolutions related to ETF NAVs, and to assist with Fund Accounting duties on ETF products as needed, including but not limited to, NAV reviews, expense analysis, corporate actions, and distributions
Qualifications:-Completed post-secondary education9 D; ]+ n' h! p+ P1 {6 J1 c
-A minimum of 1 year in Fund Accounting, experience with ETFs preferred
-Advanced knowledge of ETF products
2 \. f1 u z, ?! V0 \! l-Advanced knowledge of office productivity software (e.g. Microsoft Excel)
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发表于 2021-2-23 13:18
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