Senior Coordinator - Settlement Unit - 1600014692 job Naperville Illinois
Senior Coordinator - Settlement Unit - 1600014692 job Naperville Illinois
My Spider Scam Awareness Contacting Us F. A. Q.
Job Seekers
Search Jobs
Browse Jobs
Post a Resume
Job Alerts
Search Resumes
Browse Resumes
Post a Job

Senior Coordinator - Settlement Unit - 1600014692 Job

Employer Name: BMO SpiderID: 5379316
Location: Naperville, Illinois Date Posted: 8/14/2016
Wage: Category: Beauty/Cosmetic
Job Code:

Job Description:
Senior Coordinator - Settlement Unit-1600014692

Support the manager to coordinate and oversee the work flow and activities of the team, including assigning work, periodically reviewing output, providing input to employee performance reviews, training and problem resolution. Assist the manager in ensuring volume goals, turnaround times and quality expectations are met, while maintaining strict adherence to control procedures and compliance regulations. Escalate/ assist the manager with complex problem resolution. Deal with routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/ requests, as required. Analyze and resolve more complex issues efficiently and effectively in accordance with Bank and industry standards, focusing on up to a three-month time horizon. Act as primary back-up to team members and as back-up to the manager. Recommend/ implement process improvements.

Product & Process

Risk & Control

Performance Management

Product & Process

• Assist the manager by performing activities such as coordination and scheduling of work, resource forecasting, quality control, training, team coaching and guidance, research and problem resolution.
• Act as back-up in the manager’s absence and as primary back-up to team members in the event of absence or vacancy.
• Process transit items, cash letters/ customer account adjustment letters and/or exception items (returns, deletions, reversals) and log activities for tracking purposes, and perform investigation/ audit/ reconciliation activities in accordance with established volumes and deadlines on a timely, accurate and efficient daily basis.
• Process end-of-day (EOD) clearing activities while meeting daily courier pick-up deadlines, distribute EOD reports and archive/ back-up/ refresh databases prior to the next business day.
• Resolve discrepancies/ exceptions that deal with non-routine situations, referred from other team members.
• Investigate and resolve or make recommendations to the manager on more complex, non-routine issues relating to internal business partner and/or external customer inquiries or requests, business process efficiency and quality control within existing procedures.
• Resolve escalated work or issues from more junior team members.
• Build productive relationships within the line of business (LOB) and other functions through responsiveness and support. Proactively work with others (i.e., on own team, shared service centre, other operational areas, or with the internal business partner and/or external customer) to ensure delivery of timely, quality and efficient document management activities.
Note: Shading denotes the progression of work and elements of work that increase in accountabilities from one grade to another. Job Description Senior Coordinator (Cdn30&31_US8&9)
• Provide advice to internal business partners and peers within established procedures.
• Provide input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/ revised products/ services or processes.
• Provide on-the-job assistance and training to others, as requested

Risk & Control

• Escalate issues that require resolution by the manager, as per guidelines.
• Ensure quality control standards are met for own work and work of the team, as required by procedures.
• Identify potential risk situations/ impacts, and make recommendations or escalate to the manager.
• Ensure all appropriate authorizations/ approvals are obtained in accordance with policies and controls.
• Review transactions and requests for compliance with regulatory and Bank requirements, as required.
• Monitor logs and schedules to ensure key controls are followed and exceptions are actively pursued and resolved; escalate to the manager as appropriate.
• Provide information for regulatory reporting and audit queries.
• Ensure all appropriate authorizations/ approvals are obtained in accordance with policies and controls.
• Ensure adherence to all aspects of FirstPrinciples, Our Code of Business Conduct and Ethics Corporate Policy, as well as all applicable legislation, regulatory rules and requirements, and Bank standards, policies and procedures (P&Ps) for such things as potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.
• Ensure strict confidentiality is maintained for both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank P&Ps.
• Follow security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to such things as fraud or defalcation.

Business Performance Management

• Monitor service delivery performance, production processes and quality, providing reports to the manager for the purpose of optimizing operational effectiveness.
• Provide input on employee performance to the manager.
• Deliver exceptional customer service that builds trust through responsive, accurate, consistent, knowledgeable and available services and support.
• Align individual performance goals to team and organizational goals.
• Demonstrate behaviours that are consistent with “Our Way” model and aligned with BMO values.


• University degree/college diploma or equivalent work experience
• 2 to 3 years of related experience
• Good knowledge of standard desktop applications used by the business unit
• Good knowledge and understanding of the business unit’s key products and services, processes and controls
• Good understanding of the business unit’s risk and regulatory requirements
• Good knowledge of departmental systems and applications
• Good knowledge of equipment used by the business unit, as assigned
• Solid knowledge and understanding of routine procedures/ processes of the work team
• Solid knowledge of transactional documentation types, workflow priorities and deadlines of processing areas that interface with the business unit
• Good knowledge of departmental systems and applications


• Good analytical and problem-solving skills
• Strong investigation skills
• Strong prioritization skills
• Strong organizational skills
• Good customer service and relationship management skills
• Strong interpersonal skills
• Change leadership skills
• Good written and oral communication skills
• Some personal computer and keyboarding skills
• Attention to detail
• Ability to meet the demands of a fast-paced, deadline-oriented environment
• Ability to multi-task in a fast-paced environment

Working Conditions:

This job operates within normal office conditions with minimal exposure to health and safety risks. There may be a requirement to periodically work extra hours as dictated by the business.
Some aspects of the role may be physically challenging, e.g., walking, moving, lifting of boxes, keyboarding.

At BMO Harris Bank, we have been helping our customers and communities for over 130 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

To submit your application for this job, please go to:

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. We are an Equal Opportunity Employer. By embracing diversity, we gain strength through our people and our perspectives. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability or veteran status.

Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel: None
Vacation Time: No Paid Vacation

Contact Information:
Contact Name: Postings BMO Company Type: Employer
Company: BMO
City: Naperville
State: Illinois
Zip: 60563
Web Site:

Send ad to a friend
Report a Problem


© 2019 Job Spider
Privacy Policy | CC Marketing Sites | Site Map | Links