Job Detail
Documentation Analyst - R250008476 MONTREAL
BMO Bank of Montreal
MONTREAL, Quebec
Documentation Analyst - R250008476 MONTREAL
BMO Bank of Montreal
MONTREAL, Quebec
Salary: $44 500,00 - $82 500,00
Country: Canada
05/29/2025Address:105-119-129 rue St-Jacques OCustomer Shared ServicesSupports all sales forces in the opening, maintenance and closing of accounts and services. Directly impacts the bank’s 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 BMO’s 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.
- 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.
- 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.
- 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.
Qualifications:
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- PC skills (MS Word, Excel, PowerPoint) – Good.
- Time management skills – Good.
- Prioritization skills – Good.
- Ability to multi-task in a fast-paced environment.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.$44 500,00 - $82 500,00SalariedThe 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-RewardsAbout Us
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.
We are committed to hiring military and Veteran spouses and encourage you to identify your connection with the MSEN when reaching out to us or applying to any of our open roles.
Have questions or want to learn more about us? We would love to hear from you!
Diversity and Recruitment Team
E mail: diversity.recruitment@bmo.com
Introduce Yourself to BMO (Military/Veterans)
About BMO Bank of Montreal
Careers for service members, veterans and their families
We’re proud to be the official bank of the Canadian Defence Community – and that goes beyond supporting your financial well-being. We value the skills you’ve earned in the military, and we’re here to help as you move into the next stage of your professional life.
BMO is a Poppy Campaign partner and invests over $265k per year in 3+ signature sponsorship properties, including the Canada Army Run, the Navy Bike Ride, and the RCAF Run.
- Next February, BMO will proudly support Veterans as an official Gold Sponsor of the Invictus Games – Vancouver Whistler 2025 which will welcome more than 500 competitors from 25 nations to experience the first ever Winter Games in Invictus Games history. The Games will also raise awareness of Indigenous CAF members and highlight the extraordinary service of Indigenous Veterans dating back over 200 years.
- We have committed over $2.25 million in major gifts in recent past, including pledges to Homes for Heroes and Canada Company.
At BMO, you’ll have the opportunity to use your commitment, discipline, and dedication to teamwork to make a difference. Come and grow your career with us.
