Assistant Manager, Personal Loans and Investment Services Remote (Canada)

BMO Financial Group is seeking an Assistant Manager, Personal Loans and Investment Services to join its Customer Shared Services team. This remote position offers a dynamic opportunity to support lending operations, loan administration, and servicing activities while ensuring a seamless experience for customers and internal stakeholders.

Job Overview

As an Assistant Manager, you’ll play a key role in managing lending operations, supporting payments, transactions, and service requests. You’ll ensure efficient workflows, process accuracy, and compliance with regulatory standards. The role requires strong communication, analytical thinking, and leadership skills to help streamline operations and achieve business goals.

Key Responsibilities

• Manage and support daily loan administration, servicing, and customer transactions.
• Collaborate with internal and external teams to ensure smooth operations and timely fulfillment of service requests.
• Monitor performance metrics, identify process improvements, and implement best practices.
• Handle client and stakeholder inquiries while ensuring adherence to SLAs and compliance standards.
• Analyze data from multiple sources to optimize operational processes and reporting.
• Support change management initiatives and assist in the implementation of new systems or procedures.
• Provide guidance and mentorship to junior team members.
• Ensure documentation accuracy and proper record maintenance.
• Deliver efficient, timely, and compliant services while maintaining a strong customer focus.

Education and Experience

• Bachelor’s degree in Finance, Business Administration, Accounting, or related field (Master’s degree preferred).
• 3–5 years of experience in lending operations, banking, or financial services.
• Strong understanding of personal loans, investment services, and regulatory compliance.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and relevant banking systems.
• Excellent communication skills in both English and French (required).
• Strong analytical, organizational, and problem-solving abilities.

Why Join BMO?

• Opportunity to work in a remote, flexible environment.
• Inclusive and supportive culture that encourages professional growth.
• Access to comprehensive benefits including health insurance, tuition reimbursement, life insurance, and retirement savings plans.
• Continuous learning through training, coaching, and leadership programs.

How to Apply

If you’re interested in this position, please register on our portal and submit your application through the link below:

👉 Register & Apply at TeezJobs.com

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