Supervisor, Contact Centre, Global Asset Management jobs in United States
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BMO · 1 day ago

Supervisor, Contact Centre, Global Asset Management

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$53K/yr - $98K/yr
date2+ years exp

BMO is a financial institution driven by a shared purpose to create positive change for customers and communities. The Supervisor, Contact Centre will lead a team to provide exceptional service, ensuring operational excellence and fostering a client-centric culture.

BankingCrowdfundingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Lead, coach, and develop a team of customer service professionals, cultivating a culture of service excellence and accountability
Conduct regular quality service reviews, coaching sessions and implement tailored development plans to enhance individual and team performance
Oversee day-to-day operations, including capacity planning, workflow optimization, and adherence to service standards
Monitor team activity and performance metrics to ensure efficiency and quality in service delivery
Exercises judgment to identify, diagnose, and solve problems within given rules
Act as the primary escalation point for complex client issues, ensuring timely and effective resolution
Build and maintain strong relationships with key stakeholders and partners ensuring alignment on service priorities and client experience goals
Collaborate with senior leaders to advance strategic initiatives, refine processes, and enhance service model
Drive process enhancements and service innovations to improve client satisfaction and operational efficiency
Work collaboratively with training lead to ensure agents are fully trained on products, services, processes, and policies
Establish standardized practices and drive a culture committed to continuous development and innovation
Support recruitment, selection, and onboarding of new employees to ensure team readiness and alignment with organizational goals
Leads and participates in team projects, keeping up to date on new initiatives and processes
Champion operational integrity and risk mitigation across all client interactions
Works independently on a range of complex tasks, which may include unique situations
Broader work or accountabilities may be assigned as needed

Qualification

Investment industry experienceSupervisory experienceCoachingDevelopmentClient service excellenceMicrosoft Office proficiencyOperational functions knowledgeCommunication skillsDecision-making skillsOrganizational skillsTeam management

Required

2–6 years of progressively responsible roles within the investment industry, including a minimum of 1 year in a supervisory or team lead capacity
Strong understanding of operational functions within the Wealth Management business and knowledge of contact center best practices
Proven ability in coaching, development, and people management; skilled at motivating teams while maintaining a client-first, risk-aware culture
Demonstrated commitment to delivering exceptional client service and resolving escalated issues effectively
Ability to manage competing priorities in a fast-paced environment and translate operational challenges into service solutions
Outstanding verbal and written communication skills with a proven ability to build strong relationships across stakeholders
Excellent prioritization, decision-making, and organizational skills
Proficient in Microsoft Office and comfortable leveraging technology to optimize processes
Committed to ongoing professional development and fostering a culture of learning and improvement

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

Company

BMO

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We’re a bank, but there’s more to it than that. ​ When you join BMO, it opens a world of opportunities.
dateFounded in 1817
location
Toronto, Ontario, CAN
people-size10001+ employees
web-link
http://www.bmo.com

H1B Sponsorship

BMO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)

Funding

Current Stage
Public Company
Total Funding
$7.54B
2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M

Leadership Team

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David Casper
U.S. Chief Executive Officer
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Azam Dawood
Head Of Sourcing
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Company data provided by crunchbase