Heading
Toronto, ON, CAN, CA
Internship
Onsite
$38K/yr - $71K/yr
Intern
BMO is the Bank of Montreal, and they are seeking a Portfolio Insights Analyst intern for the Summer 2026 session. The role involves providing operational service support, resolving client issues, and contributing to the development of new products based on client insights.
Apply NowResponsibilities
- Handles transactional requests, escalations and investigation of all types of service needs for clients
- Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions
- Publishes regular and ad-hoc reports and dashboard
- Demonstrates knowledge of products and services, directing clients to the most relevant resources to address their needs
- Contributes to the development of new products or services based on insights gathered from client interactions and market analysis
- Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively
- Responds to and facilitates the resolution of client service requests
- Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction
- Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
- Analyzes issues and determines next steps
- Broader work or accountabilities may be assigned as needed
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations
Qualification
Required
- 2 – 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment
- Bachelor's degree; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered
- Foundational level of proficiency in Regulatory Compliance
- Foundational level of proficiency in Document Management
- Foundational level of proficiency in Problem-Solving
- Foundational level of proficiency in Collaboration
- Intermediate level of proficiency in Product Knowledge
- Intermediate level of proficiency in Data Analysis Reporting
- Intermediate level of proficiency in Microsoft Office
- Intermediate level of proficiency in Detail-Oriented
- Intermediate level of proficiency in Teamwork
Preferred
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
Founded in 1817
Toronto, Ontario, CAN
10001+ employees
http://www.bmo.com
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