PBS Service Staff (Intern)
  
Qualification：
  
?    Strong interpersonal and communication skills with clients on product instruction and process flow description via phone
?    Sincere, patient and easygoing: better with sweet voice on the phone
?    Fluent in English and Mandarin
?    Well-disciplined with ability to manage multiple assignments efficiently under pressure
?    Preferably with working experience of internships on commercial service
?    Strong skills on the use of technology tools e.g. Microsoft Office, internet explorer
?    Ensure stable working hours during the internship in BMO, i.e. at least eight hour shift per day and 4 working days per week
  
  
Jobs
  
Term Deposit Opening
?    ID verification & Dow jones check
?    Get line manager approval (Low/Medium clients) (For high risk clients/PEPs, seek GM & AMLRO's approval)
?    Get OM approval
?    Provide remittance route to client and KYC filing
?    Contact clients for TD request or rollover/TT out application (original)
?    Funds received, send email to Capital markets
?    Provide TD receipt to clients (by mail)
?    Follow up with clients for instruction before maturity
?    Filing
  
SGIC open account
?    Collect student materials
?    ID verification & Dow jones check
?    Issue/Scan and send email to P & CPO
?    Provide Welcome Letter to students
?    Confirm remittance with IS
?    Q5 to HK and reply to students
?    Email to Canadian branch and cc IS
?    Check with OPS on GIC fee collection
?    Provide Deposit Certificate to students
?    Weekly SGIC internal reports & Weekly SGIC reports to Embassy (Consolidated report)
?    Follow up: Change account opening branch; Refund due to VISA refusal or change mind; Correct students errors; Other assistance needed from China, such as Master Card
?    Filing
  
  
  
Canadian ac opening
?    Collect materials
?    ID verification
?    Issue/Scan and send email to P & CPO
?    Provide Welcome Letter to students
?    Confirm remittance with IS
?    Q5 to HK
?    Email to Canadian branch and cc IS
?    Provide Deposit Certificate to students
?    Related internal reports (daily register)
?    Filing
  
Reporting
?    Weekly Dow Jones check for existing clients (manual)
?    Term deposit Pipeline Tracking Report (Collect and consolidate data from RMs)
?    Total Balance of BMO China Co. Term Deposits (daily register of TD based on TD request emails)
  
  
蒙特利尔银行介绍
  
蒙特利尔银行（简称：BMO）建立于1817 年，是加拿大的第一家银行，也是首家在中国开展业务的加拿大银行。蒙特利尔银行，以及它的子公司，共同组成BMO 银行金融集团（BMO Financial Group，多伦多及纽约证交所及纽约证交所交易代码:BMO），总部位于加拿大魁北克，是一家全球化的、拥有超过47,000 名员工，且高度多元化的金融服务机构。BMO与中国有着历史悠久的良好关系，中国是BMO北美以外最重要的增长市场，BMO积极参与中国金融业的发展，并致力于为中国经济的增长作出贡献。蒙特利尔银行（中国）有限公司是BMO在中国运营的主要业务平台，为客户提供国际化的金融服务，同时有效利用和拓展国内的现有平台，在中国经济的快速发展中获益。
  
  
请有意者发简历到china.hr@bmo.com，并注明“PBS Service Staff (Intern)
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