James Kurebis
Laval
Summary
Team Leader/ Community Builder/ Manager
Overview
18
18
years of professional experience
1
1
Certification
Work History
Team Lead
BMO
01.2018 - Current
- Lead the Implementation of Controls & Management of Daily Workflow
- Responsible for PNC US Reconciliation of Semi-Manual, Manual, & Automated Accounts (Imatch/SharePoint)
- Facilitate account procedural updates/Internal Requests/Change Requests
- Lead Monthly Touchpoint meetings with our Line of Business
- Issuance of Monthly Account Inventories to our Business Partners
- Prepare Monthly check ins, huddles, & one-on-ones (Team of 8 employees)
- Work closely with Governance Team (Quality Assurance & Control)
- Work closely with Project Delivery Team (Participate in UAT/Parallel testing/Automation)
- Identify opportunities to automate accounts/processes
- Responsible for Training new hires, Succession planning.
- Replace Manager when required as delegate.
- Prepare Daily scheduling of tasks/accounts for team
- Work with KPMG & Corporate Audit.
- Finance/ P&C US Reconciliations
Investment Services Senior Service Coordinator- Assistant Manager
BMO
01.2015 - 01.2018
- Prioritize the workflow and maintain balance between high processing volumes and quality
- Ensure all work is processed in timely manner to meet established deadlines by utilizing in-depth knowledge of product and customer/business partner's requirements.
- Liaise with branches, DCO, and Ombudsman's office to provide guidance to the resolution of high complex files.
- Responsible to ensure all follow-up items, suspense entries, and rejects, are completed and cleared within established guidelines
- Preserve confidentiality of client information
- Lead team meetings and huddles.
- Quickly recognize, escalate, and manage situations that may impact clients.
- Provide constructive feedback to improve team effectiveness, I.E.: Annual Employee Survey & Coachings
- Share knowledge and experiences with colleagues to improve overall team effectiveness and sustainability of operations.
- Acknowledge peer/colleague's successes by utilizing BMO's recognition program
- Replace Manager
- Demonstrate risk awareness through completion and participation in training programs.
- Responsible to input statistics to 'reveal' program and escalate any issues to the Manager
- Document and provide errors and/or losses to the Manager.
- Prepare documentation for Auditors ensuring an Acceptable Audit.
- Look for innovative solutions within my accountabilities and propose alternatives
- Strive to be an expert in the use of the tools required to accomplish work as well as the business applications supported
- Resolve and if required, document high complex problems or issues for Manager
- Assist in Mid-Year and Year end Performance Planning Assessment (PPA) for 18 employees
- Committed to personal growth - engaged and prepared for coaching sessions
- Display flexibility with regards to the daily work and work schedule
- Ensure appropriate training requirements are completed
- Support change implementation, adapt to new technologies and provide input to ensure successful completion
- Assist colleagues with change implementation by providing training / assistance
- Identify and propose opportunities to enhance current processes or create new ones
- Act as a subject matter expert on assigned processes and maintain awareness of new /revised products & processes
- Provide training to casual/contract employees as required
- Wealth Management/ Technology & Operations
Private Banking Officer
BMO
01.2013 - 01.2015
- Work closely with 2 Private Bankers (High net worth Clientele, Lending & Non Lending)
- Daily Transactional tasks (Process Wire Payments, Internal Transfers, Deposits, Cheques, Cash orders, Mutual Funds)
- Administration (Building up client files/ assisting Manager for preparation of client meeting)
- Customer Service/ sales, 2 Portfolios.
- Work Daily Banking Reports (Loss reporting, Overdrawn reporting, Investment renewals, Etc)
- Network with other departments and colleagues (Investment services, Loan dept, Branch)
- Preparation and implementation of Investments (GIC/Mutual funds)
- Preparation and implementation of Accounts (Commercial, Personal, Trust, Estate, and Treasury)
- Exposure to fast paced/ High pressured environment
- Ensure Satisfactory results with Auditors & BCO
- Harris Private Banking
Cash Management Analyst
BMO
01.2010 - 01.2013
- Responsible for the Preparation of Legal documentation/ Pre-Client meeting materials for the Cash Management Specialist
- Responsible for the Implementation of Cash Management Services/ Coordinating with Team in Toronto through a bank-based platform- LiveLink
- Provide Post Sale support (Ensure billing and services are set-up correctly and assist with further customer needs)
- Identify sales opportunities with Cash Management Specialist
- Process Customer Telephone and E-mail Requests
- NSPA set-up (Specialized Pricing agreement for commercial clients / Draw Up personalized contracts)
- Daily Coordination with the Cash Management Specialist and Commercial Account Managers. (Prepare Customer profile/File/ Documentation).
- Coordination with our Partners (Moneris/ADP Payroll Solutions)-Identify Sales Opportunities/Set-Up client appointments
- Execute Current Account/ Treasury Account coding
- Daily Verification of customer activity reporting. (Ensure no irregularities)
- Excellent Knowledge of internal controls and banking platforms (Optimizer, Customer Connect, Livelink, OLIVE, WEB-IR, MAAS, RPA, Outlook, Salesforce).
- Coaching and training of new Hires (Facilitation+ Coaching)
- Bank of Montreal
Customer Contact Agent P&C
BMO
01.2008 - 01.2010
- Provide excellent Customer service. (Personal & Commercial Clients)
- Assist customers with Password Resets, day to day Transactions, process Cheque orders, Assist with Online Banking Registration.
- Address Client Complaints & Problem resolution.
- Participate in Bank campaigns- Cold calls (I.E: Pre-Approved Personal Line of Credit /Airmiles/ Moneris & ADP)
- Achieve Call quotas & Sale Targets
- Identify Sales Opportunities (I.E.: MasterCard, Airmiles, Moneris, ADP, & Directline)
- Bank of Montreal
Education
Baccalaureate in Psychology - Human relations component
Concordia University
Montréal, CaCollege Degree - Human Sciences
Vanier College
Montreal, CaSkills
- Governance & Quality Control
- Operations
- Microsoft Office Suite
- Team management
- Banking Software
- Coaching
- Audit Experience
- Problem Solving & Investigations
- Organizational Skills
- Change Management
- Project Management
Certification
- R.I.S.R certification/ Mutual Funds License (IFC) Canadian Securities Course, 01/01/12
- C.S.S.T - First Aid Course, 01/01/17
- BMO Best of The Best recipient (Technology & Operations), 01/01/16
- BMO Harris Private Banking Council/Bravo, 01/01/14
Languages
- English
- French, Fluent - Articulation, Comprehension, and Written Proficiency
- English, Fluent - Articulation, Comprehension, and Written Proficiency
Summary
Team Leader/ Community Builder/ Manager, Analytical, Proactive, Dynamic, Loyal, Team Player, Resourceful
Attributes
- Empathetic
- Problem Solver
- Leadership
- Team Work
- Empower Others
- Learning Centric
- Innovative
- Results Driven
- Loyal
Timeline
Team Lead
BMO
01.2018 - Current
Investment Services Senior Service Coordinator- Assistant Manager
BMO
01.2015 - 01.2018
Private Banking Officer
BMO
01.2013 - 01.2015
Cash Management Analyst
BMO
01.2010 - 01.2013
Customer Contact Agent P&C
BMO
01.2008 - 01.2010
Baccalaureate in Psychology - Human relations component
Concordia University
College Degree - Human Sciences
Vanier College