Private Banking Officer, Sales

BMO Global Asset Management

Calgary, AB, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
2-3 years relevant experience
Post-secondary degree in related field
Knowledge of credit and non-credit products
The role supports the delivery of an exceptional customer experience to private banking clients while ensuring comprehensive product knowledge

Job Summary

  • The role supports the delivery of an exceptional customer experience to private banking clients while ensuring comprehensive product knowledge.
  • Employees must identify customer needs, match them with appropriate products using relationship selling techniques, and make referrals to other BMO employees.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role supports the delivery of an exceptional customer experience to private banking clients while ensuring comprehensive product knowledge.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 2-3 years relevant experience
  • Post-secondary degree in related field
  • Knowledge of credit and non-credit products
  • Understanding of lending process and documentation
  • Verbal and written communication skills

Nice-to-have

  • Collaboration with branch and regional teams
  • Proactive identification of client needs
  • Ability to analyze data for insights
  • Strategic understanding of business direction
  • Commitment to exceeding service standards

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent combination
  • Licensing and certification requirements for jurisdiction
  • Working knowledge of personal and commercial credit products
  • Basic knowledge of loan and security documentation

Work Rights

Not specified

Tailored Resume

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