Private Banking Officer

BMO

Waterloo, Canada
$36,600.00 - $67,500.00; not specified; health ins...
Exceptional customer experience
Superior level of service
Comprehensive product knowledge
Supports the delivery of an exceptional customer experience to private banking clients

Job Summary

  • Supports the delivery of an exceptional customer experience to private banking clients.
  • Strives to exceed client service standards to maximize relationship retention and growth.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Supports the delivery of an exceptional customer experience to private banking clients.

Salary

$36,600.00 - $67,500.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer experience
  • Superior level of service
  • Comprehensive product knowledge
  • Relationship selling techniques
  • Adherence to regulations and policies
  • Risk Management Framework application

Nice-to-have

  • Develop rapport and instill confidence
  • Proactively identify client needs
  • Workflow process alternatives identification
  • Exceed client service standards

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Working knowledge of credit/non-credit products
  • Basic knowledge of Lending Process
  • Basic knowledge of loan documentation

Work Rights

Not specified

Tailored Resume

Cover Letter