Base: $49,500.00 - $91,300.00; bonus/equity: not s...
On-site
Relationship selling techniques
Client issue ownership
Workflow process alternatives
BMO is seeking a Wmss Specialist to enhance customer experience for private banking clients, focusing on relationship management and operational effectiveness. The ideal candidate will have 3-5 years of relevant experience, strong communication skills, and a thorough understanding of banking products and processes
Job Summary
Supports the delivery of an exceptional customer experience to private banking clients, providing a superior level of courteous, knowledgeable and professional service.
Identifies opportunities for expanding client relationships, assists in preparing new business proposals, and matches customer needs with appropriate products or services.
Ensures compliance and operational effectiveness by adhering to all banking, investment, and lending regulations, policies, and procedures.
Matching Summary
Match Score: 85
BMO is seeking a Wmss Specialist to enhance customer experience for private banking clients, focusing on relationship management and operational effectiveness. The ideal candidate will have 3-5 years of relevant experience, strong communication skills, and a thorough understanding of banking products and processes.
Salary
Base: $49,500.00 - $91,300.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
relationship selling techniques
client issue ownership
workflow process alternatives
transaction processing
client inquiries/concerns/complaints
integrated private banking services
Nice-to-have
develop rapport and instill confidence
exceed client service standards
creative solutions
risk management framework
Key Requirements
3-5 years of relevant experience
post-secondary degree or equivalent
licensing and certification requirements
working knowledge of banking products
working knowledge of Lending Process
working knowledge of loan and security documentation