Private Banking Officer

BMO

Vancouver, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: commi...
Exceptional customer experience
Comprehensive product knowledge
Relationship selling techniques
Supports the delivery of an exceptional customer experience to private banking clients by providing a superior level of courteous, knowledgeable and professional service

Job Summary

  • Supports the delivery of an exceptional customer experience to private banking clients by providing a superior level of courteous, knowledgeable and professional service.
  • Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
  • 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 by providing a superior level of courteous, knowledgeable and professional service.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer experience
  • Comprehensive product knowledge
  • Relationship selling techniques
  • Compliance and operational effectiveness
  • 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
  • Meet licensing and certification requirements
  • Working knowledge of credit and non-credit products
  • Basic knowledge of Lending Process

Work Rights

Not specified

Tailored Resume

Cover Letter