Banking Officer, Banking Client Service Team (bcst), Private Banking

BMO Financial Group

Unknown, Unknown, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
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Bilingual french and english fluency
2-3 years retail banking experience
Mutual funds license certification
** BMO Financial Group is seeking a Banking Officer for its Banking Client Service Team within Private Banking. The role primarily involves providing exceptional customer service to private banking clients through phone and virtual interactions, requiring strong communication skills in both French and English. **

Job Summary

  • This role supports the Banking Client Service Team by delivering exceptional customer experiences to private banking clients via phone or virtual sessions.
  • The position requires identifying client needs, matching them with appropriate products, and collaborating with investment counselors to make referrals.
  • Employees must adhere to all banking regulations, prevent fraud through due diligence, and participate in compliance audits.

Matching Summary

Match Score: 75

** BMO Financial Group is seeking a Banking Officer for its Banking Client Service Team within Private Banking. The role primarily involves providing exceptional customer service to private banking clients through phone and virtual interactions, requiring strong communication skills in both French and English. **

Salary

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

Skills & Requirements

Must-have

  • Bilingual French and English fluency
  • 2-3 years retail banking experience
  • Mutual Funds license certification

Nice-to-have

  • Relationship selling techniques
  • Proactive client needs identification
  • Workflow process improvement skills

Key Requirements

  • Post-secondary degree in related field
  • Minimum 2 years Personal Banker experience
  • Valid Mutual Funds license for jurisdiction

Work Rights

Not specified

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