Private Banking Officer, Sales, Private Banking

BMO Financial Group

Montreal, QC, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
2-3 years relevant experience
Knowledge of credit products
Relationship selling techniques
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 collaborate with regional teams for referrals.
  • The position offers a competitive salary range of $38,500.00 - $71,000.00 along with 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/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 2-3 years relevant experience
  • knowledge of credit products
  • relationship selling techniques
  • compliance and risk management
  • transaction processing accuracy

Nice-to-have

  • strong verbal communication skills
  • analytical problem solving abilities
  • collaborative team player mindset
  • proactive client needs identification
  • strategic business understanding

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree in related field
  • Working knowledge of personal and commercial credit products
  • Basic knowledge of lending process and documentation

Work Rights

Not specified

Tailored Resume

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