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.
• Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.

Matching Summary

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

Key Requirements

• 3-5 years of relevant experience
• Post-secondary degree or equivalent
• Licensing and certification requirements met
• Working knowledge of personal and commercial banking products
• Working knowledge of Lending Process
• Working knowledge of loan and security documentation

Work Rights