Private Banking Solutions Specialist

BMO Financial Group

Sacramento, California, United States
Base: $49,500.00 - $91,300.00; bonus/equity: may i...
3-5 years relevant experience
Knowledge of lending process
Loan and security documentation expertise
The role supports the delivery of an exceptional customer experience to private banking and Trust and Investment clients

Job Summary

  • The role supports the delivery of an exceptional customer experience to private banking and Trust and Investment clients.
  • Candidates must possess a comprehensive knowledge of products and use relationship selling techniques to identify client needs.
  • BMO offers a total compensation package including performance-based incentives, discretionary bonuses, health insurance, and retirement savings plans.

Matching Summary

The role supports the delivery of an exceptional customer experience to private banking and Trust and Investment clients.

Salary

Base: $49,500.00 - $91,300.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 3-5 years relevant experience
  • Knowledge of lending process
  • Loan and security documentation expertise
  • Client needs assessment skills
  • Compliance and risk management adherence

Nice-to-have

  • Proactive relationship selling techniques
  • Strategic initiative execution
  • Workflow process improvement ideas
  • Collaborative stakeholder engagement
  • Creative problem-solving abilities

Key Requirements

  • 3-5 years of relevant experience
  • Post-secondary degree in related field
  • Licensing and certification requirements for jurisdiction
  • Working knowledge of personal and commercial banking products
  • Understanding of loan and security documentation

Work Rights

Not specified

Tailored Resume

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