Wmss Specialist

BMO Financial Group

Sacramento, CA, US
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 clients by providing superior service and comprehensive product knowledge

Job Summary

  • The role supports the delivery of an exceptional customer experience to private banking clients by providing superior service and comprehensive product knowledge.
  • Employees must identify opportunities for expanding client relationships and collaborate with branch teams to make appropriate referrals.
  • The position requires adherence to all banking regulations, risk guidelines, and fraud prevention policies while managing client inquiries and complaints.

Matching Summary

The role supports the delivery of an exceptional customer experience to private banking clients by providing superior service and comprehensive product knowledge.

Salary

Base: $49,500.00 - $91,300.00; 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

  • 3-5 years relevant experience
  • knowledge of lending process
  • loan and security documentation expertise
  • private banking product knowledge
  • operational process monitoring

Nice-to-have

  • relationship selling techniques
  • strategic initiative execution
  • creative problem solving skills
  • stakeholder collaboration abilities

Key Requirements

  • Post-secondary degree in related field
  • Licensing and certification requirements
  • Working knowledge of credit terms
  • Understanding of commercial entities needs

Work Rights

Not specified

Tailored Resume

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