Banking Officer, Banking Client Service Team

BMO

Toronto, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: not s...
Private banking client support
Relationship selling techniques
Transaction processing
Supports the delivery of an exceptional customer experience to private banking clients

Job Summary

  • Supports the delivery of an exceptional customer experience to private banking clients.
  • Strives to exceed client service standards to maximize relationship retention and growth.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Supports the delivery of an exceptional customer experience to private banking clients.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Private banking client support
  • Relationship selling techniques
  • Transaction processing
  • Compliance and operational effectiveness
  • Credit and non-credit products

Nice-to-have

  • Develop rapport and instill confidence
  • Proactively identify client needs
  • Workflow process alternatives
  • Exceed client service standards

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Registered Investment Sales Representative (RISR) licensing
  • Working knowledge of personal credit products
  • Basic knowledge of Lending Process

Work Rights

Not specified

Tailored Resume

Cover Letter