Wmss Specialist

BMO

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 while ensuring comprehensive knowledge of products

Job Summary

  • The role supports the delivery of an exceptional customer experience to private banking clients while ensuring comprehensive knowledge of products.
  • Candidates must identify opportunities for expanding client relationships and collaborate with branch teams to make appropriate referrals.
  • The position requires adherence to all banking regulations and risk guidelines while taking ownership of client inquiries and complaints.

Matching Summary

The role supports the delivery of an exceptional customer experience to private banking clients while ensuring comprehensive knowledge of products.

Salary

Base: $49,500.00 - $91,300.00; Bonus/Equity: May include commission structure; 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
  • Client relationship selling techniques
  • Compliance and risk management adherence

Nice-to-have

  • Strategic initiative execution
  • Creative problem solving skills
  • Stakeholder relationship building
  • Data analysis for insights
  • Workflow process improvement

Key Requirements

  • Post-secondary degree in related field
  • Licensing and certification requirements
  • Working knowledge of personal and commercial banking products
  • Understanding of loan and security documentation
  • In-depth verbal and written communication skills

Work Rights

Not specified

Tailored Resume

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