Private Banking Officer, Sales

BMO

Calgary, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: commi...
On-site
Relationship selling techniques
Client needs identification
Product knowledge
Supports the delivery of an exceptional customer experience to private banking clients by providing a superior level of courteous, knowledgeable and professional service

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

Supports the delivery of an exceptional customer experience to private banking clients by providing a superior level of courteous, knowledgeable and professional service.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Relationship selling techniques
  • Client needs identification
  • Product knowledge
  • Compliance and operational effectiveness

Nice-to-have

  • Proactive client engagement
  • Workflow process improvement
  • Develop rapport and trust

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree desirable or equivalent education/experience
  • Meet licensing and certification requirements
  • Working knowledge of credit and non-credit products
  • Basic knowledge of Lending Process

Work Rights

Not specified

Tailored Resume

Cover Letter