Private Banking Officer, Private Wealth

BMO Financial Group

Montreal, Quebec, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: not s...
Customer service excellence
Knowledge of banking products
Transaction processing accuracy
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.
  • Identifies customer needs and matches with appropriate products or services using relationship selling techniques.
  • BMO is committed to an inclusive, equitable and accessible workplace.

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, retirement savings plans

Skills & Requirements

Must-have

  • Customer service excellence
  • Knowledge of banking products
  • Transaction processing accuracy

Nice-to-have

  • Collaboration and teamwork
  • Analytical problem-solving skills
  • Strong communication skills

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree in related field
  • Working knowledge of credit products

Work Rights

Not specified

Tailored Resume

Cover Letter