Wmss Specialist

BMO Financial Group

Sacramento, California, United States
Base: $49,500.00 - $91,300.00; bonus/equity: may i...
3-5 years relevant experience
Knowledge of lending process
Loan and security documentation
The role supports the delivery of an exceptional customer experience to private banking clients by providing superior service

Job Summary

  • The role supports the delivery of an exceptional customer experience to private banking clients by providing superior service.
  • Employees must identify opportunities for expanding client relationships and match needs with appropriate products using relationship selling techniques.
  • The position requires adherence to all banking regulations, policies, and risk guidelines while protecting assets from fraud and loss.

Matching Summary

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

Salary

Base: $49,500.00 - $91,300.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • 3-5 years relevant experience
  • knowledge of lending process
  • loan and security documentation
  • private banking services knowledge
  • compliance and risk management

Nice-to-have

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

Key Requirements

  • 3-5 years of relevant experience
  • Post-secondary degree in related field
  • Licensing and certification requirements
  • Working knowledge of loan documentation

Work Rights

Not specified

Tailored Resume

Cover Letter