Banking Officer, Banking Client Service Team (bcst), Private Banking
BMO Financial Group
Unknown, Unknown, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Not specified (assumed hybrid based on role requirements).
Bilingual french and english fluency
2-3 years retail banking experience
Mutual funds license requirement
BMO Financial Group is seeking a Banking Officer for their Banking Client Service Team in Private Banking. The role focuses on delivering exceptional customer service to private banking clients through phone and virtual interactions while ensuring compliance and operational effectiveness
Job Summary
This role supports the Banking Client Service Team by delivering exceptional customer experiences to private banking clients via phone or Microsoft Teams.
The position requires identifying client needs, matching them with appropriate products using relationship selling techniques, and making referrals to investment partners.
Candidates must adhere to all banking regulations, perform due diligence to prevent fraud, and maintain detailed knowledge of integrated private banking services.
Matching Summary
Match Score: 85
BMO Financial Group is seeking a Banking Officer for their Banking Client Service Team in Private Banking. The role focuses on delivering exceptional customer service to private banking clients through phone and virtual interactions while ensuring compliance and operational effectiveness.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans