Banking Officer, Banking Client Service Team

BMO

Toronto, ON, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Private banking client service delivery
Transaction processing accuracy
Compliance and risk management adherence
This role supports the delivery of an exceptional customer experience to private banking clients within the Wealth Sales & Service team

Job Summary

  • This role supports the delivery of an exceptional customer experience to private banking clients within the Wealth Sales & Service team.
  • The position requires identifying customer needs and matching them with appropriate products using relationship selling techniques while ensuring strict compliance with banking regulations.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

This role supports the delivery of an exceptional customer experience to private banking clients within the Wealth Sales & Service team.

Salary

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

Skills & Requirements

Must-have

  • Private banking client service delivery
  • Transaction processing accuracy
  • Compliance and risk management adherence
  • Relationship selling techniques
  • Client inquiry resolution

Nice-to-have

  • Proactive client needs identification
  • Workflow process improvement skills
  • Data analysis for insights
  • Collaborative stakeholder engagement
  • Building client trust and rapport

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree in related field
  • RISR licensing and certification with CIRO
  • Working knowledge of credit products
  • Basic knowledge of lending process

Work Rights

Not specified

Tailored Resume

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