Banking Officer, Banking Client Service Team (bcst), Private Wealth

BMO

Laval, Quebec, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: not s...
Exceptional customer experience delivery
Comprehensive product knowledge
Relationship selling techniques
Supports the delivery of an exceptional customer experience to private banking clients, primarily via phone or virtual sessions

Job Summary

  • Supports the delivery of an exceptional customer experience to private banking clients, primarily via phone or virtual sessions.
  • This role involves interacting with clients primarily by phone or through Microsoft Teams meetings and supports the Banking Client Service Team within Private Wealth.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Supports the delivery of an exceptional customer experience to private banking clients, primarily via phone or virtual sessions.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer experience delivery
  • Comprehensive product knowledge
  • Relationship selling techniques
  • Adherence to regulations and policies
  • Client inquiry resolution

Nice-to-have

  • Develop rapport and instill confidence
  • Proactive client needs identification
  • Workflow process improvement
  • Exceed client service standards

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree desirable
  • 2 years Personal Banker experience
  • Mutual Funds licence
  • Bilingualism French and English

Work Rights

Not specified

Tailored Resume

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