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

BMO

Unknown, Unknown, CA
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Bilingualism in french and english
2-3 years relevant banking experience
Experience as a personal banker in retail banking
This role supports the Banking Client Service Team within Private Wealth by delivering exceptional customer experiences via phone or virtual sessions

Job Summary

  • This role supports the Banking Client Service Team within Private Wealth by delivering exceptional customer experiences via phone or virtual sessions.
  • The position requires identifying client needs, matching them with appropriate products, and making referrals to Nesbitt Burns and Private Investment Counsel 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

This role supports the Banking Client Service Team within Private Wealth by delivering exceptional customer experiences via phone or virtual sessions.

Salary

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

Skills & Requirements

Must-have

  • Bilingualism in French and English
  • 2-3 years relevant banking experience
  • Experience as a Personal Banker in retail banking
  • Mutual Funds license or ability to obtain
  • Knowledge of personal and commercial credit products

Nice-to-have

  • Relationship selling techniques
  • Proactive client needs identification
  • Workflow process improvement skills
  • Strong analytical and problem-solving abilities
  • Collaboration with investment counsel partners

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree in related field
  • Bilingualism (French and English)
  • Mutual Funds licence requirement
  • Working knowledge of lending processes

Work Rights

Not specified

Tailored Resume

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