Private Banking Officer, Private Wealth

BMO

Montreal, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Client relationship management
Product knowledge
Compliance and operational effectiveness
Supports the delivery of an exceptional customer experience to private banking clients by providing superior service and comprehensive product knowledge

Job Summary

  • Supports the delivery of an exceptional customer experience to private banking clients by providing superior service and comprehensive product knowledge.
  • Identifies customer needs, matches them with appropriate products or services using relationship selling techniques, and makes referrals to other BMO employees.
  • Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, and applies due diligence for fraud prevention.

Matching Summary

Supports the delivery of an exceptional customer experience to private banking clients by providing superior service and comprehensive product knowledge.

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

  • Client relationship management
  • Product knowledge
  • Compliance and operational effectiveness
  • Transaction processing
  • Risk management
  • Customer service standards

Nice-to-have

  • Proactive client needs identification
  • Workflow process improvement
  • Developing rapport and trust
  • Collaboration with stakeholders

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Working knowledge of credit and non-credit products
  • Basic knowledge of Lending Process
  • Basic knowledge of loan and security documentation

Work Rights

Not specified

Tailored Resume

Cover Letter