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

BMO

Laval, Quebec, Canada
$38,500.00 - $71,000.00; not specified; health ins...
On-site
Private banking client support
Relationship selling techniques
Client inquiry resolution
BMO is seeking a Banking Officer for its Banking Client Service Team in Laval, Quebec, focusing on providing exceptional customer service to private banking clients primarily through phone and virtual meetings. The ideal candidate should have relevant banking experience, bilingual proficiency in French and English, and possess strong communication and analytical skills

Job Summary

  • Supports the delivery of an exceptional customer experience to private banking clients, either on the phone or by virtual session.
  • Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products.
  • Strives to exceed client service standards to maximize relationship retention and growth.

Matching Summary

Match Score: 85

BMO is seeking a Banking Officer for its Banking Client Service Team in Laval, Quebec, focusing on providing exceptional customer service to private banking clients primarily through phone and virtual meetings. The ideal candidate should have relevant banking experience, bilingual proficiency in French and English, and possess strong communication and analytical skills.

Salary

$38,500.00 - $71,000.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • Private banking client support
  • Relationship selling techniques
  • Client inquiry resolution
  • Adherence to regulations and policies
  • Bilingualism French and English

Nice-to-have

  • Proactive client needs identification
  • Workflow process improvement
  • Building client rapport and trust

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter