Private Banking Officer, Sales, Private Wealth

Bmousbenefits

Montreal, Quebec, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: not s...
Customer experience
Relationship selling techniques
Compliance and operational effectiveness
Supports the delivery of an exceptional customer experience to private banking clients

Job Summary

  • Supports the delivery of an exceptional customer experience to private banking clients.
  • Identifies customer needs and matches with appropriate products or services using relationship selling techniques.
  • Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements.

Matching Summary

Supports the delivery of an exceptional customer experience to private banking clients.

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

  • customer experience
  • relationship selling techniques
  • compliance and operational effectiveness
  • credit and non-credit products

Nice-to-have

  • develop rapport and instill confidence
  • exceed client service standards
  • workflow process alternatives

Key Requirements

  • 2-3 years of relevant experience
  • post-secondary degree desirable
  • working knowledge of personal credit and non-credit products
  • basic knowledge of Lending Process

Work Rights

Not specified

Tailored Resume

Cover Letter