Community Banking Officer

1 month ago

Vancouver BC, Canada BMO Full time

Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
Analyzes data and information to provide insights and recommendations.
Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
Strives to exceed client service standards to maximize relationship retention and growth.
Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
Participates in audits and compliance reviews as assigned.
Identifies and escalates all irregularities and discrepancies to management.
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
Basic knowledge of the Lending Process and supporting policies.
We're here to help
It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
Accommodations are available on request for candidates taking part in all aspects of the selection process.

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