Client Administrator
2 weeks ago
Supports the delivery of an exceptional customer experience to Private Banking internal partners and clients. Provides a superior level of knowledge and professionalism and maintains the day to day operations of the office.
- Greets clients and internal partners and assists in the success of all lines of business.
- Supports the team by booking meetings and assisting with daily administrative activities such as reports, transaction keying, special projects.
- Ensure that transactions are keyed accurately and maintains a high level of integrity and compliance.
- 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.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Analyzes data and information to provide insights and recommendations.
- Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
- Provides timely, accurate service and support to Private Bankers by completing a wide variety of tasks.
- 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.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Maintains the confidentiality of client and bank information.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3 years of relevant experience and postsecondary degree in related field of study desirable or an equivalent combination of education and experience.
- Basic knowledge of loan and security documentation, including registration and renewal routine.
- Specialized knowledge.
- Verbal & written communication skills
- Excellent.
Organization skills
- Excellent.
- Collaboration & team skills
- Good.
- Analytical and problem solving skills
- Good.
We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.
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.
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