Current jobs related to Private Banking Officer, Sales - Waterloo - BMO Financial Group

  • High Net Worth Private Banker

    1 month ago

    Waterloo, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** We are looking for a High Net Worth Private Banker with entrepreneurial drive to join our dynamic and growing team in the Waterloo market. You will be responsible for establishing new relationships within our target market and the growth of existing high value clients using a personalized and confidential...

  • Senior Commercial Banking Director

    1 day ago

    Waterloo, Canada National Bank of Canada Full time

    p>A career as a Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects.Identify and develop business opportunities in your market, increase your...

  • Analyst, Private Fixed Income Operations

    3 months ago

    Waterloo, Canada SLC Management Full time

    SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over...

  • Senior Commercial Banking Director

    1 day ago

    Waterloo, Canada Banque Nationale du Canada Full time

    div>Area of Interest: Advisory services, Commercial bankingA career as a Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects.Your role:Identify and...

  • Senior Commercial Banking Director

    3 weeks ago

    Waterloo, Canada National Bank of Canada Full time

    A career as a Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects. Your role: Identify and develop business opportunities in your market, increase...

  • Senior Commercial Banking Director

    2 months ago

    Waterloo, Canada National Bank Full time

    A career as a Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects. Your role: Identify and develop business opportunities in your market, increase...

  • Senior Commercial Banking Director

    1 month ago

    Waterloo, Canada National Bank of Canada Full time

    A career as a Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects. Your role: Identify and develop business opportunities in your market, increase...

  • Senior Commercial Banking Director

    1 month ago

    Waterloo, Canada National Bank of Canada Full time

    A career as a Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects. Your role: Identify and develop business opportunities in your market, increase...

  • High Net Worth Private Banker

    1 month ago

    Waterloo, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are looking for a High Net Worth Private Banker with entrepreneurial drive to join our dynamic and growing team in the Waterloo market. You will be responsible for establishing new relationships within our target market and the growth of existing high value clients using a personalized and confidential...

  • Analyst, Private Fixed Income Operations

    3 months ago

    Waterloo, Canada SLC Management Full time

    SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. As a subsidiary of Sun Life, we are aligned with one of the world’s leading...

  • Specialist, Private Fixed Income Operations

    3 months ago

    Waterloo, Canada SLC Management Full time

    SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over...

  • High Net Worth Private Banker

    1 month ago

    Waterloo, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are looking for a High Net Worth Private Banker with entrepreneurial drive to join our dynamic and growing team in the Waterloo market. You will be responsible for establishing new relationships within our target market and the growth of existing high value clients using a personalized and confidential...

  • Specialist, Private Fixed Income Operations

    1 month ago

    Waterloo, Canada SLC Management Full time

    SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over...

  • Private Banking Compliance and Operations Manager

    3 months ago

    Waterloo, Canada BMO Financial Group Full time

    20 Erb Street West Waterloo Ontario,N2L 1T2 Will be working with RCM's to do Compliance and operations for Private Banking, Trust and Investments Supports the business/group leader in the effective implementation, maintenance and administration of first line of defense (1st LOD) programs (e.g., operational risk, AML, compliance, regulatory, etc.),...

  • Specialist, Private Fixed Income Operations

    3 months ago

    Waterloo, Canada SLC Management Full time

    SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over...

  • Senior Commercial Banking Director

    3 weeks ago

    Waterloo, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Commercial bankingA career as a Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects.Your role:Identify and...

  • Senior Commercial Banking Director

    2 months ago

    Waterloo, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Commercial bankingA career as a Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects.Your role:Identify and...

  • Senior Commercial Banking Director

    2 months ago

    Waterloo, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Commercial bankingA career as a Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects.Your role:Identify and...

  • Sales Reporting Analyst

    1 month ago

    Waterloo, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Senior Commercial Banking Director

    2 months ago

    Waterloo, Canada National Bank Full time

    Attendance On-Site Job Number 21699 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 17-Jul-2024 Location: Waterloo, Ontario City Waterloo Province/State Ontario Area of Interest: Advisory services, Commercial banking A career as a Commercial Banking Director at...

Private Banking Officer, Sales

4 months ago

Waterloo, Canada BMO Financial Group Full time

20 Erb Street West Waterloo Ontario,N2L 1T2

Supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures.

**Qualifications**:

- Assists in preparing new business proposals or presentations to clients/prospects.
- 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.
- Determines client needs and ensures timely and accurate completion of transaction processing.
- 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.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- 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.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.
- RISR qualified (Minimum IFIC completed; CSC preferred).
- Understanding of the Lending Process and supporting policies.
- Understanding of loan and security documentation, including registration and renewal routine.
- Knowledge and understanding of banking services.
- Knowledge of mutual fund/investment products.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skillls - Good.
- 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 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.