Private Banking Officer, Sales

6 months ago

Montréal, Canada BMO Financial Group Full time

1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8

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. 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.
- 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.
- Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
- Strives to exceed client 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.

**Qualifications**:

- 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.
- Bilingualism French and English
- Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled (RISI)
- Basic knowledge of the Lending Process and supporting policies.
- Basic knowledge of loan and security documentation, including registration and renewal routine.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

**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.

  • Service Support Officer, Private Banking

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 168411 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. *** The role supports the Montreal Private Banking Team and requires fluency in English and French** **Purpose** The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific...

  • Service Support Officer, Private Banking, Scotia

    2 months ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 207171 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The incumbent...

  • Service Support Officer, Private Banking, Montreal

    5 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 192607 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The incumbent...

  • (2) Private Banking Officers

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Support administrative role in collaboration with a Private Banker 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...

  • Private Banking Officer, Sales

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 **6 month contract with possibility to become permanent** 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...

  • Private Banking Officer, Sales

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 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. Recognizes the appropriate time to proactively...

  • Private Banking Officer Credit

    2 months ago

    Montréal, QC, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest MONTREAL Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and Private Bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring....

  • Private Banking Officer Credit

    3 months ago

    Montréal, QC, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of Private Bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending...

  • Private Banking Officer

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 This job posting is for opportunities in the upcoming year in Montreal. 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...

  • Cibc - Private Banking Associate - Montreal

    6 months ago

    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Private Banking Officer Credit

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio...

  • Cibc - Private Banking Associate - Montreal

    2 months ago

    Montréal, QC, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Service Representative, Private Banking

    5 months ago

    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Manager Regional Operations and Service, Private

    5 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 197941 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The PB Manager Regional Operations & Service is responsible for leading and coaching the Private Banking Service, teams, while sustaining overall operational efficiency and effectiveness. In addition, the incumbent is responsible...

  • Private Wealth Associate

    5 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Private Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: - Support the...

  • Wealth Management Associate Program

    2 months ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 204250 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program - June 2025** **Private Banking Associate** Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome)...

  • Banking Associate

    5 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...

  • Lending Specialist Level 1

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio...

  • Private Banker 1

    5 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 199774 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Private Banking business in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all...

  • Private Banker

    5 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial. This position reports to the Regional Vice President, Commercial & Private Banking 1859. **Your job**: - Recommend and implement strategic financing...