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Private Banking Officer, Sales Specialist
2 months ago
We are seeking a highly skilled Private Banking Officer to join our team at the Bank of Montreal. As a key member of our Wealth Sales and Service team, you will be responsible for delivering exceptional customer experiences to our private banking clients.
Key Responsibilities- Assist in preparing new business proposals or presentations to clients/prospects.
- Identify customer needs and match with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
- Identify and recommend workflow process alternatives that can lead to improved efficiency and service levels.
- Determine client needs and ensure timely and accurate completion of transaction processing.
- Take ownership of client inquiries/concerns/complaints, ensuring timely resolution and referring as appropriate.
- Maintain detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
- Collaborate with internal and external stakeholders in order to deliver on business objectives.
- Analyze data and information to provide insights and recommendations.
- Review overdraft and other monitoring reports with Private Banker and actions accordingly.
- Strive to exceed client service standards to maximize relationship retention and growth.
- Develop rapport and instill confidence with the client to develop credibility and earn their trust.
- Provide timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
- Adhere to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
- Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
- Participate in audits and compliance reviews as assigned.
- Identify and escalate all irregularities and discrepancies to management.
- Complete complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyze issues and determine next steps.
- Fluency in Mandarin is an asset
- 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.
- 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.
We offer a competitive salary range of $37, $69,500.00 and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to an inclusive, equitable and accessible workplace and offer accommodations for candidates with disabilities.
