Private Banking Officer

1 month ago

Vancouver, British Columbia, Canada BMO Full time
Job Summary

We are seeking a highly skilled and motivated Private Banking Officer to join our team at BMO. 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
  • Provide superior service to existing and potential clients, demonstrating a comprehensive knowledge of our products and services.
  • Identify and discuss clients' needs, working collaboratively with the branch and regional teams to make referrals and drive business growth.
  • Assist in preparing new business proposals and presentations to clients and prospects.
  • Match customer needs with appropriate products or services using relationship selling techniques.
  • Identify and recommend workflow process alternatives to improve efficiency and service levels.
  • Determine client needs and ensure timely and accurate completion of transaction processing.
  • Take ownership of client inquiries, concerns, and complaints, ensuring timely resolution and referral as appropriate.
  • Maintain detailed knowledge of integrated private banking services and offerings, as well as a deep understanding of our business strategy.
  • Collaborate with internal and external stakeholders to deliver on business objectives.
  • Analyze data and information to provide insights and recommendations.
  • Review overdraft and other monitoring reports with Private Bankers and take action accordingly.
  • Strive to exceed client service standards to maximize relationship retention and growth.
  • Develop rapport and instill confidence with clients 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, as well as legal and ethical requirements.
  • Follow security and safeguarding procedures and apply appropriate due diligence to prevent loss due to fraud, counterfeiting, money laundering, or defalcation.
  • Participate in audits and compliance reviews as assigned.
  • Identify and escalate all irregularities and discrepancies to management.
  • Complete complex and diverse tasks within given rules and limits, including handling escalations from other employees.
  • Analyze issues and determine next steps.
Qualifications
  • Typically between 2-3 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Must meet the licensing and certification requirements for the team, branch, or jurisdiction where the mandate is being fulfilled.
  • Working knowledge of personal 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 and written communication skills - Good.
  • Organization skills - Good.
  • Collaboration and team skills - Good.
  • Analytical and problem-solving skills - Good.
Compensation

The salary range for this position is $37,000 to $69,500 per year, with a commission structure. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

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