Private Banking Officer Sales Specialist
2 months ago
We are seeking a highly skilled and experienced Private Banking Officer Sales Specialist to join our team at BMO Financial Group. As a key member of our private banking team, you will be responsible for delivering exceptional customer service to our high net worth clients.
Key Responsibilities- Client Service: Provide superior service to existing and potential clients, demonstrating a comprehensive knowledge of our products and services.
- Relationship Building: Identify and discuss clients' needs, working collaboratively with the branch and regional teams to identify and make referrals.
- Product Knowledge: Assist in preparing new business proposals or presentations to clients/prospects, and identify customer needs and match with appropriate products or services.
- Process Improvement: Identify and recommend workflow process alternatives that can lead to improved efficiency and service levels.
- Client Inquiries: Take ownership of client inquiries/concerns/complaints, ensuring timely resolution and referring as appropriate.
- Knowledge and Compliance: 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.
- Collaboration: Collaborate with internal and external stakeholders to deliver on business objectives.
- Analysis and Insights: Analyze data and information to provide insights and recommendations.
- Experience: Typically between 2 – 3 years of relevant experience and post-secondary degree in a related field of study desirable or an equivalent combination of education and experience.
- Licensing and Certification: Must meet the licensing and certification requirements for the team/branch/jurisdiction where the mandate is being fulfilled.
- Knowledge and Skills: Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
- Communication and Collaboration: Good verbal & written communication skills, good organization skills, good collaboration & team skills, and good analytical and problem-solving skills.
We offer a competitive salary range of $37,500.00 - $69,500.00, as well as 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 we strive to help our employees grow and make an impact.
-
Private Banking Officer Sales Specialist
2 months ago
Kelowna, British Columbia, Canada BMO Financial Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Banking Officer Sales Specialist to join our team at BMO Financial Group. As a key member of our private banking team, you will be responsible for delivering exceptional customer service to our high net worth clients.Key ResponsibilitiesClient Service: Provide timely and accurate service...
-
Private Banking Officer Sales Specialist
2 months ago
Kelowna, British Columbia, Canada BMO Financial Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Banking Officer Sales Specialist to join our team at BMO Financial Group. As a key member of our private banking team, you will be responsible for delivering exceptional customer service to our high net worth clients.Key ResponsibilitiesClient Service: Provide timely and accurate service...
-
Private Banking Officer Sales Specialist
1 month ago
Kelowna, British Columbia, Canada BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Private Banking Officer Sales professional to join our team at BMO Financial Group. As a key member of our private banking team, you will be responsible for delivering exceptional customer service to our clients, providing expert advice on our products and services, and identifying opportunities to grow our...
-
Private Banking Officer Sales Specialist
1 month ago
Kelowna, British Columbia, Canada BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Private Banking Officer Sales professional to join our team at BMO Financial Group. As a key member of our private banking team, you will be responsible for delivering exceptional customer service to our clients, providing expert advice on our products and services, and identifying opportunities to grow our...
-
Private Banking Officer Sales Specialist
1 month ago
Kelowna, British Columbia, Canada BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Private Banking Officer Sales professional to join our team at BMO Financial Group. As a key member of our private banking team, you will be responsible for delivering exceptional customer service to our private banking clients, providing a superior level of courteous, knowledgeable, and professional service to all...
-
Private Banking Officer Sales Specialist
1 month ago
Kelowna, British Columbia, Canada BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Private Banking Officer Sales professional to join our team at BMO Financial Group. As a key member of our private banking team, you will be responsible for delivering exceptional customer service to our private banking clients, providing a superior level of courteous, knowledgeable, and professional service to all...
-
Business Banking Specialist
2 months ago
Kelowna, British Columbia, Canada Envision Financial Full time**About the Role**We are seeking a highly skilled Business Banking Specialist to join our Envision Financial team in Kelowna, BC. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking clients and their associated retail banking and wealth management needs.**Key Responsibilities**Develop...
-
Business Banking Specialist
2 months ago
Kelowna, British Columbia, Canada Envision Financial Full time**About the Role**We are seeking a highly skilled Business Banking Specialist to join our Envision Financial team in Kelowna, BC. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking clients and their associated retail banking and wealth management needs.**Key Responsibilities**Develop...
-
Business Banking Specialist
2 months ago
Kelowna, British Columbia, Canada Envision Financial Full timeBusiness Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business;...
-
Business Banking Specialist
2 months ago
Kelowna, British Columbia, Canada Envision Financial Full timeBusiness Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business;...
-
Business Banking Specialist
1 month ago
Kelowna, British Columbia, Canada Envision Financial Full timeBusiness Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to join our team in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing community contacts and networks to generate new business...
-
Business Banking Specialist
1 month ago
Kelowna, British Columbia, Canada Envision Financial Full timeBusiness Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to join our team in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing community contacts and networks to generate new business...
-
Business Banking Specialist
4 weeks ago
Kelowna, British Columbia, Canada Envision Financial Full timeBusiness Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to join our team at Envision Financial in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing and establishing community contacts...
-
Business Banking Specialist
4 weeks ago
Kelowna, British Columbia, Canada Envision Financial Full timeBusiness Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to join our team at Envision Financial in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing and establishing community contacts...
-
Business Banking Specialist
2 weeks ago
Kelowna, British Columbia, Canada Envision Financial Full timeBusiness Banking AdvisorWe are seeking a skilled Business Banking Advisor to join our team in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing and establishing community contacts and networks to generate new...
-
Private Client Associate
1 month ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Private Client Associate. As a key member of our investment counselling team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesIdentify, investigate, and resolve client...
-
Private Client Associate
1 month ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Private Client Associate. As a key member of our investment counselling team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesIdentify, investigate, and resolve client...
-
Banking Specialist
2 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeOpportunity OverviewThis exciting role at Royal Bank of Canada offers a unique chance to leverage your client-focused sales expertise and problem-solving skills to maximize each client interaction.Key ResponsibilitiesProactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well...
-
Kelowna, British Columbia, Canada Scotiabank Full timeJob Title: Portfolio Administrator, Private Investment CounselScotiabank is seeking a highly skilled and detail-oriented Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will be responsible for providing exceptional client service and support to our Relationship Managers in the management of client...
-
Kelowna, British Columbia, Canada Scotiabank Full timeJob Title: Portfolio Administrator, Private Investment CounselScotiabank is seeking a highly skilled and detail-oriented Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will be responsible for providing exceptional client service and support to our Relationship Managers in the management of client...
