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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 and making referrals to other BMO employees.
  • 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 referring as appropriate.
  • Maintain detailed knowledge and understanding of integrated private banking services and offerings, as well as the strategic direction of the business.
  • 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 for the prevention of 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, and may include handling escalations from other employees.
  • Analyze issues and determine next steps.
Requirements
  • 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/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 $37,500.00 - $69,500.00, with a pay type of Salaried. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.