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Private Banking Officer Credit Specialist

1 month ago

Montreal, Quebec, Canada BMO Full time
Job Description

Job Title: Private Banking Officer Credit

Job Summary:

We are seeking a highly skilled Private Banking Officer Credit to join our team at BMO. As a key member of our lending services team, you will be responsible for providing exceptional customer service and portfolio management to our clients. Your technical expertise will be essential in proactive credit analysis, structuring, and decision-making, as well as portfolio monitoring.

Key Responsibilities:

  • Assist in preparing new business proposals or presentations to clients/prospects.
  • Assist in preparing for client meetings and account opening documentation.
  • Identify and recommend workflow process alternatives that can lead to improved efficiency and service levels.
  • Perform client sales & service support activities as required to meet client needs and maintain overall service standards.
  • Determine client needs and ensure timely and accurate completion of transaction processing.
  • Provide after sales support and handle exceptions tactfully, accurately and efficiently in accordance with Bank policy.
  • Take ownership of client inquiries/concerns/complaints, ensuring timely resolution and referring as appropriate.
  • Maintain detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures.
  • Collaborate with internal and external stakeholders in order to deliver on business objectives.
  • Analyze data and information to provide insights and recommendations.
  • Execute set-up, maintenance, and advancement of lending products and related account administration as per guidelines.
  • Verify and process loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation.
  • Review and action overdrafts and other monitoring reports in a timely manner.
  • Set up and complete margin/covenant tests within established timeframes.
  • Maintain control of security collateral including preparation and registration.
  • Identify, diarize, and monitor accounts for security renewals, registrations, and other expiry dates to meet compliance requirements.
  • Monitor and control the integrity of lending documentation.
  • Collect fees applicable to credit terms and conditions or account agreement.
  • Provide timely, accurate service and support to bankers and specialists by completing a wide variety of credit, non-credit, and related activities.
  • Identify, record and advise banker/relationship manager of any credit &/or risk management issues.
  • Identify opportunities to increase profitability, create capacity and reduce expenses.
  • Ensure timely and accurate set-up, maintenance and advance of lending products.
  • May focus on either after sales service, or compliance (risk management) and fulfillment services, or both.
  • Mitigate identified risks and make credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures.
  • Identify and escalate irregularities and discrepancies to management as per guidelines.
  • Participate in assigned audits and compliance reviews.
  • Ensure proper adherence to the code of conduct and ethical 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.
  • Protect the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.
  • Complete complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyze issues and determine next steps.
  • Broaden work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Working knowledge of personal (primarily) and commercial credit and non-credit products and services.
  • Working knowledge of lending processes and supporting policies.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.

Language: English and French

Salary: $37,500.00 - $69,500.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

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. To view more details of our benefits, please visit:

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.

To find out more visit us at .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.