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Private Banking Associate

2 months ago

Montreal, Quebec, Canada BMO Full time

Job Summary:

We are seeking a highly skilled and detail-oriented Private Banking Associate to join our team at BMO. As a key member of our Wealth Sales & Service team, you will play a critical role in supporting our Private Bankers in delivering exceptional customer service to our clients.

Key Responsibilities:

  • Assist in preparing new business proposals and presentations to clients and prospects.
  • Identify customer needs and match them 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 and understanding of integrated private banking services and offerings.
  • 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.
  • Follow security and safeguarding procedures and apply 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.

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.
  • Bilingualism in French and English.
  • 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.

What We Offer:

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.

About Us:

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.