Private Banking Officer, Sales

4 weeks ago

Vancouver, British Columbia, Canada BMO Full time

Job Summary:

We are seeking a highly skilled Private Banking Officer, Sales 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 service 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.
  • Assist in preparing new business proposals or presentations to clients/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/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 Banker 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, legal and ethical requirements, process requirements, bank guidelines, and established risk 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.
  • 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/limits and may include handling escalations from other employees.
  • Analyze issues and determine next steps.
  • Broaden work or accountabilities as needed.

Qualifications:

  • Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable 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 (primarily) 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.

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 the 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.

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