Private Banking Officer

1 month ago

Toronto, Ontario, 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 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 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.
  • 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.
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.
  • Prior completion of the Investment Funds in Canada course is mandatory.
  • 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.
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.

We are committed to an inclusive, equitable, and accessible workplace, where everyone has the opportunity to grow and make an impact. We strive to help our employees make an impact from day one, and we offer a range of tools and resources to support their growth and development.

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