Private Banking Officer, Sales

2 months ago

Vancouver, British Columbia, Canada Bank of Montreal Full time
Job Summary

We are seeking a highly skilled Private Banking Officer to join our team at the Bank of Montreal. As a Private Banking Officer, you will be responsible for delivering exceptional customer service to private banking clients, providing a superior level of courteous, knowledgeable, and professional service to all existing and potential clients.

Key Responsibilities
  • Assist in preparing new business proposals or presentations to clients/prospects.
  • Identify customer needs and match with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
  • Identify and recommend workflow process alternatives that can lead to improved 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 referring as appropriate.
  • Maintain detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
  • Collaborate with internal and external stakeholders in order to deliver on business objectives.
  • Analyze data and information to provide insights and recommendations.
  • Review overdraft and other monitoring reports with Private Banker and actions accordingly.
  • Strive to exceed client service standards to maximize relationship retention and growth.
  • Develop rapport and instill confidence with the client 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.
  • Broader work or accountabilities may be assigned as needed.
Requirements
  • Fluency in Mandarin is an asset.
  • Typically between 2 – 3 years of relevant experience and post-secondary degree in a 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.
What We Offer

The Bank of Montreal offers 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 also offer opportunities for professional growth and development, as well as a collaborative and inclusive work environment.

We are 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.

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