Private Banking Officer, Relationship Builder

4 weeks ago

Nanaimo, British Columbia, Canada BMO Full time

Transform your career in a dynamic role that combines expert knowledge of private banking services with exceptional customer service skills. At BMO, we're seeking a skilled Private Banking Officer, Relationship Builder to join our team.



As a successful candidate, you'll be responsible for delivering exceptional customer experiences to private banking clients, providing a superior level of courteous, knowledgeable, and professional service. You'll work collaboratively with the branch and regional teams to identify and make referrals, ensuring compliance and operational effectiveness.



Key Responsibilities:


  • Prepare new business proposals or presentations to clients/prospects, highlighting the benefits of our integrated private banking services.
  • Identify customer needs and match them with the most suitable products or services, using relationship selling techniques to build long-term client relationships.
  • Work closely with internal and external stakeholders to deliver on business objectives, analyzing data and information to provide insights and recommendations.
  • Maintain a detailed knowledge of our private banking services and offerings, as well as a thorough understanding of the strategic direction of the business.
  • Develop and maintain strong relationships with clients, providing timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
  • Stay up-to-date with banking, investment, and lending regulations, policies, and procedures, ensuring compliance and operational effectiveness.
  • Participate in audits and compliance reviews as assigned, identifying and escalating all irregularities and discrepancies to management.
  • Collaborate with internal teams to identify and implement process improvements, analyzing issues and determining next steps.
  • Stay organized and manage multiple priorities, completing complex and diverse tasks within given rules and limits.


Requirements:


  • Typically 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.
  • 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.
  • Specialized knowledge and skills, including verbal and written communication, organization, collaboration, analytical, and problem-solving skills.


What We Offer:


  • A competitive salary range of $35,700.00 to $66,100.00, based on factors such as location, skills, experience, education, and qualifications for the role.
  • A total compensation package that may include performance-based incentives, discretionary bonuses, and other perks and rewards.
  • Benefits, such as health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • A dynamic and inclusive work environment, committed to diversity, equity, and accessibility.


Join our team at BMO and discover a career that's rich in purpose and opportunity. We're committed to helping you grow and make an impact, both personally and professionally.



To learn more about this exciting opportunity, visit our website at https://www.bmo.com/.



BMO is an equal opportunities employer and welcomes applications from diverse candidates.

  • Private Banking Officer, Business Development Specialist

    1 week ago

    Nanaimo, British Columbia, Canada BMO Full time

    Unlock Your Potential as a Private Banking OfficerWe are seeking an experienced and dynamic individual to join our team as a Private Banking Officer. In this role, you will have the opportunity to build long-lasting relationships with high-net-worth clients and provide them with exceptional financial guidance and support.About BMOBMO Financial Group is a...

  • Private Banking Officer, Sales Expert

    7 days ago

    Nanaimo, British Columbia, Canada BMO Full time

    Transform Lives with BMOWe're 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.About the Role:This Private Banking Officer role is a key contributor to delivering an exceptional customer experience to private banking clients. You'll...

  • Client Advisor

    4 weeks ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners...

  • Banking Relationship Manager

    1 month ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada Full time

    Job OpportunityAt Royal Bank of Canada, we are seeking a highly skilled and client-focused individual to join our team as a Banking Advisor. This exciting opportunity calls on your expertise in client-centric sales and problem-solving skills to maximize each client interaction.Key ResponsibilitiesProactively engage with clients to understand their banking...

  • Senior Indigenous Commercial Banking Relationship Manager

    1 week ago

    Nanaimo, British Columbia, Canada CIBC - Indigenous Recruitment Full time

    Job OverviewCIBC is committed to supporting the growth and development of Indigenous communities through our banking services.The Senior Indigenous Commercial Banking Relationship Manager will play a key role in building and maintaining strong relationships with our Indigenous clients, providing them with expert advice and guidance to help them achieve their...

  • Senior Relationship Manager

    5 days ago

    Nanaimo, British Columbia, Canada CIBC Full time

    CIBC: Empowering Your SuccessWe offer a competitive salary of $120,000 per year, plus benefits and opportunities for growth. As a Senior Relationship Manager in our Commercial Banking team, you will play a key role in meeting the needs of our Indigenous clients and driving business growth.Job SummaryThis is a unique opportunity to leverage your expertise in...

  • Client Relationship Manager

    4 weeks ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated Client Relationship Manager to join our team at Royal Bank of Canada. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their banking needs.Key ResponsibilitiesProactively engage...

  • Client Relationship Manager

    6 days ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada Full time

    Job Description:Royal Bank of Canada is seeking a highly skilled Client Advisor to join our team in NANAIMO, Canada. As a key member of our Personal and Commercial Banking division, you will play a vital role in building strong relationships with clients and providing exceptional customer service.About the Opportunity:This exciting opportunity calls on your...

  • Banking Advisor

    4 weeks ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada Full time

    Job Title: Banking AdvisorJob Summary:We are seeking a highly motivated and client-focused Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key Responsibilities:Proactively engage with clients to understand their banking needs and...

  • Business Banking Specialist

    7 days ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada Full time

    Banking Advisor RoleWe are seeking a highly skilled and client-focused Banking Advisor to join our team in Nanaimo, Canada. As a key member of our branch, you will be responsible for providing exceptional customer service and support to clients, while also driving sales and referrals.Job Summary:The successful candidate will have a passion for delivering...

  • Senior Relationship Manager, Commercial Banking

    7 days ago

    Nanaimo, British Columbia, Canada CIBC Full time

    About UsCIBC is a leading financial institution dedicated to empowering its clients and employees. Our values of Trust, Teamwork, and Accountability drive our commitment to excellence.We are proud to offer a unique opportunity for First Nations, Métis, and Inuit job seekers to share their experiences and skills with potential employers. This platform...

  • Business Growth Consultant

    2 weeks ago

    Nanaimo, British Columbia, Canada Scotiabank Full time

    About the RoleWe're seeking a Business Growth Consultant to join our Canadian Banking Branch network. As an essential member of our team, you'll focus on providing exceptional service to small business owners.Key Responsibilities:Manage a portfolio of high-value and complex relationships to achieve retention and negotiated goals.Create a strong presence in...

  • Business Growth Specialist

    2 weeks ago

    Nanaimo, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Commercial Banking Advisor to join our team at Scotiabank.Key Responsibilities:Manage a portfolio of high-value small business owner relationships to achieve retention and negotiated goals.Develop strong relationships with the local business community through Centres of Influence.Engage with new and existing clients to...

  • Business Growth Specialist

    1 week ago

    Nanaimo, British Columbia, Canada Scotiabank Full time

    We are seeking a highly skilled Business Growth Specialist to join our team in Canada. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to small business owners.About the RoleAs a Business Growth Specialist, your primary focus will be on managing an assigned portfolio of high-value and complex...

  • Caregiver Assistant

    2 weeks ago

    Nanaimo, British Columbia, Canada Roland - private household Full time

    Job Description:At Roland - private household, we are seeking a dedicated and compassionate Personal Care Attendant to join our team. In this role, you will provide high-quality care and support to our clients, enabling them to maintain their independence and quality of life.Responsibilities:Administer personal care and hygiene services, including bathing,...

  • Senior Business Development Consultant

    1 week ago

    Nanaimo, British Columbia, Canada Scotiabank Full time

    About the RoleAs a Senior Business Development Consultant at Scotiabank, you will play a crucial role in building and maintaining strong relationships with small business owners.We are seeking an experienced professional who can connect with clients in a relatable way, providing exceptional service throughout their journey. The ideal candidate will have a...

  • Banking Customer Service and Sales Representative

    4 weeks ago

    Nanaimo, British Columbia, B9R, British Columbia, Canada Canadian Western Bank Full time

    At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doBanking Customer Service & Sales RepresentativeRoles...

  • Investment Advisor

    4 weeks ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionUnlock your potential as a Financial Planning Specialist at RBC Dominion SecuritiesAs a Financial Planning Specialist, you will help your clients achieve their financial goals by providing personalized advice and guidance. You will work closely with our team to develop and implement customized financial plans that meet the unique...

  • Investment Advisor

    4 weeks ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs a Financial Planning and Portfolio Management Expert at RBC, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what...

  • Business Development Specialist

    3 weeks ago

    Nanaimo, British Columbia, Canada Acera Insurance Full time

    Business Development OpportunityAcera Insurance is seeking an ambitious and engaging relationship builder to join our team. The successful candidate will play a key role in cultivating relationships amongst key stockholders of companies and high value clients. Key ResponsibilitiesCultivate and build strong relationships with key stockholders of companies and...