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Private Banking Officer Sales Representative

1 month ago

ColumbiaShuswap Subd C, Canada BMO Full time
Job Summary

BMO is seeking a highly motivated and experienced Private Banking Officer Sales to join our team. As a Private Banking Officer Sales, you will be responsible for providing exceptional customer service to private banking clients, identifying and discussing clients' needs, and working collaboratively with the branch and regional teams to identify and make referrals.

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.
  • Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
  • Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Analyzes data and information to provide insights and recommendations.
  • Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
  • Strives to exceed client service standards to maximize relationship retention and growth.
  • Develops rapport and instills confidence with the client to develop credibility and earn their trust.
  • Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
  • Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
  • Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
  • Participates in audits and compliance reviews as assigned.
  • Identifies and escalates all irregularities and discrepancies to management.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broad work or accountabilities may be assigned as needed.
Requirements
  • 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 & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.