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Wealth Sales and Service Specialist

1 week ago

Waterloo, Ontario, Canada BMO Financial Group Full time
About the Role

This Private Banking Officer position requires a proactive and knowledgeable individual who can provide superior service to existing and potential clients.

The successful candidate will have a deep understanding of integrated private banking services and offerings, as well as the strategic direction of the business.

  • Responsibilities:
  • 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.

Qualifications:

  • Typically between 2 – 3 years of relevant experience and post-secondary degree in a related field of study.
  • Must meet licensing and certification requirements for the team/branch/jurisdiction.
  • Basic knowledge of the Lending Process and supporting policies.