Senior Relationship Banker

2 days ago


Kelowna, British Columbia, Canada BMO Financial Group Full time

We are seeking a Senior Relationship Banker to support the delivery of exceptional customer experiences in private banking. This role involves providing superior service, identifying client needs, and matching them with suitable products or services. The ideal candidate will have strong relationship-building skills, analytical abilities, and a comprehensive knowledge of integrated private banking services.

Job Description
  • Key Responsibilities:
  • Supports the delivery of an exceptional customer experience to private banking clients
  • Provides a superior level of courteous, knowledgeable, and professional service to all existing and potential clients displaying a comprehensive knowledge of products
  • Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees
  • Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels
  • 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
  • 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
  • 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
Qualifications:
  • 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
Compensation and Benefits:

The estimated annual salary for this position is around $65,000-$80,000 depending on location and experience. In addition to competitive compensation, BMO Financial Group offers a range of benefits, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more information, please visit our website at https://jobs.bmo.com/global/en/Total-Rewards.



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