Private Banking Officer
6 days ago
Application Deadline: 01/02/2026 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service This job posting is intended to build a pool of candidates for potential job openings. Administrative support position to support a Private Banker. 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. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness. Assists in preparing new business proposals or presentations to clients/prospects. 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. Determines client needs and ensures 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,
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Private Banking Officer
1 week ago
Montreal, Canada BMO Full timePrivate Banking Officer - Private Wealth (candidates pool 2026) Join to apply for the Private Banking Officer - Private Wealth (candidates pool 2026) role at BMO. This job posting is intended to build a pool of candidates for potential job openings. Administrative support position to support a Private Banker. Supports the delivery of an exceptional customer...
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Private Banking Officer
2 weeks ago
Montreal, Canada BMO Full timePrivate Banking Officer - Private Wealth (candidates pool 2026) Join to apply for the Private Banking Officer - Private Wealth (candidates pool 2026) role at BMO. This job posting is intended to build a pool of candidates for potential job openings. Administrative support position to support a Private Banker. Supports the delivery of an exceptional customer...
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Private Banking Officer
7 days ago
Montreal, Canada BMO Financial Full timeApplication Deadline: 01/02/2026 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service This job posting is intended to build a pool of candidates for potential job openings. Administrative support position to support a Private Banker. Supports the delivery of an exceptional customer experience to private banking clients. Provides...
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Private Banking Officer
1 week ago
Montreal, Canada BMO Financial Full timeApplication Deadline:01/02/2026Address:1250 boul Rene Levesque OuestJob Family Group:Wealth Sales & ServiceThis job posting is intended to build a pool of candidates for potential job openings. Administrative support position to support a Private Banker.Supports the delivery of an exceptional customer experience to private banking clients. Provides a...
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Private Banking Officer
1 week ago
Montreal, Canada BMO Financial Full timeApplication Deadline:01/02/2026Address:1250 boul Rene Levesque OuestJob Family Group:Wealth Sales & ServiceThis job posting is intended to build a pool of candidates for potential job openings. Administrative support position to support a Private Banker.Supports the delivery of an exceptional customer experience to private banking clients. Provides a...
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Private Banking Officer
1 week ago
Montreal, Canada BMO Full timeApplication Deadline:01/02/2026Address:1250 boul Rene Levesque OuestJob Family Group:Wealth Sales & ServiceThis job posting is intended to build a pool of candidates for potential job openings. Administrative support position to support a Private Banker.Supports the delivery of an exceptional customer experience to private banking clients. Provides a...
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Private Banking Officer
2 weeks ago
Montreal, Quebec, Canada BMO Full time $38,500 - $71,000Application Deadline:01/02/2026Address:1250 boul Rene Levesque Ouest Job Family Group:Wealth Sales & ServiceThis job posting is intended to build a pool of candidates for potential job openings. Administrative support position to support a Private Banker.Supports the delivery of an exceptional customer experience to private banking clients. Provides...
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Montreal, Canada BMO Full timeA leading financial institution is seeking a Private Banking Officer to support private banking clients by providing exceptional customer service. The ideal candidate will have 2-3 years of relevant experience and be bilingual in French and English. Responsibilities include client support, compliance management, and identifying customer needs. This full-time...
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Montreal, Canada BMO Full timeA leading financial institution is seeking a Private Banking Officer to support private banking clients by providing exceptional customer service. The ideal candidate will have 2-3 years of relevant experience and be bilingual in French and English. Responsibilities include client support, compliance management, and identifying customer needs. This full-time...
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Senior Director Credit, Private Banking 1859
4 weeks ago
Montreal, Canada National Bank of Canada Full timeSenior Director, Credit – Private Banking 1859 Being a Senior Director, Credit – Private Banking 1859 at National Bank means playing a key role in supporting a distinctive and affluent clientele, while leading a team of credit experts. You will thrive in a multidisciplinary environment where excellence, rigour, and client proximity are central to the...
