BMO

Banking Officer, Banking Client Service Team - Private Wealth

BMO

3 months ago
Laval, QC
Onsite
Full Time
Medior
0 applicants
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BMO
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About this role

Member of the Banking Client Service Team within Private Wealth, supporting delivery of exceptional service to private banking clients and collaborating with advisory teams. The role acts as a knowledgeable client-facing support position that helps identify client needs, guides potential clientele to appropriate private banking offerings, and ensures operational and compliance standards are met. It supports business objectives across the branch by liaising with internal stakeholders and maintaining understanding of integrated private banking services.

Skills

Qualifications

Post-Secondary Degree (Desirable)RISR (Registered Investment Sales Representative)Applicable Licensing Requirements
BMO

About BMO

bmo.com

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.

About BMO

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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