Banking Officer, Banking Client Service Team - Private Wealth

BMO US(1 month ago)

Laval, QC, CanadaOnsiteFull TimeMedior$38,500 - $71,000Wealth Sales & Service

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.

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Required Skills

Bilingual
Customer Service
Relationship Selling
Transaction Processing
Compliance
Credit Knowledge
Data Analysis
Communication
Collaboration
Problem Solving

+1 more

Qualifications

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

About BMO US

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.

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