Banking Officer, Banking Client Service Team
BMO US(1 month ago)
About this role
Member of the Banking Client Service Team within Private Wealth supporting delivery of exceptional service to private banking clients. Responsible for fostering client relationships, coordinating with branch and regional teams to identify client needs and referrals, and supporting private bankers with credit, non-credit and transactional activities. The role emphasizes maintaining compliance, operational effectiveness, and a thorough knowledge of private banking products and services.
Required Skills
- Client Service
- Relationship Selling
- Transaction Processing
- Presentation Prep
- Compliance
- Operational Efficiency
- Data Analysis
- Collaboration
- Communication
- Problem Solving
+2 more
Qualifications
- Post-Secondary Degree
- IFIC
- CSC
About BMO US
bmo.comBMO 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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