BMO US

Banking Officer, Banking Client Service Team

BMO US(1 month ago)

Toronto, ON, CanadaOnsiteFull TimeMedior$38,500 - $71,000Wealth Sales & Service
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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. 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.

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Required Skills

  • Client Service
  • Relationship Selling
  • Transaction Processing
  • Presentation Prep
  • Compliance
  • Operational Efficiency
  • Data Analysis
  • Collaboration
  • Communication
  • Problem Solving

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Qualifications

  • Post-Secondary Degree
  • IFIC
  • CSC
BMO US

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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