Private Banking Officer, Sales, Private Wealth
BMO US(2 months ago)
About this role
A Private Banking Client Service Associate at BMO supports delivery of exceptional service to private banking clients and acts as a primary, knowledgeable point of contact. The role works with office and regional teams to support client relationships and ensures adherence to bank policies and procedures.
Required Skills
- Customer Service
- Relationship Selling
- Transaction Processing
- Compliance
- Credit Knowledge
- Analytical Skills
- Communication
- Collaboration
- Problem Solving
Qualifications
- Post-Secondary Degree
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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