Private Banking Officer, Sales
BMO US(13 days ago)
About this role
This role supports the delivery of exceptional customer service to private banking clients by providing knowledgeable, professional service and collaborating with internal teams to meet client needs. The position involves handling inquiries, analyzing data, maintaining compliance, and contributing to customer satisfaction and operational efficiency.
Required Skills
- Relationship Selling
- Customer Service
- Data Analysis
- Banking Products
- Lending Process
- Compliance
- Client Relations
- Financial Documentation
- Problem Solving
- Team Collaboration
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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