Private Banking Officer
BMO US(1 month ago)
About this role
Provides high-quality client service to private banking clients by delivering knowledgeable, professional support and ensuring operational accuracy. The role identifies client needs, makes referrals to appropriate specialists, and collaborates with branch and regional teams to support relationship retention and growth while ensuring compliance with banking policies.
Required Skills
- Customer Service
- Relationship Selling
- Transaction Processing
- Compliance
- Risk Management
- Credit Products
- Communication
- Organization
- Collaboration
- Analytical Skills
+1 more
Qualifications
- Post-Secondary Degree
- Required Licensing
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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