Private Banking Solutions Specialist
BMO US(22 days ago)
About this role
Provides high-quality client service and support to private banking clients, acting as a primary service contact and liaison for bankers and external advisors. Ensures clients receive knowledgeable, timely assistance while supporting relationship growth and maintaining compliance and operational effectiveness. Supports strategic initiatives and collaborates with internal teams to deliver integrated private banking services.
Required Skills
- Client Service
- Relationship Selling
- Transaction Processing
- Loan Documentation
- Analytical Skills
- Compliance
- Communication
- Collaboration
- Problem Solving
- Stakeholder Management
Qualifications
- Post-Secondary Degree
- Licensing/Certification Requirements
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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