Private Banking Solutions Specialist
BMO US(22 days ago)
About this role
Private Banking Client Service Associate supporting the Wealth Sales & Service team to deliver exceptional experiences for private banking clients. The role serves as a primary service contact, helping maintain client relationships and supporting branch and regional teams. It emphasizes adherence to compliance, operational effectiveness, and the bank’s strategic direction.
Required Skills
- Client Service
- Relationship Management
- Sales
- Presentation
- Referral Management
- Compliance
- Operations
- Lending Knowledge
- Documentation
- Risk Management
+4 more
Qualifications
- Post-secondary Degree
- Licensing/Certification Requirements
- 3-5 Years Experience
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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