BMO Bank Jobs – Private Banking Officer

Job Description:

Supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.

Job Responsibilities:

• Analyzes data and information to provide insights and recommendations.
• Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
• Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
• Assists in preparing new business proposals or presentations to clients/prospects.
• Determines client needs and ensures timely and accurate completion of transaction processing.
• Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.

Job Requirements:

• Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
• Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Understanding of the Lending Process and supporting policies.
• Organization skills – Good.
• Knowledge of mutual fund/investment products.
• RISR qualified (Minimum IFIC completed; CSC preferred).
• Verbal & written communication skills – Good.
• Understanding of loan and security documentation, including registration and renewal routine.
• Knowledge and understanding of banking services.

Job Details:

Company: BMO Financial Group

Vacancy Type: Full Time

Job Location: Edmonton, AB, Canada

Application Deadline: N/A

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