Wednesday , March 22 2023

BMO Employment – Private Banker

Website BMO Financial Group

Job Description:

Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals.


Job Responsibilities:

  • Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client’s banking needs.
  • Assists in the development of strategic plans.
  • Identifies emerging issues and trends to inform decision-making.
  • Ensures alignment between stakeholders.
  • Builds effective relationships with internal/external stakeholders.
  • Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
  • Provides superior service to an assigned portfolio of clients with the objective of becoming their trusted advisor.
  • Leads a deal team to meet client needs when acting as the lead relationship manager.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio.

Job Requirements:

  • Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.Working knowledge of Personal and Commercial credit and non-credit products.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Expert relationship management skills.
  • Able to work independently, resolving complex or ambiguous issues or situations.
  • Typically between 5 – 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
  • In-depth sales and client service skills
  • In-depth business development skills with successful track record

Job Details:

Company: BMO Financial Group

Vacancy Type: Full Time

Job Location: Chicago, IL, US

Application Deadline: N/A

Apply Here