Job opportunity
Private Banking Client Service Officer
BMO
Deliver exceptional private banking service at BMO’s 255 Queens Avenue location through relationship selling and knowledgeable client support. Apply strong communication and analytical skills daily.
As a Private Banking Officer, you support Private Bankers and clients across credit, non-credit, transaction, and referral activities. You build trust, identify needs, match appropriate products, and help deliver business objectives. The position requires operational effectiveness, regulatory awareness, and collaboration with branch and regional teams.
Key Responsibilities:
Support Private Bankers with credit and non-credit activities
Identify client needs and recommend appropriate products or services
Complete transactions accurately and resolve client concerns promptly
Prepare business proposals and presentations for clients
Review monitoring reports and escalate irregularities appropriately
Requirements:
Two to three years of relevant experience typically required
Post-secondary degree or equivalent education and experience
Required licensing and certification for assigned jurisdiction
Working knowledge of personal and commercial credit products
Good communication, organization, collaboration, and analytical skills
Use relationship selling, credit knowledge, and careful risk awareness to support BMO private banking clients and Private Bankers.
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Apply on source site As a Private Banking Officer, you support Private Bankers and clients across credit, non-credit, transaction, and referral activities. You build trust, identify needs, match appropriate products, and help deliver business objectives. The position requires operational effectiveness, regulatory awareness, and collaboration with branch and regional teams.
Key Responsibilities:
Support Private Bankers with credit and non-credit activities
Identify client needs and recommend appropriate products or services
Complete transactions accurately and resolve client concerns promptly
Prepare business proposals and presentations for clients
Review monitoring reports and escalate irregularities appropriately
Requirements:
Two to three years of relevant experience typically required
Post-secondary degree or equivalent education and experience
Required licensing and certification for assigned jurisdiction
Working knowledge of personal and commercial credit products
Good communication, organization, collaboration, and analytical skills
Use relationship selling, credit knowledge, and careful risk awareness to support BMO private banking clients and Private Bankers.
#J-18808-Ljbffr