Private Banking Officer at BMO

Become a Private Banking Officer with BMO, delivering exceptional client service primarily through phone and virtual meetings. Leverage your relationship selling skills to meet customer needs effectively.
As a vital member of the Banking Client Service Team, you will support private banking clients by utilizing your thorough understanding of products and services. Identify client needs and collaborate with BMO colleagues to ensure seamless banking experiences. Your role will emphasize compliance, operational effectiveness, and providing timely solutions to inquiries.
Key Responsibilities:
• Assist in preparing business proposals for clients
• Identify customer needs and recommend suitable products
• Ensure timely completion of transaction processing
• Resolve client concerns ensuring satisfaction
• Maintain detailed knowledge of banking services
Requirements:
• 2-3 years relevant banking experience required
• Bilingual in French and English
• Completion...