Private Banking Officer at BMO

Elevate your finance career with BMO as a Private Banking Officer. Support clients with expert service while understanding diverse banking products in a dynamic environment.
BMO is seeking a dedicated Private Banking Officer to enhance our client service experience. This role requires solid knowledge of personal and commercial credit products, relationship selling, and a commitment to compliance and operational effectiveness. You will collaborate with branch teams to meet client needs and exceed service expectations.
Key Responsibilities:
• Prepare new business proposals for clients
• Identify customer needs and recommend appropriate products
• Ensure timely completion of transaction processing
• Address and resolve client inquiries and complaints
• Collaborate with stakeholders to meet business objectives
Requirements:
• 2-3 years relevant experience in banking
• Knowledge of personal and commercial credit processes
• Strong verbal and written communic...