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Private Banking Officer - Bmo Private Wealth
Company | BMO |
Address | Montreal, Quebec, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-10-14 |
Posted at | 7 months ago |
This job posting is for opportunities in the upcoming year in Montreal.
Qualifications:
- Determines client needs and ensures timely and accurate completion of transaction processing.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Broader work or accountabilities may be assigned as needed.
- Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
- Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
- 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.
- Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
- Participates in audits and compliance reviews as assigned.
- Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
- Analyzes issues and determines next steps.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
- Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
- Identifies and escalates all irregularities and discrepancies to management.
- Assists in preparing new business proposals or presentations to clients/prospects.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes data and information to provide insights and recommendations.
Qualifications:
- Bilingualism French and English
- RISR qualified (Minimum IFIC completed; CSC preferred).
- Understanding of loan and security documentation, including registration and renewal routine.
- Collaboration & team skills
- Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
- Verbal & written communication skills
- Knowledge of mutual fund/investment products.
- Organization skills
- Analytical and problem solving skills
- Specialized knowledge.
- 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.
- Knowledge and understanding of banking services.
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