Customer Service Representative, Private Banking | [B931]

Customer Service Representative, Private Banking | [B931]

10 Nov
BMO Financial Group

10 Nov

BMO Financial Group



1250 Rene-Levesque Boulevard West.

Job Family Group:

Wealth Sales & Service

Work schedule: Monday to Friday from 8:30am to 5pm.

Supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.

Identifies customer needs and matches with appropriate products or services using relationship selling techniques,

including making referrals to other BMO employees.

Provides outstanding customer service through greeting and serving the transactional banking needs of all private banking clients promptly, courteously, knowledgeably and professionally, always striving to exceed customer expectations.

Collaborates with internal and external stakeholders in order to deliver on business objectives.

Analyzes data and information to provide insights and recommendations.

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.

Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.

Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.

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.

Identifies and escalates all irregularities and discrepancies to management.

Completes complex & diverse tasks within given rules/limits.

Analyzes issues and determines next steps; escalates as required.

Broader work or accountabilities may be assigned as needed.


Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

RISR (Minimum IFIC completed; CSC preferred).

Working knowledge of personal (primarily) and commercial credit and non-credit products.

Basic understanding of the Lending Process and supporting policies.

Basic understanding of loan and security documentation, including registration and renewal routine.

In-depth knowledge of mutual fund/investment products.

In-depth knowledge of products and services.

Basic specialized knowledge.

Verbal & written communication skills - Good.

Organization skills - Good.

Collaboration & team skills - Good.

Analytical and problem solving skills - Good.

Bilingual (French and English).

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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