Elevate your career with BMO as a Private Banking Officer. This role emphasizes a superior customer service experience and relationship selling in-person and through proactive support.

BMO Financial Group is seeking a Private Banking Officer with 2-3 years of relevant experience. You will provide exceptional service to clients, understanding their needs and making appropriate recommendations. Building rapport and collaborating with branch teams are essential aspects of this position, which focuses on maintaining service standards and compliance.

Key Responsibilities:
• Assist in preparing business proposals for clients
• Identify customer needs and recommend solutions
• Ensure timely transaction processing for clients




• Take ownership of client inquiries and complaints
• Collaborate with stakeholders to meet business goals

Requirements:
• 2-3 years of relevant experience required
• Post-secondary degree in related field preferred
• Knowledge of personal and commercial credit products
• Valuable verbal and written communication skills
• Effective analytical and problem-solving skills

Contribute to the success of BMO while providing exemplary service to private banking clients.
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📌 Client-Focused Private Banking Officer (Alberta)
🏢 BMO
📍 Alberta