24 Oct
|
BMO
|
Quebec City
Serve private banking clients in Montreal or Laval using relationship selling, credit knowledge, and professional service skills. Flexible operational support strengthens coverage across offices.
As a Private Banking Officer, you will support Private Bankers and clients across existing and potential relationships. You will apply knowledge of personal and commercial credit, lending processes, and private banking offerings. Your work supports accurate transactions, referrals, proposals, and compliant service delivery.
Key Responsibilities: Provide courteous, knowledgeable service to private banking clients
Identify needs and recommend appropriate products or referrals
Complete credit, non-credit, and related activities
Resolve inquiries, concerns,
and complaints promptly
Review monitoring reports and escalate irregularities
Requirements: Two to three years of relevant experience
Post-secondary degree in a related field desirable
Working knowledge of personal and commercial credit products
Basic knowledge of lending processes and security documentation
Positive communication, organization, collaboration, and analytical skills
Use private banking, credit, and relationship-selling expertise to deliver accurate client support for BMO in Montreal or Laval.
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📌 Private Banking Client Service Officer (Quebec City)
🏢 BMO
📍 Quebec City