Support private banking operations with client service and transaction processing across BMO offices in Montreal and/or Laval. Apply credit knowledge daily.
As a Private Banking Officer, you will support Private Bankers and clients through operational coverage, relationship selling, and compliant service. The position requires knowledge of personal and commercial credit, lending processes, loan documentation, and private banking offerings. You will also analyze information, resolve inquiries, and collaborate with branch, regional, internal, and external teams.
Key Responsibilities: Process client transactions accurately and within required timelines
Prepare business proposals and client presentations
Match customer needs with products and services
Complete credit, non-credit,
and related activities
Review monitoring reports and escalate irregularities
Requirements: Two to three years of relevant experience
Post-secondary degree or equivalent education and experience
Working knowledge of credit and non-credit products
Basic lending process and documentation knowledge
Positive communication, organization, collaboration, and analytical skills
Bring private banking support, client service, credit knowledge, and sound operational judgment to BMO’s Montreal and Laval offices.