Apply credit and lending knowledge as a Private Banking Officer supporting BMO clients across Montreal and Laval office coverage needs.
This Private Banking Officer position provides operational support to Private Bankers and private banking clients. You will complete credit and non-credit activities, process transactions accurately, and support proposals or presentations. The work also requires knowledge of lending processes, monitoring reports, and security documentation.
Key Responsibilities:
- Provide timely support to Private Bankers
- Process complex credit and non-credit activities
- Complete client transactions accurately and promptly
- Prepare current business proposals or presentations
- Analyze issues and determine appropriate next steps
Requirements:
- Two to three years of relevant experience
- Related post-secondary education or equivalent experience
- Working knowledge of personal credit products
- Knowledge of commercial credit products and processes
- Basic knowledge of loan and security documentation
Bring lending, transaction processing, and analytical problem-solving skills to BMO’s private banking support operations in Montreal or Laval.
📌 Private Banking Credit Support Officer (Canada)
🏢 BMO
📍 Canada