BMO is seeking a Private Banking Officer for Montreal or Laval, combining client service, operational effectiveness, and compliance expertise.

You will help deliver exceptional experiences to private banking clients while supporting branch and regional collaboration. The position emphasizes relationship selling, referrals, workflow improvements, and timely resolution of client concerns. You will also follow banking, investment, lending, security, and risk requirements.

Key Responsibilities:

- Build client rapport and confidence through professional service
- Identify opportunities and make referrals to BMO employees
- Recommend workflow alternatives improving efficiency and service levels
- Collaborate with internal and external stakeholders
- Participate in audits and compliance reviews

Requirements:

- Two to three years of relevant experience
- Post-secondary degree in a related field desirable
- Knowledge of private banking services and offerings
- Valuable verbal and written communication skills
- Good organization, collaboration, analytical, and problem-solving skills

Support BMO private banking relationships through compliant service, referrals, workflow analysis, and effective collaboration in Montreal or Laval.

📌 BMO Private Banking Service Officer (Montreal)
🏢 BMO
📍 Montreal