Support exceptional private banking client experiences at BMO through relationship selling, transaction processing, and knowledgeable service. Apply sound judgment within approved risk guidelines.

As a Banking Officer supporting the Banking Client Solutions Team, you will serve existing and potential private banking clients. You will match needs with products, make referrals, and support Private Bankers through credit, non-credit, and related activities. The work also includes compliance, monitoring, analysis, and issue resolution.

Key Responsibilities:
Deliver courteous, knowledgeable, and skilled service to private banking clients
Identify client needs and recommend appropriate products or services
Complete credit, non-credit, and transaction processing activities accurately




Review monitoring reports with Private Bankers and take action
Escalate irregularities, discrepancies, inquiries, and complaints appropriately

Requirements:
Typically two to three years of relevant experience
Post-secondary degree in a related field desirable
Required licensing and certification for the applicable team or jurisdiction
Working knowledge of personal and commercial credit products
Positive communication, organization, collaboration, analytical, and problem-solving skills

Bring private banking service, relationship selling, credit knowledge, and risk-informed decision-making to BMO’s client solutions team.

📌 Private Banking Client Solutions Officer Calgary (Canada)
🏢 Bank of Montreal
📍 Canada