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 qualified service to private banking clientsIdentify client needs and recommend appropriate products or servicesComplete credit, non-credit,



and transaction processing activities accuratelyReview monitoring reports with Private Bankers and take actionEscalate irregularities, discrepancies, inquiries, and complaints appropriatelyRequirements:Typically two to three years of relevant experiencePost-secondary degree in a related field desirableRequired licensing and certification for the applicable team or jurisdictionWorking knowledge of personal and commercial credit productsGood communication, organization, collaboration, analytical, and problem-solving skillsBring private banking service, relationship selling, credit knowledge, and risk-informed decision-making to BMO's client solutions team.

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