Private banking service and relationship selling define this Banking Officer role at BMO Financial Group, based at 525 8th Ave SW East Tower. Support clients with knowledgeable, accurate assistance across transactions and referrals.

Within Wealth Sales & Service, you will support Private Bankers and clients through credit, non-credit, and related activities. The position involves identifying needs, matching products, preparing proposals, and resolving inquiries. You will also apply operational, compliance, and risk requirements.

Key Responsibilities:

- Deliver courteous, knowledgeable service to private banking clients
- Identify needs and make appropriate product or employee referrals
- Complete credit, non-credit, and transaction processing activities
- Resolve client inquiries, concerns,



and complaints promptly
- Review monitoring reports and escalate irregularities appropriately

Requirements:

- Typically two to three years of relevant experience
- Post-secondary degree or equivalent education and experience
- Required licensing and certification for assigned jurisdiction
- Working knowledge of personal and commercial credit products
- Positive communication, organization, collaboration, and analytical skills

Use private banking knowledge, relationship selling, and risk awareness to support BMO clients, Private Bankers, and service objectives.

📌 Private Banking Client Solutions Officer (Canada)
🏢 Bank N.a.
📍 Canada