BMO seeks a Banking Officer for private banking operations, combining detailed service, compliance knowledge, and accurate processing for clients and Private Bankers.
Within the Banking Client Solutions Team, this position supports integrated private banking services and business objectives.
You will prepare client proposals, analyze information, improve workflows, and resolve complex inquiries.
You will also follow banking, investment, lending, legal, ethical, security, and risk requirements.
Key Responsibilities: Prepare current business proposals or presentations for clients and prospects
Analyze data and information, providing insights and recommendations
Identify workflow alternatives that improve efficiency and service levels
Complete timely,
accurate transaction processing and related activities
Participate in assigned audits and compliance reviews
Requirements: Two to three years of relevant experience typically required
Related post-secondary education or equivalent experience
Basic knowledge of lending processes and supporting policies
Basic knowledge of loan and security documentation routines
Good organization, communication, collaboration, and analytical skills
Use operational discipline, private banking knowledge, and analytical problem-solving to support BMO clients, Private Bankers, and business priorities.