Private Banking Officer, Sales

Responsibilities

• Support the delivery of an exceptional customer experience to private banking clients through professional service and relationship selling.
• Identify customer needs and match them with appropriate products or services, including making referrals to other BMO employees.
• Assist in preparing new business proposals and presentations for clients and prospects.
• Provide timely and accurate support to Private Bankers by completing credit and non-credit activities.
• Take ownership of client inquiries, concerns, and complaints to ensure timely resolution.
• Adhere to all banking, investment, and lending regulations, policies, and risk guidelines.
• Monitor overdraft and other reports to take necessary actions in collaboration with the Private Banker.
• Maintain detailed knowledge of integrated private banking services and the strategic direction of the business.

Requirements

• 2–3 years of relevant experience in a banking or financial services environment.
• Post-secondary degree in a related field of study or an equivalent combination of education and experience.
• Must meet all necessary licensing and certification requirements for the specific jurisdiction.
• Working knowledge of personal and commercial credit products and monitoring processes.
• Basic understanding of the lending process and supporting policies.
• Knowledge of loan and security documentation, including registration and renewal routines.
• Strong verbal and written communication, organizational, and analytical skills.

Benefits

• Competitive salary and total compensation package.
• Performance-based incentives and discretionary bonuses.
• Health insurance and accident/life insurance.
• Tuition reimbursement and retirement savings plans.

About the Company

BMO is a leading North American bank driven by a shared purpose: to Boldly Grow the Good in business and life. We provide personal and commercial banking, wealth management, and investment services to more than 12 million customers globally. We are committed to an inclusive, equitable, and accessible workplace where employees are valued, respected, and heard.