Private Banking Advisor — Client Growth & Service

BMO; Vancouver; On-site; CAD 39,000 - 71,000; Full time

Benefits offered by this job

Health insurance, tuition reimburse-

Job summary

BMO Financial Group in Canada seeks a role that supports delivering exceptional service to private banking clients. You will handle inquiries, process transactions, and collaborate with branch and regional teams for referrals and best solutions.

Key duties include identifying client needs, presenting appropriate products, maintaining knowledge of private banking offerings, and ensuring compliance with regulatory requirements.

Qualifications

• Verbal & written communication skills are essential.
• Organization skills are important for handling multiple tasks and timelines.
• Collaboration and teamwork are required to work with branch and regional teams.
• Strong analytical and problem-solving abilities are needed to interpret data and resolve issues.

Responsibilities

• Assist in preparing new business proposals or presentations to clients/prospects.
• Identify customer needs and match with appropriate products or services.
• Refer clients to other BMO employees as needed.
• Improve workflow processes to boost efficiency and service levels.
• Ensure timely and accurate completion of transaction processing.
• Handle client inquiries, concerns and complaints and resolve them promptly.
• Develop rapport and trust with clients while staying informed on private banking offerings.
• Adhere to banking, lending regulations and risk guidelines.
• Support audits and compliance reviews as assigned.

Skills

Verbal & written communication

Organization

Collaboration

Analytical & problem solving

Education

Post-secondary degree in related field

Equivalent education/experience

Job description

BMO Financial Group in Canada seeks a role that supports delivering exceptional service to private banking clients. You will handle inquiries, process transactions, and collaborate with branch and regional teams for referrals and best solutions.

Key duties include identifying client needs, presenting appropriate products, maintaining knowledge of private banking offerings, and ensuring compliance with regulatory requirements.