Private Banking Associate: Client Growth & Service

BMO; Winnipeg; On-site; CAD 37,000 - 68,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Winnipeg, Canada, is seeking a Private Banking support role within Wealth Sales & Service to deliver exceptional service to private banking clients and collaborate with branch and regional teams for referrals.

The role emphasizes proactive client needs identification, thorough product knowledge, and adherence to regulatory and risk guidelines to protect client assets and the bank.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field is desirable.
• Must meet licensing and certification requirements for the team/branch/jurisdiction.
• Working knowledge of personal and commercial credit and non-credit products, monitoring/operational processes and applications.
• Basic knowledge of the Lending Process and supporting policies.
• Basic knowledge of loan and security documentation, including registration and renewal routine.
• Strong verbal & written communication; good organization; collaborative teamwork; analytical problem solving.

Responsibilities

• Assist in preparing new business proposals or presentations to clients/prospects.
• Identifies customer needs and matches with appropriate products or services using relationship selling techniques.
• Identifies and recommends workflow process alternatives to improve efficiency and service levels.
• Determines client needs and ensures timely and accurate completion of transaction processing.
• Takes ownership of client inquiries/concerns/complaints, ensuring timely resolution and appropriate referrals.
• Maintains knowledge of integrated private banking services and offerings and the business strategy.

Skills

Communication skills

Organization skills

Team collaboration

Analytical skills

Education

Post-secondary degree

Job description

BMO Financial Group in Winnipeg, Canada, is seeking a Private Banking support role within Wealth Sales & Service to deliver exceptional service to private banking clients and collaborate with branch and regional teams for referrals.

The role emphasizes proactive client needs identification, thorough product knowledge, and adherence to regulatory and risk guidelines to protect client assets and the bank.