Private Banking Associate — Client Service & Growth

Bank of Montreal; Laval (administrative region); On-site; CAD 39,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal is seeking a Private Banking Officer to support private banking clients in Laval and Montreal. You will handle transactions, provide timely, accurate service, and collaborate with Private Bankers to meet client needs.

The role emphasizes relationship selling, compliance, and cross-team referrals to deliver a superior client experience while helping grow the bank’s private banking business.

Qualifications

• 2–3 years of relevant experience in banking or financial services.
• Good verbal and written communication skills.
• Knowledge of personal and commercial credit is desirable.
• Understanding of lending processes and related documentation.

Responsibilities

• Handle private banking clients’ transactions and requests.
• Support the Private Banker in delivering exceptional service.
• Identify client needs and make referrals to appropriate products or colleagues.
• Assist in preparing proposals or presentations for clients/prospects.
• Ensure compliance with banking regulations and internal policies.

Skills

Client service

Communication

Relationship selling

Analytical skills

Team collaboration

Education

Post-secondary degree (desirable)

Job description

Bank of Montreal is seeking a Private Banking Officer to support private banking clients in Laval and Montreal. You will handle transactions, provide timely, accurate service, and collaborate with Private Bankers to meet client needs.

The role emphasizes relationship selling, compliance, and cross-team referrals to deliver a superior client experience while helping grow the bank’s private banking business.