Private Banking Relationship Specialist

BMO; Edmonton; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in Edmonton, Canada, seeks an analytical professional to support private banking clients with credit and non-credit services, ensuring compliance and a high standard of service.

You will prepare proposals, identify client needs, and coordinate with branch and regional teams to deliver tailored solutions, while maintaining risk controls and delivering timely transactions and referrals.

Qualifications

• Post-secondary degree or equivalent experience.
• 2–3 years of relevant banking experience.
• Working knowledge of personal and commercial credit products.
• Understanding of lending process and supporting policies.
• Strong verbal and written communication.
• Organized with good collaboration and analytical skills.

Responsibilities

• Assist in preparing new business proposals or presentations.
• Identify customer needs and match with products through relationship selling.
• Ensure timely completion of transaction processing and referrals.
• Maintain knowledge of private banking services and refer as needed.
• Ensure compliance and risk guidelines.
• Address client inquiries and resolve complaints.

Skills

Communication

Organization

Teamwork

Analytical

Relationship selling

Education

Post-secondary degree

Tools

CRM software

Job description

BMO Financial Group in Edmonton, Canada, seeks an analytical professional to support private banking clients with credit and non-credit services, ensuring compliance and a high standard of service.

You will prepare proposals, identify client needs, and coordinate with branch and regional teams to deliver tailored solutions, while maintaining risk controls and delivering timely transactions and referrals.