Private Banking Officer

Job description

Application Deadline: 06/02/2026 Address: 255 Queens Avenue Job Family Group: Wealth Sales & Service Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness. Qualifications: Salary : $36,600.00 - $67,500.00 - Assists in preparing new business proposals or presentations to clients/prospects. - Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees. - Identifies and recommends workflow process alternatives that can lead to improved 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 referring as...