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Banking officer, banking client service team

Company

BMO Financial Group

Location

toronto, on

Type

Full-time

Date limite pour présenter sa candidature :

04/14/2026

Adresse :

100 King Street West

Groupe de famille d'emploi :

Ventes et service, Gestion de patrimoine

This role is on the Banking Client Service Team, within Private Wealth. 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.

Responsabilités

  • Assists in preparing new business proposals or presentations to clients/prospects.
  • Identifies customer needs and matches with appropriate products ...

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