Client Service Banking Officer

Position: Client Service Banking Officer BMO
Location: Dorval

Step into the role of Banking Officer with BMO's Private Banking team, where you will deliver top-notch client service through calls and online platforms. Your expertise will greatly enhance client interactions and service quality.

As part of the Banking Client Service Team, your mission will be to ensure an exceptional experience for clients by leveraging your knowledge in private banking services. You'll engage in proactive discussions about clients' needs, facilitating smooth interactions with BMO's wealth management services.

Your role supports compliance and enhances operational efficiency.

Key Responsibilities:

• Deliver tailored solutions and presentations to clients

• Analyze client needs and recommend services

• Ensure prompt and accurate transactional support

• Handle client inquiries and complaints efficiently

• Collaborate with banking professionals for optimal solutions

Requirements:

• Minimum of 2 years in personal banking preferred

• Bilingual in English and French

• Valid Mutual Funds licence required

• Basic knowledge of lending and credit processes

• Good verbal and written communication skills

Utilize your client service prowess at BMO to foster beneficial banking relationships.
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