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Private Banking Sales Officer at BMO
Job in
Winnipeg, Manitoba, A3C, Canada
Listed on 2026-06-21
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
Job Description & How to Apply Below
Elevate client relationships as a Private Banking Sales Officer at BMO.
Utilize your Mandarin skills to provide exceptional service while meeting clients' financial needs.
This role seeks a motivated skilled with 2–3 years of relevant experience. You will navigate private banking products and collaborate with branch teams to enhance client experience. Understanding compliance and operational effectiveness is key to success in this position.
Key Responsibilities- Deliver superior service to private banking clients
- Proactively identify and address clients’ needs
- Collaborate with internal teams for referrals
- Prepare business proposals for prospects and clients
- Ensure compliance with banking regulations
- 2–3 years of relevant banking experience
- Post‑secondary degree or equivalent education
- Verbal and written communication skills
- Knowledge of personal and commercial credit processes
- Ability to analyze data and provide insights
Maximize client satisfaction and service efficiency through relationship selling and effective communication.
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