Support private banking operations with client service and transaction processing across BMO offices in Montreal and/or Laval. Apply credit knowledge daily.
As a Private Banking Officer, you will support Private Bankers and clients through operational coverage, relationship selling, and compliant service. The position requires knowledge of personal and commercial credit, lending processes, loan documentation, and private banking offerings. You will also analyze information, resolve inquiries, and collaborate with branch, regional, internal, and external teams.
Key Responsibilities:
- Process client transactions accurately and within required timelines
- Prepare business proposals and client presentations
- Match customer needs with products and services
- Complete credit, non-credit, and related activities
- Review monitoring reports and escalate irregularities
Requirements:
- Two to three years of relevant experience
- Post-secondary degree or equivalent education and experience
- Working knowledge of credit and non-credit products
- Basic lending process and documentation knowledge
- Good communication, organization, collaboration, and analytical skills
Bring private banking support, client service, credit knowledge, and sound operational judgment to BMO's Montreal and Laval offices.
Private Banking Operations Officer in Laval employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
