Private Banking Officer, Sales, Private Wealth
BMO — 2 Locations
Posted 2026-08-21
Application Deadline: 09/18/2026 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service Additional Information: The Private Banking Officer is responsible for handling clients’ banking transactions and requests while supporting the Private Banker in delivering exceptional service to their clients. 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. 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 ensur