Private Banking Client Service Officer

Serve private banking clients in Montreal or Laval using relationship selling, credit knowledge, and professional service skills. Flexible operational support strengthens coverage across offices.

As a Private Banking Officer, you will support Private Bankers and clients across existing and potential relationships. You will apply knowledge of personal and commercial credit, lending processes, and private banking offerings. Your work supports accurate transactions, referrals, proposals, and compliant service delivery.

Key Responsibilities:

• Provide courteous, knowledgeable service to private banking clients
• Identify needs and recommend appropriate products or referrals
• Complete credit, non-credit, and related activities
• Resolve inquiries, concerns, and complaints promptly
• Review monitoring reports and escalate irregularities

Requirements:

• Two to three years of relevant experience
• Post-secondary degree in a related field desirable
• Working knowledge of personal and commercial credit products
• Basic knowledge of lending processes and security documentation
• Good communication, organization, collaboration, and analytical skills

Use private banking, credit, and relationship-selling expertise to deliver accurate client support for BMO in Montreal or Laval.