Health Care Aide supporting vulnerable Albertans in Government of Alberta residential homes. Providing personal care, medications, behavioural supports, and daily living assistance.
About the role
- Private Banking Officer supporting private banking clients and Private Bankers at BMO, a Canadian financial services bank. Handling credit activities, client service, referrals, compliance, and risk management.
Responsibilities
- Provide flexible support across the team as a floater, assisting with coverage and workload needs in Montreal and/or Laval offices
- Support exceptional customer experiences for private banking clients
- Prepare new business proposals and presentations for clients and prospects
- Identify customer needs and match them with appropriate products or services using relationship selling techniques
- Make referrals to other BMO employees and collaborate with branch and regional teams
- Identify workflow alternatives to improve efficiency and service levels
- Determine client needs and ensure timely, accurate transaction processing
- Own and resolve client inquiries, concerns and complaints, escalating when appropriate
- Maintain detailed knowledge of integrated private banking services, offerings and strategic business direction
- Collaborate with internal and external stakeholders to deliver business objectives
- Analyze data and information to provide insights and recommendations
- Review overdraft and monitoring reports with the Private Banker and take appropriate action
- Support Private Bankers with credit, non-credit and related activities
- Strive to exceed client service standards and maximize relationship retention and growth
- Participate in audits and compliance reviews
- Identify and escalate irregularities and discrepancies to management
- Complete complex and diverse tasks, including escalations from other employees
- Analyze issues and determine next steps
- Apply BMO’s Risk Management Framework and make sound, risk-informed decisions while protecting bank assets and adhering to policies and regulations
Requirements
- Typically between 2–3 years of relevant experience
- Post-secondary degree in a related field of study desirable, or equivalent combination of education and experience
- Working knowledge of personal and commercial credit and non-credit products, monitoring/operational processes and applications
- Basic knowledge of the Lending Process and supporting policies
- Basic knowledge of loan and security documentation, including registration and renewal routine
- Specialized knowledge
- Good verbal and written communication skills
- Good organization skills
- Good collaboration and team skills
- Good analytical and problem-solving skills
- Knowledge of banking, investment and lending regulations, policies and procedures, legal and ethical requirements, process requirements, bank guidelines and risk guidelines
- Knowledge of security and safeguarding procedures and appropriate due diligence for fraud, counterfeiting, money laundering and defalcation prevention
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Accommodations available on request during the selection process
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Degree requirement
No Education Requirement
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