Private banking officer (12-month contract)

BMO Financial Group

Full-time Finance
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Location
windsor, on, Canada
Posted
July 20, 2026

Job Description

Date limite pour présenter sa candidature :

07/21/2026

Adresse :

200 Ouellette Avenue

Groupe de famille d'emploi :

Ventes et service, Gestion de patrimoine

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.

Responsibilities

  • 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.