20 meilleures offres (personal banker) (à pourvoir)

Private Banking Officer, Sales, Private Wealth
BMO Financial —Laval, QC
- De 38 500 $ à 71 000 $ par an
- Vente
- Analyse de données
- Esprit d'analyse
- Bourses d'Études
- Assurance Vie
il y a 10 jours
Private Banking Officer
BMO Financial Group —Vancouver, BC
- De 38 500 $ à 71 000 $ par an
- Temps plein
- Analyse de données
- Esprit d'analyse
- Compétences en communication
- Bourses d'Études
- Assurance Vie
Private Banking Officer, Sales
BMO Financial Group —Calgary, AB
- De 40 500 $ à 80 000 $ par an
- Temps plein
- Analyse de données
- Esprit d'analyse
- Compétences en communication
- Bourses d'Études
- Assurance Vie
Senior Personal Banker Trainee – Home Borrowing - Cantonese or Mandarin Language Skills an Asset
TD Bank —Vancouver, BC
- De 59 500 $ à 84 000 $ par an
- Temps plein
- Finance
- Diplôme d'études secondaires
- Développement commercial
- Congés payés
Business Banking Specialist
TD Bank —Toronto, ON
- De 52 700 $ à 74 400 $ par an
- Temps plein
- Service à la clientèle
- Baccalauréat
- Affaires
- Congés payés
il y a 9 jours
Business Banking Associate
TD Bank —Prince George, BC
- De 66 200 $ à 93 500 $ par an
- Temps plein
- Maîtrise
- Baccalauréat
- Services financiers
- Congés payés
il y a 9 jours
Personal Banker
BMO Financial Group —Toronto, ON
- De 38 500 $ à 71 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Esprit d'analyse
- Bourses d'Études
- Assurance Vie
il y a 3 jours
Personal Banking Officer
Alterna Savings —Toronto, ON
- De 50 000 $ à 55 000 $ par an
- Microsoft Word
- Développement commercial
- Mathématiques
Postuler rapidement
il y a 14 jours
Personal Banker Trainee
TD Bank —Acton, ON
- De 52 700 $ à 74 400 $ par an
- Temps plein
- Microsoft Office
- Diplôme d'études secondaires
- Baccalauréat
- Congés payés
Relationship Manager
TD Bank —Oshawa, ON
- De 96 900 $ à 136 800 $ par an
- Temps plein
- Service à la clientèle
- Maîtrise
- Développement commercial
- Congés payés
il y a 14 jours
Personal Banking Associate
Alterna Savings —Toronto, ON
- De 45 000 $ à 48 000 $ par an
- Services financiers
Postuler rapidement
il y a 2 jours
Universal Banker
CIBC —Richmond, BC
- Temps plein
- Vente
- Services financiers
- Marketing
il y a 13 jours
Senior Personal Banker Trainee - Investing
TD Bank —Mission, BC
- De 59 500 $ à 84 000 $ par an
- Temps plein
- Finance
- Diplôme d'études secondaires
- Développement commercial
- Congés payés
Senior Personal Banker - Home Borrowing
TD Bank —North York, ON
- De 59 500 $ à 84 000 $ par an
- Temps plein
- Finance
- Diplôme d'études secondaires
- Développement commercial
- Congés payés
Personal Banker
TD Bank —Sault-Sainte-Marie, ON
- De 50 600 $ à 71 400 $ par an
- Temps plein
- Microsoft Office
- Diplôme d'études secondaires
- Baccalauréat
- Congés payés
1 h
Senior Personal Banker Trainee – Home Borrowing
TD Bank —Mississauga, ON
- De 59 500 $ à 84 000 $ par an
- Temps plein
- Finance
- Diplôme d'études secondaires
- Développement commercial
- Congés payés
il y a 6 jours
Universal Banker I
CIBC —Kingston, ON
- Temps plein
- Vente
- Services financiers
- Marketing
Personal Banking Associate (Hybrid)
Alterna Savings —Thunder Bay, ON
- 24,74 $ de l’heure
- Service à la clientèle
- Diplôme universitaire non requis
- Services financiers
Postuler rapidement
Financial Services Representative - Universal Banker - Beaconsfield, QC
CIBC —Beaconsfield, QC
- Temps plein
- Vente
- Services financiers
- Marketing
il y a 5 jours
Canadian Commercial Banking Associate
TD Bank —Burlington, ON
- De 69 700 $ à 98 400 $ par an
- Temps plein
- Vente
- Maîtrise
- Baccalauréat
- Congés payés
il y a 12 jours

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Private Banking Officer, Sales, Private Wealth

BMO Financial -
Laval, QC

Postuler dès maintenant

Détails du poste

De 38 500 $ à 71 000 $ par an
Il y a 10 jours

Profil recherché

Recommandation de produits
Gestion des risques opérationnels
Vente
Gestion des demandes des clients
Études postsecondaires
Analyse de données
Amélioration des processus
Traitement des plaintes
Esprit d'analyse
Service à la clientèle
Orientation vers les ventes
Orientation axée sur le service à la clientèle
Services financiers
Diligence raisonnable
Consultation auprès de la clientèle
Compétences en communication
Interaction avec les clients
Amélioration des processus opérationnels

Description complète du poste

Application Deadline:

09/18/2026

Address:

3225 St-Martin Ouest Blvd

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.

We have two openings: one in Laval and one in Montreal ,

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 ensures timely and accurate completion of transaction processing.
Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Analyzes data and information to provide insights and recommendations.
Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
Strives to exceed client service standards to maximize relationship retention and growth.
Develops rapport and instills confidence with the client to develop credibility and earn their trust.
Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
Participates in audits and compliance reviews as assigned.
Identifies and escalates all irregularities and discrepancies to management.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Working knowledge of personal (primarily) 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.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$38,500.00 - $71,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : personal banker

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