Client Care Officer – Private Banking
| Company | Bank of Montreal |
|---|---|
| Location | Kelowna, BC, Canada, Montreal, QC, Canada, Laval, QC, Canada, Winnipeg, MB, Canada, Toronto, ON, Canada, Detroit, MI, USA, Nanaimo, BC, Canada, Victoria, BC, Canada, Saskatoon, SK, Canada, Calgary, AB, Canada, Vaughan, ON, Canada, Oakville, ON, Canada, Edmonton, AB, Canada, St. John’s, NL, Canada, Regina, SK, Canada, London, ON, Canada, Dieppe, NB, Canada, Kingston, ON, Canada, Ottawa, ON, Canada, Vancouver, BC, Canada, Richmond, BC, Canada, Halifax Regional Municipality, NS, Canada |
| Salary | $37500 – $69500 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- 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.
- Specialized knowledge.
- Verbal & written communication skills – Good.
- Organization skills – Good.
- Collaboration & team skills – Good.
- Analytical and problem solving skills – Good.
Responsibilities
- Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
- Determine client need 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.
- 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.
Preferred Qualifications
- Post-secondary degree in related field of study desirable or an equivalent combination of education and experience.