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    Private Banking Officer - Montréal, QC, Canada - Bank of Montreal

    Bank of Montreal
    Bank of Montreal Montréal, QC, Canada

    1 week ago

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    Description
    Private Banking Officer Credit - BMO Private Wealth page is loaded Private Banking Officer Credit - BMO Private Wealth
    Apply locations Montreal, QC, CAN time type Full time posted on Posted 2 Days Ago job requisition id R

    Application Deadline:

    Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.

    Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).
    Assists in preparing for client meetings and account opening documentation.
    Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
    Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
    Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy.
    Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
    Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures.
    Analyzes data and information to provide insights and recommendations.
    Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines.

    Verifies and processes loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation.

    Reviews and actions overdrafts and other monitoring reports in a timely manner.
    Sets up and completes margin / covenant tests within established timeframes.
    Maintains control of security collateral including preparation and registration.
    Identifies, diarizes, and monitors accounts for security renewals, registrations, and other expiry dates to meet compliance requirements.
    Monitors and controls the integrity of lending documentation.
    Collects fees applicable to credit terms and conditions or account agreement.

    Provides timely, accurate service and support to bankers and specialists by completing a wide variety of credit, non-credit, and related activities.

    Identifies, records and advises banker / relationship manager of any credit &/or risk management issues
    May focus on either after sales service, or compliance (risk management) and fulfillment services, or both.

    Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures.

    Identifies and escalates irregularities and discrepancies to management as per guidelines.
    Participates in assigned audits and compliance reviews.

    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.

    Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.

    Typically between - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

    Bilingualism French and English.
    Working knowledge of personal (primarily) and commercial credit and non-credit products and services.
    Working knowledge of lending processes and supporting policies.

    If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.

    This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

    Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

    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. We're here to help
    It calls on us to create lasting, positive change for our customers, our communities and our people. 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.

    Accommodations are available on request for candidates taking part in all aspects of the selection process.

    A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    Trust Administrator - BMO Private Wealth
    locations Montreal, QC, CAN time type Full time posted on Posted 8 Days Ago Portfolio Assistant - BMO Private Wealth
    locations Montreal, QC, CAN time type Full time posted on Posted 3 Days Ago Portfolio Assistant - BMO Private Wealth

    locations Montreal, QC, CAN time type Full time posted on Posted 8 Days Ago BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

    Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

    More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

    As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

    In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

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