Private Banking Officer, Sales, Private Banking - Montreal
3 weeks ago
Supports the delivery of an exceptional customer experience to private banking clients.
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.
- Determines client needs and ensures timely and accurate completion of transaction processing.
Job description
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