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Private Banking Officer
1 week ago
BMO Financial Group Vancouver, CanadaGranville Street Vancouver British Columbia,V6H 3H2 · The Private Banking Officer, Sales supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge ...
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Private Banking Office
1 week ago
BMO Financial Group Vancouver, Canada595 Burrard Street Vancouver British Columbia,V7X 1L7 · 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 compre ...
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Private Banking Officer
1 week ago
BMO Financial Group Vancouver, CanadaGranville Street Vancouver British Columbia,V6H 3H2 · 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 comprehe ...
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Private Banking Fulfillment Officer
1 week ago
Royal Bank of Canada Vancouver, Canada**Job Summary** · **What is the opportunity?** · The Private Banking Fulfillment Officer supports the Private Banking business by delivering operational expertise and support to enable fulfillment of client requests in an effective, efficient, and client-focused manner. These req ...
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Private Banking Fulfillment Officer
2 weeks ago
Royal Bank of Canada Vancouver, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
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Trust Officer, Private Banking
1 week ago
BMO Financial Group Vancouver, Canada595 Burrard Street Vancouver British Columbia,V7X 1L7 · Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure co ...
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Commercial Banking Officer
6 days ago
Bank of Montreal Vancouver, BC, CanadaSupports 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. Identifies customer needs ...
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Private Banking Officer
1 week ago
BMO Vancouver, CanadaApplication Deadline: · 05/25/2024 Address: · Granville Street Job Family Group: · Wealth Sales & Service Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all ...
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Client Service Officer
2 weeks ago
Scotiabank Vancouver, CanadaRequisition ID: 165418 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Job Purpose**: · The Client Service Officer is responsible for contributing to the Private Banking unit's overall success by providing superior serv ...
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Client Service Officer
2 weeks ago
Scotiabank Vancouver, CanadaRequisition ID: 181327 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · The Client Service Officer is responsible for contributing to the Private Banking unit's overall success by providing superior service and administrat ...
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Service Support Officer
1 week ago
Scotiabank Vancouver, CanadaRequisition ID: 172669 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Purpose**: · The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans ...
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Service Support Officer
2 weeks ago
Scotiabank Vancouver, CanadaRequisition ID: 173943 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Purpose**: · The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans ...
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Banking Administrator
1 week ago
BentallGreenOak Vancouver, Canada**Banking Administrator** · **Toronto, ON or Vancouver, BC | 1 York or Bentall Tower IV** · **Who We Are**:BentallGreenOak is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BentallGreenOak serves the interes ...
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Trust Associate
1 week ago
Scotiabank Vancouver, CanadaRequisition ID: 199823 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and thei ...
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Data Analysis
3 weeks ago
Vancouver City Savings Credit Union Vancouver, Canada**About VCF**: · Vancity Community Foundation was founded on the belief that if we work together, we will have the resources we need to build a thriving, vibrant community. · Everything we do is an investment in community. We believe that if all our assets are invested in buildin ...
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Data Analysis
3 weeks ago
Vancity Vancouver, Canada**About VCF**: · Vancity Community Foundation was founded on the belief that if we work together, we will have the resources we need to build a thriving, vibrant community. · Everything we do is an investment in community. We believe that if all our assets are invested in buildin ...
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12-month Credit Analyst, Commercial Banking
3 weeks ago
CTBC Bank Corp. (Canada) Vancouver, Canada**Description**: · CTBC Bank Corp. (Canada) is a subsidiary of CTBC Holding Company Ltd. and is the largest publicly-listed bank headquartered in Taiwan. As part of a global banking network with industry leading reputation in the Asia Pacific, we continue to place our clients in ...
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Fep Wm Tax Administrator
2 weeks ago
Scotiabank Vancouver, CanadaRequisition ID: 168370 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose · Contributes to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives ...
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Food Bank Coordinator
2 weeks ago
Alma Mater Society of UBC Vancouver Vancouver, CanadaThe Alma Mater Society (AMS) is the University of British Columbia's (UBC) student society, and works to improve the academic, social and personal lives of the 56,000 UBC students at its Vancouver campus. The AMS also runs nine food and beverage outlets, a catering and conference ...
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Wealth Management Consultant Wm Client Solutions
3 weeks ago
Scotiabank Vancouver, CanadaRequisition ID: 188659 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · The WMC serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management ("SWM"), and actively pursues wealth man ...
Commercial Banking Officer - Vancouver, BC, Canada - BMO
Description
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.
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.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.
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.
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.
Typically between - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
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.
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.