Team lead-banking client service team, bmo private wealth

Date limite pour présenter sa candidature :

02/13/2025

Adresse :

525 8th Ave SW East Tower

Groupe de famille d'emploi :

Ventes et service, Gestion de patrimoine

Experience in team management, team building and coaching is a requirement.

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.

• Identifies opportunities for expanding the client relationship.
• 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.
• Acts as the key service contact for clients.
• Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
• Liaises with external advisors of clients on behalf of the banker / relationship manager.
• 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.
• Understands the unique needs related to commercial entities and UHNW clients within the private banking space.
• Provides advice and guidance by applying in-depth knowledge and understanding of the integrated private banking services and offerings.
• 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.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Analyzes data and information to provide insights and recommendations.
• Takes ownership of overdraft and other monitoring reports; actions as appropriate and refers all unresolved deficiencies.
• Collects fees applicable to credit terms and conditions approved, as well as for activities performed.
• Implements and monitors procedural and policy changes as required.
• 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.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Experience in team management, team building and coaching is a requirement.
• Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
• Must have Branch Compliance Officer (BCO)
• Working knowledge of personal and commercial banking products and services, monitoring operational processes.
• Working knowledge of the Lending Process and supporting policies.
• Working knowledge of loan and security documentation, including registration and renewal routine.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Salaire :

$44,500.00 - $82,500.00

Type de rémunération :

Salaire

Ce qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.

Les salaires varieront en fonction de facteurs comme l'emplacement, les compétences, l'expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d'heures travaillées régulièrement. Pour les rôles à commission, le salaire susmentionné représente la cible de BMO Groupe financier pour la première année au poste.

La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d'autres avantages et récompenses. BMO offre également une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d'épargne-retraite.

À propos de nous

À BMO, nous sommes animés par une raison d'être commune :
Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d'être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens.

BMO s'engage à offrir un milieu de travail inclusif, équitable et accessible. Nous apprenons de nos différences et tirons notre force des gens et de leurs différents points de vue. Des mesures d'adaptation sont disponibles sur demande pour les candidats qui participent à tous les aspects du processus de sélection.

Remarque aux recruteurs :
BMO n'accepte pas les curriculum vitæ non sollicités provenant de toute source autre que le candidat directement.