Job description
Maintains and organizes client database and client files.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes standardized tasks under supervision.Performs initial problem solving within given rules/limits & escalates when required.Broader work or accountabilities may be assigned as needed. Qualifications:
Responsibilities & skills
Organization skills - Basic (in business environment).Collaboration & team skills - Basic (in business environment).
Education
Post-secondary degree in related field of study desirable.Basic knowledge learned on the job.
Experience
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BMO Financial Group
Bank of Montreal is bilingual -- it speaks Canadian and American business. Also known as BMO Financial Group (or, more familiarly, BMO, pronounced "bee-moe"), the company is one of Canada's oldest and biggest banks. Serving individuals, government agencies, and businesses large and small, it has about 900 branches that provide deposits, mortgages and loans, life insurance, credit cards, investments, and wealth management services. In the US, it owns Chicago's Harris, which offers similar services through more than 300 branches, primarily in the Midwest. Another subsidiary, BMO Capital Markets, performs institutional brokerage and investment banking services mainly in Canada and the US
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