Job Description
Application Deadline: 07/30/2026
Address: 525 8th Ave SW East Tower
Job Family Group: Wealth Sales & Service
Responsibilities
- 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.
- Take...