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Added 12 mins ago
J
Personal Lines Account Manager - Insurance
JobsMedia.io
North Bay, ON
- Full-time
We’re looking for a Personal Lines Account Manager to join an a fast-growing team with a brokerage in North Bay, ON. This role will be responsible for managing a book of personal lines…
Added 12 mins ago
J
VIP Insurance Broker
JobsMedia.io
Toronto, ON
- Full-time
We are currently recruiting for a Private Client Account Manager on behalf of a boutique brokerage in the Greater Toronto Area.
Added 12 mins ago
J
Personal Lines Account Manager
JobsMedia.io
Scugog, ON
- Full-time
A leading independent insurance brokerage is seeking a highly personable and knowledgeable Personal Lines Account Manager to provide outstanding customer service. In this role, you will…
Added 12 mins ago
J
CLSU Manager (Commercial Support) - Insurance
JobsMedia.io
Toronto, ON
- Full-time
We’re looking for a CLSU (Commercial Lines Support Unit) Manager in Toronto. This is a "people-first" leadership role responsible for driving operational excellence across the support unit.
Added 12 mins ago
J
Senior Commercial Lines Account Manager
JobsMedia.io
Toronto, ON
- Full-time
We are recruiting for a Senior Commercial Lines Insurance Account Manager for a well-established brokerage in the North York, ON area.
Added 12 mins ago
J
Personal Lines Insurance Account Manager
JobsMedia.io
Toronto, ON
- Full-time
We’re looking for a Personal Lines Account Manager to join an a fast-growing team with a brokerage in North York, ON. This role will be responsible for managing a book of personal lines…
Added 12 mins ago
J
Personal Lines Account Manager
JobsMedia.io
Toronto, ON
- Internship
We are seeking a Personal Lines Account Manager who excels in providing comprehensive client service. In this role, you will manage a portfolio of accounts and support clients with their…
Added 12 mins ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
📈 Clear growth path: CSR → Account Manager → Team Lead, Or Producer
Added 12 mins ago
J
Mid-Market Account Manager
JobsMedia.io
Montreal, QC
- Full-time
Career Growth – Opportunities for advancement within a rapidly growing firm, especially in Quebec.
Added 12 mins ago
BH
Senior Manager, Pharmacy Operations
Bayshore HealthCare
Markham, ON
- Full-time
Reporting to the Director of Pharmacy Operations, the Senior Manager, Pharmacy Operations will serve as the on-site Designated Manager under the Ontario College of Pharmacists (OCP). This…
Added 12 mins ago
ASSISTANT STORE MANAGER
The Aldo Group Inc / Le Groupe Aldo Inc.
Brampton, ON
As Assistant Store Manager, you’re the Store Manager’s right hand and a key player in creating an amazing store experience. You lead by example, inspire your team to hit sales goals, and…
Added 27 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM a company with a strong foundation built on innovation, close customer relationships, a strong sense of community and a unique culture and values. We are looking for…
Added 27 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM a company with a strong foundation built on innovation, close customer relationships, a strong sense of community and a unique culture and values. We are looking for…
Added 42 mins ago
C
Part-Time Manager -2685
Claire's
Peterborough, ON
- $17 to $18 CAD / hour
- Part-time
Upon submitting your application, you can expect an update within 5 days. If the hiring manager wants to proceed with your application, the process will involve a face-to-face interview in…
Added 1 hour ago
T
Elevated Support Senior Specialist
Teleperformance
Toronto, ON · TPCA Toronto
- $23.43 CAD / hour
- Full-time
Teleperformance is a leading provider of customer experience management, offering premier omnichannel support to top global companies. Our diverse service locations, including on-site and…
Added 1 hour ago
NB
Manager Financing Solutions
National Bank of Canada
Vancouver, BC
- Full-time
National Bank is experiencing significant growth across Western Canada, creating exciting opportunities for ambitious banking professionals to help shape the future of our Commercial…
Added 1 hour ago
NB
Senior Mortgage Underwriter, Alt A
National Bank of Canada
AB · Edmonton, AB
- Temporary
…Our Mortgage Underwriters are proud of their “Resolution and Customer Service” badges earned. They are consistently focused on personal and professional growth. A successful candidate with…
Added 1 hour ago
E
Program Manager
Equus
Bath, ON · Loyalist Township/Bath, Ontario
- $32.5 CAD / hour
- Full-time
The Program Manager reports to the Project Director for a given region and provides leadership through planning, implementing, coordinating, and evaluating Agilec sites/projects to ensure…
Added 1 hour ago
TJ
Part-time Receptionist - Jim Pattison Toyota Downtown
The Jim Pattison Auto Group
Vancouver, BC
- Part-time
This role reports to the Office Manager of the dealership.
Added 1 hour ago
Automotive Lot Attendant - Jim Pattison Toyota Downtown
The Jim Pattison Auto Group
Vancouver, BC
…in the automotive industry, with limitless opportunities for growth and…
Added 1 hour ago
Body Shop Production Coordinator
The Jim Pattison Auto Group
Winnipeg, MB
Opportunities for growth and development, from customer service to administration
Added 1 hour ago
Car Jockey - Subaru
The Jim Pattison Auto Group
Victoria, BC
You’ll take pride in delivering outstanding service, paying close attention to detail, and ensuring every customer interaction reflects our commitment to excellence. This position is an…
Added 1 hour ago
Lot Attendant - Subaru
The Jim Pattison Auto Group
Port Coquitlam, BC
Maintain strict confidentiality of company and customer information while helping foster a supportive, positive work environment
Added 1 hour ago
Detailer - Toyota
The Jim Pattison Auto Group
Winnipeg, MB
You’ll bring a sharp eye for detail and real pride in your work, helping create a great customer experience that reflects our dedication to the people we serve. This role offers a strong…
Added 1 hour ago
Car Wash Attendant - Toyota
The Jim Pattison Auto Group
Duncan, BC
You’ll bring a sharp eye for detail and real pride in your work, helping create a great customer experience that reflects our dedication to the people we serve. This position is an…

BMO

Banking Officer, Banking Client Solutions Team

Calgary, AB, Canada
CALG, Canada

$40,500.00 - $80,000.00 · Full-time

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Job details

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Apply by: Nov 16, 2026
Experience: Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 5, 2026

Original job description

Application Deadline:

11/15/2026

Address:

525 8th Ave SW East Tower

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 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.

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.
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.
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.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
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.
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.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 2 – 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.
Basic knowledge of loan and security documentation, including registration and renewal routine.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$40,500.00 - $80,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Banking Officer supports private banking clients by providing professional service, identifying needs, and matching them with appropriate financial products. They also ensure operational effectiveness, manage transaction processing, and collaborate with internal teams to meet business objectives.

Requirements

Candidates typically require 2-3 years of relevant experience and a post-secondary degree in a related field. Applicants must also possess a working knowledge of credit products and meet all necessary licensing and certification requirements for the jurisdiction.

Skills

Customer service
Relationship selling
Credit products
Operational effectiveness
Data analysis
Risk management
Compliance
Problem solving
Communication skills
Collaboration
Financial reporting
Transaction processing
Stakeholder management
Banking regulations
Attention to detail

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Banking
Private Banking
Wealth Management
Customer Experience
Credit Products
Risk Management Framework
Compliance
Audit
Financial Services
Relationship Management
Business Proposals
Transaction Processing
Data Analysis
Fraud Prevention
Anti-Money Laundering
Lending Process
Loan Documentation
Operational Efficiency
Stakeholder Collaboration
Banking Regulations

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