Job Description
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B
Bank of Montreal
Private Wealth Advisor
Bank of Montreal • Wausau, WI, United States • via Jobs.bmo.com
7 hours ago
Part-time
Apply on Jobs.bmo.com
Apply on ZipRecruiter
Apply on LinkedIn
Apply on Ladders
Apply on Learn4Good
Qualifications
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Experience dealing with HNW clients and equivalent knowledge base
Broad knowledge of all facets of wealth management
7 more items(s)
Benefits
$65,300.00 - $121,100.00
The above represents BMO Financial Group’s pay range and type
Overview:
Provide primary customer support by servicing the needs of existing and prospective customers, ensuring smooth delivery of superior customer service. Assist business banker representatives or mortgage administrators to provide customer support in business development activities.
Primary Responsibilities:
Act as liaison with other internal areas to ensure timely workflow of document production for loans and proper management of loan portfolio.
Coordinate processing of loan application and documentation and booking and processing loans. Coordinate clearance of delinquent documents and other exceptions with appropriate areas. Coordinate the loan closing/settlement, ensuring all documentation is completed on a timely basis.
Independently calls on customers, in person and on the phone, to build strong customer relationship, analyze service enhancements and identify sales opportunities. Coordinate pre and post call planning sessions with parties involved.
Sell, document and coordinate implementation of the more elaborate products. In conjunction with business development representatives or mortgage administrators, proactively researches/screens for prospects
Compile and prepare statistical data of monthly performance for review by Senior Management which outlines Portfolio Delinquencies, Collections, Charge Off activity, Expenses and Recoveries.
Monitors Portfolio Loan activity and takes action to correct if deemed necessary.
Ensure timely and efficient customer service for assigned area. Provide service support to business development representatives or mortgage administrators for the purpose of resolving performance/account problems. Handles a variety of customer inquiries regarding accounts.
Maintain up-to-date information/knowledge regarding assigned area customer accounts, i.e. services, financial relationships, previous problems, etc. Assists with deposit servicing needs of business banking or commercial real estate customers. Opens, closes and transfers DDA accounts. Controls overdrafts and account delinquency.
Maintain credit files. Process requests for research, corrections, loan payments, loan advances, collateral releases, wire transfers and credit inquiries.
May provide work leadership and training to customer service/support group within the assigned area.
Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Scope of Responsibilities:
The incumbent is responsible for performing all follow-up and backup work required to support business development representatives or mortgage administrator with day to day customer service. This allows business development representatives or mortgage administrators to focus on generating sales and not the administrative responsibilities.
The incumbent must possess the ability to initiate independent action, using skill and judgement in identifying and resolving problems and anticipating customer needs.
Supervisory/ Managerial Responsibilities:
None
Education and Experience Required:
Bachelor’s degree and a minimum of 4 years’ service experience or in lieu of a degree a combined minimum of 8 years higher education and/or work experience, including a minimum of 4 years’ service experience
3 years retail/commercial/corporate credit loan processing experience
Proficient personal computer skills, including Microsoft Word and Excel
Education and Experience Preferred:
Knowledge of bank policies, procedures, and banking regulations are required. Knowledge of courthouse and state filings
Knowledge of financial statements and loan documentation
Ability to work as a team member
Excellent customer service skills with the ability to use tact and diplomacy
Sales ability
Physical Requirements:
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $25.55 - $42.5+ Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Bridgeport, Connecticut, United States of America
News
Jobs
Short videos
Web
Flights
Finance
Images
Books
Videos
Shopping
Maps
Search tools
Feedback
Yesterday
Job type
Remote
B
Bank of Montreal
Private Wealth Advisor
Bank of Montreal • Wausau, WI, United States • via Jobs.bmo.com
7 hours ago
Part-time
Apply on Jobs.bmo.com
Apply on ZipRecruiter
Apply on LinkedIn
Apply on Ladders
Apply on Learn4Good
Qualifications
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Experience dealing with HNW clients and equivalent knowledge base
Broad knowledge of all facets of wealth management
7 more items(s)
Benefits
$65,300.00 - $121,100.00
The above represents BMO Financial Group’s pay range and type
Overview:
Provide primary customer support by servicing the needs of existing and prospective customers, ensuring smooth delivery of superior customer service. Assist business banker representatives or mortgage administrators to provide customer support in business development activities.
Primary Responsibilities:
Act as liaison with other internal areas to ensure timely workflow of document production for loans and proper management of loan portfolio.
Coordinate processing of loan application and documentation and booking and processing loans. Coordinate clearance of delinquent documents and other exceptions with appropriate areas. Coordinate the loan closing/settlement, ensuring all documentation is completed on a timely basis.
Independently calls on customers, in person and on the phone, to build strong customer relationship, analyze service enhancements and identify sales opportunities. Coordinate pre and post call planning sessions with parties involved.
Sell, document and coordinate implementation of the more elaborate products. In conjunction with business development representatives or mortgage administrators, proactively researches/screens for prospects
Compile and prepare statistical data of monthly performance for review by Senior Management which outlines Portfolio Delinquencies, Collections, Charge Off activity, Expenses and Recoveries.
Monitors Portfolio Loan activity and takes action to correct if deemed necessary.
Ensure timely and efficient customer service for assigned area. Provide service support to business development representatives or mortgage administrators for the purpose of resolving performance/account problems. Handles a variety of customer inquiries regarding accounts.
Maintain up-to-date information/knowledge regarding assigned area customer accounts, i.e. services, financial relationships, previous problems, etc. Assists with deposit servicing needs of business banking or commercial real estate customers. Opens, closes and transfers DDA accounts. Controls overdrafts and account delinquency.
Maintain credit files. Process requests for research, corrections, loan payments, loan advances, collateral releases, wire transfers and credit inquiries.
May provide work leadership and training to customer service/support group within the assigned area.
Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Scope of Responsibilities:
The incumbent is responsible for performing all follow-up and backup work required to support business development representatives or mortgage administrator with day to day customer service. This allows business development representatives or mortgage administrators to focus on generating sales and not the administrative responsibilities.
The incumbent must possess the ability to initiate independent action, using skill and judgement in identifying and resolving problems and anticipating customer needs.
Supervisory/ Managerial Responsibilities:
None
Education and Experience Required:
Bachelor’s degree and a minimum of 4 years’ service experience or in lieu of a degree a combined minimum of 8 years higher education and/or work experience, including a minimum of 4 years’ service experience
3 years retail/commercial/corporate credit loan processing experience
Proficient personal computer skills, including Microsoft Word and Excel
Education and Experience Preferred:
Knowledge of bank policies, procedures, and banking regulations are required. Knowledge of courthouse and state filings
Knowledge of financial statements and loan documentation
Ability to work as a team member
Excellent customer service skills with the ability to use tact and diplomacy
Sales ability
Physical Requirements:
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $25.55 - $42.5+ Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Bridgeport, Connecticut, United States of America
💡 Quick Summary
Seeking a career-building opportunity? The Business Banking Senior Relationship Liaison |Hybrid position is now open for candidates interested in the Bank Jobs sector. This role in Bridgeport offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
