Premier Client Specialist at Bank of Montreal | Rozgoo | Rozgoo

Bank of Montreal

Libertyville, US · On-site · Full-time

Premier Client Specialist

₹45.6L – ₹99.6LPosted 21 days ago

Location: Libertyville, US
Work mode: On-site
Employment: Full-time
Salary: ₹45.6L – ₹99.6L
Experience: Mid-level · 2+ yrs
Education: bachelor's

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About the role

Application Deadline: 11/29/2026 Address: 354 N Milwaukee Avenue Job Family Group: Retail Banking Sales & Service Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g. d…

Requirements

Bachelor’s degree
Experience in retail banking or financial sales
Knowledge of compliance and regulatory policies
Strong communication and interpersonal skills
Ability to analyze financial data
Customer service experience

Skills

client relationship management
financial needs analysis
investment solutions
compliance adherence
sales
customer service
asset under management growth
community engagement
collaboration with partners

About the company

Bank of Montreal

Posted via Adzuna

How to apply

Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated today.

Bank of Montreal

Premier Client Specialist

₹45.6L – ₹99.6L