Private Banking Officer, Sales, Private Wealth

MONTREALonsite$39K$71K

Posted yesterday · via Workday

About this role

Application Deadline: 09/18/2026 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service Additional Information: The Private Banking Officer is responsible for handling clients’ banking transactions and requests while supporting the Private Banker in delivering exceptional service to their clients. 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.…

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1

Skills match

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2

Level fit

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3

Domain experience

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4

Recency

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5

Location fit

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