Supports the delivery of an exceptional customer experience to private banking and Trust and Investment 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.

+ 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.