PCA Client Consultant

BMO Financial Group

(Chicago, Illinois)
Full Time
Job Posting Details
About BMO Financial Group

Established in 1817, BMO Financial Group is a highly diversified financial services provider based in North America. With total assets of $699 billion as of January 31, 2016 and close to 47,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets.

Responsibilities
  • Satisfy and exceed customer expectations
  • Act as a source of expertise for a broad range of routine issues related to the ongoing administration of customers’ accounts and transactions
  • Exceptional oral communication skills and telephone etiquette
  • Demonstrate a strong work ethic, ability to be a team player and a positive attitude, which are reflective of Harris Private Bank values
Ideal Candidate
  • Knowledge of trust administration is required with previous trust experience preferred.
  • Transaction processing experience considered
  • 2 or 4 year college degree preferred
  • Skills:
  • Excellent oral and written communication skills is necessary.
  • Is detail-oriented and highly accountable.
  • Have the ability to work in a fast-paced environment.
  • Have the ability to manage multiple tasks.
  • Able to demonstrate a strong work ethic.
  • Possess the ability to be a team player.
  • Have a positive attitude.
  • Flexible to work standard shift between 7:30 a.m. and 5 p.m., Monday to Friday.

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Chicago, Illinois
Skills Desired
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  • Administration
  • Oral Communication
  • Transactions
  • Work Ethic
  • Transaction Processing
  • Trust Administration

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