BMO · 9 hours ago
Wealth Management Support Specialist I
Sacramento, CA, USA
Full-time
Onsite
Mid Level
$50K/yr - $91K/yr
3+ years expBMO is a leading financial institution committed to creating lasting, positive change for customers and communities. They are seeking a Wealth Management Support Specialist I to provide exceptional customer service to private banking clients, ensuring compliance and operational effectiveness while identifying opportunities for relationship expansion.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
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
Liaises with external advisors of clients on behalf of the banker / relationship manager
Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels
Determines client needs and ensures timely and accurate completion of transaction processing
Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate
Understands the unique needs related to commercial entities and UHNW clients within the private banking space
Provides advice and guidance by applying in-depth knowledge and understanding of the integrated private banking services and offerings
Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Builds effective relationships with internal/external stakeholders
Analyzes data and information to provide insights and recommendations
Takes ownership of overdraft and other monitoring reports; actions as appropriate and refers all unresolved deficiencies
Collects fees applicable to credit terms and conditions approved, as well as for activities performed
Implements and monitors procedural and policy changes as required
Strives to exceed client service standards to maximize relationship retention and growth
Develops rapport and instills confidence with the client to develop credibility and earn their trust
Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities
Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines
Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy
Participates in audits and compliance reviews as assigned
Identifies and escalates all irregularities and discrepancies to management
Focus may be on a business/group
Thinks creatively and proposes new solutions
Exercises judgment to identify, diagnose, and solve problems within given rules
Works mostly independently
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled
Working knowledge of personal and commercial banking products and services, monitoring operational processes
Working knowledge of the Lending Process and supporting policies
Working knowledge of loan and security documentation, including registration and renewal routine
Specialized knowledge from education and/or business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
2026-01-20
MarketScreener
2026-01-06
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