Private Banker Portfolio Banker Associate

BMO • Milwaukee, WI

439d • $50,400 - $93,600

About The Position

The Private Banker Portfolio Banker Associate at BMO is responsible for providing exceptional customer service and portfolio management in lending services. This role supports a team of banking and lending specialists, focusing on proactive credit analysis, structuring, and portfolio monitoring. The associate will assist in preparing business proposals, client meetings, and documentation, while ensuring efficient workflow processes and timely resolution of client inquiries. The position requires collaboration with internal and external stakeholders to achieve business objectives and maintain high service standards.

Requirements

• Typically 4 - 6 years of relevant experience in financial services.
• Post-secondary degree in a related field or equivalent experience.
• Credit Qualification in accordance with established processes.
• Commercial Loan and Underwriting experience.
• In-depth knowledge of personal and commercial credit products.
• Technical proficiency in banking and lending procedures.
• Strong verbal and written communication skills.
• Collaboration and team skills with a focus on influence and problem-solving.

Nice To Haves

• Experience with consumer loans and mortgage licensing regulations.
• Familiarity with banking compliance and audit processes.

Responsibilities

• Provide superior customer service and portfolio management in lending services.
• Conduct proactive credit analysis and portfolio monitoring.
• Assist in preparing new business proposals and client presentations.
• Support client meetings and account opening documentation.
• Identify and recommend workflow process improvements for efficiency.
• Resolve client questions and concerns in a timely manner.
• Perform client sales and service support activities as needed.
• Complete comprehensive analysis for risk and profitability assessments.
• Design and produce regular and ad-hoc reports and dashboards.
• Manage day-to-day portfolio administration activities.

Benefits

• Health insurance
• Tuition reimbursement
• Life insurance
• Retirement plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed