Mabel John
Private Banking Officer Alternate Bco @Bmo Private Wealth
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WORK HISTORY
Private Banking Officer Alternate Bco @Bmo Private Wealth
Waterloo, ON, CA
Serve as a trusted support professional to Private Bankers by delivering courteous, knowledgeable, and professional service to both existing and prospective Private Wealth clients.• Maintain accurate client records and data in Salesforce to ensure audit readiness and data integrity.• Resolve client concerns by taking ownership of issues and collaborating across teams to ensure timely, compliant resolutions.• Review internal branch and compliance reports to support regulatory adherence and ensure risk mitigation.• Maintain deep knowledge of integrated private banking services, credit and non-credit offerings, and the strategic direction of the business
EDUCATION
Lambton College
Post Graduate Certificate
National Institute of Information Technology (NIIT)
Working with Microsoft Office
St. Stephen's College - University of Delhi
Bachelor of Arts - BA
National Institute of Information Technology (NIIT)
Working with Advanced Excel
ABOUT MABEL JOHN
Detail-oriented Private Banking Officer with over four years of experience in credit adjudication, lending underwriting, compliance, mutual fund regulations, and operational procedures. Committed to maintaining exceptional accuracy and regulatory integrity while supporting Private Bankers in delivering tailored financial solutions to high-net-worth clients. Skilled in documentation review, transaction monitoring, risk assessment, and ensuring strict adherence to internal policies and industry regulations. Recognized for building strong internal and client-facing relationships through clear communication, sound credit judgment, and a proactive, solutions-focused approach. Registered Investment Sales Representative with BMO Investments Inc. BMOII Social Media Disclaimer: If you have any questions or would like to connect, please reach out to me at m••••••••@bmo.com
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