Riley Thomas
Banking Officer @Bmo Private Wealth
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WORK HISTORY
Banking Officer @Bmo Private Wealth
Calgary, AB, CA
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.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.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.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.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.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
EDUCATION
Dhillon School of Business at the University of Lethbridge
Bachelor's degree
ABOUT RILEY THOMAS
I am a motivated, task-orientated, hard-working individual, interested in all things business! Currently working at Bank of Montreal as a Personal Banker, and passionate about ensuring I am providing solid advice to clients and ensuring that their needs are put first. Wanting to pursue a Career as a Financial Planner, currently enrolled in the Qualified Associated Financial Planner designation (QAFP) program offered through FP Canada. With the intent on pursuing my Certified Financial Planner (CFP) designation after competition of the QAFP.
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