Personal Banker

BMO

Brossard, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Delivers exceptional customer service
Identifies customer needs and provides advice
Proactively engage existing customers and prospects
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
  • Engages customers to complete needs assessments, identifying financial solutions and preferred banking channels while recommending tailored solutions.
  • BMO is committed to an inclusive, equitable and accessible workplace, valuing differences and learning from each other's perspectives.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Delivers exceptional customer service
  • Identifies customer needs and provides advice
  • Proactively engage existing customers and prospects
  • Needs-based assessments
  • Tailored financial solutions
  • Risk management framework application
  • Credit recommendations for personal lending

Nice-to-have

  • Collaborative and versatile team member
  • Creative approaches to customer experience
  • Contribute to ongoing improvement
  • Thrive in a consultative sales environment
  • Resourceful self-starter
  • Courage and confidence to approach customers

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable or equivalent experience
  • Registration to sell investment products
  • Appropriate lending qualifications and designations
  • Working knowledge of personal and small business customer needs
  • Working knowledge of retail investments and lending products
  • Experience in financial services is an asset
  • Confident and experienced with digital tools
  • Experience in consultative customer service or sales

Work Rights

Not specified

Tailored Resume

Cover Letter