Senior Personal Banker

Bmogamretailbriefcase

London, ON, CA
Base: $43,200.00 - $80,300.00; bonus/equity: may i...
Personal and small business banking solutions
Financial analysis and cash flow management
Complex lending application management
Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions.
  • Develops and implements business development plans to maximize referrals and opportunities through proactive outreach.
  • Supports customer transactions, resolves issues, and ensures compliance with risk management and regulatory requirements.

Matching Summary

Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions.

Salary

Base: $43,200.00 - $80,300.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • personal and small business banking solutions
  • financial analysis and cash flow management
  • complex lending application management
  • branch operational processes knowledge
  • customer needs assessment and solution recommendation
  • risk and compliance adherence
  • use of digital and self-serve banking tools

Nice-to-have

  • collaborative team environment
  • strong interpersonal and communication skills
  • creative problem solving
  • social media and online tools proficiency
  • coaching and leadership support
  • consultative sales approach
  • customer experience improvement focus

Key Requirements

  • 3-5 years relevant experience
  • post-secondary degree or equivalent
  • 1-3 years banking or customer service experience
  • registration to sell investment products (Canada only)
  • appropriate lending qualifications and designations

Work Rights

Not specified

Tailored Resume

Cover Letter