Personal Banker

BMO Financial Group

Montreal, QC, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Consultative customer service experience
Knowledge of personal banking products
Understanding of retail investment products
The role delivers exceptional service by identifying customer needs and providing tailored financial solutions that are in the best interests of customers

Job Summary

  • The role delivers exceptional service by identifying customer needs and providing tailored financial solutions that are in the best interests of customers.
  • Employees must apply the risk management framework to protect the bank's assets while making sound credit recommendations for personal lending transactions.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role delivers exceptional service by identifying customer needs and providing tailored financial solutions that are in the best interests of customers.

Salary

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

Skills & Requirements

Must-have

  • Consultative customer service experience
  • Knowledge of personal banking products
  • Understanding of retail investment products
  • Ability to conduct needs-based assessments
  • Compliance with legal and regulatory requirements

Nice-to-have

  • Passionate commitment to helping customers
  • Resourceful self-starter with courage
  • Experience in small business solutions
  • Confident use of social media tools
  • Drive to deliver a personal experience

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Registration to sell investment products
  • Appropriate lending qualifications and designations
  • Canada work authorization required

Work Rights

Canada only

Tailored Resume

Cover Letter