Personal Banker

BMO

Elora, Canada
Base: $36,600.00 - $67,500.00; bonus/equity: not s...
Customer needs assessment
Financial solutions guidance
Proactive customer engagement
Delivers exceptional service to BMO customers and prospects, identifying needs and providing tailored financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing tailored financial solutions.
  • Engages customers to grow BMO’s business by building new relationships and offering strategic advice on banking and credit needs.
  • BMO is committed to an inclusive, equitable and accessible workplace, valuing diversity and offering accommodations.

Matching Summary

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

Salary

Base: $36,600.00 - $67,500.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • customer needs assessment
  • financial solutions guidance
  • proactive customer engagement
  • risk management framework application
  • credit granting principles
  • collaborative branch team member

Nice-to-have

  • creative customer experience approaches
  • contribute to ongoing improvement
  • passion for helping customers
  • thrive in consultative sales

Key Requirements

  • 2-3 years relevant experience
  • post-secondary degree desirable
  • investment product registration
  • appropriate lending qualifications
  • working knowledge of personal/small business needs
  • working knowledge of retail investments/lending
  • experience in financial services is an asset
  • confident use of digital tools

Work Rights

Not specified

Tailored Resume

Cover Letter