Personal Banker

BMO

Edmonton, Canada
$38,500.00 - $71,000.00; salaried; health insuranc...
Exceptional customer service delivery
Identify customer financial needs
Provide financial solutions advice
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 identify financial solutions, preferred banking channels, and recommends tailored solutions addressing sales and service needs.
  • BMO is committed to an inclusive, equitable and accessible workplace, learning from differences to gain strength through people and perspectives.

Matching Summary

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

Salary

$38,500.00 - $71,000.00; Salaried; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Identify customer financial needs
  • Provide financial solutions advice
  • Collaborate with BMO partners
  • Needs-based customer assessments
  • Digital and self-serve options guidance

Nice-to-have

  • Proactive customer engagement
  • Community relationship building
  • Creative customer experience approaches
  • Contribute to business results
  • Uphold ethical industry requirements

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Registration to sell investment products
  • Appropriate lending qualifications
  • Working knowledge of customer needs
  • Experience in financial services an asset
  • Confident use of digital tools

Work Rights

Not specified

Tailored Resume

Cover Letter