Personal Banker

BMO

Toronto, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: commi...
On-site
Needs-based customer assessments
Financial solutions advice
Digital and self-serve options guidance
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 grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Needs-based customer assessments
  • Financial solutions advice
  • Digital and self-serve options guidance
  • Customer transaction support
  • Community relationship building
  • Risk management framework application
  • Credit recommendations for personal lending

Nice-to-have

  • Proactive customer engagement
  • Tailored solution recommendations
  • Collaborative branch team member
  • Creative customer experience approaches
  • Continuous customer experience improvement
  • Ethical industry requirements adherence
  • Money laundering pattern identification

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree desirable or equivalent combination
  • Registration to sell investment products (Canada)
  • Appropriate lending qualifications and designations
  • Working knowledge of personal and small business customer needs
  • Working knowledge of retail investments and lending products
  • Experience in consultative customer service or sales

Work Rights

Not specified

Tailored Resume

Cover Letter