Personal Banker

BMO

Haliburton, Canada
Base: $36,600.00 - $67,500.00; bonus/equity: commi...
Customer needs assessment
Financial solutions guidance
Proactive customer engagement
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 complete needs assessments, identifying financial solutions and preferred banking channels while recommending tailored solutions.
  • BMO is committed to an inclusive, equitable and accessible workplace, learning from each other's 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

Base: $36,600.00 - $67,500.00; Bonus/Equity: commission structure may apply; 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
  • lending application recommendations

Nice-to-have

  • drive to deliver personal experience
  • collaborative team environment
  • creative problem solving
  • social media and online tools

Key Requirements

  • 2-3 years relevant experience
  • post-secondary degree desirable
  • registration to sell investment products
  • appropriate lending qualifications
  • working knowledge of personal and small business needs

Work Rights

Not specified

Tailored Resume

Cover Letter