Senior Personal Banker

BMO Financial Group

London, Ontario, Canada
Base: $43,200.00 - $80,300.00; bonus/equity: may i...
3-5 years relevant experience
Post-secondary degree in related field
In-depth knowledge of personal banking products
The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions for both personal and small business clients

Job Summary

  • The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions for both personal and small business clients.
  • Employees are expected to develop annual business development plans to maximize referrals and grow the bank's business through proactive outreach.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions for both personal and small business clients.

Salary

Base: $43,200.00 - $80,300.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 3-5 years relevant experience
  • Post-secondary degree in related field
  • In-depth knowledge of personal banking products
  • Solid working knowledge of financial analysis
  • Experience managing complex lending applications
  • Registration to sell investment products

Nice-to-have

  • Passionate commitment to customer experience
  • Ability to thrive in consultative sales environment
  • Strong interpersonal skills for building rapport
  • Confident use of social media and digital tools
  • Creative problem-solving approach
  • Readiness to collaborate in team-based settings

Key Requirements

  • 3-5 years of relevant experience
  • Post-secondary degree or equivalent combination
  • Investment product registration as appropriate
  • Appropriate lending qualifications and designations
  • Canada work authorization required

Work Rights

Not specified

Tailored Resume

Cover Letter