Personal Banker

BMO

Richmond, United States
Base: $38,500.00 - $71,000.00; bonus/equity: not s...
Needs-based assessments
Tailored solutions
Risk management framework
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 and preferred banking channels, recommending tailored solutions for everyday banking, investments, lending, and small business.
  • BMO is committed to an inclusive, equitable and accessible workplace, valuing diversity and offering accommodations upon request.

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: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • needs-based assessments
  • tailored solutions
  • risk management framework
  • credit granting principles
  • customer transactions needs

Nice-to-have

  • drive to deliver personal experience
  • collaborative and versatile team
  • creative approaches
  • passion for helping customers

Key Requirements

  • 2-3 years of relevant experience
  • post-secondary degree desirable
  • lending qualifications and designations
  • working knowledge of customer needs
  • experience in financial services an asset

Work Rights

Not specified

Tailored Resume

Cover Letter