Personal Banker

BMO

Abbotsford, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: commi...
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Needs-based customer assessments
Financial solutions advice
Digital and self-serve options guidance
** BMO is seeking a Personal Banker for their Abbotsford location, responsible for delivering exceptional customer service and identifying financial solutions tailored to clients' needs. The role emphasizes collaboration within the branch, engaging clients to grow loyalty, and ensuring compliance with lending policies. **

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.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.

Matching Summary

Match Score: 75

** BMO is seeking a Personal Banker for their Abbotsford location, responsible for delivering exceptional customer service and identifying financial solutions tailored to clients' needs. The role emphasizes collaboration within the branch, engaging clients to grow loyalty, and ensuring compliance with lending policies. **

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
  • Risk management framework application
  • Credit granting principles adherence

Nice-to-have

  • Proactive customer engagement
  • Community relationship building
  • Creative customer experience approaches
  • Ethical industry requirements upholding

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Investment product registration
  • Appropriate lending qualifications
  • Working knowledge of personal and small business needs

Work Rights

Not specified

Tailored Resume

Cover Letter