Personal Banker

BMO

Victoria, Canada
$38,500.00 - $71,000.00; not specified; health ins...
Exceptional customer service delivery
Identify customer financial needs
Provide financial solutions advice
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 generating appointments and building new relationships within the community.
  • BMO offers 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

$38,500.00 - $71,000.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Identify customer financial needs
  • Provide financial solutions advice
  • Proactive customer engagement
  • Needs-based assessments
  • Risk management framework application

Nice-to-have

  • Collaborative team member
  • Creative problem-solving
  • Drive to deliver personal experience
  • Thrive in consultative sales

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Registration to sell investment products
  • Appropriate lending qualifications
  • Working knowledge of personal/small business needs
  • Experience in financial services is an asset
  • Confident use of digital tools

Work Rights

Not specified

Tailored Resume

Cover Letter