Personal Banker In Training

BMO

Unknown, Unknown, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Not specified
Consultative customer service experience
Knowledge of retail investment products
Understanding of personal lending solutions
BMO is seeking a Personal Banker in Training to deliver exceptional customer service and provide tailored financial solutions. The role involves engaging with customers to identify their banking needs, offering advice, and building relationships within the community, while adhering to compliance and risk management standards

Job Summary

  • The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions across everyday banking, investments, and lending.
  • Employees are expected to engage proactively with the community to grow relationships, generate appointments, and build new business opportunities.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Match Score: 85

BMO is seeking a Personal Banker in Training to deliver exceptional customer service and provide tailored financial solutions. The role involves engaging with customers to identify their banking needs, offering advice, and building relationships within the community, while adhering to compliance and risk management standards.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Consultative customer service experience
  • Knowledge of retail investment products
  • Understanding of personal lending solutions
  • Ability to use digital banking tools
  • Strong interpersonal and communication skills

Nice-to-have

  • Passion for helping customers succeed
  • Experience with small business solutions
  • Resourceful self-starter attitude
  • Creative approach to customer experience
  • Drive to deliver personal service

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Registration to sell investment products (Canada)
  • Appropriate lending qualifications
  • Working knowledge of retail investments and lending

Work Rights

Not specified

Tailored Resume

Cover Letter