Personal Banker

BMO

Tsuu T'ina, Alberta, Canada
Base: $36,600.00 - $67,500.00; bonus/equity: not s...
On-site
Needs-based assessments
Financial solutions guidance
Digital and self-serve options advice
BMO is seeking a Personal Banker in Tsuu T'ina, Alberta, to deliver exceptional customer service while providing financial solutions tailored to client needs. The role emphasizes customer engagement, collaboration within teams, and adherence to compliance standards in the banking sector

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
  • Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
  • Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.

Matching Summary

Match Score: 85

BMO is seeking a Personal Banker in Tsuu T'ina, Alberta, to deliver exceptional customer service while providing financial solutions tailored to client needs. The role emphasizes customer engagement, collaboration within teams, and adherence to compliance standards in the banking sector.

Salary

Base: $36,600.00 - $67,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Needs-based assessments
  • Financial solutions guidance
  • Digital and self-serve options advice
  • Customer transaction support
  • Community relationship building
  • Risk management framework application
  • Credit recommendations for personal lending

Nice-to-have

  • Proactive customer engagement
  • Collaborative team member
  • Creative customer experience approaches
  • Continuous improvement focus
  • Uphold ethical requirements

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Registration to sell investment products
  • Appropriate lending qualifications
  • Working knowledge of personal and small business customer needs
  • Working knowledge of retail investments and lending products
  • Experience in consultative customer service or sales role

Work Rights

Not specified

Tailored Resume

Cover Letter