Personal Banker

BMO

Kingston, Canada
Base: $36,600.00 - $67,500.00; bonus/equity: may i...
Exceptional customer service delivery
Identify customer financial needs
Provide financial solutions guidance
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 reaching out, generating appointments, and building new relationships within the community.
  • BMO is committed to an inclusive, equitable and accessible workplace, learning from differences to gain strength through people and perspectives.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

Base: $36,600.00 - $67,500.00; Bonus/Equity: May include commission structure; Benefits: 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 guidance
  • Proactive customer engagement
  • Needs-based customer assessments
  • Risk management framework application

Nice-to-have

  • Collaborative team environment
  • Creative problem solving
  • Drive for personal customer experience
  • Passion for helping customers
  • Thrive in consultative sales

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter