Personal Banker

BMO

Unknown, Unknown, Canada
Base: $36,600.00 - $67,500.00; bonus/equity: may i...
Consultative customer service experience
Knowledge of personal and small business banking products
Understanding of retail investments and lending solutions
The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions across everyday banking, investments, and lending

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 apply the bank's risk management framework to protect assets while ensuring compliance with all legal and regulatory requirements.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions across everyday banking, investments, and lending.

Salary

Base: $36,600.00 - $67,500.00; 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 personal and small business banking products
  • Understanding of retail investments and lending solutions
  • Ability to conduct needs-based assessments
  • Proficiency with digital banking tools and social media

Nice-to-have

  • Passion for helping customers achieve financial goals
  • Strong interpersonal and rapport-building skills
  • Resourceful self-starter with creative problem-solving
  • Experience in a team-based consultative sales environment
  • Commitment to ethical requirements and industry standards

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent combination of education and experience
  • Registration to sell investment products as appropriate for jurisdiction
  • Appropriate lending qualifications and designations
  • Canada work authorization required

Work Rights

Canada only

Tailored Resume

Cover Letter