Personal Banker

BMO

Nanaimo, Canada
$36,600.00 - $67,500.00; not specified; health ins...
Customer needs assessment
Financial solutions guidance
Proactive customer engagement
Delivers exceptional service to BMO customers and prospects by identifying needs and providing guidance on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects by identifying needs and providing guidance on financial solutions.
  • Engages customers to complete needs assessments, recommending tailored solutions for everyday banking, investments, lending, and small business.
  • BMO is committed to an inclusive, equitable and accessible workplace, valuing diversity and offering accommodations upon request.

Matching Summary

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

Salary

$36,600.00 - $67,500.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • customer needs assessment
  • financial solutions guidance
  • proactive customer engagement
  • risk management framework application
  • credit recommendations

Nice-to-have

  • drive to deliver personal experience
  • collaborative team environment
  • creative problem solving
  • social media and online tools proficiency

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