Personal Banker

BMO

Prince Albert, Canada
$36,600.00 - $67,500.00; not specified; health ins...
Customer needs assessment
Financial solutions
Risk management framework
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 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.

Matching Summary

Delivers exceptional service to BMO customers and prospects, 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
  • risk management framework
  • lending policies and processes
  • digital and self-serve options

Nice-to-have

  • collaborative branch team
  • creative customer experience
  • proactive customer engagement
  • community relationship building

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter