Personal Banker, Retail Banking

Found in: Jooble CA O C2 - 2 weeks ago

SaintJeansurRichelieu QC, Canada Bank of Montreal Full time

Delivers exceptional service to BMO customers and prospects. Works collaboratively within the branch and 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.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Registration to sell investment products completed - as appropriate for the jurisdiction.
Working knowledge of retail investments and lending products.
Experience in financial services is an asset.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Passionate commitment to helping our customers.
This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.
We’re here to help
It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.
More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.
#

  • Personal Banker, Retail Banking

    Found in: Jooble CA O C2 - 2 weeks ago

    Montréal, QC, Canada Bank of Montreal Full time

    Delivers exceptional service to BMO customers and prospects. Works collaboratively within the branch and 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...

  • Personal Banker

    2 weeks ago

    Saint-Jean-sur-Richelieu, Canada Bank of Montreal Full time

    Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Takes a lead in...

  • Personal Banker

    3 weeks ago

    Saint-Jean-sur-Richelieu, Canada Bank of Montreal Full time

    Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Takes a lead in...

  • Personal Banker

    2 weeks ago

    Saint-Jean-sur-Richelieu, Canada Bank of Montreal Full time

    Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Takes a lead in...

  • Personal Banker

    Found in: Jooble CA O C2 - 2 weeks ago

    Saint-Jean-sur-Richelieu, QC, Canada Bank of Montreal Full time

    Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in...

  • Personal Banker, Retail Banking

    Found in: Jooble CA O C2 - 2 weeks ago

    Sainte-Julie, QC, Canada Bank of Montreal Full time

    Delivers exceptional service to BMO customers and prospects. Works collaboratively within the branch and 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...

  • Personal Banker

    Found in: Talent CA 2 C2 - 2 weeks ago

    Richelieu, Canada BMO Full time

    Application Deadline: 04/29/2024Address:991 boul du Seminaire nordDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...

  • Personal Banking Associate

    1 week ago

    Saint-Jean-sur-Richelieu, Canada BMO Financial Group Full time

    991 boul du Seminaire nord Saint-Jean-sur-Richelieu Quebec,J3A 1K1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...

  • (Associate) Banker

    Found in: Jooble CA O C2 - 3 hours ago

    Montréal, QC, Canada JPMorgan Chase & Co. Full time

    Locations 1501 Mcgill College Ave Suite 510, Montreal, QC, H3A 3M8, CA Job Schedule Full time Our Associates are required to proactively keep bankers on track and help them balance business development and client coverage. The Associate Banker will thoroughly understand back-office support and operations, build leadership and sales acumen and learn...

  • Personal Banker

    Found in: Talent CA 2 C2 - 2 weeks ago

    Saint George, Canada BMO Full time

    Application Deadline: 05/03/2024Address:9 Beverly Street WDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • MMBSI Banker Associate

    Found in: Jooble CA O C2 - 3 hours ago

    Montréal, QC, Canada JPMorgan Chase & Co. Full time

    Locations 1501 Mcgill College Ave Suite 510, Montreal, QC, H3A 3M8, CA Job Schedule Full time Job Description Our Associates are required to proactively keep bankers on track and help them balance business development and client coverage. The Associate Banker will thoroughly understand back-office support and operations, build leadership and sales acumen...

  • Associate Private Banking Advisor

    Found in: Jooble CA O C2 - 2 weeks ago

    Brossard, QC, Canada National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services...

  • Associate Private Banking Advisor

    Found in: Jooble CA O C2 - 2 weeks ago

    Trois-Rivières, QC, Canada National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services...

  • Personal Banking Associate

    Found in: Talent CA 2 C2 - 2 weeks ago

    Richelieu, Canada BMO Full time

    Application Deadline: 04/29/2024Address:991 boul du Seminaire nordDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...

  • Personal Banking Associate

    17 hours ago

    Saint-leonard, Canada TD Bank Full time

    398542BR Retail Banking - Customer Service Saint-leonard, QC March 13, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    17 hours ago

    Saint-leonard, Canada TD Bank Full time

    399265BR Retail Banking - Customer Service Saint-leonard, QC March 13, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    3 days ago

    Saint-Hubert, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    2 days ago

    Mont-Saint-Hilaire, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    2 days ago

    Mont-Saint-Hilaire, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    2 days ago

    Mont-Saint-Hilaire, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...