Virtual Financial Advisor
4 weeks ago
You have a passion for helping others and growing BMO’s business. As a Personal Banker, you will focus on delivering exceptional service by truly understanding personal and small business customers and conducting a thorough financial needs assessment to offer the most appropriate solution that fulfills the customer’s immediate and future financial needs.
Engage customers in complete, needs based conversations to identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales & service needs, including everyday banking, retail investments, lending solutions, home financing (including business-for-self applications) and small business solutions
Offer advice and guidance on the digital and self-serve options available with the goal of making banking easy, simple and fast
Take the initiative and find creative approaches to make each customer’s experience feel personal
Proactively engage customers by reaching out, generating appointments and building new relationships within the community to grow BMO’s business
Take a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities
Collaborate with your BMO partners and identify referral opportunities to further grow the customer’s relationship with BMO beyond personal banking
Keep current with BMO policies and processes, the wider financial services marketplace, the legal and regulatory environment, and our commitment to upholding the highest ethical requirements of our industry
Follow through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch
Address questions & resolve issues raised through Consumer Credit, audits and quality checks to ensure data entry and recommendations are accurately documented in the lending applications and the lending process is followed
Use the Our Approach to Risk Management framework to protect the Bank’s assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements and established yield, quality, diversification and risk guidelines.
Make credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s Policies and Procedures
Passionate commitment to helping our customers
– Skilled at personal account opening, Customer Welcome Offers and investment discussions
– Digitally-savvy and able to identify banking alternatives for our customers
– Customer Focus: Spends 90% of time on advice-based conversations with customers and proactively booking appointments Spends 10% of time on conversations and requests related to banking services, including handling transactions and supporting customers who walk into the branch
Projects a professional presence; personal banking needs; Is collaborative, enjoys helping others and being part of a team
Undergraduate degree and/or equivalent work experience
# Working knowledge of retail investments and lending product
# Experience in financial services is an asset
Digital Leadership:
Confident and at ease in the use of social media, tablets, Smart phones, online tools, and applications
Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and understand their benefits
Investments: Registered Investment Sales Representative (RISR), including Mutual Funds Advanced completed
Personal Lending Credit Qualified Working without limits, with Business For Self designation; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.
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.
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