Senior Banker

We are seeking a highly skilled and experienced Senior Banker to join our team at BMO. As a Senior Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their best interests.

• Develop and implement an annual business development plan to maximize referrals and opportunities through proactive outreach to customers and prospects.
• Support the growth of new business by developing personal and small business solutions tailored to unique customer segments.
• Build and manage a network of internal and external referral sources to grow BMO's business and make referrals to partners.
• Work with partners to proactively identify small business clients that are personal banking prospects.
• Contribute to growing loyalty by creating great customer experiences grounded in an understanding of customer needs.
• Engage customers to complete needs assessments that identify financial solutions and preferred banking channels.
• Offer clients advice and guidance on available digital and self-serve options.
• Support customer transactions needs based on customer traffic.
• Engage customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
• Develop solutions and make recommendations based on an understanding of business strategy and stakeholder needs.
• Help determine business priorities and best sequence for execution of business strategy.
• Conduct independent analysis and assessment to resolve strategic issues.
• Act as a role model for colleagues and support branch leadership activities.
• Break down strategic problems and analyze data and information to provide insights and recommendations.
• Address questions and resolve issues raised through consumer credit audits and quality checks.
• Apply the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio.
• Make credit recommendations for personal lending transactions.
• Act as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations.
• Organize work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer's experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• In-depth knowledge of personal and small business customer needs and solutions.
• Experienced in managing complex personal and small business lending applications/solutions and systems.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Previous experience in financial services required.
• Passionate commitment and professionalism to helping our customers with the drive to deliver an exceptional customer experience.
• A focus on results, relationship management and the ability to thrive in a consultative sales and team based environment.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and proactively establish personal connections.
• An aptitude for listening, problem solving, and responding flexibly and creatively to new challenges.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

BMO offers a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We also offer opportunities for professional growth and development, as well as a collaborative and dynamic work environment.

We are committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.