Current jobs related to Personal Banker - Waterloo - BMO Financial Group

  • Personal Banker

    3 months ago

    Waterloo, Canada HSBC Full time

    -Job description Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of...

  • Personal Banker

    3 months ago

    Waterloo, Canada BMO Financial Group Full time

    664 Erb Street West Waterloo Ontario,N2T 2Z7 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...

  • High Net Worth Private Banker

    1 month ago

    Waterloo, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** We are looking for a High Net Worth Private Banker with entrepreneurial drive to join our dynamic and growing team in the Waterloo market. You will be responsible for establishing new relationships within our target market and the growth of existing high value clients using a personalized and confidential...

  • Universal Banker I

    3 months ago

    Waterloo, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • High Net Worth Private Banker

    1 month ago

    Waterloo, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are looking for a High Net Worth Private Banker with entrepreneurial drive to join our dynamic and growing team in the Waterloo market. You will be responsible for establishing new relationships within our target market and the growth of existing high value clients using a personalized and confidential...

  • High Net Worth Private Banker

    1 month ago

    Waterloo, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are looking for a High Net Worth Private Banker with entrepreneurial drive to join our dynamic and growing team in the Waterloo market. You will be responsible for establishing new relationships within our target market and the growth of existing high value clients using a personalized and confidential...

Personal Banker

5 months ago

Waterloo, Canada BMO Financial Group Full time

255 King Street North Waterloo Ontario,N2J 4V2

Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.
- Integrates marketing promotions and programs into customer conversations when appropriate.
- Delivers exceptional customer service that builds trust through expertise, providing responsive service and support.
- Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- Handles incoming calls in an informed, professional, and efficient manner.
- Escalates complex or unresolved customer situations to managers as required.
- Performs any required activities to ensure customer’s requests are accurately processed.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- 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.
- Knowledge of personal banking products.
- Knowledge of competitive marketplace and trends in product offerings.
- Knowledge of contact centre operational processes and policies.
- Knowledge of call centre technology, processes and metrics.
- If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.