Personal Banker

6 months ago

Victoria, Canada BMO Financial Group Full time

3616 Shelbourne Street Victoria British Columbia,V8P 5J5

Fluency in English and Mandarin are preferred

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 proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
- Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
- Supports customer transactions needs based on customer traffic.
- Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
- 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.
- Acts 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 to provide strategic advice.
- Organizes 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.
- May work at multiple branches based on market needs; 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.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- 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.
- Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
- Appropriate lending qualifications and designations.
- Working knowledge of personal and small business customer needs and solutions.
- Working knowledge of retail investments and lending products.
- Experience in financial services is an asset.
- Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
- Passionate commitment to helping our customers.
- Drive to deliver a personal customer experience.
- A focus on results and the ability to thrive in a consultative sales and team-based environment.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**Compensation and Benefits**:
$37,500.00 - $69,500.00

**Pay Type**:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the

  • Personal Banker

    3 weeks ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, British Columbia, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $51,400 - $72,600 CAD **CUSTOMER** - Provide sound advice with every customer interaction, contributing to an exceptional customer experience - Use ability to discover and advise on meeting/exceeding customer needs by...

  • Personal Banker

    6 months ago

    Victoria, Canada TD Bank Full time

    Work Location: Victoria, British Columbia, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: **Job Description**: CUSTOMER - Provide sound advice with every customer interaction, contributing to an exceptional customer experience - Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious...

  • Associate Private Banker

    6 months ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 200222 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

  • Personal Banker Trainee

    6 months ago

    Victoria, Canada TD Bank Full time

    **Personal Banker Trainee - Inviting Indigenous Applicants**: - 417456BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 1080 Douglas Street **Employment Type** - Regular **City** - Victoria **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Personal Banker

    7 months ago

    Victoria, Canada BMO Financial Group Full time

    1225 Douglas Street Victoria British Columbia,V8W 2E6 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...

  • Personal Banker

    6 months ago

    Victoria, Canada BMO Financial Group Full time

    1225 Douglas Street Victoria British Columbia,V8W 2E6 **Secondary language fluency in Mandarin is a strong asset** 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...

  • Personal Banker

    6 months ago

    Victoria, Canada BMO Financial Group Full time

    735 Goldstream Ave, Unit 101 Victoria British Columbia,V9B 2X4 Fluency in English (required) and Mandarin (asset) 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...

  • Support Staff

    6 months ago

    Victoria, Canada BARD AND BANKER Full time

    **What’s my role?** As a Support staff member you are responsible for making sure that food quality and plate presentation is up to our standards. You are always helping to make a warm and enjoyable pub experience for our guests; to have a welcoming and friendly energy and provide the highest level of service; meeting and exceeding our guests’...

  • Expeditor/food Runner

    7 months ago

    Victoria, Canada BARD AND BANKER Full time

    **What’s my role?** As an Expeditor / Food Runner, you are responsible for making sure that food quality and plate presentation is up to our standards. You are always helping to make a warm and enjoyable pub experience for our guests; to have a welcoming and friendly energy and provide the highest level of service; meeting and exceeding our guests’...

  • Server/supervisor

    6 months ago

    Victoria, Canada BARD AND BANKER Full time

    DEPARTMENT: Front of House REPORTS TO: General Manager/Floor Managers - _________________________________ POSITION PURPOSE The position will work closely with the FOH and BOH management team to ensure exceptional guest service is provided to of all our guests. The person in this role is integral to providing our guests with the highest level of service by...

  • Chef de Partie

    3 months ago

    Victoria, Canada BARD & BANKER PUB Full time

    Education: Secondary (high) school graduation certificate - Experience: 3 years to less than 5 years **Ranks of chefs**: - Chef de partie **Tasks**: - Maintain records of food costs, consumption, sales and inventory - Analyze operating costs and other data - Create new recipes - Instruct cooks in preparation, cooking, garnishing and presentation of food -...

  • line cook

    7 months ago

    Victoria, Canada BARD & BANKER PUB Full time

    Education: Expérience: EducationSecondary (high) school graduation certificateTasksPlan menus and estimate food requirements for their realizationPrepare and cook complete meals or individual dishes and foodsInspect kitchens and food service areasTrain staff in preparation, cooking and handling of foodSupervise kitchen staff and helpersMaintain inventory...

  • Dishwasher

    7 months ago

    Victoria, Canada BARD AND BANKER Full time

    JOB TITLE: Dishwasher DEPARTMENT: Back of House REPORTS TO: Executive Chef / Sous Chef / General Manager - _________________________________ POSITION PURPOSE Working with a team of cooks to maintain an organized and highly functional workspace Running dishes, pots, pans, cutlery etc. through a dishwasher, ensuring proper cleanliness of dishware and...

  • Real Estate Conveyancer

    3 months ago

    Victoria, Canada Coldwell Banker Oceanside Full time

    **Real Estate Conveyancer Position Available** **Job Duties**: - Greeting and assisting walk-in clientele in a professional manner - Managing real estate transaction files including data entry with a high attention to detail & accuracy - Corresponding with agents, solicitors, outside brokerages, and colleagues - Reviewing contracts & legal documentation...

  • Line Cook

    6 months ago

    Victoria, Canada BARD AND BANKER Full time

    **POSITION PURPOSE** To execute our menu in accordance with our service standards. Working with a team of cooks to maintain an organized and highly functional workspace. We are looking for motivated and creative individuals who thrive in a fast-paced, fun, professional environment. **QUALIFICATIONS** - Must be eligible to work in Canada - Reading, writing...

  • Manager

    6 months ago

    Victoria, Canada BARD AND BANKER Full time

    **Manager Job Description** **_________________________** **JOB TITLE: Manager** **DEPARTMENT: Front of House** **REPORTS TO: General Manager** **_________________________________** **DUTIES AND RESPONSIBILITIES**: - Interacting with customers (including serving food and drink) - Ensuring that a high standard of customer service is always maintained -...

  • Bartender

    6 months ago

    Victoria, Canada BARD AND BANKER Full time

    **DEPARTMENT: Front of House** **REPORTS TO: General Manager / Manager on duty** **_________________________________** **QUALIFICATION REQUIREMENTS**: - Reading, writing and oral proficiency in the English language - Minimum of 2 years of experience in a Bartending role with daily sales ranging from $1000 - $3000 per shift - Strong organizational and...

  • Client Relationship Banker

    2 weeks ago

    Victoria, British Columbia, Canada Royal Bank of Canada Full time

    About Royal Bank of CanadaWe are a global financial institution dedicated to helping our clients thrive and communities prosper.CompensationThe estimated salary for this position is $65,000 - $90,000 per year, depending on experience.Job SummaryThis role involves providing exceptional client service, building strong relationships, and driving sales growth in...

  • Financial Controller

    6 months ago

    Victoria, Canada Union Club of British Columbia Full time

    **Company Overview** The company is a City Club located in downtown Victoria, BC with 1400 memberships. Business facilities include two restaurants, five banquet rooms, 22 guestrooms, fitness centre, billiards room, library, reading room, three meeting rooms and over 500 affiliate clubs around the world. Members pay dues monthly, quarterly, or annually. -...

  • Service Support Officer/administrative Assistant

    6 months ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 200277 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: The Service Support Officer/Administrative Assistant contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in...