Personal Banker

3 months ago

Brossard, Canada BMO Financial Group Full time

2140 boulevard Lapiniere Brossard Quebec,J4W 1L8

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 through various channels 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 customer experience.
- Contributes to business results and the overall experience delivered.
- May work at multiple branches or through various channels 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.
- Escalates complex or unresolved customer situations to managers as required.
- 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.
- 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.

**Salary**:
$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. F

  • Personal Banker

    4 weeks ago

    Brossard, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and motivated Personal Banker to join our team at BMO. As a Personal Banker, you will be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesProactively engage with existing customers and prospects to grow loyalty and identify...

  • Personal Banker

    6 months ago

    Brossard, Canada BMO Financial Group Full time

    2140 boulevard Lapiniere Brossard Quebec,J4W 1L8 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

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    1005 boul du Quartier Brossard Quebec,J4Z 0M8 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...

  • Personal Banker

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    8245 boul Taschereau, B20 Brossard Quebec,J4Y 1A4 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 Associate

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    2140 boulevard Lapiniere Brossard Quebec,J4W 1L8 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...

  • Financial Services Professional

    1 week ago

    Brossard, Quebec, Canada National Bank Full time

    Role OverviewWe are seeking a skilled Banking Associate to join our team at National Bank, where you will have the opportunity to offer wealth management services and advice to high-net-worth clients.About the RoleYou will provide administrative support and customer service to bankers or private bankers.Develop personalized relationships with clients to...

  • Banking Associate

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateAt National Bank, we are seeking a highly skilled Banking Associate to join our team. As a Banking Associate, you will play a crucial role in providing exceptional customer service and support to our clients.Key Responsibilities:Provide administrative support to bankers and private bankersDevelop personalized relationships with...

  • Banking Associate

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateAbout the Role:As a Banking Associate at National Bank, you will have the opportunity to work with a discerning high-net-worth clientele, offering a comprehensive range of financial services to individuals, corporations, and government agencies across Canada.Key Responsibilities:- Provide support to bankers or private bankers by...

  • Professional Financial Services Representative

    2 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Unlock Your Potential in BankingIn this dynamic role, you will have the opportunity to offer comprehensive financial services to discerning clients across Canada and internationally. As a Banking Associate with National Bank's Private Banking 1859, you will be part of a passionate team dedicated to providing exceptional wealth management solutions.Your Key...

  • Financial Services Representative

    7 days ago

    Brossard, Quebec, Canada National Bank Full time

    National Bank is seeking a Financial Services Representative to join our team. As a key member of our Private Banking 1859 division, you will play a crucial role in delivering exceptional client experiences and driving business growth.About the RoleThis dynamic position requires a professional with excellent communication and interpersonal skills to provide...

  • Financial Services Professional

    7 days ago

    Brossard, Canada National Bank Full time

    A career as a Banking Associate with Private Banking 1859 at National Bank offers an opportunity to provide wealth management services and advice to high-net-worth clientele. This role involves offering a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to...

  • Banking Associate

    5 months ago

    Brossard, Canada National Bank of Canada 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. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...

  • Banking Associate

    6 months ago

    Brossard, 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. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...

  • Banking Associate Role

    3 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Summary:As a Banking Associate at National Bank, you will play a key role in providing exceptional client service and support to our discerning high-net-worth clientele. Your primary responsibility will be to offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized...

  • Banking associate

    2 months ago

    Brossard, Canada National Bank Full time

    Attendance Hybrid Job number 22849 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 02-Oct-2024 Location: Brossard, Quebec City Brossard Province/State Quebec Area of Interest: Operations A career as a Banking Associate with Private Banking 1859 banking services at National...

  • Banking associate

    2 weeks ago

    Brossard, Canada National Bank Full time

    Attendance Hybrid Job number 22849 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 02-Oct-2024 Location: Brossard, Quebec City Brossard Province/State Quebec Area of Interest: Operations A career as a Banking Associate with Private Banking 1859 banking services at National...

  • Business Banking Associate

    5 months ago

    Brossard, Canada TD Bank Full time

    **Business Banking Associate**: - 416848BR **Job Category - Primary** - Commercial Banking **Work Location** - 4805 Lapiniere Blvd **Employment Type** - Regular **City** - Brossard **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** - TD Commercial Banking...

  • Banking Associate

    6 months ago

    Brossard, Quebec, H1N, Montréal, 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. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...

  • Financial Service Representative

    6 months ago

    Brossard, 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...