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Personal Banker

2 months ago

Markham, Ontario, Canada Bank of Montreal Full time
Job Summary

We are seeking a highly skilled and motivated Personal Banker to join our team at Bank of Montreal. As a Personal Banker, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Provide personalized banking solutions to customers, including everyday banking, retail investments, and lending solutions.
  • Identify customer needs and provide advice and guidance on financial solutions that meet their needs.
  • Work collaboratively with colleagues to deliver a seamless customer experience and achieve business objectives.
  • Proactively engage with customers to grow loyalty and identify opportunities for growth.
  • Develop and maintain knowledge of personal and small business customer needs and solutions.
  • Stay up-to-date with industry trends and developments to provide expert advice to customers.
Requirements
  • Typically 2-3 years of relevant experience and a post-secondary degree in a related field of study.
  • Registration to sell investment products completed, as required by the jurisdiction.
  • Appropriate lending qualifications and designations.
  • Working knowledge of personal and small business customer needs and solutions.
  • Experience in financial services is an asset.
What We Offer

We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.