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Personal Banker

2 months ago

Markham, Ontario, Canada BMO Financial Group Full time
About the Role

We are seeking a highly skilled and customer-focused Personal Banker to join our team at BMO Financial Group. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that meet their needs.

Key Responsibilities
  • Customer Engagement: Proactively engage with existing customers and prospects to grow loyalty and identify immediate and future opportunities.
  • Needs Assessments: Conduct needs assessments to identify financial solutions and preferred banking channels, and recommend tailored solutions addressing both sales and service needs.
  • Financial Solutions: Offer clients advice and guidance on available digital and self-serve options to make banking easy, simple, and fast.
  • Transaction Support: Support customer transactions needs based on customer traffic.
  • Business Growth: Engage customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
  • Quality and Compliance: Address questions and resolve issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
  • Risk Management: Apply 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.
  • Credit Recommendations: Make credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
  • Team Collaboration: Act as a key member of a collaborative and versatile branch and market team.
  • Customer Insights: Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Work Organization: Organize work information to ensure accuracy and completeness.
  • Customer Experience: Take the initiative to find creative approaches that make each customer's experience feel personal.
  • Continuous Improvement: Look for ways to contribute to the ongoing improvement of the overall customer experience.
  • Business Results: Contribute to business results and the overall experience delivered.
  • Flexibility: 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.
  • Compliance: Follow through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
  • Industry Knowledge: Keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Product Knowledge: Maintain current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Anti-Money Laundering: Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Regulatory Compliance: Complies with legal and regulatory requirements for the jurisdiction.
  • Asset Protection: Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Escalation: Escalates complex or unresolved customer situations to managers as required.
  • Task Management: Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Issue Analysis: Analyzes issues and determines next steps.
Qualifications
  • Experience: 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: Registration to sell investment products completed - as appropriate for the jurisdiction.
  • Lending Qualifications: Appropriate lending qualifications and designations.
  • Customer Knowledge: Working knowledge of personal and small business customer needs and solutions.
  • Product Knowledge: Working knowledge of retail investments and lending products.
  • Financial Services Experience: Experience in financial services is an asset.
  • Technical Skills: Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Customer Service Experience: Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
  • Commitment to Customers: Passionate commitment to helping our customers.
  • Results Focus: Drive to deliver a personal customer experience.
  • Team Player: A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Resourcefulness: Resourceful self-starter with courage and confidence to approach customers.
  • Collaboration: Readiness to collaborate and work in different capacities as part of a team.
  • Interpersonal Skills: Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • Communication Skills: An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Specialized Knowledge: Specialized knowledge.
  • Verbal and Written Communication: Verbal & written communication skills - Good.
  • Organization: Organization skills - Good.
  • Collaboration and Teamwork: Collaboration & team skills - Good.
  • Analytical and Problem-Solving Skills: Analytical and problem-solving skills - Good.
Compensation

The salary for this role is $69,500.00 per year, and the pay type is 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 salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.