Current jobs related to Personal Banker - Niagara Falls, Ontario - BMO

  • Senior Financial Services Representative

    3 weeks ago

    Niagara Falls, Ontario, Canada Bank of America Full time

    Bank of America is seeking a Senior Banker to serve as the first point of contact for financial center clients. The ideal candidate will have excellent communication skills and be able to uncover personal banking needs of both individual and small business clients. Key responsibilities include deepening client relationships through platform services,...

  • Senior Financial Services Representative

    3 weeks ago

    Niagara Falls, Ontario, Canada Bank of America Full time

    Bank of America is seeking a Senior Banker to serve as the first point of contact for financial center clients. The ideal candidate will have excellent communication skills and be able to uncover personal banking needs of both individual and small business clients. Key responsibilities include deepening client relationships through platform services,...

  • Personal Banker

    3 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and motivated Personal Banker to join our team. As a Personal Banker, you will be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesProactively engage with customers to understand their financial needs and provide tailored solutions.Work...

  • Personal Banker

    3 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and motivated Personal Banker to join our team. As a Personal Banker, you will be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesProactively engage with customers to understand their financial needs and provide tailored solutions.Work...

  • Personal Banker

    2 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and motivated Personal Banker to join our team. As a Personal Banker, you will be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesProactively engage with customers to understand their financial needs and provide tailored solutions.Work...

  • Personal Banker

    4 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their goals.Key ResponsibilitiesProactively...

  • Personal Banker

    4 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their goals.Key ResponsibilitiesProactively...

  • Personal Banker

    3 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and motivated Personal Banker to join our team. 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 immediate/future...

  • Personal Banker

    3 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and motivated Personal Banker to join our team. 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 immediate/future...

  • Personal Banker

    4 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. 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 goals.Key...

  • Personal Banker

    4 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. 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 goals.Key...

  • Personal Banker

    2 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    About the Role:We are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their best interests.Key...

  • Personal Banker

    2 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    Job Summary:We 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 sales support to our clients.Key Responsibilities:Proactively engage with existing customers and prospects to grow loyalty and identify immediate and future...

  • Financial Services Representative

    3 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    Job Title: Personal BankerBMO is seeking a highly motivated and customer-focused Personal Banker to join our team. 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...

  • Financial Services Representative

    1 week ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banker. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their needs.Key...

Personal Banker

2 months ago

Niagara Falls, Ontario, Canada BMO Full time
About the Role

We 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 clients.

Key Responsibilities
  • Proactively engage with existing customers and prospects to identify their financial needs and provide tailored solutions.
  • Offer advice and guidance on available digital and self-serve options to make banking easy, simple, and fast.
  • Support customer transactions needs based on customer traffic.
  • Engage customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
  • Address questions and resolve issues raised through consumer credit audits and quality checks.
  • Apply the risk management framework to protect the Bank's assets and maintain the quality of the lending portfolio.
  • Make credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles.
  • Act 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.
  • Organize 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.
  • 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.
Requirements
  • 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.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • 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.