Personal Banker

2 weeks ago


Cambridge, Ontario, 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 play a key role in 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 Responsibilities
  • Customer Engagement: Proactively engage with existing customers and prospects to understand their financial needs and provide tailored solutions to meet their goals.
  • Financial Solutions: Offer advice and guidance on a range of financial products and services, including everyday banking, retail investments, lending solutions, and small business solutions.
  • Customer Service: Provide exceptional customer service, responding to customer inquiries, resolving issues, and escalating complex situations to managers as needed.
  • Business Development: Identify opportunities to grow BMO's business by reaching out to new customers, generating appointments, and building relationships within the community.
  • Risk Management: Apply the risk management framework to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with regulatory requirements.
  • Credit Recommendations: Make credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and Bank policies.
  • Team Collaboration: Work collaboratively with branch and market teams to achieve business objectives and deliver a seamless customer experience.
Requirements
  • Education: Typically between 2-3 years of relevant experience and a post-secondary degree in a related field of study, 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 Service Skills: Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • Problem-Solving Skills: An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Communication Skills: Verbal and written communication skills, with the ability to communicate complex information in a clear and concise manner.
About BMO

BMO is committed to an inclusive, equitable, and accessible workplace. We believe that diversity and inclusion are essential to our success and strive to create a workplace where everyone feels valued, respected, and heard. We offer a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.


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