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Personal Banker

2 months ago

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

We are seeking a highly motivated and customer-focused Personal Banker to join our team at Bank of Montreal. 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 Responsibilities
  • Proactively engage with existing customers and prospects to grow loyalty and identify immediate and future opportunities.
  • Conduct needs assessments to identify financial solutions and preferred banking channels, and recommend tailored solutions addressing both sales and service needs.
  • Offer clients 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 to ensure accurate data entry and lending application recommendations.
  • Apply the risk management framework to protect the Bank's assets and maintain the quality of the lending portfolio.
  • 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.
  • Act as a key member of a collaborative and versatile branch and market team.
Requirements
  • Typically between 2-3 years of relevant experience and post-secondary degree in a related field of study, 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, smartphones, 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.
  • 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.
What We Offer

We offer a competitive salary range of $37,500.00 - $69,500.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are committed to an inclusive, equitable, and accessible workplace, and we strive to create a work environment that is respectful and supportive of all employees.