Personal Banker

Responsibilities

• Deliver exceptional service to BMO customers and prospects by identifying needs and providing tailored financial advice.
• Conduct needs-based assessments to recommend solutions for everyday banking, retail investments, lending, and small business needs.
• Proactively engage with the community to generate appointments and build new customer relationships.
• Provide guidance on digital and self-serve banking options to enhance the customer experience.
• Make sound credit recommendations for personal lending and home financing in compliance with bank policies.
• Apply risk management frameworks to protect bank assets and ensure compliance with legal and regulatory requirements.
• Collaborate with branch team members to achieve business objectives and maintain high service standards.

Requirements

• 2-3 years of relevant experience in financial services or a consultative sales role.
• Post-secondary degree in a related field or an equivalent combination of education and experience.
• Valid registration to sell investment products as required by the jurisdiction.
• Appropriate lending qualifications and designations.
• Strong knowledge of retail investment and lending products.
• Excellent interpersonal, communication, and problem-solving skills.
• Proficiency with digital tools, including tablets, smartphones, and online banking applications.

Benefits

• Competitive salary and performance-based incentives.
• Comprehensive health insurance.
• Tuition reimbursement programs.
• Accident and life insurance.
• Retirement savings plans.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally. We are committed to an inclusive, equitable, and accessible workplace where our people can grow and make a lasting impact.