Personal Banker

Responsibilities

• Deliver exceptional service by identifying customer needs and providing tailored advice on banking, investments, and lending solutions
• Proactively engage with existing customers and prospects through needs-based assessments to grow loyalty
• Recommend financial solutions including everyday banking, retail investments, lending, and small business solutions
• Guide clients on digital and self-serve banking options to improve ease of use
• Make credit recommendations for personal lending and home financing in compliance with bank policies
• Manage risk by applying the Bank's risk management framework to protect assets and maintain portfolio quality
• Build new relationships within the community by generating appointments and outreach

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
• Completed registration to sell investment products as required by the jurisdiction
• Appropriate lending qualifications and designations
• Working knowledge of retail investments, lending products, and small business needs
• Strong interpersonal, communication, and problem-solving skills
• Proficiency with digital tools, including tablets, smartphones, and online applications

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. Serving more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.