Personal Banker

Responsibilities

• Deliver exceptional service to BMO customers and prospects by identifying financial needs and providing tailored advice.
• Conduct needs-based assessments to recommend solutions for everyday banking, retail investments, lending, and small business needs.
• Proactively engage the community to generate appointments and build new customer relationships.
• Provide guidance on digital and self-serve banking options to enhance customer experience.
• Make credit recommendations for personal lending and home financing in compliance with bank policies and regulatory requirements.
• Apply risk management frameworks to protect bank assets and maintain the quality of the lending portfolio.
• Resolve customer issues and ensure accurate data entry in accordance with legal and regulatory 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 investments, lending products, and personal/small business banking solutions.
• Excellent interpersonal, communication, and problem-solving skills.
• Proficiency with digital tools, including tablets, smartphones, and online banking applications.

Benefits

• Competitive salary ranging from $36,600 to $67,500 based on experience and location.
• Comprehensive health insurance and accident/life insurance.
• Retirement savings plans.
• Tuition reimbursement programs.
• Performance-based incentives and discretionary bonuses.

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.