Senior Banker

Responsibilities

• Deliver exceptional service to BMO customers and prospects by identifying needs and providing tailored financial advice.
• Develop and implement annual business development plans to maximize referrals through proactive outreach to small business and personal clients.
• Build and manage a network of internal and external referral sources to grow the bank's business.
• Conduct needs assessments to recommend solutions for everyday banking, retail investments, lending, and home financing.
• Resolve complex customer issues by applying advanced knowledge of bank products, services, and processes.
• Act as a role model for colleagues, providing in-the-moment coaching and supporting branch leadership activities.
• Ensure compliance with all risk, legal, and regulatory requirements to safeguard customer assets and privacy.

Requirements

• 3-5 years of relevant experience and a post-secondary degree in a related field or equivalent combination of education and experience.
• 1-3 years of experience in banking, customer service, or sales.
• Valid registration to sell investment products as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• In-depth knowledge of personal and small business banking, including financial analysis and cash flow cycles.
• Strong interpersonal, analytical, and problem-solving skills.
• Proficiency with digital tools, including social media, tablets, and online banking 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. With more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.