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 small business needs.
• 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, sales, or customer service.
• Valid registration to sell investment products as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Strong knowledge of financial analysis, including cash flow cycles and cash management products.
• Proven ability to manage complex personal and small business lending applications.
• Excellent interpersonal, communication, and problem-solving skills.

Benefits

• Competitive salary ranging from $45,500 to $84,500 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. With more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.