BMO
Retail Banking
PersonalBanker
Neural analysis suggests this role is
optimal for Mid candidates.
“Personal Banker at BMO. Skills: Financial solutions, Customer service, Sales, Lending. Deliver exceptional service to customers and prospects. Identify customer needs and provide advice”
What You'll Achieve.
achieve overall business objectives; grow loyalty; identify immediate / future opportunities; addressing both sales and service needs; making banking easy, simple, and fast; building new relationships within the community; ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes; protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines; contribute to business results and the overall experience delivered; safeguard our customers’ assets, maintain their privacy, and act in their best interest; uphold the highest ethical requirements of our industry; making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Analyzes issues and determines next steps; Analytical and problem solving skills - Good
May work at multiple branches or through various channels based on market work schedule may differ from week to week in terms of days worked, hours, and shifts
What They're Looking For.
Must Have
post-secondary degree in related field of study desirable or an equivalent combination of education and experience, Registration to sell investment products completed - as appropriate for the jurisdiction, Appropriate lending qualifications and designations, Working knowledge of personal and small business customer needs and solutions, Working knowledge of retail investments and lending products, Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience, interpersonal skills, including the ability to build rapport and connections with customers, An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
Nice to Have
Experience in financial services is an asset, Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications, Passionate commitment to helping our customers, Drive to deliver a personal customer experience, A focus on results and the ability to thrive in a consultative sales and team-based environment, Resourceful self-starter with courage and confidence to approach customers, Readiness to collaborate and work in different capacities as part of a team, Specialized knowledge
What You'll Do.
Deliver exceptional service to customers and prospects
Identify customer needs and provide advice
Proactively engage with existing customers and prospects
Complete needs assessments to identify financial solutions
Offer clients advice and guidance on digital options
Support customer transactions needs
Engage customers to grow BMO’s business
Address questions and resolve issues
Apply the risk management framework to the portfolio
Make credit recommendations for personal lending transactions
Probe to understand customer needs
Organize work information to ensure accuracy
Find creative approaches to customer experience
Contribute to business results
Follow through on risk and compliance processes
Keep current with financial services marketplace
Maintain current knowledge of personal banking products
Identify and report suspicious patterns of activity
Comply with legal and regulatory requirements
Protect the Bank's assets
Complete complex & diverse tasks
Analyze issues and determine next steps
Take measured risks while protecting the bank
How You'll Work.
Team & Collaboration
Works collaboratively within the branch and through various channels with BMO partners; Acts as a key member of a collaborative and versatile branch and market team; Readiness to collaborate and work in different capacities as part of a team
Communication Scope
Verbal & written communication skills - Good
Full Job Description
Application Deadline: 06/07/2026 Address: 288 Aspen Glen Landing SW Job Family Group: Retail Banking Sales & Service ***NOTE - the successful candidate will be working at the Eighth Ave Place branch Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. * Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). * Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. * Supports customer transactions needs based on customer traffic. * Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. * Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. * Makes credit recommendations for personal lendin
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