BMO
Financial Services
PersonalBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Personal Banker at BMO. Skills: Sales, Client relationships, Revenue generation, Deal closure, Financial solutions. Deliver exceptional service. Identify customer needs”
What You'll Achieve.
Grow BMO’s business; Contribute to business results
Industry & Context.
Problem solving
May work at multiple branches, Work schedule may differ
What They're Looking For.
Must Have
Registration to sell investment products, Appropriate lending qualifications, Working knowledge of personal customer needs, Working knowledge of small business needs, Working knowledge of retail investments, Working knowledge of lending products
Nice to Have
Post-secondary degree, Experience in financial services, Experience in consultative sales role, Experience in personal customer experience
What You'll Do.
Deliver exceptional service
Identify customer needs
Provide financial advice
Provide financial guidance
Work collaboratively within branch
Work through various channels
Deliver desired customer experience
Achieve business objectives
Proactively engage customers
Proactively engage prospects
Provide needs-based assessments
Grow customer loyalty
Identify immediate opportunities
Identify future opportunities
Complete needs assessments
Identify financial solutions
Identify preferred banking channels
Recommend tailored solutions
Address service needs
Address everyday banking needs
Address retail investments needs
Address lending solutions needs
Address home financing needs
Address business-for-self applications
Address small business solutions needs
Offer digital options advice
Offer self-serve options advice
Support customer transactions
Reach out to customers
Generate appointments
Build new relationships
Address audit questions
Ensure accurate data entry
Ensure accurate lending application recommendations
Comply with legal requirements
Comply with regulatory requirements
Comply with lending policies
Comply with lending processes
Apply risk management framework
Maintain lending portfolio quality
Make credit recommendations
Understand personal banking needs
Understand credit card needs
Integrate marketing promotions
Integrate marketing programs
Provide strategic advice
Organize work information
Find creative approaches
Make customer experience personal
Contribute to improvement
Contribute to business results
Contribute to customer experience
Follow risk processes
Follow compliance processes
Safeguard customer assets
Maintain customer privacy
Act in customer best interest
Keep current with marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain current knowledge
Integrate knowledge into conversations
Identify suspicious patterns
Report suspicious patterns
Comply with jurisdiction requirements
Complete complex tasks
Complete diverse tasks
Apply Risk Management Framework
Make risk informed decisions
Align decisions to business strategy
Adhere to policy documents
Adhere to regulations
How You'll Work.
Team & Collaboration
Collaborative branch team; Versatile branch team; Market team
Communication Scope
Verbal communication; Written communication
Full Job Description
Application Deadline: 06/25/2026 Address: 62 King Street West Job Family Group: Retail Banking Sales & Service 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 lending transactions, including home financing, in accordance with sound credit granting princ
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