BMO Financial Group
Retail Banking
PersonalBanker
“Personal Banker at BMO Financial Group. Skills: Customer Service, Sales, Financial Advice, 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; Deliver the desired customer experience; Make banking easy, simple, and fast; Grow BMO’s business; Ensure accurate data entry and lending application recommendations; Protect the Bank's assets; Maintain the quality of the lending portfolio; Contribute to business results; Uphold the highest ethical requirements of our industry; Safeguard our customers’ assets; Maintain their privacy; Act in their best interest; Make sound and risk informed decisions that align to business strategy; Protect assets; Adhere to applicable policy documents, laws and regulations
Industry & Context.
Analytical and problem solving skills - Good; An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Analyzes issues and determines next steps
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
Registration to sell investment products completed, 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, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
Nice to Have
Post-secondary degree in related field of study desirable or an equivalent combination of education and experience, Experience in financial services is an asset, Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
What You'll Do.
Deliver exceptional service to customers and prospects
Identify customer needs and provide advice
Provide financial solutions in customer's best interest
Proactively engage with existing customers and prospects
Conduct needs-based assessments to grow loyalty
Identify immediate / future opportunities
Engage customers to identify financial solutions
Recommend tailored solutions addressing sales and service needs
Offer advice and guidance on digital options
Support customer transactions needs
Engage customers to grow BMO's business
Build new relationships within the community
Address questions and resolve issues
Ensure accurate data entry
Make credit recommendations for personal lending
Probe to understand customer needs
Integrate marketing promotions into conversations
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
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