BMO Financial Group
Retail Banking
PersonalBanker
“Personal Banker at BMO Financial Group. Skills: Sales, Customer service, Financial advice. Deliver exceptional service to customers. Identify customer needs”
What You'll Achieve.
Grow loyalty; Identify immediate / future opportunities; Achieve overall business objectives; Grow BMO’s business; Protect the Bank's assets; Maintain the quality of the lending portfolio; Contribute to business results; Safeguard our customers’ assets; Maintain their privacy; Act in their best interest
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
Can be relocated anywhere in Greater Calgary South branches, 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
2 - 3 years of relevant experience, post-secondary degree in related field of study desirable or an equivalent combination of education and experience, Canada only: 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, 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, 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, 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, Specialized knowledge
What You'll Do.
Deliver exceptional service to customers
Identify customer needs
Provide advice and guidance on financial solutions
Proactively engage with customers and prospects
Conduct needs-based assessments
Identify financial solutions and preferred banking channels
Recommend tailored solutions
Offer advice on digital and self-serve 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
Integrate marketing promotions into conversations
Organize work information
Find creative approaches for customer experience
Contribute to business results
Follow 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
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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