BMO Financial Group
Retail Banking
PersonalBanker
“Personal Banker at BMO Financial Group. Skills: Customer service, Financial advice, Sales, Risk management. 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; Protect the Bank's assets; Maintain the quality of the lending portfolio; 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
Industry & Context.
Analytical and problem solving skills - Good; Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
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, Passion for helping customers, Drive to deliver a personal customer experience, 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, Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges, Specialized knowledge
What You'll Do.
Deliver exceptional service to customers and prospects
Identify customer needs and provide advice
Provide needs-based assessments to grow loyalty
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
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
Integrate marketing promotions into conversations
Organize work information for accuracy
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
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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