BMO
Retail Banking
PersonalBanker
“Personal Banker at BMO. Skills: Sales, Customer Service, Financial Advice. Engage with customers and prospects. Provide needs-based assessments”
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; Safeguard our customers’ assets; Maintain their privacy; Act in their best interest
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Analyzes issues and determines next steps
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, 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.
Engage with customers and prospects
Provide needs-based assessments
Identify financial solutions
Recommend tailored solutions
Offer advice on digital options
Support customer transactions
Address questions and resolve issues
Apply risk management framework
Make credit recommendations
Understand customer needs
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to business results
Work at multiple branches
Follow risk and compliance processes
Keep current with marketplace
Maintain current knowledge
Identify and report suspicious patterns
Comply with legal requirements
Protect the Bank's assets
Complete complex tasks
How You'll Work.
Team & Collaboration
Works collaboratively within the branch; Works 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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