BMO
Retail Banking
PersonalBanker
“Personal Banker at BMO. Skills: Financial solutions, Customer service, Sales. Deliver exceptional service. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Grow loyalty; Identify immediate / future opportunities; Address sales and service needs; Make banking easy, simple, and fast; Protect the Bank's assets; Maintain the quality of the lending portfolio; Ensure accurate data entry; Ensure lending application recommendations in compliance; Safeguard our customers’ assets; Maintain their privacy; Act in their best interest; Uphold the highest ethical requirements; Contributes to business results
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, 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
Identify customer needs
Provide financial advice
Proactively engage customers
Complete needs assessments
Recommend tailored solutions
Support customer transactions
Build new relationships
Make credit recommendations
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to improvement
Contribute to business results
Follow risk processes
Keep current with marketplace
Maintain product knowledge
Identify suspicious activity
Comply with requirements
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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