BMO
Retail Banking
PersonalBanker
Neural analysis suggests this role is
optimal for Mid candidates.
“Personal Banker at BMO. Skills: Financial solutions, Customer service, Sales. Proactively engage with customers and prospects. Conduct needs-based assessments”
What You'll Achieve.
Achieve overall business objectives; Grow loyalty; Identify immediate / future opportunities; Deliver 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; Uphold the highest ethical requirements; Contribute to business results; Make sound and risk informed decisions
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Analytical and problem solving skills - Good
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 commitment to helping our customers, 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.
Proactively engage with customers and prospects
Conduct needs-based assessments
Identify financial solutions
Recommend tailored solutions
Offer advice on digital options
Support customer transactions
Build new relationships
Resolve issues from audits
Apply risk management framework
Make credit recommendations
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to business results
Follow risk and compliance processes
Keep current with marketplace
Maintain knowledge of products
Identify suspicious patterns
Comply with legal requirements
Protect 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
Full Job Description
Application Deadline: 06/11/2026 Address: 2921 Major MacKenzie Drive W Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. * Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). * Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. * Supports customer transactions needs based on customer traffic. * Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. * Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. * Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit grant
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