Personal Banker

BMO; Vernon; On-site; CAD 35,000 - 67,000; Full time

Job summary

Join BMO's award-winning Personal Banking team as a Personal Banker. This role offers training and a chance to provide exceptional service while accelerating your career in a community-focused environment. Engage with customers, recommend tailored solutions, and promote digital banking options.

Qualifications

• 2-3 years of relevant experience.
• Registration for selling investment and lending products.

Responsibilities

• Providing exceptional service to customers and prospects.
• Collaborating with team members to enhance customer experience.
• Engaging proactively with customers to assess needs.

Skills

Customer-focused

Problem-solving

Communication

Education

Post-secondary degree

Tools

Digital tools

Job description

Boldly Grow the Good and Be a part of BMO's customer satisfaction award-winning Personal Banking team as a Personal Banker. You will receive online and in-person training to apply alongside your sales and customer service experience, enabling you to deliver exceptional service to BMO's existing and prospective customers. This role offers an opportunity to accelerate your career while enjoying a lifestyle close to nature and a multitude of opportunities.

Key responsibilities include:

1. Providing exceptional service to customers and prospects by identifying their needs and offering suitable financial advice and solutions.
2. Collaborating with team members and partners across channels to enhance the customer experience and meet business objectives.
3. Engaging proactively with customers to assess needs, grow loyalty, and identify opportunities.
4. Recommending tailored solutions for banking, investments, lending, and small business needs.
5. Promoting digital and self-serve banking options to simplify customer interactions.
6. Handling transactions and supporting customer inquiries.
7. Building relationships within the community to grow BMO's business.
8. Ensuring compliance with legal, regulatory, and risk management policies.
9. Making credit recommendations and managing lending portfolios responsibly.
10. Participating actively as part of a collaborative branch and market team.
11. Continuously updating knowledge of products, market trends, and regulatory requirements.
12. Reporting suspicious activities and maintaining high ethical standards.
13. Handling escalations and complex issues appropriately.
14. Performing diverse tasks within established guidelines and contributing to team goals.

Qualifications include:

• 2-3 years of relevant experience, with a post-secondary degree or equivalent.
• Registration and qualifications for selling investment and lending products.
• Knowledge of personal and small business banking needs and solutions.
• Experience in financial services and proficiency with digital tools.
• Strong interpersonal, communication, and problem-solving skills.
• A customer-focused, results-driven mindset and ability to work collaboratively.

Salary range: $35,700 - $66,100, with details on pay structure and benefits available on BMO's website. The role may involve varied work schedules and locations, with a focus on compliance, ethical standards, and continuous professional development.