Personal Banker - Customer Solutions & Lending Guidance

BMO; Toronto; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Toronto is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide clients to tailored financial solutions across everyday banking, lending, investments, and home financing.

You will engage customers through branch and digital channels, conduct needs-based assessments, and collaborate with partners to grow loyalty while adhering to risk and compliance standards.

Qualifications

• Canada only: Registration to sell investment products completed (as appropriate for the jurisdiction)
• Appropriate lending qualifications and designations
• Working knowledge of personal and small business customer needs and solutions
• Experience in financial services is an asset
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice regarding financial solutions.
• Uses needs-based assessments to grow loyalty and opportunities.
• Engages customers to complete assessments across banking channels and tailored solutions.
• Works with branch and market teams to deliver the customer experience and meet business objectives.

Skills

Consultative selling

Customer service

Relationship building

Interpersonal skills

Communication skills

Education

Post-secondary degree

Tools

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in Toronto is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide clients to tailored financial solutions across everyday banking, lending, investments, and home financing.

You will engage customers through branch and digital channels, conduct needs-based assessments, and collaborate with partners to grow loyalty while adhering to risk and compliance standards.