Personal Banker: Needs-Based Banking & Lending Advisor

BMO Financial Group; Blainville; On-site; CAD 38,000 - 71,000; Full time

Job summary

A major financial services organization in Blainville is seeking a Banking Advisor to deliver exceptional service and financial solutions to customers. The ideal candidate will have 2-3 years' experience in financial services, strong sales skills, and will be responsible for engaging clients and recommending tailored banking solutions. Competitive salary and benefits package includes performance incentives and comprehensive health insurance.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Qualifications

• 2-3 years of relevant experience in financial services.
• Strong knowledge of personal and small business banking.
• Prepared to work collaboratively within a team.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Engage with customers to identify their needs and provide financial solutions.
• Make credit recommendations for personal lending transactions.

Skills

Customer engagement

Consultative sales experience

Interpersonal skills

Problem-solving skills

Social media proficiency

Education

Post-secondary degree in finance or related field

Completion of investment product registration

Lending qualifications

Job description

A major financial services organization in Blainville is seeking a Banking Advisor to deliver exceptional service and financial solutions to customers. The ideal candidate will have 2-3 years' experience in financial services, strong sales skills, and will be responsible for engaging clients and recommending tailored banking solutions. Competitive salary and benefits package includes performance incentives and comprehensive health insurance.