Personal Banker: Your Financial Solutions Coach

BMO; Ajax; 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 Ontario, Canada seeks a Retail Banking Sales & Service professional. You will identify customer needs, advise on financial solutions, and engage with clients across branches and channels to deliver outstanding service and grow relationships.

Responsibilities include completing needs assessments, guiding everyday banking, lending, home financing, and small business solutions while ensuring compliance with policies and risk management standards.

Qualifications

• Typically 2–3 years of relevant experience.
• Post-secondary degree in related field desirable.
• Registration to sell investment products completed (Canada only).
• Knowledge of personal and small business banking products.
• Experience in financial services is an asset.
• Comfort with social media, tablets, smartphones and online tools.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides tailored financial solutions.
• Engages with customers across branches and via channels to grow loyalty.
• Conducts needs assessments for banking, lending, and investments.
• Applies risk management and complies with regulatory requirements.

Skills

Needs analysis

Sales & service focus

Communication skills

Relationship building

Lending knowledge

Education

Post-secondary degree in related field

Registration to sell investment products (Canada)

Job description

BMO Financial Group in Ontario, Canada seeks a Retail Banking Sales & Service professional. You will identify customer needs, advise on financial solutions, and engage with clients across branches and channels to deliver outstanding service and grow relationships.

Responsibilities include completing needs assessments, guiding everyday banking, lending, home financing, and small business solutions while ensuring compliance with policies and risk management standards.