Personal Banking Advisor: Lending & Solutions

Bank N.A.; London; On-site; CAD 60,000 - 85,000; Full time

Job summary

BMO in London, Ontario seeks a Banking Specialist in Retail Banking Sales & Service to deliver exceptional service, identify customer needs, and provide advice on financial solutions across everyday banking, lending, and investments.

The role emphasizes needs-based assessments, loyalty growth, appointments, and guiding customers through digital/self-serve options while maintaining compliance and a personal customer experience.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• 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.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.

Responsibilities

• 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.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
• Opens and processes banking transactions, guides customers through digital options and self-serve tools.
• Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
• Ensures compliance with lending policies, risk frameworks and regulatory requirements in the lending process.

Skills

Customer service experience

Sales experience

Communication skills

Digital tools proficiency

Education

Post-secondary degree

Job description

BMO in London, Ontario seeks a Banking Specialist in Retail Banking Sales & Service to deliver exceptional service, identify customer needs, and provide advice on financial solutions across everyday banking, lending, and investments.

The role emphasizes needs-based assessments, loyalty growth, appointments, and guiding customers through digital/self-serve options while maintaining compliance and a personal customer experience.