Personal Banking & Financial Solutions Specialist

BMO; London; On-site; CAD 37,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Retail Banking Sales & Service professional in London, Ontario to deliver exceptional customer service, assess needs, and guide clients to tailored financial solutions. You will engage with customers across branches and channels to grow loyalty and identify opportunities, while ensuring compliance and accurate lending recommendations.

The role emphasizes relationship building, product knowledge, and promotion of digital banking options to enhance the customer

Qualifications

• Typically between 2-3 years of relevant experience and a post-secondary degree.
• Experience in financial services is an asset.
• Confident and experienced in a consultative customer service or sales role.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify needs and provide tailored financial solutions.
• Promote digital and self-serve options to simplify banking for customers.
• Engage customers to grow loyalty and build new relationships in the community.
• Follow risk and compliance guidelines and ensure accurate data entry in lending applications.

Skills

Customer service

Sales experience

Communication

Interpersonal skills

Needs-based selling

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a Retail Banking Sales & Service professional in London, Ontario to deliver exceptional customer service, assess needs, and guide clients to tailored financial solutions. You will engage with customers across branches and channels to grow loyalty and identify opportunities, while ensuring compliance and accurate lending recommendations.

The role emphasizes relationship building, product knowledge, and promotion of digital banking options to enhance the customer