Personal Banker : Customer Focused

Position: Personal Banker at BMO: Customer Focused
Join BMO as a Personal Banker dedicated to offering personalized financial services. Help empower customers by fulfilling their banking and investment needs effectively.

As part of BMO, you will proactively identify opportunities to build customer loyalty and fulfill their financial aspirations.

Your role will involve understanding client needs, making informed recommendations, and fostering strong community relationships. Collaborating with fellow team members will be essential to achieving business objectives driven by excellent service.

Key Responsibilities:

• Conduct needs-based assessments for personalized solutions

• Engage customers and generate appointments proactively

• Enhance the customer experience through new initiatives

• Uphold compliance and risk management standards

• Maintain knowledge of banking trends and regulations

Requirements:

• 2-3 years of experience in financial services

• Appropriate lending qualifications and licenses

• Knowledge of personal banking needs and solutions

• Sales experience with a strong teamwork focus

• Excellent problem-solving and communication skills

Bring your skills and passion for customer service to BMO, enhancing financial journeys every day.
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