Personal Banking Advisor
Job in
Mississauga, Ontario, L4T 0A1, Canada
Listed on 2026-11-02
Listing for:
BMO
Full Time
position Listed on 2026-11-02
Job specializations:
-
Finance & Banking
Loan Officer / Lending, Retail Banking, Financial Sales, Bank Customer Service
Job Description & How to Apply Below
BMO seeks a Personal Banker at 664 Erb Street West, advising customers through needs-based assessments, lending solutions, and digital banking options.
This Personal Banker delivers exceptional service while identifying tailored financial solutions for everyday banking, investments, lending, and home financing. The role supports branch transactions, builds community relationships, and collaborates with BMO partners across channels. It also protects customer assets through risk and compliance processes.
Key Responsibilities:- Assess customer needs and recommend tailored banking solutions
- Advise customers on digital and self-serve banking options
- Generate appointments and build community relationships
- Make personal lending and home financing recommendations
- Support transactions according to customer traffic
- Typically two to three years of relevant experience
- Post-secondary degree or equivalent education and experience
- Appropriate lending qualifications and designations
- Knowledge of personal banking, investments, and lending products
- Strong interpersonal, analytical, and problem-solving skills
Bring consultative sales, lending knowledge, and customer-focused advice to BMO’s Personal Banker team at 664 Erb Street West.
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