Personal Banker in Financial Services

Position: BMO Personal Banker in Financial Services
Location: Quebec

Enhance customer satisfaction as a Personal Banker at BMO, providing tailored financial solutions in a consultative environment. Enjoy a competitive salary and opportunities to impact everyday banking.

You will utilize your 2-3 years of experience to identify customer needs and offer personal and small-business banking solutions. Engage proactively with clients to foster loyalty while meeting business objectives. Partner with colleagues to ensure exceptional service and maintain compliance with lending policies and regulations.

Key Responsibilities:

• Identify client needs and recommend financial solutions

• Collaborate to enhance the customer experience

• Conduct needs-based assessments with potential clients

• Advise on digital banking services for efficiency

• Maintain compliance and manage credit recommendations

Requirements:

• 2-3 years of relevant financial service experience

• Registration to sell investment products in Canada

• Understanding of retail investments and lending products

• Strong consultative sales experience

• Proficiency in digital tools and customer engagement

Bring your expertise in financial services and customer interaction to BMO as a Personal Banker.
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