BMO Personal Banker - Retail Banking

Location: Lévis

Elevate customer financial experiences as a Personal Banker vide tailored financial solutions in retail banking while leveraging your expertise in personal lending and investments.

As a Personal Banker at BMO, you will engage with clients to assess their banking needs and recommend financial products that foster loyalty and satisfaction. With a focus on exceptional service, you'll work collaboratively with branch teams and various BMO partners.

Your role will include supporting transactions, advising on digital services, and proactively generating new business relationships within the community.

Key Responsibilities:

• Conduct needs assessments to identify tailored financial solutions

• Support customer transactions and fill service needs efficiently

• Offer advice on digital banking and self-serve options

• Build new relationships and generate client appointments

• Ensure compliance with regulatory and risk management standards

Requirements:

• 2-3 years relevant experience in finance or banking

• Registration to sell investment products in Canada

• Knowledge of personal and small business banking solutions

• Experience in a consultative sales or customer service role

• Strong interpersonal, problem-solving, and analytical skills

Drive customer-focused solutions at BMO and inspire loyalty through exceptional banking experiences.
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