Personal Banker
Core
Deliver exceptional service to BMO customers by identifying needs and providing tailored financial solutions including everyday banking, retail investments, lending, and small business services.
Role type
Personal Banker (Retail Banking Sales & Service)
Builds
Customer relationships and BMO's business through needs-based assessments and tailored financial product recommendations.
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Needs-based financial assessment, consultative sales, credit recommendation, risk management framework application, regulatory compliance, digital banking tool proficiency, community relationship building.
Preferred skills
Experience in financial services, investment product registration, lending designations.
Technologies
Tablets, smartphones, online banking tools, social media platforms.
Responsibilities
Proactively engage customers to complete needs assessments and recommend tailored financial solutions; support customer transactions and resolve issues via consumer credit audits; apply risk management frameworks to protect bank assets; make credit recommendations for personal lending; identify and report suspicious activity related to money laundering; maintain knowledge of personal banking products and regulatory environments.
Seniority
Entry to Mid-level, hands-on IC