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 financial solutions for individuals and small businesses
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Needs-based financial assessments, credit recommendation, risk management framework application, regulatory compliance, digital banking guidance, community relationship building, data accuracy, money laundering detection
Preferred skills
Post-secondary degree, investment product registration, lending designations, financial services experience, consultative sales experience, social media and mobile tool proficiency
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities, complete needs assessments for tailored financial solutions, offer advice on digital and self-serve options, support customer transactions, generate appointments and build community relationships, resolve issues from credit audits and quality checks, apply risk management to protect bank assets, make credit recommendations for personal lending, integrate marketing promotions into customer conversations, identify and report suspicious activity patterns
Seniority
Entry to Mid-level, hands-on IC