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
Retail banking sales and service associate
Builds
Personal banking products, lending solutions, and small business services for individual and small business clients
Domain
Retail banking and financial services
Deliverable
product features
Required skills
consultative sales, needs assessment, credit analysis, risk management, regulatory compliance, customer relationship building, digital banking guidance
Preferred skills
experience in financial services, knowledge of retail investments and lending products, proficiency with digital tools and social media
Technologies
tablets, smartphones, online banking platforms, social media tools
Responsibilities
Proactively engage customers to complete needs assessments and recommend tailored financial solutions; support customer transactions and resolve issues; 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 legal, regulatory, and product trends
Seniority
Entry to Mid-level, hands-on IC
