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 professional
Builds
Personal banking products, lending solutions, and small business financial services
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Needs-based financial assessments, credit recommendation, regulatory compliance, risk management, consultative sales, digital banking guidance, community relationship building
Preferred skills
Investment product registration, lending designations, financial services 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, apply risk management frameworks, make credit recommendations for personal lending, integrate marketing promotions into conversations, identify and report suspicious activity related to money laundering
Seniority
Mid-level, hands-on IC
