Personal Banker
Core
Deliver exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions including everyday banking, retail investments, lending, and home financing.
Role type
Retail banking sales and service professional
Builds
Customer relationships and BMO's business through tailored financial solutions and digital channel adoption
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Needs-based assessment, consultative sales, credit recommendation, risk management, regulatory compliance, digital banking guidance, community relationship building, financial product knowledge
Preferred skills
Experience in financial services, social media and mobile tools proficiency, post-secondary degree in related field
Technologies
Tablets, smartphones, online tools, applications
Responsibilities
Proactively engage customers for needs assessments, recommend tailored financial solutions, support customer transactions, resolve credit audit issues, apply risk management frameworks, identify suspicious activity patterns, maintain knowledge of regulatory requirements
Seniority
Entry to Mid-level, individual contributor