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 tailored financial solutions for individuals and small businesses
Domain
Retail Banking
Deliverable
product features
Required skills
Needs-based assessment, consultative sales, credit recommendations, risk management, regulatory compliance, digital banking guidance, community relationship building
Preferred skills
Financial services experience, investment product registration, social media proficiency, problem-solving
Technologies
Tablets, smartphones, online tools, applications
Responsibilities
Proactively engage customers to complete needs assessments and recommend tailored solutions; support customer transactions; resolve issues from consumer credit audits; apply risk management framework to protect assets; make credit recommendations for personal lending; identify and report suspicious activity related to money laundering; maintain knowledge of products, practices, and trends.
Seniority
Mid-level, hands-on IC