Use needs-based assessments and financial guidance to serve BMO customers at 236 Front Street East. Help clients navigate banking, lending, and digital options.
As a Personal Banker in Retail Banking Sales & Service, you will recommend tailored solutions across everyday banking, investments, lending, and home financing. You will build relationships through branch and community outreach while supporting transactions and customer concerns. The position requires collaborative work with BMO partners and sound risk judgment.
Key Responsibilities:
- Deliver exceptional service to customers and prospects
- Complete needs assessments and recommend tailored financial solutions
- Generate appointments and build community relationships
- Make personal lending and home financing credit recommendations
- Support transactions, escalations, and customer issue resolution
Requirements:
- Typically two to three years of relevant experience
- Post-secondary degree or equivalent education and experience
- Appropriate lending qualifications and designations
- Knowledge of personal banking, investments, and lending products
- Consultative customer service or sales experience
Apply your banking expertise, lending knowledge, and consultative service approach to deliver personal BMO customer experiences.
BMO Personal Banking Advisor in Toronto employer: Bank N.A.
BMO Financial Group is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to make a meaningful impact from day one. Located at 250 Yonge Street, the company offers competitive salaries, comprehensive benefits including health insurance and tuition reimbursement, and ample opportunities for professional growth and development. With a commitment to creating lasting positive change, BMO values its team members and encourages them to push boundaries while supporting their career aspirations.