Guide BMO customers toward suitable financial solutions using needs assessments, consultative advice, and personalized service at 877 Lawrence Avenue East.
As a Personal Banker within Retail Banking Sales & Service, you will advise customers and prospects across everyday banking, investments, lending, and home financing. You will collaborate with branch teams and BMO partners while supporting business objectives. The work includes digital banking guidance, relationship development, and customer transactions.
Key Responsibilities:
- Complete needs assessments and recommend tailored financial solutions
- Advise customers on digital and self-serve banking options
- Generate appointments and build community relationships
- Make personal lending and home financing credit recommendations
- Apply risk, compliance, and lending policies accurately
Requirements:
- Typically two to three years of relevant experience
- Post-secondary degree or equivalent education and experience
- Knowledge of personal, small business, investment, and lending solutions
- Appropriate lending qualifications and designations
- Strong communication, organization, analytical, and collaboration skills
Bring consultative sales, financial services knowledge, and customer-focused problem solving to BMO's personal banking team.
BMO Personal Banking Advisor in Toronto employer: BMO Financial Group
BMO is an exceptional employer that fosters a culture of respect, collaboration, and innovation, making it an ideal place for a Senior Compliance Manager to thrive. With comprehensive benefits including health insurance, tuition reimbursement, and retirement savings plans, employees are supported in their professional growth and well-being. The dynamic work environment in downtown Toronto not only offers access to a vibrant city life but also provides ample opportunities for networking and career advancement within a globally recognized financial institution.
