Personal Banker
BMO US(1 month ago)
About this role
A Personal Banker at BMO delivers personalized financial guidance to retail customers and prospects, helping them navigate everyday banking, lending, and investment options. The role focuses on building relationships to grow loyalty and business while supporting digital adoption and collaborating with branch and cross-functional partners. It operates within the bank’s risk and compliance framework to protect customer assets and maintain portfolio quality.
Required Skills
- Customer Service
- Needs Assessment
- Financial Advice
- Sales
- Relationship Building
- Lending
- Home Financing
- Retail Investments
- Digital Banking
- Risk Management
+5 more
Qualifications
- Post-Secondary Degree
- Registration To Sell Investment Products
- Lending Qualifications
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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