Personal Banker
BMO US(1 month ago)
About this role
A customer-facing role at BMO delivering exceptional service to retail and small business clients by identifying their financial needs and recommending appropriate banking solutions. The role supports branch and omni-channel delivery, helping customers with everyday banking, investments, lending and home financing while contributing to business growth and compliance.
Required Skills
- Customer Service
- Needs Assessment
- Sales
- Retail Investments
- Lending
- Home Financing
- Small Business
- Digital Banking
- Risk Management
- Credit Recommendations
+7 more
Qualifications
- Post-Secondary Degree
- Registration To Sell Investment Products
- Lending Qualifications and Designations
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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