Personal banker
BMO US(1 month ago)
About this role
A Retail Banking Representative at BMO serves customers and prospects at branch and through various channels, focusing on delivering a positive banking experience and identifying customer financial needs. The role supports relationship growth and business objectives by providing tailored financial guidance and coordinating with colleagues across the branch and market team.
Required Skills
- Needs Assessment
- Financial Advice
- Sales
- Customer Service
- Digital Banking
- Lending
- Home Financing
- Small Business
- Risk Management
- Credit Analysis
+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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