Personal Banker
BMO US(25 days ago)
About this role
A Personal Banking Advisor at BMO delivers exceptional service to customers and prospects by assessing financial needs and recommending tailored personal, lending, and small business solutions. The role collaborates with branch teams and partners across channels to grow relationships, drive business objectives, and ensure compliance with regulatory and risk-management standards.
Required Skills
- Customer Service
- Sales
- Needs Assessment
- Lending
- Home Financing
- Small Business
- Digital Banking
- Compliance
- Risk Management
- Credit Recommendations
+5 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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