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Personal banker at BMO - ApplyBlast

Personal banker

BMO

5 months ago

3.6 on Glassdoor

Remote

Full Time

Junior

0 applicants

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About this role

A Retail Financial Advisor at BMO delivers personalized banking services and financial solutions to customers and prospects within the branch environment. The role involves conducting needs assessments, recommending tailored products, managing credit risk, and fostering loyalty through consultative interactions.

Responsibilities

Conduct needs assessments and recommend tailored financial solutions
Manage credit risk to protect the bank's assets
Engage customers to grow business and build loyalty
Resolve consumer credit audit inquiries and ensure compliance
Integrate marketing programs into customer conversations

Skills

Qualifications

Post-secondary degreeRegistration to sell investment productsAppropriate lending qualifications2 to 3 years of relevant experience

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.