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Personal banker at BMO - ApplyBlast

Personal banker

BMO

5 months ago

3.6 on Glassdoor

Rivière-du-Loup, QC

Onsite

Full Time

Junior

0 applicants

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About this role

This role delivers exceptional service to customers by identifying financial needs and providing tailored advice on banking, lending, and investment solutions. The individual works collaboratively within the branch and across various channels to achieve business objectives while ensuring compliance with legal and regulatory requirements. Key duties involve proactively engaging prospects, resolving credit issues, and protecting the bank's assets through a risk management framework.

Responsibilities

Identify customer financial needs and provide tailored advice
Proactively engage prospects to grow loyalty and business
Make credit recommendations for personal and home financing
Apply risk management frameworks to protect bank assets
Resolve complex consumer credit audit and quality check issues

Skills

Qualifications

Post-secondary degree in related fieldRegistration to sell investment products (Canada)Appropriate lending qualifications2-3 years relevant experience

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

View Profile

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