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Personal Banker at BMO - ApplyBlast

Personal Banker

BMO

4 months ago

3.6 on Glassdoor

Vancouver, BC

Hybrid

Full Time

Junior

0 applicants

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About this role

As a Retail Banking Sales & Service Associate, you will deliver exceptional service to BMO customers and prospects by identifying their financial needs and providing tailored advice on banking, investments, and lending solutions. You will proactively engage with clients to generate new business opportunities while ensuring all transactions comply with legal and regulatory requirements. This role requires collaborating within the branch environment to maintain high-quality customer experiences and protect the bank's assets through sound risk management.

Responsibilities

Provide tailored financial advice on banking and lending solutions
Conduct needs assessments to identify growth opportunities
Generate new business by building relationships within the community
Ensure accurate data entry and compliance with lending policies
Apply risk management frameworks to protect bank assets

Skills

Qualifications

Post-secondary degree in related fieldRegistration to sell investment productsAppropriate lending qualifications

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.