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Personal Banker at BMO - ApplyBlast

Personal Banker

BMO

4 months ago

3.6 on Glassdoor

Montreal, QC, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

A Relationship Manager at BMO delivers exceptional service to banking customers and prospects, identifying their needs to recommend tailored financial solutions. The role involves proactive engagement to grow loyalty, processing transactions, and managing credit recommendations while ensuring compliance with regulatory requirements. Team members collaborate across branches and channels to support business objectives and enhance the overall customer experience.

Responsibilities

Provide tailored financial advice to banking clients
Conduct needs assessments for lending and investment opportunities
Manage credit applications and risk portfolio compliance
Resolve customer issues through consumer credit audits
Proactively engage prospects to grow branch business

Skills

Qualifications

Post-secondary degreeInvestment product registration

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.