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Retail Banking Sales & Service at BMO - ApplyBlast

Retail Banking Sales & Service

BMO

3 months ago

3.6 on Glassdoor

Montreal, Quebec, Canada

Onsite

Full Time

Medior

0 applicants

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About this role

The role delivers exceptional service to BMO customers and prospects, providing needs‑based financial assessments and tailored solutions across everyday banking, investments, lending, and small business products. It involves proactive customer engagement, risk and compliance adherence, and collaboration within the branch and broader market team to achieve business objectives.

Responsibilities

Engage customers with needs‑based assessments to identify financial solutions
Provide advice on digital and self‑serve banking options
Make credit recommendations for personal lending transactions
Collaborate with branch team to achieve business objectives
Ensure compliance with risk management and regulatory requirements

Skills

Qualifications

Registration to sell investment productsLending qualifications and designations

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.