Personal banker
Bank Of Montreal (BMO) based in Saint-Eustache, QC is inviting applications from suitable candidates for the position of Personal banker. Bank of Montreal (BMO) is a prominent financial institution. It offers a wide range of services, including personal and commercial banking, wealth management, and investment solutions. BMO operates through numerous branches and ATMs. The bank emphasizes innovative digital solutions and personalized financial advice. BMO’s commitment to customer experience and sustainable growth solidifies its position in the financial market. The candidates selected for the vacancy will be required to start the work as soon as possible.
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Job Description:
Employer Name: Bank Of Montreal (BMO)
Position: Personal banker
No of Vacancies: 3
Salary: $3750000.00 – $6950000.00 yearly
Employment Type: Full time
Job Family Group: Retail Banking Sales and Service
Location: Saint-Eustache, QC
Requisition ID: R240022375
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have completion of a post-secondary degree
Experience: Candidates should have 2 to 3 years experience in the relevant field
Physical Requirements:
- The candidates should focus on results and have the ability to thrive in a consultative sales and team-based environment
- The candidates should be a resourceful self-starter with the courage and confidence to approach customers
- The candidates should be ready to collaborate and work in different capacities as part of a team
Other Requirements:
- The candidates should have typically of relevant experience and in a related field of study, or an equivalent combination of education and experience
- The candidates should have completed registration to sell investment products as appropriate for the jurisdiction
- The candidates should hold appropriate lending qualifications and designations and working knowledge of personal and small business customer needs and solutions
- The candidates should have a working knowledge of retail investments and lending products and experience in financial services
- The candidates should be confident and experienced in the use of social media, tablets, smartphones, online tools, and applications and experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience
- The candidates should demonstrate a passionate commitment to helping our customers and drive to deliver a personal customer experience
- The candidates should have strong interpersonal skills, including the ability to build rapport and connections with customers and possess an aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- The candidates should have specialized knowledge, good verbal and written communication skills, good organizational skills, good collaboration and team skills and good analytical and problem-solving skills
- The candidates should be able to look for ways to contribute to the ongoing improvement of the overall customer experience
Responsibilities:
- The candidates should be able to proactively engage with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate and future opportunities
- The candidates should be able to complete needs assessments with customers to identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs, including everyday banking, retail investments, lending solutions, home financing, and small business solutions
- The candidates should be able to offer clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast and support customer transaction needs based on customer traffic and engage customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community
- The candidates should be able to address questions and resolve issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes
- The candidates should be able to apply the risk management framework to the portfolio to protect the Bank’s assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines
- The candidates should be able to make credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures and act as a key member of a collaborative and versatile branch and market team
- The candidates should be able to probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice and organize work information to ensure accuracy and completeness and to take initiative to find creative approaches that make each customer’s experience feel personal and contribute to business results and the overall experience delivered
- The candidates should be able to work at multiple branches or through various channels based on market needs, with a work schedule that may differ from week to week in terms of days worked, hours, and shifts and follow through on risk and compliance processes and policies to ensure the safeguarding of customers’ assets, maintaining their privacy, and acting in their best interest
- The candidates should be able to keep current with the wider financial services marketplace, the legal and regulatory environment, and the commitment to uphold the highest ethical requirements of the industry maintain current knowledge of personal banking products, practices, and trends and integrate this into customer conversations and report suspicious patterns of activity suspected to be related to money laundering and comply with legal and regulatory requirements for the jurisdiction
- The candidates should be able to protect the Bank’s assets in compliance with all regulatory, legal, and ethical requirements and escalate complex or unresolved customer situations to managers and complete complex and diverse tasks within given rules or limits, including handling escalations from other employees and analyze issues and determine next steps and undertake broader work or accountabilities
Benefits:
- The candidates will get health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!