Personal Banker
Bank Of Montreal (BMO) based in Montreal, QC is inviting applications from suitable candidates for the position of Personal Banker. The Bank of Montreal (BMO) stands as one of Canada’s oldest and most distinguished financial institutions, playing a vital role in the country’s economic development. BMO offers personal and commercial banking services as well as wealth management. BMO remains a reliable financial partner for individuals, businesses, and institutions alike. 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: 1
Salary: Salary is not mentioned, $25.00-$30.00 hourly estimated salary
Employment Type: Full time
Location: Montreal, QC
Job Location: 61 boul Rene-Levesque ouest
Schedule: Full time
Requisition ID/Job ID: R240002978
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have post-secondary degree in related field of study desirable or an equivalent combination of education and experience
Experience: Candidates should have typically between 2 – 3 years of relevant experience
Other Requirements:
- The candidates should be registered to sell investment products completed – as appropriate for the jurisdiction
- The candidates should have appropriate lending qualifications and designations
- The candidates should possess a working knowledge of personal and small business customer needs and solutions
- The candidates should have a working knowledge of retail investments and lending products
- The candidates should have experience in financial services, which is an asset
- The candidates should be confident and experienced in the use of social media, tablets, smartphones, online tools, and applications
- The candidates should have experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience
- The candidates should have a passionate commitment to helping our customers
- The candidates should have a drive to deliver a personal customer experience
- The candidates should have a focus on results and the ability to thrive in a consultative sales and team-based environment
- The candidates should be resourceful self-starters with the courage and confidence to approach customers
- The candidates should have readiness to collaborate and work in different capacities as part of a team
- The candidates should possess strong interpersonal skills, including the ability to build rapport and connections with customers
- The candidates should have an aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- The candidates should have specialized knowledge and have good collaboration and team skills
- The candidates should have good verbal, organization, analytical, problem-solving and written communication skills
Responsibilities:
- The candidates should be able to deliver exceptional service to BMO customers and prospects, ensuring their needs are met effectively
- The candidates should be able to identify customer needs and offer advice and guidance on financial solutions that align with the best interests of customers
- The candidates should be able to collaborate within the branch and with BMO partners to deliver the desired customer experience and contribute to achieving overall business objectives
- The candidates should be able to take the lead in proactively engaging with existing customers and prospects, conducting needs-based assessments to enhance loyalty and identify immediate and future opportunities
- The candidates should be able to engage customers in needs assessments, identifying financial solutions and preferred banking channels, while recommending tailored solutions addressing both sales and service needs, such as everyday banking, retail investments, lending solutions, home financing (including business-for-self applications), and small business solutions
- The candidates should be able to provide advice and guidance to clients on available digital and self-serve options, aiming to simplify and expedite banking processes
- The candidates should be able to support customer transaction needs based on customer traffic levels
- The candidates should be able to engage customers to expand BMO’s business by reaching out, scheduling appointments, and fostering new relationships within the community
- The candidates should be able to address questions and resolve issues raised through consumer credit audits and quality checks, ensuring accurate data entry and compliance with legal, regulatory, and lending policies
- The candidates should be able to apply the risk management framework to the portfolio to safeguard the Bank’s assets and maintain lending portfolio quality in compliance with established guidelines
- The candidates should be able to make credit recommendations for personal lending transactions, including home financing, following sound credit granting principles and the Bank’s policies
- The candidates should be able to collaborate as a key member of a versatile branch and market team
- The candidates should be able to probe to understand customer personal banking and credit card needs, integrating marketing promotions and programs into customer conversations to offer strategic advice
- The candidates should be able to organize work information meticulously to ensure accuracy and completeness
- The candidates should be able to take initiative in finding creative approaches to personalize each customer’s experience
- The candidates should be able to actively contribute to ongoing improvements in the overall branch customer experience
- The candidates should be able to contribute to business results and the overall customer experience delivered in the branch
- The candidates should be able to adapt to working at multiple branches based on market needs, with a flexible work schedule that may vary from week to week in terms of days worked, hours, and shifts
- The candidates should be able to adhere to risk and compliance processes and policies to safeguard customers’ assets, maintain their privacy, and act in their best interest
- The candidates should be able to stay updated on the wider financial services marketplace, legal and regulatory environments, and uphold the highest ethical standards of the industry
- The candidates should be able to maintain current knowledge of personal banking products, practices, and trends, integrating this information into customer conversations
- The candidates should be able to identify and report suspicious patterns of activity related to money laundering and comply with all legal and regulatory requirements for the jurisdiction
- The candidates should be able to protect the Bank’s assets in compliance with regulatory, legal, and ethical requirements
- The candidates should be able to handle complex and diverse tasks within prescribed rules and limits, including addressing escalations from other employees
- The candidates should be able to analyze issues and determine appropriate next steps
- The candidates should be prepared to take on broader work or accountabilities as needed
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!