Personal Banker

Bank Of Montreal (BMO) based in Toronto, ON is inviting applications from suitable candidates for the position of Personal Banker. The Bank of Montreal (BMO) boasting a rich history and esteemed reputation, stands as one of Canada’s oldest and most influential financial institutions, contributing significantly to the nation’s economic progress. BMO offers a wide range of services, including personal and commercial banking, as well as wealth management. BMO remains a reliable financial ally 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: BMO
Position: Personal Banker
No of Vacancies: 1
Salary: $37,500.00 – $69,500.00 Annually
Pay Type: Salaried
Employment Type: Full Time
Location: Toronto, ON
Job Location: 2301 Brimley Road
Schedule: Full Time
Requisition ID/Job ID: R240006392

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 have completed registration to sell investment products, as appropriate for the jurisdiction within Canada
The candidates should possess appropriate lending qualifications and designations
The candidates should have 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 is considered an asset
The candidates should be confident and experienced in using 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 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 be ready 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, good verbal and written communication skills, good organizational skills, good collaboration and team skills, and good analytical and problem-solving skills

Responsibilities:

The candidates should be able to deliver exceptional service to BMO customers and prospects
The candidates should be able to identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers
The candidates should be able to work collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives
The candidates should be able to take a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities
The candidates should be able to engage customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g., everyday banking, retail investments, lending solutions, home financing (including business-for-self applications), 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
The candidates should be able to support customer transactions needs based on customer traffic
The candidates should be able to 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
The candidates should be able to 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
The candidates should be able to organize work information to ensure accuracy and completeness
The candidates should be able to take the initiative to find creative approaches that make each customer’s experience feel personal
The candidates should be able to look for ways to contribute to the ongoing improvement of the overall branch customer experience
The candidates should be able to contribute to business results and the overall experience delivered in the branch
The candidates should be able to work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts
The candidates should be able to follow through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest
The candidates should be able to keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry
The candidates should be able to maintain current knowledge of personal banking products, practices, and trends and integrate them into customer conversations
The candidates should be able to identify and report suspicious patterns of activity that are suspected to be related to money laundering
The candidates should be able to 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
The candidates should be able to complete complex and diverse tasks within given rules/limits and may include handling escalations from other employees
The candidates should be able to analyze issues and determine next steps
The candidates should be able to work broader or accountabilities may be assigned as needed

Benefits:

The candidate will get performance-based incentives
The candidate will get discretionary bonuses
The candidate will get other perks and rewards
The candidate will get BMO also offers health insurance
The candidate will get tuition reimbursement
The candidate will get accident and life insurance
The candidate will get 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.

Apply Online

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!

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