Personal Banker

Bank Of Montreal (BMO) based in Whitby, ON 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 prominent financial institutions, playing a vital role in the country’s economic development. Offering personal and commercial banking services, as well as wealth management solutions, BMO remains a trusted 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.

Also hiring: Courier

Job Description:

Employer Name: Bank Of Montreal (BMO)
Position: Personal Banker
No of Vacancies: 1
Salary: $37,500.00 – $69,500.00 Annually
Employment Type: Full time
Location: Whitby, ON
Job Location: 5530 Baldwin Street South
Schedule: Full time
Requisition ID/Job ID: R240006688

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 from Canada only: Registration to sell investment products completed – as appropriate for the jurisdiction
  • The candidates should be 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, 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 have 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 possess specialized knowledge and have good verbal and written communication skills
  • The candidates should have good organization skills, good collaboration and team skills
  • The candidates should have good analytical and problem-solving skills

Responsibilities:

  • The candidates should be able to deliver exceptional service to BMO customers and prospects, prioritizing their needs and offering advice and guidance on financial solutions that align with their best interests
  • The candidates should be able to collaborate effectively within the branch and with BMO partners to ensure the desired customer experience is delivered and to achieve overarching 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 to complete needs assessments, identifying financial solutions and preferred banking channels, and recommending tailored solutions addressing sales and service needs such as everyday banking, retail investments, lending solutions, home financing, and small business solutions
  • The candidates should be able to offer advice and guidance to clients on available digital and self-serve options, aiming to simplify and expedite the banking process
  • The candidates should be able to support customer transaction needs based on traffic within the branch
  • The candidates should be able to engage customers to expand BMO’s business by initiating contact, scheduling appointments, and cultivating 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 lending application recommendations in compliance with legal and regulatory requirements and lending policies
  • 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 line 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 and procedures
  • The candidates should be able to function 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, integrating marketing promotions and programs into customer conversations to offer strategic advice
  • The candidates should be able to organize work information to ensure accuracy and completeness
  • The candidates should be able to take initiative to devise creative approaches that personalize each customer’s experience
  • The candidates should be able to seek opportunities to contribute to the continuous improvement of the overall branch customer experience
  • The candidates should be able to contribute to business results and the overall experience provided in the branch
  • The candidates should be able to adapt to working at multiple branches as per market needs, with a work schedule that may vary 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 with the wider financial services marketplace, the legal and regulatory environment, 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 them into customer interactions
  • The candidates should be able to identify and report suspicious activity patterns related to money laundering
  • The candidates should be able to comply with legal and regulatory requirements applicable to their jurisdiction
  • The candidates should be able to safeguard the Bank’s assets in accordance with all regulatory, legal, and ethical requirements
  • The candidates should be able to handle complex and diverse tasks within specified rules and limits, including managing escalations from other employees
  • The candidates should be able to analyze issues and determine appropriate next steps
  • The candidates should be able to undertake 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.

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!

Check the latest available jobs in Canada

Show More
Back to top button