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) is Canada’s oldest and most prominent financial institutions, plays a crucial role in the country’s economic development. BMO offers personal and commercial banking services as well as wealth management. It 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.
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: 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 have completed registration to sell investment products 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, with experience in financial services being 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 and a passionate commitment to helping 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, problem-solving, and responding flexibly and creatively to new challenges, with specialized knowledge
- The candidates should have good verbal and written communication skills, organization skills, collaboration and team skills, as well as 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, providing needs-based assessments to grow loyalty and identify immediate/future opportunities
- The candidates should be able to engage customers to complete needs assessments, identifying financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs
- The candidates should be able to offer clients advice and guidance on available digital and self-serve options to make banking easy, simple, and fast
- The candidates should be able to support customer transaction 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
- 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
- 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 safeguarding of customers’ assets and maintaining their privacy
- The candidates should be able to keep current with the wider financial services marketplace, legal and regulatory environment, and uphold the highest ethical requirements of the 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 related to money laundering and comply with legal and regulatory requirements
- 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
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!