Personal banker
Bank of Montreal (BMO) based in Brossard, QC is inviting applications from suitable candidates for the position of Personal banker. Bank of Montreal (BMO) is a leading Canadian financial institution offering banking and financial services. It provides personal and commercial banking, wealth management, and investment banking services. Renowned for its customer-centric approach and innovation, BMO maintains a strong presence in both Canadian and international financial markets, catering to diverse client needs with excellence. 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: 2
Salary: $37500.00 – $69500.00 yearly
Employment Type: Full time
Location: Brossard, QC
Job ID: R240005525
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 2 – 3 years of relevant experience
Other Requirements:
- The candidates should complete registration to sell investment products, as appropriate for the jurisdiction and should possess appropriate lending qualifications and designations
- The candidates should have a working knowledge of personal and small business customer needs and solutions and should demonstrate a working knowledge of retail investments and lending products
- The candidates should have experience in financial services and should be confident and experienced in the use of social media, tablets, Smart phones, 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 customers and should possess a drive to deliver a personal customer experience
- The candidates should focus on results and demonstrate 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 and should be ready 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 and Specialized knowledge
- The candidates should have Verbal & written communication skills, organization skills, collaboration & team skills, and analytical and problem-solving skills
Responsibilities:
- 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 (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 and 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 and should be able to act as a key member of a collaborative and versatile branch and market team
- 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 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 and 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 and should be able to contribute to business results and the overall experience delivered in the branch
- The candidates should be able to may work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts and 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 and 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 and able to protect the Bank’s assets in compliance with all regulatory, legal, and ethical requirements and able to broader work or accountabilities may be assigned as needed
- The candidates should be able to complete complex & diverse tasks within given rules/limits and may include handling escalations from other employees and should be able to analyze issues and determine next steps
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!