Application Deadline: 06/14/2026Address: 4666 Lakelse AvenueResponsibilitiesDelivers exceptional service to BMO customers and prospects by identifying customer needs and providing advice and guidance regarding financial solutions that are in the best interests of customers.Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.Takes the lead in proactively engaging with existing customers and prospects by providing needs‑based assessments to grow loyalty and identify immediate or future opportunities.Engages 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).Offers clients advice and guidance on available digital and self‑serve options with the goal of making banking easy, simple, and quick.Supports customer transaction needs based on customer traffic.Engages customers to grow BMO’s business by reaching out, generating appointments, and building current relationships within the community.Addresses questions and resolves 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.Applies 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.Makes credit recommendations for personal lending transactions, including home financing,



in accordance with sound credit granting principles and with the Bank’s policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customers’ personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer’s experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall customer experience.Contributes to business results and the overall experience delivered.May work at multiple branches or through various channels based on market needs; work schedule maydiffer from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure customers’ assets are safeguarded, their privacy is maintained, and they are acted upon in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and the commitment to uphold the highest ethical requirements of the industry.Maintains current knowledge of personal banking products, practices, and trends and integrates this knowledge into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.Completes complex and diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Take measured risks while protecting the bank by applying the Risk Management Framework in the execution of your role in line with the Risk Culture and within the approved Risk Appetite, making sound and risk‑informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws,



and regulations.QualificationsTypically between 2–3 years of relevant experience and a post‑secondary degree in a related field of study desirable, or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed – as appropriate for the jurisdiction.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our customers.Drive to deliver a personal customer experience.Focus on results and the ability to thrive in a consultative sales and team‑based environment.Resourceful self‑starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.Good aptitude for listening, solving problems, and responding flexibly and creatively to recent challenges.Specialized knowledge.Verbal & written communication skills – Good.Organization skills – Good.Collaboration & team skills – Good.Analytical and problem‑solving skills – Good.Compensation & BenefitsSalary: $42,400.00 – $78,100.00 (Salaried). The above represents BMO Financial Group’s pay range and type.Salary may vary based on location, skills, experience, education, and qualifications for the role, and may include a commission structure.BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.To view more details of our benefits, please visit https://jobs.Bmo.Com/global/en/Total-Rewards.Equal Opportunity & AccommodationsBMO is committed to an inclusive, equitable and accessible workplace.Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.#J-18808-Ljbffr

📌 Personal Banker Trainee - C$42,400 - C$78,100 A Year (Winnipeg)
🏢 BMO Financial Group
📍 Winnipeg