Use needs-based assessments and financial guidance to serve BMO customers at 236 Front Street East. Help clients navigate banking, lending, and digital options.
As a Personal Banker in Retail Banking Sales & Service, you will recommend tailored solutions across everyday banking, investments, lending, and home financing. You will build relationships through branch and community outreach while supporting transactions and customer concerns. The position requires team-oriented work with BMO partners and sound risk judgment.
Key Responsibilities: Deliver exceptional service to customers and prospects
Complete needs assessments and recommend tailored financial solutions
Generate appointments and build community relationships
Make personal lending and home financing credit recommendations
Support transactions, escalations, and customer issue resolution
Requirements: Typically two to three years of relevant experience
Post-secondary degree or equivalent education and experience
Appropriate lending qualifications and designations
Knowledge of personal banking, investments, and lending products
Consultative customer service or sales experience
Apply your banking expertise, lending knowledge, and consultative service approach to deliver personal BMO customer experiences.
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📌 BMO Personal Banking Advisor (Ontario)
🏢 Bank N.a.
📍 Ontario
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