Deliver personalized financial advice as a BMO Personal Banking Advisor, using needs assessments and consultative customer service across branch and digital channels.
This Personal Banker role supports BMO customers and prospects through everyday banking, investments, lending, and home financing conversations. You will recommend tailored solutions, explain digital options, and help achieve branch business objectives. The position requires collaboration with BMO partners and a robust customer focus.
Key Responsibilities: Assess customer needs and recommend tailored financial solutions
Support transactions across branch and banking channels
Generate appointments and build community relationships
Make personal lending and home financing recommendations




Resolve credit audit and quality check issues
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 and lending solutions
Strong communication, organization, and problem-solving skills
Apply consultative banking, lending knowledge, and relationship-building skills to create personal customer experiences at BMO.

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📌 BMO Personal Banking Advisor (Ontario)
🏢 BMO
📍 Ontario