Personal Banker Retail Banking Advisor (Ontario)

Personal Banker Retail Banking Advisor (Ontario)

07 Nov
|
BMO
|
Ontario

07 Nov

BMO

Ontario

Serve BMO customers at 2454 Yonge Street through personalized financial advice, needs assessments, lending guidance, and exceptional retail banking service.
As a Personal Banker, you will engage customers and prospects across branch and various channels. You will recommend tailored everyday banking, investments, lending, home financing, and small business solutions. Your work supports loyalty, relationships, appointments, accurate applications, and sound credit decisions.
Key Responsibilities: Deliver exceptional service to BMO customers and prospects
Complete needs assessments and recommend tailored financial solutions
Make credit recommendations for personal lending transactions
Generate appointments and build relationships within the community




Guide customers toward digital and self serve banking options
Requirements: Typically two to three years of relevant experience
Post secondary degree or equivalent education and experience
Appropriate lending qualifications and designations
Working knowledge of personal and small business solutions
Robust communication, organization, collaboration, and problem solving skills
Apply consultative banking, lending knowledge, and customer relationship skills while supporting BMO clients and branch business objectives.

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

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