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 strong 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
- Solid communication, organization, and problem-solving skills
Apply consultative banking, lending knowledge, and relationship-building skills to create personal customer experiences at BMO.
📌 BMO Personal Banking Advisor (Mississauga)
🏢 BMO Financial Group
📍 Mississauga
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