Personal Banker Customer Advice (Toronto)

Personal Banker Customer Advice (Toronto)

09 Nov
|
BMO
|
Toronto

09 Nov

BMO

Toronto

Deliver exceptional BMO customer service through needs-based assessments, tailored financial advice, and team-oriented branch support across available channels.

As a Personal Banker, you provide guidance on everyday banking, retail investments, lending, home financing, and small business solutions. You help customers choose suitable banking channels while supporting business objectives and customer experience. The role also includes personal lending recommendations, risk awareness, and compliance with legal and regulatory requirements.

Key Responsibilities:

- Assess customer needs and recommend tailored financial solutions
- Advise customers on digital and self-serve banking options
- Support transactions according to customer traffic




- Generate appointments and build community relationships
- Make personal lending and home financing recommendations

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 small business solutions
- Strong communication, organization, collaboration, and analytical skills

Bring consultative customer service, financial solutions knowledge, and sound risk decisions to BMO’s Personal Banker team.

📌 Personal Banker Customer Advice (Toronto)
🏢 BMO
📍 Toronto

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