Personal Banker Customer Advice (Ontario)

Personal Banker Customer Advice (Ontario)

09 Nov
|
BMO
|
Ontario

09 Nov

BMO

Ontario

Deliver exceptional BMO customer service through needs-based assessments, tailored financial advice, and collaborative 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
Solid communication, organization, collaboration, and analytical skills
Bring consultative customer service, financial solutions knowledge, and sound risk decisions to BMO’s Personal Banker team.

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

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