Deliver personalized financial advice at BMO, using needs assessments and consultative service to support customers through branch and digital channels. Work across varying schedules and locations as market needs require.
As a Personal Banker, you will help BMO customers and prospects identify suitable everyday banking, investments, lending, and home financing solutions. You will build relationships, generate appointments, support transactions, and guide customers toward digital options. The position also involves credit recommendations, risk management, compliance, and small business solutions.
Key Responsibilities:
- Assess customer needs and recommend tailored financial solutions
- Build relationships through outreach, appointments, and community engagement
- Support transactions and promote digital banking options
- Make personal lending and home financing credit recommendations
- Resolve audit issues and maintain accurate lending information
Requirements:
- Two to three years of relevant experience typically
- Post-secondary degree or equivalent education and experience
- Appropriate lending qualifications and designations
- Knowledge of personal banking, investments, and lending products
- Solid communication, analytical, organization, and collaboration skills
Bring consultative sales, financial product knowledge, and sound risk judgment to BMO's customer-focused personal banking team.
📌 BMO Personal Banking Advisor (Vancouver)
🏢 BMO
📍 Vancouver
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