BMO Personal Banking Advisor (British Columbia)

BMO Personal Banking Advisor (British Columbia)

11 Nov
|
Bank N.a.
|
British Columbia

11 Nov

Bank N.a.

British Columbia

Serve BMO customers at 601 Main Street through needs-based financial advice, lending knowledge, and exceptional personal banking service. Support customers across branch channels as market needs require.
As a Personal Banker within Retail Banking Sales & Service, you will assess customer needs and recommend tailored solutions. Your work spans everyday banking, retail investments, lending, home financing, and small business solutions. You will build relationships, support transactions, and help customers use digital options.
Key Responsibilities: Complete needs assessments for customers and prospects
Recommend tailored banking, investment, lending, and financing solutions
Generate appointments and build community relationships




Support transactions and resolve customer questions
Apply risk and compliance processes to lending activities
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, small business, investment, and lending solutions
Consultative customer service or sales experience
Bring personal banking advice, lending expertise, and customer-focused service to BMO while protecting customer assets and privacy.

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📌 BMO Personal Banking Advisor (British Columbia)
🏢 Bank N.a.
📍 British Columbia

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