Advise BMO customers on personal banking, credit, and lending strategies while delivering responsive service through informed customer conversations.

As a Personal Banker, you provide sales and service aligned with customer objectives and approved procedures. You assess needs, explain lending products, manage credit applications, and coordinate referrals. The work requires personal banking knowledge, regulatory awareness, and sound risk decisions.

Key Responsibilities:

- Understand customer needs and recommend lending strategies
- Manage application information and communicate credit status
- Handle incoming calls professionally and efficiently
- Refer customers to appropriate internal business groups
- Protect confidential information and report suspicious activity

Requirements:

- Typically two to three years of relevant experience
- Post-secondary degree or equivalent education and experience
- Knowledge of personal banking products and market trends
- Positive verbal, written, analytical, and problem-solving skills
- Knowledge of contact centre processes and technology

Apply personal banking, lending expertise, customer service, and risk awareness to support BMO customers and their financial objectives.

📌 BMO Personal Banking Lending Advisor (Canada)
🏢 BMO
📍 Canada