Personal Banker

Job Description

BMO Financial Group is seeking a Retail Banking Sales & Service Associate to deliver exceptional service to customers and prospects, identify their needs, and provide tailored financial solutions.

Responsibilities

• Identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers.
• Collaborate within the branch and with BMO partners across various channels to deliver the desired customer experience and achieve overall business objectives.
• Lead proactively in engaging existing customers and prospects, providing needs‑based assessments to grow loyalty and identify immediate and future opportunities.
• Engage customers to complete needs assessments that identify financial solutions and preferred banking channels, recommending tailored solutions such as everyday banking, retail investments, lending solutions, home financing, and small‑business solutions...