Personal Banker
$36,600–$67,500 year
On-siteRed Deer, Alberta, Canada
Job Summary
Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions in their best interests. Proactively engages with existing customers and prospects to grow loyalty, recommending tailored solutions for everyday banking, retail investments, lending, and small business needs. Supports customer transactions based on traffic, resolves issues from credit audits, and makes credit recommendations for personal lending in compliance with policies. Applies the risk management framework to protect the Bank's assets, identifies suspicious activity related to money laundering, and stays current with the financial services marketplace and regulatory environment. Works collaboratively within the branch and through various channels to achieve business objectives, taking measured risks while adhering to approved risk appetite and ethical requirements.
Required Qualifications
- Typically between 2 - 3 years of relevant experience
- post-secondary degree in related field of study
- Registration to sell investment products completed - as appropriate for the jurisdiction
- Appropriate lending qualifications and designations
- Working knowledge of personal and small business customer needs and solutions
- Working knowledge of retail investments and lending products
- Experience in a consultative customer service or sales role
- Drive to deliver a personal customer experience
- A focus on results and the ability to thrive in a consultative sales and team-based environment
- Resourceful self-starter with courage and confidence to approach customers
- Readiness to collaborate and work in different capacities as part of a team
- Strong interpersonal skills, including the ability to build rapport and connections with customers
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- Specialized knowledge
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
Desired Qualifications
- Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction
- Experience in financial services is an asset
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
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