Senior Banker
$45,500–$84,500 year
On-siteEdmonton, Alberta, Canada
Job Summary
Deliver exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions. Develop and implement an annual business development plan to maximize referrals through proactive outreach to small business clients and personal prospects. Engage customers to complete needs assessments, recommend tailored solutions for sales and service, and resolve issues using advanced knowledge of bank products and processes. Support branch leadership activities by providing in-the-moment coaching, analyzing data to provide strategic insights, and acting as a role model for colleagues. Follow risk and compliance processes to safeguard assets and report suspicious activity, while maintaining current knowledge of the financial services marketplace and regulatory environment. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Required Qualifications
- Typically between 3 - 5 years of relevant experience
- post-secondary degree in related field of study
- equivalent combination of education and experience
- 1-3 years of banking or customer service/sales or equivalent experience
- Registration to sell investment products completed - as appropriate for the jurisdiction
- Appropriate lending qualifications and designations
- In-depth knowledge of personal and small business customer needs and solutions
- solid working knowledge of financial analysis
- including cash flow cycle and available cash management products/services
- Experienced in managing complex personal and small business lending applications/solutions and systems
- General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives
- Working knowledge of branch operational processes and policies
- Working knowledge of branch technologies, processes, and performance metrics
- Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications
- Previous experience in financial services required
- Passionate commitment and professionalism to helping our customers with the drive to deliver an exceptional customer experience
- A focus on results, relationship management and the ability to thrive in a consultative sales and team based environment
- Readiness to collaborate and work in different capacities as part of a team
- Strong interpersonal skills, including the ability to build rapport and proactively establish personal connections
- An aptitude for listening, problem solving, and responding flexibly and creatively to new challenges
- Specialized knowledge from education and/or business experience
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
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