Banker Jobs

About The Position

Requirements

• Typically 1–2 years of relevant experience and/or certification in a related field, or an equivalent combination of education and experience.
• Some experience in consultative customer service or sales roles.
• Confident and experienced in using social media, tablets, smartphones, online tools, and applications.
• Basic knowledge of specialized sales and business banking solutions to refer customers to specialists.
• A commitment to helping customers and delivering a personal customer experience.
• Results orientation and ability to thrive in a consultative sales and team-based environment.
• Resourcefulness and initiative, with confidence to approach customers.
• Willingness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills and ability to build rapport and connections with customers.
• Listening, problem-solving, and adaptability to new challenges.
• Basic specialized knowledge.
• Good verbal and written communication skills.
• Good organization skills.
• Good collaboration and teamwork skills.
• Good analytical and problem-solving skills.
• For Canada: registration to sell investment products must be completed or in progress, and if in progress must be completed within 12 months, as appropriate for the jurisdiction.

Responsibilities

• Collaborate with BMO partners to identify referral opportunities that grow customers’ relationships with BMO beyond personal banking.
• Welcome and guide customers in the branch lobby, and advise them about digital and self-service banking options.
• Lead customer conversations about banking services, recommend alternative banking channels, and provide personal banking and investment advice.
• Execute customer transactions seamlessly.
• Review customer profiles and conduct needs-based conversations to identify opportunities and address everyday banking plans and credit card needs.
• Contribute to branch business results and the customer experience.
• Support operational activities such as inventory management, escalated service requests, application follow-ups, filing, and opening and closing activities.
• Work as a collaborative and versatile member of the branch and market team.
• Understand personal banking and credit card needs, and incorporate marketing promotions and programs into customer conversations.
• Organize work information to ensure accuracy and completeness.
• Find creative ways to make customer experiences personal and contribute to improving the overall customer experience.
• Follow risk and compliance processes and policies to safeguard customer assets, maintain privacy, and act in customers’ best interests.
• Stay current with the financial services marketplace, legal and regulatory environment, and applicable ethical requirements.
• Maintain current knowledge of personal banking products, practices, and trends and apply it in customer conversations.
• Identify and report suspicious activity patterns suspected to be related to money laundering.
• Comply with applicable jurisdictional legal and regulatory requirements and protect the Bank’s assets.
• Complete diverse tasks within established rules and limits, analyze issues, determine next steps, and escalate as required.
• Apply the Risk Management Framework and make sound, risk-informed decisions in line with the Bank’s Risk Culture, approved Risk Appetite, policies, laws, and regulations.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives, discretionary bonuses, and other perks and rewards may be included in the total compensation package.