Bank of Montreal Jobs – Personal Banker

View All Jobs Bank of Montreal

Job Overview

echo job_listing_categoryis seeking a Grill Chef in Milton Keynes, England, United Kingdom. Please take a moment to read the job post below if you are interested

Job Description:

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Job Responsibilities:

  • Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
  • Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
  • Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
    Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
    Supports customer transactions needs based on customer traffic.
  • Applies the risk management framework to the portfolio to protect the Bank’s assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
  • Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
  • Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Protects the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.

Job Requirements:

  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • Passionate commitment to helping our customers.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Specialized knowledge.
  • Collaboration & team skills – Good.
  • Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Organization skills – Good.
  • Drive to deliver a personal customer experience.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Analytical and problem solving skills – Good.
  • Verbal & written communication skills – Good.
  • A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Experience in financial services is an asset.

Job Details:

Company: Bank of Montreal

Vacancy Type: Full Time

Job Location: Mississauga, Ontario, CA

Application Deadline: N/A

Apply Here

canadajobz.online

 Report Job