Job Description
Drive significant customer engagement as a Personal Banker at BMO's Seton Branch in Calgary. Utilize your skills to offer personalized financial solutions that make banking convenient.
In this personal banking role, you will evaluate client needs and suggest appropriate lending or investment products. You will work alongside BMO partners to ensure customer satisfaction and operational goals are met, while tackling various compliance and risk factors. Your expertise will help strengthen BMO’s position within the community.
Key Responsibilities:
• Perform needs assessments to determine client solutions
• Provide advice on banking products and services
• Collaborate with team members to enhance client experiences
• Manage compliance related to lending and regulatory processes
• Generate appointments and build community relationships
Requirements:
• 2-3 years relevant banking experience
• Degree or equivalent experience in finance or business
• Registration...
In this personal banking role, you will evaluate client needs and suggest appropriate lending or investment products. You will work alongside BMO partners to ensure customer satisfaction and operational goals are met, while tackling various compliance and risk factors. Your expertise will help strengthen BMO’s position within the community.
Key Responsibilities:
• Perform needs assessments to determine client solutions
• Provide advice on banking products and services
• Collaborate with team members to enhance client experiences
• Manage compliance related to lending and regulatory processes
• Generate appointments and build community relationships
Requirements:
• 2-3 years relevant banking experience
• Degree or equivalent experience in finance or business
• Registration...