Job Description
Personal Banker - Market Hire • Calgary, Alberta, Canada
Deliver exceptional service to BMO customers and prospects. Identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers. Work collaboratively within the branch and through various channels with BMO partners to deliver a desired customer experience and achieve overall business objectives.
Responsibilities
- Takes a lead in proactively engaging with existing customers and prospects by providing needs‑based assessments to grow loyalty and identify immediate/future opportunities.
- 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, and small business solutions).
- Offers c...