Personal Banker-1900020489

Date posted: 10/7/2019
Closing date: 10/7/2020
Number of positions: 1
Location: Vancouver
Length: full-time

Description / duties:
At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
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BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.


What we're looking for:

Passionate commitment to helping our customers
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience
A focus on results and the ability to thrive in a consultative sales and team-based environment
Resourceful self-starter with courage and confidence to approach customers
Skilled at personal account opening, Customer Welcome Offers and investment discussions
Digitally-savvy and able to identify banking alternatives for our customers
Strong interpersonal skills, including the ability to build rapport and connections with customers
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
Customer Focus

Spends 90% of time on advice-based conversations with customers and proactively booking appointments Spends 10% of time on conversations and requests related to banking services, including handling transactions and supporting customers who walk into the branch
Projects a professional presence; proactively engages customers in complete conversations about their personal banking needs; listens actively to understand customer needs, clearly explains potential solutions and their benefit to the customer
Learns quickly and is motivated to apply new knowledge
Is collaborative, enjoys helping others and being part of a team
Identifies opportunities for referrals and makes smooth hand offs to partners in BMO FG
Undergraduate degree and/or equivalent work experience
Working knowledge of personal and small business customer needs and solutions
Working knowledge of retail investments and lending product
Experience in financial services is an asset
Digital Leadership

Confident and at ease in the use of social media, tablets, Smart phones, online tools, and applications
Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and understand their benefits
Registered Investment Sales Representative (RISR), including Mutual Funds Advanced completed
Personal Lending Credit Qualified Working without limits, with Business For Self designation; working knowledge of creditor insurance

Contact information

BMO Financial Group
3451 Saanich Road

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