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Senior Banker
Senior BankerBank of Montreal • Chilliwack, British Columbia, Canada
Senior Banker

Senior Banker

Bank of Montreal • Chilliwack, British Columbia, Canada
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

Application Deadline :

12 / 07 / 2025

Address :

6640 Vedder Road Unit 100D

Job Family Group :

Retail Banking Sales & Service

Join our team in Sardis where you can Boldly Grow the Good and Be a part of BMOs customer satisfaction award winning Personal Banking team as the Senior Banker where you will amplify your complex personal and small business lending expertise and lead by example sales and customer service excellence to deliver exceptional service to BMOs existing and prospective customers.

BMO will work with you to develop and hone your skills allowing you to feel rewarded for making a real difference in peoples lives. We provide industry leading training and offer opportunities to make choices in your career that fulfill goals; and for many these are newly discovered goal they never knew they had! With BMO you will enjoy a competitive salary additional compensation incentives health benefits pension employee banking and so much more! This is a chance to accelerate your career and live in a desirable place to call home with a bounty of opportunities balanced with a comfortable abundant outdoor lifestyle.

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 through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • Develops and implements an annual business development plan to maximize referrals / opportunities through proactive outreach to branch-managed small business clients personal prospects from business banking and other selected personal customers.
  • Supports the growth in new business by developing personal and small business solutions tailored to unique / specific customer segments.
  • Builds and manages a network of internal and external referral sources to grow BMOs business and make referrals to BMO partners.
  • Works with partners to proactively identify small business clients that are personal banking prospects.
  • Contributes to growing loyalty by creating great customer experiences grounded in an understanding of the personal and small business banking needs of the customer.
  • 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).
  • 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.
  • Engages customers to grow BMOs business by reaching out generating appointments and building new relationships within the community.
  • Resolves customer issues by applying advanced knowledge of bank services products and processes.
  • Coordinates service requests and problem resolution processes and ensures accuracy.
  • Escalates unresolved customer situations to managers as required.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Helps determine business priorities and best sequence for execution of business / group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Acts as a role model for colleagues and supports branch leadership activities.
  • Breaks down strategic problems and analyses data and information to provide insights and recommendations.
  • Acts as a role model for colleagues and supports branch leadership activities delegated by the Manager.
  • Provides in-the-moment coaching in support of team enagement and overall performance.
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customers experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall customer experience.
  • Contributes to business results and the overall experience delivered.
  • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked hours and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets maintain their privacy and act in their best interest.
  • 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.
  • 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.
  • Protects the Banks assets in compliance with all regulatory legal and ethical requirements.
  • Focus may be on a business / group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify diagnose and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • 1-3 years of banking or customer service / sales or equivalent experience.
  • Canada only : Registration to sell investment products completed - as appropriate for the jurisdiction.
  • Appropriate lending qualifications and designations.
  • In-depth knowledge of personal and small business customer needs and solutions including solid working knowledge of financial analysis including cash flow cycle and available cash management products / services.
  • Experienced in managing complex personal and small business lending applications / solutions and systems.
  • General knowledge of applicable regulations audit standards and related policies procedures and directives.
  • Working knowledge of branch operational processes and policies.
  • Working knowledge of branch technologies processes and performance metrics.
  • General knowledge of applicable regulations audit standards and related policies procedures and directives.
  • Working knowledge of branch operational processes and policies.
  • Working knowledge of branch technologies processes and performance metrics.
  • Confident and experienced in the use of social media tablets smart phones online tools and applications.
  • Previous experience in financial services required.
  • Passionate commitment and professionalism to helping our customers with the drive to deliver an exceptional customer experience.
  • A focus on results relationship management and the ability to thrive in a consultative sales and team based environment.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills including the ability to build rapport and proactively establish personal connections.
  • An aptitude for listening problem solving and responding flexibly and creatively to new challenges.
  • Specialized knowledge from education and / or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Salary :

    $45500.00 - $84500.00

    Pay Type : Salaried

    The above represents BMO Financial Groups pay range and type.

    Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

    BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit : Us

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

    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. Well 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 well help you gain valuable experience and broaden your skillset.

    To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others 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. To request accommodation please contact your recruiter.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.

    Required Experience :

    Senior IC

    Key Skills

    Sales Experience,Presentation Skills,Financial Services,Customer Service,Financial Acumen,Fraud,Math,Military Experience,Banking,Upselling,Cash Handling,RMF

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Monthly Salary Salary : 45500 - 84500

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    Senior Senior • Chilliwack, British Columbia, Canada

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