Talent.com
BMO
Personal BankerBMO • Surrey, British Columbia, Canada
Personal Banker

Personal Banker

BMO • Surrey, British Columbia, Canada
25 days ago
Job type
  • Part-time
Job description
Application Deadline:

08/16/2026

Address:
17559 56 Avenue

Job Family Group:

Retail Banking Sales & Service

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.

  • 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 (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 BMO's business by reaching out, generating appointments, and building new relationships within the community.
  • 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.
  • 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.
  • 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.
  • 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 customer's 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 Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.


Qualifications:
  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
  • Appropriate lending qualifications and designations.
  • Working knowledge of personal and small business customer needs and solutions.
  • Working knowledge of retail investments and lending products.
  • Experience in financial services is an asset.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
  • Passionate commitment to helping our customers.
  • 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.
  • Readiness to collaborate and work in different capacities as part of a team.
  • 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.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
Salary :

$38,500.00 - $71,000.00

Pay Type:

Salaried

The above represents BMO Financial Group's 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 Group's expected target for the first year in this position.

BMO Financial Group's 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: https://jobs.bmo.com/global/en/Total-Rewards

About 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. 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.

To find out more visit us at https://jobs.bmo.com/ca/en .

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. 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.
Create a job alert for this search

Personal Banker • Surrey, British Columbia, Canada

Similar jobs

Curriculum Developer for Personal Finance Lessons

Project WealthWise AssociationBurnaby, Metro Vancouver Regional District, CA
Full-time

Become a Curriculum Developer for Project WealthWise, shaping future generations through personal finance education.Create engaging lessons targeting crucial financial skills for youth.This role in... Show more

 • Promoted

Executive Personal Assistant

Elite-Wealth-MgmtRichmond, Metro Vancouver Regional District, Canada
Permanent

As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achi... Show more

 • Promoted

Executive Assistant / Personal Assistant

Cloud PharmacyVancouver, Metro Vancouver Regional District, CA
Full-time

Executive Assistant / Personal Assistant.President — Cloud Group of Companies.About the Cloud Group of Companies.Cloud Group of Companies is a growing collection of healthcare, technology and inves... Show more

 • Promoted

Personal Trainer

Kwantlen Polytechnique UniversitySurrey, Metro Vancouver Regional District, CA
Full-time

This role reports to The Fitness & Wellness Coordinator.Personal Trainers are responsible for instructing clients and ensuring safe and proper use of fitness equipment.This role will be required to... Show more

 • Promoted

Teller

Vancouver BitcoinVancouver, Metro Vancouver Regional District, CA
Part-time

Vancouver Bitcoin is a Canadian, non-custodial cryptocurrency exchange with physical locations in British Columbia and Alberta.We help customers buy and sell Bitcoin and other digital assets throug... Show more

 • Promoted

Remote SalesPerson

Pierre StrandVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

Do you have an impressive and extensive experience in sales and proven track record of success in the field?.I have an exciting opportunity that I think aligns well with your skill set and professi... Show more

 • Promoted

Teller

Great Value HiringVancouver, Metro Vancouver Regional District, CA
Full-time

Tellers to use their professional experience to design questions related to their occupation as a Teller.Fully remote role that can be completed on your own schedule.Projects can be extended, short... Show more

 • Promoted

Sales Engagement Representative for B2B

Easy OutsourceVancouver, Metro Vancouver Regional District, CA
Full-time

Step into the role of Sales Engagement Representative to support a food distribution company focused on poultry products.Drive B2B outreach and lead generation efforts to engage potential clients a... Show more

 • Promoted

Account Manager - Personal Lines

Insurance Office of AmericaVancouver, Metro Vancouver Regional District, CA
Full-time

Personal Lines Account Manager.Fully remote for California or Nevada based candidates.Responsible for overseeing client service and communication, ensuring excellence in every interaction.Duties in... Show more

 • Promoted

Personal Lines Account Manager

Schill Insurance Brokers Ltd.Surrey, Metro Vancouver Regional District, Canada
Full-time

As a Personal Lines Account Manager at Schill Insurance, you’ll deliver exceptional service to our clients while identifying opportunities to go above and beyond their expectations.You’ll play a ke... Show more

 • Promoted

Remote Personal Lines Sales Broker High Earning Potential

Mitch InsuranceVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A leading insurance brokerage is seeking a Personal Lines Sales Broker to offer exceptional client experiences.This role includes consultative selling, handling leads, and guiding clients to suitab... Show more

 • Promoted

Leadership & Personal Growth Consultant

Ignite An Amazing Lifestyle - Barbara Kowk Success And EmpowermentVancouver, Metro Vancouver Regional District, CA
Full-time

We are seeking a success-minded, high-performing professional to engage as a.Leadership & Personal Growth Consultant.This role operates within a structured leadership development framework and esta... Show more

 • Promoted

Personal Trainer Private Tutoring Jobs Burnaby

SuperprofBurnaby, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Assistant for Personal Shopper

brobstongroup.com - JobboardVancouver
Full-time

Support the Personal Shopper in delivering a premium client experience as an Assistant Personal Shopping.Manage appointments and enhance client profiles while ensuring high service standards.As an ... Show more

 • Promoted

Insolvency Advisor, Personal Debt Solutions

BDO CanadaVancouver
Full-time

BDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping clients with advice and insight they c... Show more

 • Promoted

Independent Partner: Build Your Personal Development Biz

One Eighty SuccessVancouver, Metro Vancouver Regional District, CA
Part-time

A global personal development company is seeking independent partners to start their own online businesses.This role offers flexibility to work full or part time, with all training and mentorship p... Show more

 • Promoted

Certified Personal Coach - North Vancouver

GOLFTEC Intellectual Property, LLC.North Vancouver, Metro Vancouver Regional District, CA
Full-time

As part of our continued mission to help golfers improve across Canada, GOLFTEC is hiring to meet ongoing demand.You will accelerate your coaching career via GOLFTEC's industry-leading professional... Show more

 • Promoted

Relationship Banker, Senior

Coastal Community BankBurnaby
Full-time

Coastal is at the forefront of modern banking, combining strong financial infrastructure with cutting‑edge Banking-as-a-Service (BaaS) and fintech enablement strategies.We support not only individu... Show more

 • Promoted

Certified Personal Coach

GOLFTECNorth Vancouver, Metro Vancouver Regional District, CA
Full-time

GOLFTEC is the world leader in golf instruction with over 260 locations across the globe.As the #1 employer of PGA Teaching Pros, golfers of all ability levels can work with a golf expert to build ... Show more

 • Promoted

Personal Shopping Assistant

Holt RenfrewVancouver
Full-time

Holt Renfrew offers you an inspiring, fashion-driven environment with opportunities to learn and grow.From our incredible partnerships with iconic luxury brands to our commitments to corporate soci... Show more