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

Personal Banker

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

08/20/2026

Address:
325 Royal Common

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 :

$36,600.00 - $67,500.00

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 • British Columbia, British Columbia, Canada

Similar jobs

Global Remote Recruiter | Earn $3k-$11k per Placement

RecXchangeBC, CA
Remote
Full-time

A global recruiter platform is seeking independent recruiters to access live roles and earn significant placement fees.This opportunity allows for remote work from anywhere in the world, offering f... Show more

 • Promoted

Registrar

RegulatoryJobs Executive Recruitment, bc, canada, bc, Canada
Full-time

Worldwide Opportunities in Regulation and Consumer Protection.CAD ($) 150,000-199,999 / Annually.The Motor Vehicle Sales Authority of BC (“VSA”) builds public confidence in the motor dealer industr... Show more

 • Promoted

Real Estate Broker - Dubai Based

Metropolitan Premium PropertiesBC, CA
Full-time

At Metropolitan Premium Properties, we don’t just offer jobs — we build high-performing careers in one of the world’s fastest-moving real estate markets.Today, that team is one of the.Now, Ibrahim ... Show more

 • Promoted

In-Home Personal Care Worker

LT CaregiverBC, CA
Full-time +1

Make a difference as a Home Support Worker providing personalized care.Focus on companionship, meal assistance, and a clean living environment for your clients.This permanent, full-time position re... Show more

 • Promoted

Sales Representative

American Income LifeBC, CA
Full-time

This Isn’t a “Comfortable” Role.If you’re looking for clock-in, clock-out predictability.A guaranteed base with guaranteed limits.A role where average effort earns average pay.But if you’re wired t... Show more

 • Promoted

Commercial Account Executive

BrexBC, CA
Full-time

Brex is the AI-powered spend platform.We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses.Tens of ... Show more

 • Promoted

Remote Wills & Estates Attorney – External Consultant

Diagram, bc, canada, bc, Canada
Remote
Full-time

A leading estate planning service provider in Canada is seeking a licensed lawyer/attorney to join as an external consultant.Ideal candidates will have at least 3 years post-Bar experience and must... Show more

 • Promoted

English Private Tutoring Jobs Bonnington

SuperprofBonnington, British Columbia, CA
Full-time

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

Design Talent Partner — Hybrid with Remote Options

Brex, bc, canada, bc, Canada
Remote
Full-time

A leading financial technology company in British Columbia is looking for a Recruiter for Design roles.The role involves sourcing and evaluating candidates for Product Design and Brand Design while... Show more

 • Promoted

Staff / Principal Backend Engineer

Inworld AI, bc, canada, bc, Canada
Full-time

Direct message the job poster from Inworld AI.At Inworld, we believe the processes of building, scaling, and evolving applications are monsters that consume value before it can reach users.Our miss... Show more

 • Promoted

English Private Tutoring Jobs Central Saanich

SuperprofNot Specified, British Columbia (BC), CA
Full-time

Superprof is Canada's 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 community ... Show more

 • Promoted

Growth Ambassador & CRM Marketer (Remote, Part-Time)

Joint Property Match | Co-Ownership & Co-Rental CanadaBC, CA
Remote
Part-time

A leading prop-tech firm is seeking a Growth Ambassador and CRM Marketing Coordinator for a part-time contract position.The role requires expertise in social media engagement, AI tools for marketin... Show more

 • Promoted

Business Development Manager

Bridgewater BankBC, CA
Full-time

When it comes to crafting strategies and driving growth, you’re the whole package – a visionary thinker and a relentless go-getter.You’re the type of person who gets excited about finding opportuni... Show more

 • Promoted

Personal Supports Direct Support Professional (DSP) - Part Time

ARC OF CARROLL COUNTY INCHeadquarters, BC, CA
Part-time

Flexible Evening Schedule, some daytime hours available (Thursday and Saturday).The Arc Carroll County is hiring.Direct Support Professionals (DSPs).Various daytime hours available.Provide one-on-o... Show more

 • Promoted

Remote Recruiter | $3,000-$11,000 Per Placement

RecXchangeBC, CA
Remote
Part-time

Remote Recruiter Opportunity | Work Global Client Roles | Earn $3,000-$11,000 Per Placement.Work remotely from anywhere in the world.Recruiters across the world are leaving traditional agencies.Ins... Show more

 • Promoted

Mortgage specialist

BMO Financial GroupBC, CA
Part-time

Date limite pour présenter sa candidature :.Ventes et service, Services bancaires aux particuliers.Join BMO - imagine the possibilities.Are you looking for a chance to let your entrepreneurial spir... Show more

 • Promoted

English Private Tutoring Jobs Diamond

SuperprofDiamond, British Columbia, CA
Full-time

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

Biology Private Tutoring Jobs Bonnington

SuperprofBonnington, British Columbia, CA
Full-time

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

English Private Tutoring Jobs Central Island

SuperprofNot Specified, British Columbia (BC), CA
Full-time

Superprof is Canada's 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 community ... Show more

 • Promoted

English Private Tutoring Jobs Saanich

SuperprofNot Specified, British Columbia (BC), CA
Full-time

Superprof is Canada's 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 community ... Show more