Personal Banker - Vernon, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Vernon, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

2806 32nd Street Vernon British Columbia,V1T 5L7

Join a buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch recognition This team also cares about you and your development which means you can pave the way to drive your skills, learning and career growth with BMO.

Required fluency in English, Mandarin (asset), Cantonese (asset)
You have a passion for helping others and growing BMO's business.

As a Personal Banker, you will focus on delivering exceptional service by truly understanding personal and small business customers and conducting a thorough financial needs assessment to offer the most appropriate solution that fulfills the customers immediate and future financial needs.

You will identify and refer more complex financial needs to the appropriate branch team member.

Be a key member of a collaborative and versatile branch & market team
Offer advice and guidance on the digital and selfserve options available with the goal of making banking easy, simple and fast
Support customer transaction based needs as required based on customer traffic
Take the initiative and find creative approaches to make each customers experience feel personal
Proactively engage customers by reaching out, generating appointments and building new relationships within the community to grow BMO's business
Take a lead in proactively engaging with existing customers and prospects by providing needsbased assessments to grow loyalty and identify immediate/future opportunities
Collaborate with your BMO partners and identify referral opportunities to further grow the customers relationship with BMO beyond personal banking
Keep current with BMO policies and processes, the wider financial services marketplace, the legal and regulatory environment, and our commitment to upholding the highest ethical requirements of our industry
Follow through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch
Use the Our Approach to Risk Management framework to protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements and established yield, quality, diversification and risk guidelines.
Make credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's Policies and Procedures

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 teambased environment
Resourceful selfstarter with courage and confidence to approach customers
Skilled at personal account opening, Customer Welcome Offers and investment discussions
Digitallysavvy 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 advicebased 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

Skills:

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
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

Knowledge:

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

Investments

Registered Investment Sales Representative (RISR), including Mutual Funds Advanced completed

We're here to help
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 suppo