Personal Banker (Sault Ste. Marie)

Overview

Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions.

Responsibilities

• Identify customer needs and provide advice and guidance on financial solutions in the best interests of customers.
• Collaborate within the branch and with BMO partners through multiple channels to deliver a seamless customer experience and achieve business objectives.
• Proactively engage existing customers and prospects with needs‑based assessments to grow loyalty and uncover immediate and future opportunities.
• Conduct needs assessments that identify financial solutions and preferred banking channels, recommending tailored solutions across everyday banking, retail investments, lending, home financing, and small‑business solutions.
• Advise clients on digital and self‑serve options to make banking easy, simple, and fast.
• Support customer transaction needs based o...