Personal Banker Trainee advising TD Canada Trust customers on investments, credit, and financial planning. Serving Mandarin - and Cantonese - speaking clients across the Toronto - area assigned district.
About the role
- Personal Banker role at BMO focused on delivering financial solutions and exceptional customer service. Engaging with customers, assessing needs, and providing tailored banking options.
Responsibilities
- Delivers exceptional service to BMO customers and prospects
- Identifies customer needs and provides advice and guidance regarding financial solutions
- Works collaboratively within the branch and through various channels with BMO partners
- Engages customers to complete needs assessments that identify financial solutions
- Offers clients advice and guidance on available digital and self-serve options
- 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
- Applies the risk management framework to the portfolio
- Makes credit recommendations for personal lending transactions
- Acts as a key member of a collaborative and versatile branch and market team
- Probes to understand customer personal banking and credit card needs
- Organizes work information to ensure accuracy and completeness
- Takes the initiative to find creative approaches for customer experiences
- Contributes to business results and the overall experience delivered
- Follows through on risk and compliance processes and policies
Requirements
- Typically between 2 - 3 years of relevant experience
- Post-secondary degree in related field of study desirable or an equivalent combination of education and experience
- Registration to sell investment products completed - as appropriate for the jurisdiction (Canada only)
- 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 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.
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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