Application Deadline:
08/03/2026
Address:
5120 Mowry Ave.
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.
U.S. Only: This position will act as an originator of consumer loans as defined
by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage
Licensing Act (the S.A.F.E. Act). This position will require a Federal
registration with the Nationwide Mortgage Licensing System and Registry. The
Bank will instruct you on the registration requirements needed to comply with
this requirement. A criminal background review and credit history evaluation
will be required for this position as well as restrictions on performing in a
real estate agent capacity.
Salary:
$45,900.00 - $75,900.00
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:
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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
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BMO is proud to be an equal employment opportunity employer. We evaluate
applicants without regard to race, religion, color, national origin, sex
(including pregnancy, childbirth, or related medical conditions), sexual
orientation, gender identity, gender expression, transgender status, sexual
stereotypes, age, status as a protected veteran, status as an individual with a
disability, or any other legally protected characteristics. We also consider
applicants with criminal histories, consistent with applicable federal, state
and local law.
BMO is committed to working with and providing reasonable accommodations to
individuals with disabilities. If you need a reasonable accommodation because of
a disability for any part of the employment process, please send an e-mail to
View email address on click.appcast.io [
View email address on click.appcast.io] and let us know the
nature of your request and your contact information.
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.
