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Added 8 mins ago
Customer Experience & Booking Specialist
Canadoor Garage Doors
Barrie, ON
Full-time
This role combines customer service, sales, relationship building, organization, and problem solving.
Added 9 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
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As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 9 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
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As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 9 mins ago
ASSISTANT MANAGER
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Montreal, QC
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Business Development Manager, Ontario - Cleaning Industry
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Brampton, ON · Milton, ON · Mississauga, ON · Toronto, ON
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Added 39 mins ago
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Retail Assistant Store Manager
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Retail Assistant Store Manager
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The Assistant Store Manager position is critical to our success, providing support to the Management Team in all areas of operations management and team leadership. You’ll drive the store’s…
Added 39 mins ago
Account Representative- Sales Training Program (Toronto) October 2026
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…brands in the IT industry. Join us and you will start out as a Sales Account Representative with a dedicated career progression path towards Account Manager, Senior Account Manager and…
Added 39 mins ago
Relationship Manager, Business Markets
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Winnipeg, MB
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Minimum of 2 years of relevant banking experience, preferably in a sales focused role.
Added 39 mins ago
Client Advisor
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…you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future…
Added 39 mins ago
Relationship Manager, Business Markets Intern
RBC
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Completion of the Associate Account Manager training program, or have previous experience as a small business owner, or in similar field
Added 39 mins ago
Client Advisor
RBC
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…you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future…
Added 39 mins ago
Financial Planner Investment and Retirement Planning Assistant
RBC
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…Financial Planner, Investment and Retirement Planner in meeting sales objectives and related activities by providing value added administrative service and support. You will provide…
Added 39 mins ago
Relationship Manager Intern, Commercial Financial Services, Agriculture and Agri-Food Sector
RBC
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…delivering top-tier financial advice, whose expert approach aligns sales, products, risk policy, and market strategies to deliver solutions tailored for individual needs. You are a key…
Added 39 mins ago
Relationship Manager, Commercial Financial Services, Agriculture and Agri-Food Sector
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…delivering top-tier financial advice, whose expert approach aligns sales, products, risk policy, and market strategies to deliver solutions tailored for individual needs. You are a key…
Added 39 mins ago
Senior Regional Manager, Financial Planning
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Are you a seasoned industry professional and team manager, excited to take a team of high-performing financial planners to the next levels of sales and service delivery at TD Wealth? If so,…
Added 39 mins ago
Personal Banker - Truro
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Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 39 mins ago
Part Time Merchandise Manager
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Provide Manager-on-Duty (MOD) coverage, maintaining floor leadership, service standards, and operational continuity.
Added 39 mins ago
Trad Assistant Manager
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· Ability to initiate innovative and creative sales and food service activities.
Added 39 mins ago
Portfolio Assistant
BMO
Vancouver, BC · FBT
Full-time
Determines appropriate communication/service regarding all aspects of investing.
Added 39 mins ago
Personal Banker
BMO
Calgary, AB
Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 39 mins ago
Personal Banker
BMO
Kamloops, BC
Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 39 mins ago
Personal Banker
BMO
Wainwright, AB
Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…

BMO

Personal Banker

Montreal, QC, Canada

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Apply by: Oct 9, 2026
Experience: 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.
Posting language: English
Posted: Sep 22, 2026

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Original job description

Application Deadline:

10/08/2026

Address:

119 rue St-Jacques ouest

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:

$40,500.00 - $80,000.00

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.

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More about this job

Responsibilities

The Personal Banker identifies customer financial needs to provide tailored advice on banking, lending, and investment solutions. They also proactively build relationships within the community and ensure all transactions comply with regulatory and risk management policies.

Requirements

Candidates should have 2-3 years of relevant experience and a post-secondary degree in a related field. Strong interpersonal skills, lending qualifications, and a working knowledge of retail financial products are required.

Skills

Financial solutions
Customer service
Sales
Needs assessment
Lending
Retail investments
Risk management
Credit analysis
Relationship building
Communication
Problem solving
Digital banking
Compliance
Data entry
Team collaboration

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Retail Banking
Financial Services
Lending
Investments
Customer Experience
Risk Management
Compliance
Credit Analysis
Sales
Business Development
Digital Banking
Relationship Management
Financial Planning
Small Business Solutions
Home Financing
Money Laundering Reporting
Consultative Sales
BMO Financial Group

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