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Added 2 hours ago
Banking advisor
National Bank of Canada
Kamloops, BC
Full-time
This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.
Added 9 hours ago
Management Trainee
Enterprise
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 9 hours ago
Management Trainee
Enterprise
Sydney Indian Reserve No. 28A, NS · Sydney, NS
Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 11 hours ago
Banking Advisor
National Bank of Canada
Red Deer, AB
Full-time
A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts…
Added 11 hours ago
Banking Advisor
National Bank of Canada
Courtenay, BC
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 11 hours ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
The branch is open one evening per week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Customer service Branch Manager…
Added 12 hours ago
Parts Manager
The Bayview Group
Dartmouth, NS
Full-time
Bayview Trucks & Equipment Ltd. is a Full Service, Parts and Sales dealer for Kenworth Trucks and KUBOTA farm and construction equipment, with 5 locations in New Brunswick (Saint John,…
Added 15 hours ago
Field Operations Manager
Fence Fanatics
Field, BC
Full-time
We are seeking a highly motivated Estimator/Project Manager for our commercial and residential fence installation by managing permanent fence sales and projects. We provide an excellent pay…
Added 16 hours ago
Client Advisor
RBC
Windsor, NS
Part-time
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
Added 17 hours ago
Branch Manager
Sherwin-Williams
Sudbury, ON
The Branch Manager is responsible for overseeing the daily operations of their commercial paint branch, making sure it runs smoothly and effectively. This includes managing all aspects of…
Added 17 hours ago
Investment Advisor Wood Gundy Investment Center
CIBC
Toronto, ON
Full-time
Ensure client issues and concerns are dealt with appropriately, escalating issues to Wood Gundy Branch Manager as required
Added 17 hours ago
Investment Specialist
BMO
Edmonton, AB
Full-time
…customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides…
Added 17 hours ago
Financial Planner
BMO
Burlington, ON
Full-time
…customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides…
Added 18 hours ago
Plant Manager
WGI Group
Saint-Clet, QC
Full-time
Reporting to the Branch Manager, the Plant Manager provides daily supervision and training of plant teams members in the areas of: production, maintenance, health & safety, quality control,…
Added 18 hours ago
Supervisor - Night shift
WGI Group
Saint-Clet, QC
Full-time
Reports any equipment issues and shop material requirements to Branch Manager, in a timely manner.
Added 18 hours ago
Supervisor - Evening shift
WGI Group
Saint-Clet, QC
Full-time
Reports any equipment issues and shop material requirements to Branch Manager, in a timely manner.
Added 18 hours ago
Yard Supervisor
WGI Group
Tillsonburg, ON
$60,000 to $70,000 CAD / year
Full-time
Reporting to the Branch Manager, the Yard Supervisor leads daily yard operations, ensuring safe and efficient loading, unloading, shipping, receiving and team performance.
Added 18 hours ago
Branch Manager
WGI Group
ON
$90,000 to $125,000 CAD / year
Full-time
Reporting to the Senior Vice President, the Branch Manager has overall responsibility for the performance of the branch, including operations, production, sales and customer relationships,…
Added 19 hours ago
Service Manager
Manufacturing Job Site
Alberton, PE
Full-time
The Service Manager will direct and organize the service team to maximize performance and maintain customer satisfaction in a busy branch environment.
Added 19 hours ago
Branch Manager
Manufacturing Job Site
Summerside, PE
Full-time
We're looking for an experienced and driven Branch Manager to lead our Summerside, PEI team. This is an exciting opportunity to build relationships, support a talented team, and drive the…
Added 20 hours ago
branch manager - retail
Optical Center
Pointe-Claire, QC
Full-time
Added 1 day ago
BANKING ADVISOR
National Bank of Canada
Drummondville, QC
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 1 day ago
BANKING ADVISOR
National Bank of Canada
Drummondville, QC
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 1 day ago
Management Trainee
Enterprise Holdings
Yarmouth, NS
Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 1 day ago
Management Trainee
Enterprise Holdings
Sydney, NS
Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…

BMO

Personal Banker

Kamloops, BC, Canada

Pay: $37,000.00 - $70,000.00
Job type: Full-time
Apply by: Oct 12, 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 21, 2026

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Original job description

Application Deadline:

10/11/2026

Address:

1180 Columbia Street West

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:

$37,000.00 - $70,000.00

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 delivers exceptional service by identifying customer financial needs and providing tailored advice on banking, lending, and investment solutions. They also proactively engage with the community to build relationships while ensuring all activities comply with risk management and regulatory policies.

Requirements

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

Skills

Customer service
Financial solutions
Needs assessment
Retail banking
Lending
Credit analysis
Risk management
Relationship building
Sales
Digital banking
Compliance
Communication
Problem solving
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
Credit Audits
Risk Management
Customer Experience
Sales
Investment Products
Compliance
Regulatory Requirements
Small Business Solutions
Home Financing
Digital Banking
Relationship Management
Consultative Sales
Data Entry
Portfolio Management
Money Laundering Reporting
Financial Advice
Branch Operations

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