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Added 1 day ago
WF
Branch Manager - Grand Rapids, MI
Wintrust Financial Corporation
Grand Rapids, MB
- Full-time
…sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than…
Added 2 days ago
T
Personal Banker Trainee
TD
Vancouver, BC
- Full-time
…suit customers' financial needs? Then join us as a Personal Banker Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer…
Added 2 days ago
B
Personal Banker
BMO
Toronto, ON
- Full-time
…addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business…
Added 3 days ago
T
Personal Banker - Sydney
TD
Sydney Indian Reserve No. 28A, NS
- Full-time
…suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and…
Added 3 days ago
Associate Private Banker
Scotiabank
Barrie, ON
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Added 4 days ago
T
Personal Banker Trainee - Montreal-West
TD
Vaudreuil-Dorion, QC
- Full-time
…suit customers' financial needs? Then join us as a Personal Banker Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer…
Added 4 days ago
T
Personal Banker - Cavendish
TD
Montreal, QC
- Full-time
…suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and…
Added 4 days ago
B
Personal Banker
BMO
Ajax, ON
- Full-time
…addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business…
Added 4 days ago
T
Personal Banker Trainee - Future Opportunities
TD
Mississauga, ON
- Full-time
…suit customers' financial needs? Then join us as a Personal Banker Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer…
Added 4 days ago
T
Senior Personal Banker Trainee - Investing
TD
Calgary, AB
- Full-time
…customers' financial needs? Then join us as a Senior Personal Banker– Investing Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote…
Added 5 days ago
T
Personal Banker Trainee
TD
Calgary, AB
- Full-time
…suit customers' financial needs? Then join us as a Personal Banker Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer…
Added 5 days ago
B
Personal Banker
BMO
Toronto, ON
- Full-time
…addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business…
Added 5 days ago
Associate Private Banker
Scotiabank
Vaughan, ON
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Added 5 days ago
T
Manager, Personal Financial Services - Ste Dorothée (Full-time, 37.5h/week)
TD
Laval, QC
- Full-time
…suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and…
Added 5 days ago
T
Personal Banker Trainee
TD
Trenton, ON
- Full-time
…suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and…
Added 5 days ago
T
Personal Banker Trainee
TD
Orangeville, ON
- Full-time
…suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and…
Added 6 days ago
T
Personal Banker Trainee
TD
AB
- Full-time
…suit customers' financial needs? Then join us as a Personal Banker Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer…
Added 6 days ago
B
Personal Banker
BMO
Toronto, ON
- Full-time
…addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business…
Added 6 days ago
B
Personal Banker
BMO
Toronto, ON
- Full-time
…addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business…
Added 6 days ago
B
Personal Banker
BMO
Montreal, QC
- Full-time
…addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business…
Added 6 days ago
T
Senior Private Banker
TD
Toronto, ON
- Full-time
Receive and act upon Retail prospect referrals and triage to PWM home of best fit based on initial discovery.
Added 8 days ago
C
Financial Services Representative - Universal Banker - Beaconsfield, QC
CIBC
Beaconsfield, QC · Saint-Louis, QC
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 8 days ago
C
Financial Services Representative - Universal Banker - Brossard
CIBC
Brossard, QC
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 8 days ago
B
Personal Banker
BMO
Saint-Georges, QC
- Full-time
…addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business…
Added 8 days ago
B
Personal Banker
BMO
Colwood, BC
- Full-time
…addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business…

BMO

Personal Banker

Colwood, BC, Canada

$37,000.00 - $70,000.00 · Full-time

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Job details

Pay: $37,000.00 - $70,000.00
Job type: Full-time
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: Oct 9, 2026

Original job description

Application Deadline:

10/22/2026

Address:

325 Royal Common

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 work collaboratively within the branch to grow business, manage risk, and ensure compliance with regulatory requirements.

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.

Skills

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

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Personal Banker
Retail Banking
Financial Services
Lending
Investments
Customer Experience
Risk Management
Compliance
Credit Audits
Needs Assessment
Business Development
Digital Banking
Regulatory Requirements
Portfolio Management
Sales
Consultative Sales
Financial Solutions
BMO Financial Group

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