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Added 2 mins ago
Assistant Vice President Shelf Management Solutions & Accounts
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
Other
…responsible for developing the strategy and providing oversight and support of all investment solutions and account types offered by Mackenzie which are not centered around a specific…
Added 2 mins ago
National Program Development Manager, Equipment Finance
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Toronto, ON · Etobicoke, ON
$79,100 to $90,000 CAD / year
Full-time
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Added 2 mins ago
Quality Engineer
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Added 2 mins ago
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Registered Nurse
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Added 15 mins ago
Temporary Equipment Operator (WestA)
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Added 15 mins ago
Transportation Operations Manager
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…the role. If you are selected for further consideration, a member of our Team will be in touch with you directly. Due to the high volume of applications we receive, we are unable to respond…
Added 15 mins ago
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Added 15 mins ago
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Added 16 mins ago
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Added 16 mins ago
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Added 16 mins ago
Senior IT Consultant and Lead, Client Experience - Alberta or British Columbia
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$90,000 to $115,000 CAD / year
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Added 16 mins ago
Operations Staff - Fall 2026
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The Operations Staff works with a team of professional staff that support the student leadership and goals of the organization. The Operations Staff is responsible for ensuring each guest…

BMO

Senior Banker

Montreal, QC, Canada

Pay: $45,000.00 - $100,000.00
Job type: Full-time
Apply by: Sep 30, 2026
Posting language: English
Posted: Sep 24, 2026

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Original job description

Application Deadline:

09/29/2026

Address:

1800 rue Jean-Talon East

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.

Develops and implements an annual business development plan to maximize referrals / opportunities through proactive outreach to branch-managed small business clients, personal prospects from business banking, and other selected personal customers.
Supports the growth in new business by developing personal and small business solutions tailored to unique / specific customer segments.
Builds and manages a network of internal and external referral sources to grow BMO’s business and make referrals to BMO partners.
Works with partners to proactively identify small business clients that are personal banking prospects.
Contributes to growing loyalty by creating great customer experiences grounded in an understanding of the personal and small business banking needs of the customer.
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.
Resolves customer issues by applying advanced knowledge of bank services, products, and processes.
Coordinates service requests and problem resolution processes and ensures accuracy.
Escalates unresolved customer situations to managers as required.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Helps determine business priorities and best sequence for execution of business / group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Acts as a role model for colleagues and supports branch leadership activities.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Acts as a role model for colleagues and supports branch leadership activities delegated by the Manager.
Provides in-the-moment coaching in support of team enagement and overall performance.
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.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
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 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
1-3 years of banking or customer service/sales or equivalent experience.
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
Appropriate lending qualifications and designations.
In-depth knowledge of personal and small business customer needs and solutions, including solid working knowledge of financial analysis, including cash flow cycle and available cash management products/services.
Experienced in managing complex personal and small business lending applications/solutions and systems.
General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
Working knowledge of branch operational processes and policies.
Working knowledge of branch technologies, processes, and performance metrics.
General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
Working knowledge of branch operational processes and policies.
Working knowledge of branch technologies, processes, and performance metrics.
Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
Previous experience in financial services required.
Passionate commitment and professionalism to helping our customers with the drive to deliver an exceptional customer experience.
A focus on results, relationship management and the ability to thrive in a consultative sales and team based environment.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and proactively establish personal connections.
An aptitude for listening, problem solving, and responding flexibly and creatively to new challenges.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

Salary:

$45,000.00 - $100,000.00

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

Build and grow personal and small business banking relationships by assessing customer needs and recommending tailored banking, investment, lending, and financing solutions. Develop referrals and new business, resolve customer issues, support branch performance and colleagues through coaching, and follow risk, privacy, and regulatory requirements.

Requirements

The role typically requires 3–5 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience; financial services experience is required. Candidates should have strong personal and small business banking knowledge, experience with complex lending solutions, relevant investment and lending qualifications, and in-depth communication, analytical, collaboration, and influence skills.

Skills

Personal Banking
Small Business Banking
Consultative Sales
Customer Service
Relationship Management
Financial Analysis
Cash Flow Analysis
Lending Solutions
Investment Products
Cash Management
Needs Assessment
Referral Development
Risk Management
Regulatory Compliance
Problem Solving
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
Personal Banking
Small Business Banking
Financial Services
Customer Needs Assessment
Business Development
Referral Networks
Relationship Management
Consultative Sales
Financial Analysis
Cash Flow
Cash Management
Personal Lending
Small Business Lending
Home Financing
Investment Products
Digital Banking
Self-Service Banking
Branch Operations
Branch Performance Metrics
Risk Management Framework
Anti-Money Laundering
Regulatory Compliance
Privacy Protection
Social Media
Tablets
Smartphones
Online Tools
Customer Experience
Coaching

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