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Bank of Montreal (BMO) is a respected financial institution with a rich history dating back to 1817. BMO offers a comprehensive suite of banking and financial services, including personal and commercial banking, wealth management, and investment solutions. With a commitment to customer satisfaction and community involvement, BMO has earned a trusted reputation in the financial sector. Their innovative approach to banking and dedication to helping clients achieve their financial goals have made them a go-to choice for individuals and businesses in Nanaimo and beyond.

2 Jobs Found

Personal Banker Full-time Job

BMO CANADA

Banking   Brossard
Job Details

Application Deadline:

05/30/2024

 

 

Address:

1005 boul du Quartier

 

 

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 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 branch customer experience.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches 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.

    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.

 

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

 

Compensation and Benefits:

$37,500.00 - $69,500.00

Personal Banker

BMO CANADA
Brossard
  Banking Full-time
  37,500  -  69,500
Application Deadline: 05/30/2024     Address: 1005 boul du Quartier     Job Family Group: Retail Banking Sales & Service         Delivers exceptional service to BMO customers a...
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May 17th, 2024 at 12:23

Client Service Assistant Full-time Job

BMO CANADA

Customer Service   Waterloo
Job Details

Application Deadline:

05/31/2024

Address:

20 Erb Street West

Job Family Group:

Wealth Sales & Service

 

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

  • Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
  • Assists the advisory team in preparing for client meetings, including scheduling appointments.
  • Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
  • Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
  • Maintains and organizes client database and client files.
  • Ensures transactions and tasks are appropriately assigned to team members and completed.
  • Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
  • Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
  • Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
  • Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
  • Maintains the confidentiality of client and Bank information.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.

 

Qualifications:

  • Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
  • Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
  • Familiarity with technology applications and software used in the financial planning and investment industry.
  • Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
  • Successful completion of 30-day BMO NB Investment Representative Licensing Program.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.

 

Please note the base salary for this specific position in Waterloo is $38,000.00.

 

Compensation and Benefits:

$31,600.00 - $46,200.00

Client Service Assistant

BMO CANADA
Waterloo
  Customer Service Full-time
  31,600  -  46,200
Application Deadline: 05/31/2024 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service   Supports one or more Investment Advisors (IAs) and IA Team and staff, an...
Learn More
May 10th, 2024 at 11:42