Bank of Montreal
Senior Banker
Job Description
Position Overview
Delivers exceptional service to BMO customers and prospects, identifying customer needs and providing advice on financial solutions that best serve the customer. Works collaboratively with branch teams and partners to deliver a seamless customer experience and achieve business objectives. Leads proactive engagement with existing customers and prospects, conducts needs assessments, recommends personalized solutions, and supports transactions while maintaining compliance with regulatory and risk requirements.
Key Responsibilities
- Engage customers through needs assessments to identify financial solutions and preferred banking channels.
- Provide tailored advice on lending, investments, and small‑business solutions, ensuring alignment with personal and business goals.
- Apply the bank’s risk management framework to protect assets and maintain portfolio quality.
- Make credit recommendations for personal lending, inc...