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BMO Financial Group Senior Banker in Montreal, Quebec


1205 Ste-Catherine Street West

Job Family Group:

Retail Banking Sales & Service

You have a passion for helping others and growing BMOs business. As a Senior Banker, you will focus on delivering exceptional service by truly understanding personal and small business customers and conducting a thorough financial needs assessment to offer the most appropriate solution that deepens the relationship by fulfilling the customers immediate and future financial needs. You will build & manage a network of referral sources, both internal and external, to grow BMOs business and make referrals, as required, to BMO partners to meet more sophisticated customer needs with personal and small business solutions.

  • Be a key member of a collaborative and versatile branch & market team; act as a role model for colleagues and support branch leadership activities

  • Develop and implement 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 select personal customers; you will support the development of new business for your branch through both personal and small business solutions tailored to these unique/specific customer segments

  • Build & manage a network of referral sources, both and external to grow BMOs business and make referrals as required to BMO partners

  • Engage customers in complete, needs based conversations to identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales & service needs, focused on small business, business banking, investments, cash management and all lending solutions; including complex deals, home financing, particularly business-for-self and small business financing solutions

  • Work with partners to proactively identify small business clients that are personal banking prospects and contribute to growing loyalty by creating great customer experiences grounded in an understanding of the customer personal and small business banking needs

  • Take the initiative and find creative approaches to make each customers experience feel personal

  • Keep current with BMO policies and processes, the wider financial services marketplace, the legal and regulatory environment, and our commitment to upholding the highest ethical requirements of our industry

  • Follow 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

  • Address questions & resolve issues raised through Consumer Credit, audits and quality checks to ensure data entry and recommendations are accurately documented in the lending applications and the lending process is followed

  • Use the Our Approach to Risk Management framework to protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements and established yield, quality, diversification and risk guidelines

  • Make credit recommendations on personal lending transactions in accordance with sound credit granting principles and in accordance with the Banks Policies and Procedures

What were looking for:

  • Passionate commitment and professionalism to helping our personal and small business 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

  • Digitally-savvy and able to identify banking alternatives for customers

  • 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, solving problems, and responding flexibly and creatively to new challenges


  • Projects a professional presence; proactively engages customers in complete conversations about their financial needs; listens actively to understand customer needs, clearly explains potential solutions and their benefit to the customer

  • Able to build rapport with customers and develop long term relationships with clients

  • Is collaborative, enjoys helping others and being part of a team

  • Identifies opportunities for referrals and makes smooth hand offs to partners in BMO FG

  • Previous experience in financial services required


  • Undergraduate degree and/or equivalent work experience

  • 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

We’re here to help

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

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.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.