Personal Finance Specialist

6 days ago


Windsor, Windsor and Maidenhead, United Kingdom BMO Bank of Montreal - Windsor Full time
About the Role

BMO Bank of Montreal - Windsor is seeking a highly skilled Commercial Banking Relationship Manager to join our team. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on various financial solutions.

Responsibilities:
  1. Customer Interactions: Engage with customers to understand their financial needs and preferences.
  2. Product Recommendations: Provide personalized product recommendations to meet customers' financial needs.
  3. Lending Decisions: Make credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and Bank policies.
  4. Risk Management: Apply risk management frameworks to protect the Bank's assets and maintain the quality of the lending portfolio.
Benefits and Compensation

The estimated salary range for this role is $35,700.00 – $66,100.00 per year, depending on qualifications and experience. This is a full-time position based in Windsor, ON.



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