BMO Financial Group
Retail Banking
AssociateBanker
“Associate Banker at BMO Financial Group. Skills: Customer service, Sales, Financial advice. Deliver exceptional service to customers and prospects. Identify customer needs and provide guidance”
What You'll Achieve.
Achieve overall business objectives; Contributes to meeting branch business results; Contributes to business results
Industry & Context.
Analytical and problem solving skills - Good; An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Analyze issues; Determine next steps
What They're Looking For.
Must Have
Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction, Basic knowledge of specialized sales and business banking solutions, Basic specialized knowledge, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
Nice to Have
certification in related field of study desirable or an equivalent combination of education and experience, Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications, Some experience in a consultative customer service or sales roles, Passionate commitment to helping 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, 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
What You'll Do.
Deliver exceptional service to customers and prospects
Identify customer needs and provide guidance
Collaborate with partners to identify referral opportunities
Welcome and guide customers in the branch lobby
Offer advice on digital and self-serve options
Conduct client conversations about banking services
Recommend alternative banking channels
Provide personal banking and investment advice
Meet customer transaction-based needs
Review customer profiles
Engage customers in needs-based conversation
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Contribute to meeting branch business results
Contribute to customer experience
Support operational activities
Act as a key member of a branch team
Probe to understand customer needs
Integrate marketing promotions into conversations
Organize work information for accuracy
Find creative approaches for customer experience
Contribute to customer experience improvement
Follow through on risk and compliance processes
Safeguard customers' assets
Maintain customer privacy
Act in customers' best interest
Keep current with financial services marketplace
Keep current with legal and regulatory environment
Uphold ethical requirements
Maintain current knowledge of personal banking products
Maintain current knowledge of banking practices
Maintain current knowledge of banking trends
Identify and report suspicious patterns of activity
Comply with legal and regulatory requirements
Protect the Bank's assets
Complete complex tasks
Complete diverse tasks
Escalate issues as required
Apply Risk Management Framework
Make risk informed decisions
Align decisions to business strategy
Adhere to applicable policy documents
Adhere to laws and regulations
How You'll Work.
Team & Collaboration
Works collaboratively within the branch and through various channels with BMO partners; Collaborates with BMO partners to identify referral opportunities; Acts as a key member of a collaborative and versatile branch and market team; Readiness to collaborate and work in different capacities as part of a team
Communication Scope
Verbal & written communication skills - Good
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