BMO Financial Group
Retail Banking
AssociateBanker
“Associate Banker at BMO Financial Group. Skills: Customer service, Sales, Financial advice. Deliver exceptional service to BMO customers. Identify customer needs and provide guidance”
What You'll Achieve.
Achieve overall business objectives; Grow the customer’s relationship with BMO beyond personal banking; Make it easy, simple, and fast to bank with BMO; Address everyday banking plans and credit card needs; Safeguard our customers’ assets; Maintain their privacy; Act in their best interest; Uphold the highest ethical requirements of our industry; Protect the Bank's assets
Industry & Context.
Analytical and problem solving skills - Good; An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
May work at multiple branches or through various channels based on market work schedule may differ from week to week in terms of days worked, hours, and shifts
What They're Looking For.
Must Have
Registration to sell investment products completed or in progress (must be completed within 12 months), 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, Basic knowledge of specialized sales and business banking solutions, 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, Basic specialized knowledge
What You'll Do.
Deliver exceptional service to BMO customers
Identify customer needs and provide guidance
Collaborate with BMO partners to identify referral opportunities
Welcome and guide customers in the branch lobby
Assist in conducting client conversations about banking services
Meet customer transaction-based needs
Review customer profiles and engage customers
Contribute to meeting branch business results
Support operational activities
Probes to understand customer needs
Integrate marketing promotions into customer conversations
Organize work information for accuracy
Find creative approaches for customer experience
Contribute to improvement of customer experience
Follow risk and compliance processes
Keep current with financial services marketplace
Maintain knowledge of personal banking products
Identify and report suspicious patterns of activity
Comply with legal and regulatory requirements
Protect the Bank's assets
Complete complex & diverse tasks
Analyze issues and determine next steps
Take measured risks applying Risk Management Framework
How You'll Work.
Team & Collaboration
Works collaboratively within the branch and through various channels with BMO partners; 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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