BMO Financial Group
Retail Banking
AssociateBanker
“Associate Banker at BMO Financial Group. Skills: Customer service, Sales, Financial advice. Deliver exceptional service to customers. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives.; Contributes to meeting branch business results and the customer experience.; Contributes to business results and the overall experience delivered.
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.; Analyzes issues and determines next escalates as required.
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) - as appropriate for the jurisdiction, Basic knowledge of specialized sales and business banking solutions to refer to specialists, 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, Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience, Passion for 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
Identify customer needs
Provide advice and guidance
Collaborate with partners
Grow customer relationships
Welcome and guide customers
Offer advice on digital options
Conduct client conversations
Recommend alternative banking channels
Meet customer transaction needs
Review customer profiles
Engage customers in conversation
Contribute to branch business results
Support operational activities
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to improvement
Follow risk and compliance processes
Keep current with marketplace
Maintain current knowledge
Identify and report suspicious patterns
Comply with legal requirements
Protect Bank's assets
Complete complex tasks
How You'll Work.
Team & Collaboration
Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.; Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.; 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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