BMO Financial Group
Retail Banking
AssociateBanker
“Associate Banker at BMO Financial Group. Skills: Sales, Customer service, Financial solutions. Deliver exceptional service. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Contributes to meeting branch business results; Contributes to business results
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Analytical and problem solving skills - Good; 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
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 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, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
What You'll Do.
Deliver exceptional service
Identify customer needs
Provide advice and guidance
Collaborate with partners
Deliver desired customer experience
Achieve business objectives
Identify referral opportunities
Grow customer relationship
Welcome and guide customers
Offer advice on digital options
Conduct client conversations
Recommend alternative banking channels
Provide personal banking advice
Provide investment advice
Meet customer transaction 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 results
Contribute to customer experience
Support operational activities
Integrate marketing promotions
Integrate marketing programs
Organize work information
Find creative approaches
Make customer experience personal
Contribute to improvement
Follow risk and compliance processes
Follow risk and compliance policies
Safeguard customers’ assets
Maintain customer privacy
Act in customers’ best interest
Keep current with marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain current knowledge
Integrate into customer conversations
Identify suspicious patterns
Report suspicious patterns
Comply with legal requirements
Comply with regulatory requirements
Protect Bank's assets
Complete complex tasks
Complete diverse tasks
Apply Risk Management Framework
Make risk informed decisions
Align to business strategy
Adhere to applicable policy documents
How You'll Work.
Team & Collaboration
Works collaboratively within the branch; Works through various channels with BMO partners; Collaborates 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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