BMO Financial Group
Retail Banking
AssociateBanker
“Associate Banker at BMO Financial Group. Skills: Sales, Customer Service, Financial Advice. Deliver exceptional service to BMO customers. Identify customer needs and provide guidance”
What You'll Achieve.
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.; Analytical and problem solving skills - Good
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
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
Offer advice and guidance on digital 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 and engage customers
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Contribute to meeting branch business results
Support operational activities
Follow through on risk and compliance processes
Keep current with financial services marketplace
Maintain current 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
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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