BMO Financial Group
Retail Banking
AssociateBanker
“Associate Banker at BMO Financial Group. Skills: customer needs, financial solutions, customer experience, business objectives. Deliver exceptional service to BMO customers. Identify customer needs”
What You'll Achieve.
achieve overall business objectives; further grow the customer’s relationship with BMO beyond personal banking; making it easy, simple, and fast to bank with BMO; 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, Basic specialized knowledge, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
Nice to Have
Bilingual in English and Spanish Language is preferred, Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction
What You'll Do.
Deliver exceptional service to BMO customers
Identify customer needs
Provide advice and guidance
Collaborate with BMO partners
Identify referral opportunities
Welcome and guide customers
Offer advice and guidance
Conduct client conversations
Recommend alternative banking channels
Provide personal banking and investment advice
Meet customer transaction-based needs
Review customer profiles
Engage customers in needs-based conversation
Address everyday banking plans
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
Comply with legal and regulatory requirements
Protect the Bank's assets
Complete complex & diverse tasks
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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