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”
What You'll Achieve.
Achieve overall business objectives; Contribute to meeting branch business results; Contribute to the customer experience; Contribute 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
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, 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, 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
What You'll Do.
Deliver exceptional service to BMO customers
Identify customer needs
Provide advice and guidance on financial solutions
Collaborate with BMO partners to identify referral opportunities
Welcome and guide customers in the branch lobby
Offer advice on digital and self-serve options
Assist in conducting client conversations about banking services
Recommend alternative banking channels
Provide personal banking and investment advice
Meet customer transaction-based 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 business results
Contribute to customer experience
Support operational activities
Follow risk and compliance processes
Maintain knowledge of personal banking products
Integrate marketing promotions into customer conversations
Provide strategic advice
Organize work information
Find creative approaches to customer experience
Contribute to improvement of customer experience
Complete complex & diverse tasks
Escalate issues as required
Make sound and risk informed decisions
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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