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; further grow the customer’s relationship with BMO; making it easy, simple, and fast to bank with BMO; Contributes to meeting branch business results; 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 customers
Identify customer needs
Provide advice and guidance
Collaborate with partners
Identify referral opportunities
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 conversation
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Contribute to branch business results
Contribute to customer experience
Support operational activities
Act as key team member
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to improvement
Follow risk and compliance processes
Maintain knowledge of products
Identify suspicious patterns
Comply with legal requirements
Protect Bank's assets
Complete complex tasks
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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