BMO Financial Group
Retail Banking
AssociateBanker
“Associate Banker at BMO Financial Group. Skills: customer service, sales, financial advice. Deliver exceptional service to customers. Deliver exceptional service to prospects”
What You'll Achieve.
Achieve overall business objectives; Contributes to meeting branch business results; Contributes to the customer experience; Contributes to business results; Contributes to the overall experience delivered
Industry & Context.
Analytical and problem solving skills - Good; Aptitude for solving problems; Analyzes issues; Determines next escalates as required
Available to work M-F 10am-3pm, May work at multiple branches, May work through various channels, Market work schedule may differ from week to week
What They're Looking For.
Must Have
1 – 2 years of relevant experience, certification in related field of study desirable, Confident and experienced in the use of social media, Confident and experienced in the use of tablets, Confident and experienced in the use of Smart phones, Confident and experienced in the use of online tools, Confident and experienced in the use of applications, Some experience in a consultative customer service roles, Some experience in a sales roles, Basic knowledge of specialized sales and business banking solutions, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
Nice to Have
Bilingual in Spanish and English, Bilingual in Vietnamese and English, Registration to sell investment products completed or in progress, A focus on results, Ability to thrive in a consultative sales and team-based environment, Resourceful self-starter, Courage and confidence to approach customers, Readiness to collaborate, Work in different capacities as part of a team, Interpersonal skills, Ability to build rapport and connections with customers, Aptitude for listening, Aptitude for solving problems, Aptitude for responding flexibly and creatively to new challenges, Basic specialized knowledge
What You'll Do.
Deliver exceptional service to customers
Deliver exceptional service to prospects
Identify customer needs
Provide advice and guidance regarding financial solutions
Collaborate with BMO partners
Identify referral opportunities
Grow customer relationship with BMO
Welcome and guide customers
Offer advice and guidance on digital options
Offer advice and guidance on self-serve options
Conduct client conversations about banking services
Recommend alternative banking channels
Provide personal banking advice
Provide investment advice
Meet customer transaction-based needs
Review customer profiles
Engage customers in a 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
Handle escalated service requests
Follow up on customer applications
Perform opening activities
Perform closing activities
Act as a key member of a branch team
Act as a key member of a market team
Probe to understand customer needs
Integrate marketing promotions into conversations
Integrate marketing programs into conversations
Provide strategic advice
Organize work information
Find creative approaches
Make customer experience feel personal
Contribute to ongoing improvement of customer experience
Contribute to business results
Follow through on risk processes
Follow through on compliance processes
Safeguard customers’ assets
Maintain customer privacy
Act in customers’ best interest
Keep current with financial services marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain current knowledge of personal banking products
Maintain current knowledge of personal banking practices
Maintain current knowledge of personal banking trends
Integrate product knowledge into customer conversations
Identify suspicious patterns of activity
Report suspicious patterns of activity
Comply with legal requirements
Comply with regulatory requirements
Protect the Bank's assets
Complete complex tasks
Complete diverse tasks
Escalate issues as required
Apply Risk Management Framework
Make risk informed decisions
How You'll Work.
Team & Collaboration
Works collaboratively within the branch; Works collaboratively 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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