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; Contributes to meeting branch business results and the customer experience; Contributes to business results and the overall experience delivered
Industry & Context.
Analytical and problem solving skills - Good.; An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
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), 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., Basic knowledge of specialized sales and business banking solutions to refer to specialists., 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.
What You'll Do.
Deliver exceptional service to customers
Identify customer needs
Provide financial advice
Collaborate with partners
Welcome and guide customers
Conduct client conversations
Recommend alternative banking channels
Meet customer transaction needs
Review customer profiles
Engage customers in needs-based conversation
Contribute to meeting branch business results
Support operational activities
Probes to understand customer needs
Integrates marketing promotions
Organizes work information
Find creative approaches
Contribute to improvement of customer experience
Follow risk and compliance processes
Keep current with financial services marketplace
Maintain knowledge of personal banking products
Identify and report suspicious activity
Comply with legal requirements
Protect Bank's assets
Complete complex 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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