BMO
Retail Banking
AssociateBanker
“Associate Banker at BMO. Skills: Customer service, Sales, Banking. Deliver exceptional service to BMO customers. Identify customer needs and provide guidance”
What You'll Achieve.
Achieve overall business objectives; Contributes to meeting branch business results; Contributes to business results
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) - as appropriate for the jurisdiction, Basic knowledge of specialized sales and business banking solutions, Basic specialized knowledge
Nice to Have
certification in related field of study desirable or an equivalent combination of education and experience, Some experience in a consultative customer service or sales roles, 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 and provide guidance
Collaborate with BMO partners
Welcome and guide customers
Offer advice on digital options
Conduct client conversations
Recommend alternative banking channels
Provide personal banking advice
Meet customer transaction needs
Review customer profiles
Engage customers in needs-based conversation
Address everyday banking plans
Address credit card needs
Contribute to meeting branch results
Support operational activities
Follow through on risk 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 branch 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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