BMO
Retail Banking
AssociateBanker
“Associate Banker at BMO. Skills: Customer service, Sales, Financial advice. Deliver exceptional service to customers. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Grow the customer’s relationship with BMO; Make it easy, simple, and fast to bank with BMO; Contributes to meeting branch business results; Contributes to the customer experience; Contributes to business results; Contributes to 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; Analyzes issues and determines next escalates as required
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
1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience, Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction, 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
Basic specialized knowledge
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 needs-based conversation
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Contribute to meeting branch results
Support operational activities
Follow through on risk processes
Follow through on compliance processes
Keep current with marketplace
Keep current with legal environment
Keep current with regulatory environment
Maintain knowledge of products
Integrate marketing promotions
Identify suspicious patterns
Report suspicious activity
Comply with legal requirements
Comply with regulatory requirements
Complete complex tasks
Apply Risk Management Framework
Make risk informed decisions
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; Acts as a key member of a versatile branch team; Acts as a key member of a market team; Readiness to collaborate; Work in different capacities as part of a team
Communication Scope
Verbal & written communication skills - Good
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