BMO Financial Group
Retail Banking
PersonalBankingAssociate
“Personal Banking Associate at BMO Financial Group. Skills: customer service, sales, financial solutions, relationship management. Deliver exceptional service to BMO customers. Identify customer needs and provide advice”
What You'll Achieve.
achieve overall business objectives; 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; Analytical and problem solving skills - Good
Availability from Monday to Saturday, 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), 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
Fluency in English and Mandarin, Certification in related field of study desirable, Some experience in a consultative customer service or sales roles, Basic specialized knowledge
What You'll Do.
Deliver exceptional service to BMO customers
Identify customer needs and provide advice
Work collaboratively within the branch
Identify referral opportunities
Welcome and guide customers
Conduct client conversations
Meet customer transaction-based needs
Engage customers in needs-based conversation
Contribute to meeting branch business results
Support operational activities
Probes to understand customer needs
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to ongoing improvement
Follow risk and compliance processes
Keep current with financial services marketplace
Maintain current knowledge of products
Identify and report suspicious patterns
Comply with legal and regulatory requirements
Protect the Bank's assets
Complete complex & diverse tasks
Analyze issues and determine next steps
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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