BMO Financial Group
Retail Banking
PersonalBankingAssociate
“Personal Banking Associate at BMO Financial Group. Skills: Personal Banking, Customer Service, Sales. Deliver exceptional service to BMO customers. Identify customer needs and provide advice”
What You'll Achieve.
Achieve overall business objectives; Further grow the customer’s relationship with BMO; Contributes to meeting branch business results and the customer experience; Contributes to business results and the overall experience delivered
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; 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
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
certification in related field of study desirable, Basic specialized knowledge
What You'll Do.
Deliver exceptional service to BMO customers
Identify customer needs and provide advice
Collaborate with BMO partners
Welcome and guide customers
Conduct client conversations
Meet customer transaction-based needs
Review customer profiles
Contribute to meeting branch business results
Support operational activities
Probe to understand customer needs
Organize work information
Find creative approaches
Contribute to business results
Follow through on risk and compliance
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; 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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