BMO Financial Group
Retail Banking
PersonalBankingAssociate
“Personal Banking Associate at BMO Financial Group. Skills: Personal Banking, Sales, Customer Service. Deliver exceptional service. 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), 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, Some experience in a consultative customer service or sales roles, Basic specialized knowledge
What You'll Do.
Deliver exceptional service
Identify customer needs
Provide financial advice
Collaborate with partners
Grow customer relationships
Welcome and guide customers
Conduct client conversations
Recommend banking channels
Provide personal banking advice
Meet customer transaction needs
Engage customers in needs-based conversation
Address everyday banking plans
Address credit card needs
Contribute to branch results
Support operational activities
Handle escalated service requests
Follow up on customer applications
Perform opening and closing activities
Act as a key team member
Understand customer needs
Integrate marketing promotions
Organize work information
Find creative approaches
Improve customer experience
Contribute to business results
Work at multiple branches
Follow risk and compliance processes
Safeguard customer assets
Maintain customer privacy
Act in customer's best interest
Keep current with marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain product knowledge
Identify suspicious activity
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 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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