BMO Financial Group
Retail Banking
PersonalBankingAssociate
“Personal Banking Associate at BMO Financial Group. Skills: Customer service, Sales, Financial advice. Deliver exceptional service to BMO customers. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Contributes to meeting branch business results; Contributes to 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; 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, Consultative customer service or sales roles experience, 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, Social media, tablets, Smart phones, online tools, and applications proficiency, Interpersonal skills, including the ability to build rapport and connections with customers, Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges, Basic specialized knowledge
What You'll Do.
Deliver exceptional service to BMO customers
Identify customer needs
Provide advice and guidance on financial solutions
Collaborate with BMO partners
Identify referral opportunities
Welcome and guide customers
Offer advice on digital and self-serve options
Conduct client conversations
Recommend alternative banking channels
Provide personal banking advice
Provide investment advice
Meet customer transaction-based needs
Review customer profiles
Engage customers in needs-based conversation
Address everyday banking plans
Address credit card needs
Contribute to meeting branch business results
Contribute to customer experience
Support operational activities
Act as a key member of branch team
Probe customer personal banking needs
Probe customer credit card needs
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to customer experience improvement
Follow risk and compliance processes
Safeguard customers’ assets
Maintain customer privacy
Act in customers’ best interest
Keep current with financial services marketplace
Keep current with legal and regulatory environment
Uphold ethical requirements
Maintain current knowledge of personal banking products
Integrate product knowledge into customer conversations
Identify and report suspicious patterns
Comply with legal and regulatory requirements
Protect the Bank's assets
Complete complex tasks
Escalate issues as required
Apply Risk Management Framework
Make sound and 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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