BMO Financial Group
Retail Banking
PersonalBankingAssociate
“Personal Banking Associate at BMO Financial Group. Skills: Customer service, Sales, Financial advice. Deliver exceptional service to customers. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Further 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; Analyzes issues and determines next escalates as required; Analytical and problem solving skills - Good
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), 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, 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 or an equivalent combination of education and experience, Drive to deliver a personal customer experience, A focus on results and the ability to thrive in a consultative sales and team-based environment, Resourceful self-starter with courage and confidence to approach customers, Readiness to collaborate and work in different capacities as part of a team, interpersonal skills, including the ability to build rapport and connections with customers, An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges, Basic specialized knowledge
What You'll Do.
Deliver exceptional service to customers
Identify customer needs
Provide advice and guidance
Collaborate with partners
Welcome and guide customers
Offer advice on digital options
Assist in 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
Address everyday banking plans
Address credit card needs
Contribute to meeting branch results
Support operational activities
Follow through on risk processes
Keep current with marketplace
Maintain current knowledge of products
Identify and report suspicious patterns
Comply with legal requirements
Protect the Bank's assets
Complete complex tasks
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 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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