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; Grow the customer’s relationship with BMO beyond personal banking; Make it easy, simple, and fast to bank 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; 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), 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, 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
Provide advice and guidance on financial solutions
Collaborate with BMO partners to identify referral opportunities
Welcome and guide customers in the branch lobby
Offer advice on digital and self-serve options
Conduct client conversations about banking services
Recommend alternative banking channels
Provide personal banking and investment advice
Meet customer transaction-based needs
Engage customers in needs-based conversation
Identify potential opportunities
Address everyday banking plans and credit card needs
Contribute to meeting branch business results
Support operational activities
Act as a key member of a branch and market team
Probe to understand customer needs
Integrate marketing promotions and programs
Organize work information for accuracy
Find creative approaches for customer experience
Contribute to customer experience improvement
Follow through on risk and compliance processes
Keep current with financial services marketplace
Maintain current knowledge of personal banking products
Identify and report suspicious patterns of activity
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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