BMO Financial Group
Retail Banking
PersonalBankingAssociate
“Personal Banking Associate at BMO Financial Group. Skills: Customer service, Financial advice, Sales, Problem solving. Deliver exceptional service to BMO customers. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Contribute to meeting branch business results; Contribute to the customer experience; Contribute to business results
Industry & Context.
Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Perform initial problem solving within given rules/limits
Availability from Monday to Saturday, May work at multiple branches or through various channels, Work schedule may differ from week to week
What They're Looking For.
Must Have
No prior experience post-secondary degree or certification in related field of study is desirable, High-level knowledge of personal, commercial and partner offers, Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications, Highly skilled at helping people who don’t find digital applications intuitive, Projects a professional presence, Basic knowledge of specialized sales and business banking solutions, Passion for helping customers, Focus on delivering a personal experience, 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, Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges, Basic knowledge learned on the job, Verbal & written communication skills - Basic, Organization skills - Basic, Collaboration & team skills - Basic
Nice to Have
Fluency in English and Cantonese/Mandarin preferred
What You'll Do.
Deliver exceptional service to BMO customers
Identify customer needs
Provide advice and guidance on financial solutions
Work collaboratively within the branch
Initiate referrals to BMO colleagues
Support customer requests for banking services
Handle transactions and customer inquiries
Welcome customers warmly
Meet banking service and transactional needs
Offer advice and guidance on digital options
Review customer profiles
Engage customers in needs-based conversations
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Escalate complex customer situations
Contribute to meeting branch business results
Contribute to customer experience
Support operational activities
Manage cash transactions
Reconcile cash transactions
Execute routine tasks
Act as a key member of a branch team
Probe to understand customer needs
Integrate marketing promotions into conversations
Organize work information for accuracy
Find creative approaches for customer experience
Contribute to improvement of customer experience
Follow through on 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
Identify and report suspicious patterns
Comply with legal and regulatory requirements
Protect the Bank's assets
Complete standardized tasks under supervision
Perform initial problem solving
Escalate when 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; 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 - Basic
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