BMO
Retail Banking
PersonalBankingAssociate
“Personal Banking Associate at BMO. Skills: Personal banking, Customer service, Sales, Financial advice. Deliver exceptional service to BMO customers. Identify customer needs and provide advice”
What You'll Achieve.
Achieve overall business objectives; Contributes to meeting branch business results; 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), 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, Passion for helping customers, 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 BMO customers
Identify customer needs and provide advice
Provide guidance regarding financial solutions
Collaborate with BMO partners
Identify referral opportunities
Grow customer relationships
Welcome and guide customers
Offer advice on digital options
Make it easy to bank with BMO
Conduct 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
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Contribute to meeting branch results
Contribute to customer experience
Support operational activities
Follow risk and compliance processes
Safeguard customers’ assets
Maintain customer privacy
Act in customers’ best interest
Keep current with financial marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain knowledge of personal banking products
Maintain knowledge of practices
Maintain knowledge of trends
Integrate knowledge into conversations
Identify suspicious patterns of activity
Report suspicious patterns of activity
Comply with legal requirements
Comply with regulatory requirements
Protect the Bank's assets
Complete complex tasks
Complete diverse tasks
Assign accountabilities
How You'll Work.
Team & Collaboration
Works collaboratively within the branch; Works collaboratively 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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