Personal Banking Associate

6 days ago

Toronto, Ontario, Canada BMO Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Associate. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their goals.

Key Responsibilities
  • Collaborate with BMO partners to identify referral opportunities and grow the customer's relationship with BMO beyond personal banking.
  • Welcome and guide customers as they enter the branch, offering advice and guidance on available digital and self-serve options to make banking easy, simple, and fast.
  • Conduct client conversations about banking services, recommending alternative channels and providing personal banking and investment advice.
  • Meet customer transaction-based needs with seamless execution and review customer profiles to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contribute to meeting branch business results and the customer experience, supporting operational activities, and acting as a key member of a collaborative and versatile branch and market team.
  • Proactively find creative approaches to make each customer's experience feel personal and look for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Follow through on risk and compliance processes and policies to safeguard customer assets, maintain their privacy, and act in their best interest.
Requirements
  • Typically between 1-2 years of relevant experience and/or certification in a related field of study, or an equivalent combination of education and experience.
  • Registration to sell investment products completed or in progress, as appropriate for the jurisdiction.
  • Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
  • Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers, 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, strong interpersonal skills, and an aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
What We Offer

BMO offers a competitive salary, a comprehensive benefits package, and opportunities for growth and development. We are committed to an inclusive, equitable, and accessible workplace, where everyone has the opportunity to succeed and make an impact.

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