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Personal Banking Associate
2 months ago
We are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at Bank of Montreal. As a key member of our branch, 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 customer relationships beyond personal banking.
- Welcome and guide customers in the branch lobby, offering advice and guidance on 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 as a lobby leader.
- Meet customer transaction-based needs with seamless execution and review customer profiles to engage in needs-based conversations.
- Contribute to meeting branch business results and the customer experience, supporting operational activities such as inventory management and escalated service requests.
- Act as a key member of a collaborative and versatile branch and market team, probing to understand customer needs and integrating marketing promotions into customer conversations.
- Organize work information to ensure accuracy and completeness, taking the initiative to find creative approaches that make each customer's experience feel personal.
- Look for ways to contribute to the ongoing improvement of the overall branch customer experience and contribute to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs, with a work schedule that may differ from week to week in terms of days worked, hours, and shifts.
- Follow through on risk and compliance processes and policies to safeguard customer assets, maintain their privacy, and act in their best interest.
- Keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations.
- Identify and report suspicious patterns of activity that are suspected to be related to money laundering.
- Comply with legal and regulatory requirements for the jurisdiction and protect the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Complete complex and diverse tasks within given rules and limits, analyzing issues and determining next steps and escalating as required.
- 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.
- Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
- Some experience in consultative customer service or sales roles, 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.
- 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.
- Strong 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.
- Verbal and written communication skills - Good.
- Organization skills - Good.
- Collaboration and team skills - Good.
- Analytical and problem-solving skills - Good.
We offer a competitive salary of $35-$52,000.00, a salaried pay type, and a comprehensive total compensation package that includes performance-based incentives, discretionary bonuses, and other perks and rewards. We also offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
We are committed to an inclusive, equitable, and accessible workplace, where everyone has the opportunity to grow and make an impact. We strive to help you make an impact from day one, with in-depth training and coaching, manager support, and network-building opportunities.
To learn more about our company culture and values, please visit our website at BMO Careers.
