Personal Banking Associate
4 weeks ago
We are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at BMO. 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 the customer's relationship with BMO beyond personal banking.
- Welcome and guide customers as they enter the branch lobby, offering advice and guidance on available digital and self-serve options to make banking easy, simple, and fast.
- Conduct client conversations about banking services to recommend alternative channels and provide personal banking and investment advice.
- 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 and programs 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 variable work schedule.
- 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 required 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, with 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, with strong interpersonal skills and the ability to build rapport and connections.
- Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
BMO offers a competitive salary range of $35,000.00 - $52,000.00, with a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We also offer opportunities for professional growth and development, as well as a collaborative and inclusive work environment.
At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. We strive to create lasting, positive change for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
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