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Personal Banking Associate

2 months ago

Toronto, Ontario, Canada Bank of Montreal Full time
Job Summary

We are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at the Bank of Montreal. As a key member of our retail banking sales and service team, you will be responsible for delivering exceptional customer experiences and providing personalized financial solutions to our clients.

Key Responsibilities
  • Customer Service and Support
    • Provide exceptional customer service to BMO clients and prospects, identifying their needs and providing advice and guidance on financial solutions.
    • Collaborate with BMO partners to identify referral opportunities and grow the customer's relationship with BMO beyond personal banking.
  • Lobby Leadership
    • Welcome and guide customers as they enter the branch lobby, offering advice and guidance on available digital and self-serve options.
    • Conduct client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Transaction Execution and Customer Engagement
    • Meet customer transaction-based needs with seamless execution.
    • Review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Operational Support
    • Support operational activities, such as inventory management, escalated service requests, and following up on customer applications.
    • Act as a key member of a collaborative and versatile branch and market team.
  • Continuous Improvement
    • Look for ways to contribute to the ongoing improvement of the overall branch customer experience.
    • Contribute to business results and the overall experience delivered in the branch.
Requirements
  • Typically between 1 – 2 years of relevant experience and/or certification in a related field of study.
  • 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 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.
  • 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.
About Us

The Bank of Montreal is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.