Personal Banking Associate
4 days ago
We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Associate. In this role, 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 that 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.
- Review customer profiles and engage in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs.
- Contribute to meeting branch business results and the customer experience.
- Support operational activities, such as inventory management, escalated service requests, and filing.
- Act as a key member of a collaborative and versatile branch and market team.
- Proactively seek opportunities to improve the overall branch customer experience.
- Typically 1-2 years of relevant experience and/or certification in a related field of study.
- Registration to sell investment products completed or in progress (as required by the jurisdiction).
- Confident and experienced in using 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.
- Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
BMO offers a competitive salary, comprehensive benefits package, and opportunities for growth and development. We are committed to creating a diverse and inclusive work environment that values and respects our employees.
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.
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