Banking Experience Associate

2 weeks ago


Halifax, Nova Scotia, Canada Bank of Montreal Full time

About the Position

We are seeking a Banking Experience Associate to join our team. As a key member of our branch, you will provide exceptional service to our customers and prospects, identifying their needs and providing advice on financial solutions.

Key Responsibilities

  • Deliver exceptional service to customers, including transactional and advisory support.
  • Provide guidance on available digital options to make banking easy, simple, and fast.
  • Engage customers in needs-based conversations to identify opportunities and address everyday banking plans and credit card needs.
  • Support operational activities, such as inventory management and escalated service requests.
  • Manage cash transactions and reconcile balances between treasury and branch units.
  • Execute routine tasks within relevant service level agreements.

Requirements

  • No prior experience necessary; post-secondary degree or certification is desirable.
  • High-level knowledge of personal, commercial, and partner offers.
  • Confident use of social media, tablets, smartphones, online tools, and applications.
  • Skilled at helping customers gain confidence in using digital applications.
  • Basic knowledge of specialized sales and business banking solutions.


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