Personal Banking Associate

3 weeks ago

Oshawa, Ontario, Canada BMO Full time

About the Role

We are seeking a skilled and customer-focused Personal Banking Associate to join our team at BMO. As a key member of our branch, you will play a vital role in delivering exceptional service to our customers and prospects.

Key Responsibilities

  1. Deliver personalized service to customers and prospects, identifying their needs and providing advice and guidance on financial solutions that meet their interests.
  2. Collaborate with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
  3. Welcomes and guides customers in the branch lobby, offering advice and guidance on digital and self-serve options to make banking easy, simple, and fast.
  4. As a lobby leader, assist in conducting client conversations about banking services, recommending alternative channels and providing personal banking and investment advice.
  5. Meet customer transaction-based needs with seamless execution.
  6. Review customer profiles and engage in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs.
  7. Contribute to meeting branch business results and the customer experience.
  8. Support operational activities, such as inventory management, escalated service requests, and following up on customer applications.
  9. Act as a key member of a collaborative and versatile branch and market team.
  10. Probe to understand customer personal banking and credit card needs, integrating marketing promotions and programs into customer conversations to provide strategic advice.
  11. Organize work information to ensure accuracy and completeness.
  12. Take the initiative to find creative approaches that make each customer's experience feel personal.
  13. Look for ways to contribute to the ongoing improvement of the overall branch customer experience.
  14. Contribute to business results and the overall experience delivered in the branch.
  15. May work at multiple branches based on market needs, with a variable work schedule.
  16. Follow through on risk and compliance processes and policies to safeguard customer assets, maintain their privacy, and act in their best interest.
  17. Keep current with the wider financial services marketplace, the legal and regulatory environment, and BMO's commitment to upholding the highest ethical requirements.
  18. Maintain current knowledge of personal banking products, practices, and trends, integrating into customer conversations.
  19. Identify and report suspicious patterns of activity suspected to be related to money laundering.
  20. Comply with legal and regulatory requirements for the jurisdiction.
  21. Protect the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  22. Complete complex and diverse tasks within given rules and limits.
  23. Analyze issues and determine next steps, escalating as required.

Requirements

  1. 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.
  2. Canada only: Registration to sell investment products completed or in progress, as appropriate for the jurisdiction.
  3. Confident and experienced in using social media, tablets, smartphones, online tools, and applications.
  4. Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
  5. Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  6. Passionate commitment to helping customers.
  7. Drive to deliver a personal customer experience.
  8. A focus on results and the ability to thrive in a consultative sales and team-based environment.
  9. Resourceful self-starter with courage and confidence to approach customers.
  10. Readiness to collaborate and work in different capacities as part of a team.
  11. Strong interpersonal skills, including the ability to build rapport and connections with customers.
  12. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  13. Basic specialized knowledge.
  14. Verbal and written communication skills – Good.
  15. Organization skills – Good.
  16. Collaboration and team skills – Good.
  17. Analytical and problem-solving skills – Good.

Compensation

The salary range for this position is $35,000.00 - $52,000.00, with a pay type of Salaried. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO's expected target for the first year in this position.

Total Compensation Package

BMO's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: .

About BMO

At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us 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.

Why Join Us?

As a member of the BMO team, you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

Accommodations and Inclusivity

BMO 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.

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