Personal Banking Associate

3 weeks ago


Québec, Quebec, Canada BMO Full time
Job Summary

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 helping them achieve their financial goals.

Key Responsibilities
  1. Customer Service: Provide world-class service to our customers, responding to their inquiries and resolving their issues in a timely and professional manner.
  2. Financial Solutions: Identify customer needs and provide advice and guidance on financial solutions that meet their needs and goals.
  3. Team Collaboration: Work collaboratively with our branch team to achieve sales and service goals, and to provide a seamless customer experience.
  4. Product Knowledge: Stay up-to-date on our personal banking products and services, and use this knowledge to cross-sell and upsell to our customers.
  5. Operations: Assist with operational activities such as inventory management, escalated service requests, and filing.
  6. Compliance: Ensure that all activities are conducted in accordance with regulatory requirements and BMO's policies and procedures.
Requirements
  1. Experience: Typically 1-2 years of relevant experience in customer service or sales.
  2. Education: Completion of a relevant certification program or an equivalent combination of education and experience.
  3. Skills: Excellent communication and interpersonal skills, with the ability to build rapport with customers and colleagues. Strong problem-solving and analytical skills, with the ability to work in a fast-paced environment.
  4. Language: Fluency in English is required, with a strong understanding of business vocabulary and concepts.
Benefits

BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We also offer opportunities for career growth and development, with training and coaching to help you reach your full potential.



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