Personal Banking Associate
3 weeks ago
We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Associate. As a key member of our branch team, you will be responsible for delivering exceptional customer service and providing financial solutions to our clients.
Key Responsibilities- Build strong relationships with customers and provide personalized banking solutions to meet their needs.
- Collaborate with BMO partners to identify referral opportunities and grow the customer's relationship with BMO.
- Assist customers with their banking transactions and provide guidance on available digital and self-serve options.
- Conduct client conversations about banking services and recommend alternative banking channels.
- Meet customer transaction-based needs with seamless execution and follow up on customer applications.
- Support operational activities and contribute to meeting branch business results and the customer experience.
- Act as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations.
- Organize work information to ensure accuracy and completeness.
- Take the initiative to find creative approaches that make each customer's experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- Typically between 1 – 2 years of relevant experience and/or certification in a related field of study is desirable.
- Registration to sell investment products completed or in progress is required.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Some experience in a 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.
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Personal Banking Associate
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