Personal Banking Associate

1 month ago


Charlottetown, Prince Edward Island, Canada BMO Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our Personal Banking team as a Personal Banking Advisor. As a key member of our team, 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 and 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 banking channels and provide personal banking and investment advice.
  • Meet customer transaction-based needs with seamless execution and review customer profiles to engage them in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contribute to meeting branch business results and the customer experience, supporting operational activities such as inventory management, escalated service requests, and following up on customer applications.
  • Act as a key member of a collaborative and versatile branch and market team, probing to understand customer personal banking and credit card needs and integrating marketing promotions and programs into customer conversations to provide strategic advice.
  • Organize work information to ensure accuracy and completeness, taking the initiative to find creative approaches that make each customer's experience feel personal and looking for ways to contribute to the ongoing improvement of the overall branch customer experience.
Requirements
  • 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.
  • Registration to sell investment products completed, as appropriate for the jurisdiction.
  • Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
  • Some experience in a consultative customer service or sales role, 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, 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, and 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, basic specialized knowledge, verbal and written communication skills, organization skills, collaboration and team skills, and analytical and problem-solving skills.
What We Offer

We offer a competitive salary range of $33,850.00 - $49,500.00, a salaried pay type, and a comprehensive total compensation package that includes performance-based incentives, discretionary bonuses, and other perks and rewards. We also offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About BMO

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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