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Personal Banking Associate
2 months ago
We are seeking a highly skilled and motivated Personal Banking Associate to join our team at BMO. As a key member of our branch, you will be responsible for delivering exceptional customer service and providing financial solutions to our clients.
Key Responsibilities- Customer Service: Provide personalized service to our customers, identifying their needs and providing advice and guidance on financial solutions.
- Financial Solutions: Collaborate with BMO partners to identify referral opportunities and provide customers with alternative banking channels and personal banking and investment advice.
- Transaction Execution: Meet customer transaction-based needs with seamless execution.
- Customer Engagement: Review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Team Collaboration: Contribute to meeting branch business results and the customer experience, and work collaboratively with the branch and market team.
- Operational Activities: Support operational activities, such as inventory management, escalated service requests, and filing.
- Risk and Compliance: Follow through on risk and compliance processes and policies to ensure the safeguarding of customer assets and the maintenance of their privacy.
- Experience: Typically between 1 – 2 years of relevant experience and/or certification in a related field of study.
- Registration: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
- Skills: Confident and experienced in the use of online tools and applications, with a drive to deliver a personal customer experience.
- Qualifications: Some experience in a consultative customer service or sales role, with a passion for helping customers and a focus on results.
We offer a competitive salary, a comprehensive benefits package, and opportunities for growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
