Personal Banking Associate

2 months ago

Nanaimo, British Columbia, Canada BMO Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Associate. In this role, 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 channels and provide personal banking and investment advice.
  • Meet customer transaction-based needs with seamless execution and review customer profiles to engage in needs-based conversations.
  • Contribute to meeting branch business results and the customer experience, supporting operational activities and acting as a key member of a collaborative and versatile branch and market team.
  • Proactively identify and report suspicious patterns of activity related to money laundering and maintain current knowledge of personal banking products, practices, and trends.
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.
  • Investment Funds in Canada or Canadian Securities Course completion.
  • 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 and a focus on results in a consultative sales and team-based environment.
What We Offer

BMO offers a competitive salary, additional compensation incentives, health benefits, pension, employee banking, and a comprehensive total compensation package that includes performance-based incentives, discretionary bonuses, and other perks and rewards.

We are committed to an inclusive, equitable, and accessible workplace, where everyone has the opportunity to grow and make an impact. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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