Personal Banking Associate

4 weeks ago


Prince George, British Columbia, Canada BMO Full time
Job Description

At BMO, we are seeking a highly motivated and customer-focused individual to join our Personal Banking team as a Personal Banking Associate. As a key member of our team, you will be responsible for delivering exceptional customer service and sales support to our existing and prospective customers.

Key Responsibilities:
  • Deliver personalized service to customers, identifying their needs and providing advice and guidance on financial solutions.
  • Collaborate with BMO partners to identify referral opportunities and grow customer relationships.
  • Welcomes and guides customers, offering advice and guidance on available digital and self-serve options.
  • Conduct client conversations about banking services, recommending alternative channels and providing personal banking and investment advice.
  • Meet customer transaction-based needs with seamless execution.
  • Review customer profiles and engage in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contribute to meeting branch business results and the customer experience.
  • Support operational activities, such as inventory management and escalated service requests.
  • Act as a key member of a collaborative and versatile branch and market team.
Requirements:
  • Typically between 1 – 2 years of relevant experience and/or certification in a related field of study.
  • 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.
  • 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.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
What We Offer:
  • A competitive salary range of $33,850.00 - $49,500.00.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • The opportunity to work in a dynamic and collaborative environment with a team of dedicated professionals.
  • The chance to develop your skills and knowledge in a fast-paced and ever-changing industry.


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