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Personal Banking Associate

1 month ago

Montreal, Quebec, 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. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and providing advice and guidance on financial solutions that meet their needs.

Key Responsibilities
  • Collaborate with colleagues to identify referral opportunities and grow customer relationships
  • Provide personalized service to customers, including welcoming and guiding them through the branch lobby
  • Conduct client conversations to recommend alternative banking channels and provide 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
  • Contribute to meeting branch business results and the customer experience
  • Support operational activities, including 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 or in progress (as required 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

We offer a competitive salary range of $35,000.00 - $52,000.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to an inclusive, equitable, and accessible workplace, and we strive to help our employees grow and make an impact.

To learn more about this opportunity, please visit our website at https://www.bmo.com.