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Personal Banking Associate

2 weeks ago

Calgary, Canada BMO Financial Group Full time

933 17th Avenue SW, Unit 105 Calgary Alberta,T2T 5R6

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Develops and implements an annual business development plan to maximize referrals / opportunities through proactive outreach to branch-managed small business clients, personal prospects from business banking, and other selected personal customers.
- Supports the growth in new business by developing personal and small business solutions tailored to unique / specific customer segments.
- Builds and manages a network of internal and external referral sources to grow BMO’s business and make referrals to BMO partners.
- Works with partners to proactively identify small business clients that are personal banking prospects.
- Contributes to growing loyalty by creating great customer experiences grounded in an understanding of the personal and small business banking needs of the customer.
- Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
- Supports customer transactions needs based on customer traffic.
- Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Helps determine business priorities and best sequence for execution of business / group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Acts as a role model for colleagues and supports branch leadership activities.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
- Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
- Appropriate lending qualifications and designations.
- In-depth knowledge of personal and small business customer needs and solutions, including solid working knowledge of financial analysis, including cash flow cycle and available cash management products/services.
- Previous experience in financial services required.
- Passionate commitment and professionalism to helping our customers with the drive to deliver an exceptional customer experience.
- A focus on results,