Personal Banking Associate
Core
Delivers exceptional service to BMO customers by identifying needs and providing advice on financial solutions, acting as a lobby leader to guide customers and recommend banking channels.
Role type
Personal Banking Associate (Retail Banking Sales & Service)
Builds
Customer relationships and branch business results
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
consultative sales, customer service, risk management, regulatory compliance, product knowledge, problem solving
Preferred skills
social media proficiency, tablet/smartphone usage, investment product registration
Technologies
tablets, smartphones, online banking tools
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking services, execute transaction-based needs, support operational activities like inventory and filing, identify referral opportunities, report suspicious activity related to money laundering, maintain knowledge of legal and regulatory requirements.
Seniority
Entry to Mid-level, hands-on IC