Personal Banking Associate
Core
Deliver exceptional service to BMO customers by identifying needs and providing advice on financial solutions, including personal banking, credit cards, and investment products.
Role type
Retail banking sales associate (lobby leader)
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, needs analysis
Preferred skills
social media proficiency, tablet/smartphone usage, creative problem solving
Technologies
tablets, smartphones, online banking tools
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking services and investment advice, execute transaction-based needs, support operational activities like inventory and filing, identify and report suspicious activity related to money laundering, follow risk and compliance processes.
Seniority
Entry-level to Junior (1-2 years experience)