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
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, needs-based conversation, regulatory compliance, risk management, product knowledge (personal banking/credit cards), digital tool proficiency
Preferred skills
Bilingual (English/French), investment product registration (Canadian Securities Course/IFIC), social media usage, problem-solving
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Welcome and guide customers in the branch lobby, conduct client conversations to recommend banking channels and products, execute transaction-based needs, review customer profiles to identify opportunities, support operational activities, identify and report suspicious activity, follow risk and compliance processes
Seniority
Entry to Mid-level (1-2 years experience or equivalent education)