Personal Banking Associate
Core
Deliver exceptional service to BMO customers by identifying needs, providing financial advice, and guiding them through digital and self-serve options to enhance the banking experience.
Role type
Retail banking associate (personal banking & credit cards)
Builds
Customer relationships and branch business results
Domain
Retail Banking / Personal Finance
Deliverable
product features
Required skills
consultative sales, customer service, needs-based conversation, regulatory compliance, risk management, product knowledge integration
Preferred skills
investment product registration, social media proficiency, tablet/smartphone usage, specialized sales knowledge
Technologies
tablets, smartphones, online banking tools
Responsibilities
Welcome and guide customers in the branch lobby, conduct client conversations to recommend banking services and investment advice, execute transaction-based needs, review customer profiles to identify opportunities, support operational activities like inventory and application filing, identify and report suspicious activity related to money laundering, maintain current knowledge of banking products and regulatory environments.
Seniority
Entry-level to Junior, hands-on IC