Personal Banking Associate
Core
Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions.
Role type
Personal Banking Associate
Builds
Customer relationships and branch business results
Domain
Retail Banking
Deliverable
client delivery
Required skills
consultative sales, customer service, risk management, regulatory compliance, product knowledge
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 and investment advice, execute transaction-based needs, support operational activities like inventory management and filing, identify and report suspicious activity related to money laundering, maintain current knowledge of personal banking products and trends.
Seniority
Entry-level to Junior