PBA
Core
Lobby leader and personal banker delivering financial solutions, guiding customers through branch and digital channels, and managing transaction needs.
Role type
Retail banking sales & service associate (lobby leader)
Builds
Personal banking relationships, credit card adoption, and cross-sell opportunities for BMO customers
Domain
Retail banking / Financial services
Deliverable
product features | client delivery
Required skills
consultative sales, customer relationship management, regulatory compliance, risk management, digital tool proficiency, needs-based advising
Preferred skills
investment product registration, specialized sales knowledge, creative problem solving
Technologies
tablets, smartphones, online banking tools, social media platforms
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking and investment solutions, execute transaction-based needs, support operational activities like inventory and application filing, identify and report suspicious activity, adhere to risk and compliance frameworks
Seniority
Entry-level to Junior, hands-on IC