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 their banking experience.
Role type
Retail banking sales associate (lobby leader)
Builds
Personal banking relationships and customer referrals for broader BMO products
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
consultative sales, customer relationship management, digital banking navigation, regulatory compliance, risk management, needs-based analysis
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 needs-based conversations to recommend banking services and investment advice, execute transaction-based needs, support operational activities like inventory and application filing, identify and report suspicious activity related to money laundering, maintain current knowledge of personal banking products and trends, apply risk management frameworks to protect bank assets.
Seniority
Entry to Mid-level, hands-on IC
