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
Retail banking sales associate (lobby leader)
Builds
Customer relationships and branch business results
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
consultative sales, customer service, risk and compliance adherence, regulatory knowledge, product knowledge (personal banking/credit cards), digital tool proficiency
Preferred skills
investment product registration, social media usage, tablet/smartphone proficiency, 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 channels and products, execute transaction-based needs, support operational activities, identify referral opportunities, report suspicious activity, maintain knowledge of products and regulations
Seniority
Entry to Mid-level, hands-on IC
