Personal Banking Associate-Mandarin Speaking
Core
Deliver exceptional service to BMO customers by identifying needs and providing advice on financial solutions, digital options, and investment products within a branch setting.
Role type
Retail banking sales associate (lobby leader)
Builds
Customer relationships and branch business results
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
consultative sales, customer service, needs-based conversation, risk and compliance adherence, regulatory knowledge, product knowledge integration, suspicious activity reporting, digital tool proficiency
Preferred skills
investment product registration, social media usage, tablet/smartphone navigation, specialized sales knowledge
Technologies
tablets, smartphones, online banking tools
Responsibilities
Welcome and guide customers in the lobby, recommend alternative banking channels, conduct client conversations for banking and investment advice, execute transaction-based needs, review customer profiles for opportunities, support operational activities, follow risk and compliance processes, identify suspicious patterns, maintain knowledge of products and regulations
Seniority
Entry to Mid-level, hands-on IC
