Personal Banker Assosiate
Core
Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions while guiding customers through branch and digital channels.
Role type
Retail banking associate (personal banking & credit cards)
Builds
Customer relationships and branch business results
Domain
Retail Banking
Deliverable
product features
Required skills
consultative sales, customer service, risk management, regulatory compliance, product knowledge, relationship building, problem solving
Preferred skills
investment product registration, social media proficiency, tablet/smartphone usage
Technologies
tablets, smartphones, online banking tools
Responsibilities
Welcome and guide customers in the lobby, conduct needs-based conversations to recommend banking services and credit cards, execute transaction-based needs, support operational activities, identify referral opportunities, follow risk and compliance processes, maintain knowledge of banking products and trends.
Seniority
Entry-level to Junior