Personal Banking Associate
Core
Deliver exceptional service to BMO customers by identifying needs, providing financial advice, and handling banking transactions across various channels.
Role type
Retail banking associate (personal banking)
Builds
Customer banking experience and branch business results
Domain
Retail banking / Personal finance
Deliverable
product features
Required skills
Customer needs identification, transaction handling, digital tool proficiency, risk compliance adherence, basic sales knowledge
Preferred skills
Post-secondary degree or certification, social media proficiency, ability to assist non-digital users, professional presence
Technologies
Tablets, smartphones, online banking tools
Responsibilities
Handle customer inquiries and transactions, offer advice on digital banking options, review customer profiles for opportunities, manage cash transactions, follow risk and compliance processes, escalate complex issues
Seniority
Entry-level, supervised IC