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 the banking experience.
Role type
Retail banking associate (personal banking & credit cards)
Builds
Personal banking relationships, credit card accounts, and referrals to investment/business banking
Domain
Retail Banking / Personal Finance
Deliverable
product features
Required skills
consultative sales, customer relationship management, financial product knowledge, regulatory compliance, risk management, digital tool proficiency
Preferred skills
investment product registration, social media usage, tablet/smartphone navigation
Technologies
tablets, smartphones, online banking tools
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking services and credit cards, execute transaction-based needs, support operational activities like inventory and application filing, identify and report suspicious activity related to money laundering, and adhere to risk and compliance policies.
Seniority
Entry-level to Junior (1-2 years experience)