Personal Banking Associate

BMO

Waterdown, Canada
$36,000.00 - $54,500.00; not specified; health ins...
Deliver exceptional customer service
Identify customer needs
Provide financial solutions advice
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
  • Collaborates with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
  • Follows through on risk and compliance processes, keeping current with the financial services marketplace and ethical requirements.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

$36,000.00 - $54,500.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • deliver exceptional customer service
  • identify customer needs
  • provide financial solutions advice
  • collaborate with BMO partners
  • guide customers in branch lobby
  • offer digital and self-serve options
  • meet customer transaction needs

Nice-to-have

  • creative approach to customer experience
  • contribute to ongoing improvement
  • drive to deliver personal experience
  • resourceful self-starter
  • courage and confidence to approach customers

Key Requirements

  • 1-2 years relevant experience
  • Certification in related field desirable
  • Equivalent combination of education and experience
  • Registration to sell investment products completed or in progress
  • Confident and experienced with digital tools
  • Consultative customer service or sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter