Personal Banking Associate

BMO

North Battleford, Canada
Base: $34,750.00 - $51,800.00; bonus/equity: not s...
Exceptional customer service delivery
Identify customer needs
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.
  • Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve business objectives.
  • Follows through on risk and compliance processes and policies to ensure safeguarding of customer assets, privacy, and acting in their best interest.

Matching Summary

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

Salary

Base: $34,750.00 - $51,800.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Identify customer needs
  • Financial solutions advice
  • Collaborate with BMO partners
  • Digital and self-serve options guidance
  • Meet transaction-based needs

Nice-to-have

  • Creative approach to customer experience
  • Contribute to ongoing improvement
  • Proactive in identifying opportunities
  • Thrive in a consultative sales environment

Key Requirements

  • 1-2 years relevant experience
  • Certification in related field desirable
  • Registration to sell investment products
  • Confident in using digital tools
  • Consultative customer service experience

Work Rights

Not specified

Tailored Resume

Cover Letter