Personal Banking Associate
$34,750–$51,800 year
On-siteRenfrew, Ontario, Canada
Job Summary
Delivers exceptional service to BMO customers by welcoming them into the branch lobby, guiding them through digital options, and conducting consultative conversations to identify needs for personal banking and investment solutions. Probes into customer profiles to recommend alternative channels, integrate marketing promotions, and execute complex transactions while safeguarding assets through strict risk and compliance processes. Collaborates with partners to identify referral opportunities, manages operational activities like inventory and application follow-ups, and reports suspicious patterns related to money laundering. Works within a team-based environment to meet branch business results and uphold ethical requirements, maintaining current knowledge of the financial marketplace and regulatory environment.
Required Qualifications
- Typically between 1 – 2 years of relevant experience
- Registration to sell investment products completed or in progress (must be completed within 12 months)
- Canada only
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
- Some experience in a consultative customer service or sales roles
- Drive to deliver a personal customer experience
- Basic knowledge of specialized sales and business banking solutions
- Passionate commitment to helping customers
- A focus on results
- Ability to thrive in a consultative sales and team-based environment
- Resourceful self-starter
- Courage and confidence to approach customers
- Readiness to collaborate and work in different capacities as part of a team
- Strong interpersonal skills, including the ability to build rapport and connections with customers
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- Basic specialized knowledge
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
- Must be able to lift 50 lbs
Desired Qualifications
- Canadian Securities Course (CSC) by the Canadian Securities Institute (CSI)
- Canadian Investment Funds Course by the Investment Funds Institute of Canada (IFIC)
- Canadian Investment Funds Course by the IFSE institute
- Investment Funds in Canada Course by CSI
- Certification in related field of study
- Equivalent combination of education and experience
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