Personal Banking Associate
$36,000–$54,500 year
On-siteSainte-Agathe-des-Monts, Quebec, Canada
Job Summary
Delivers exceptional service to BMO customers by welcoming them into the branch lobby, guiding them through digital self-serve options, and conducting consultative conversations to identify needs for personal banking and investment solutions. Reviews customer profiles to address everyday banking plans and credit card requirements while integrating marketing promotions into strategic advice. Supports operational activities including inventory management, filing, and following up on applications, while identifying referral opportunities to grow customer relationships. Probes to understand personal banking and credit card needs, ensuring seamless execution of transaction-based requests and accurate work organization. Follows risk and compliance processes to safeguard assets, report suspicious activity related to money laundering, and uphold legal and regulatory requirements. Maintains current knowledge of financial products and trends to provide sound, risk-informed decisions that align with business strategy and protect the bank's assets.
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
Desired Qualifications
- an equivalent combination of education and experience
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