Personal Banker Associate
BMO US(1 month ago)
About this role
A Personal Banking Representative at BMO provides frontline support to customers and prospects, representing the bank at branch locations and through other channels. The role focuses on fostering customer relationships, identifying financial needs, and guiding customers to appropriate banking solutions. It supports branch business objectives through collaboration with partners and adherence to regulatory and compliance standards.
Required Skills
- Customer Service
- Sales
- Relationship Building
- Digital Tools
- Financial Advice
- Compliance
- Problem Solving
- Communication
- Organization
- Teamwork
Qualifications
- Registration To Sell Investment Products (in progress or completed)
- Certification In Related Field (desirable)
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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