Personal Banking Associate
BMO US(1 month ago)
About this role
A branch Personal Banking Representative at BMO provides personalized financial guidance to customers and prospects, helping them navigate personal banking and basic investment options. The role supports branch goals through customer engagement, cross-channel collaboration, and promoting digital banking solutions.
Required Skills
- Customer Service
- Sales
- Relationship Building
- Consultative Sales
- Digital Banking
- Compliance
- Cash Handling
- Communication
- Problem Solving
- Teamwork
Qualifications
- 1-2 Years Relevant Experience
- 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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