Personal Banking Associate
BMO US(1 month ago)
About this role
A customer-facing role at BMO focused on delivering exceptional service to retail banking customers. The role identifies customer needs and provides personalized financial guidance and solutions. It collaborates with branch partners and channels to deepen customer relationships and support branch business objectives.
Required Skills
- Customer Service
- Sales
- Relationship Building
- Financial Advice
- Referrals
- Digital Banking
- Transaction Processing
- Compliance
- Risk Management
- Communication
+4 more
Qualifications
- Registration To Sell Investment Products
- Certification In Related Field
- 1-2 Years Relevant Experience
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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