Personal Banking Associate
BMO US(1 month ago)
About this role
A customer-facing Personal Banking representative at BMO who delivers exceptional service and financial guidance to branch customers and prospects. The role focuses on identifying customer needs, connecting clients with appropriate banking and investment solutions, and collaborating with internal partners to grow customer relationships and achieve branch objectives.
Required Skills
- Customer Service
- Consultative Sales
- Personal Banking
- Referrals
- Digital Tools
- Transaction Processing
- Inventory Management
- Compliance
- Communication
- Organization
+5 more
Qualifications
- Registration To Sell Investment Products
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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