Personal Banking Associate
BMO US(1 month ago)
About this role
A Personal Banking Representative at BMO delivers exceptional service to customers and prospects, acting as a primary contact in the branch to support everyday banking needs. The role focuses on identifying customer needs and providing appropriate financial guidance while promoting digital and self-serve options. The position involves collaborating with internal partners to grow customer relationships and contribute to branch business objectives.
Required Skills
- Customer Service
- Sales
- Relationship Building
- Referrals
- Digital Tools
- Compliance
- Risk Management
- Communication
- Organization
- Collaboration
+2 more
Qualifications
- Registration To Sell Investment Products (Canada)
- 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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