Personal Banking Associate
BMO US(1 month ago)
About this role
A branch-based Personal Banking Representative at BMO provides frontline service to customers and prospects, guiding them on personal banking, digital options, and investment needs. The role focuses on identifying customer needs, referring specialized solutions, and collaborating with branch and market partners to grow customer relationships and achieve business objectives. It also includes supporting operational branch activities and contributing to the overall customer experience.
Required Skills
- Customer Service
- Sales
- Cross-Selling
- Relationship Building
- Compliance
- Cash Handling
- Digital Banking
- Communication
- Problem Solving
- Teamwork
Qualifications
- Registration To Sell Investment Products (in progress or completed)
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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