Personal Banking Associate
BMO US(2 months ago)
About this role
A Retail Banking Sales & Service representative at BMO delivers exceptional service to customers and prospects by identifying needs and recommending appropriate financial solutions. The role supports customers in-branch and through digital channels, assists with transactions and branch operations, and collaborates with partners to grow customer relationships.
Required Skills
- Customer Service
- Sales
- Financial Advice
- Digital Tools
- Referral Generation
- Transaction Processing
- Compliance
- Risk Management
- Communication
- Collaboration
+2 more
Qualifications
- 1-2 Years Experience
- Certification In Related Field (Desirable)
- Registration To Sell Investment Products (Completed Or In Progress)
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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