Personal Banking Associate
BMO US(1 month ago)
About this role
Customer-focused branch team member delivering personal banking advice and assistance to BMO customers and prospects. The role welcomes customers in the branch lobby, identifies needs, provides guidance on products and digital channels, and collaborates with partners to grow customer relationships. It supports branch operations while ensuring compliance with regulatory and risk requirements.
Required Skills
- Customer Service
- Sales
- Personal Banking
- Digital Banking
- Relationship Building
- Consultative Selling
- Transaction Processing
- Compliance
- Risk Management
- Communication
+5 more
Qualifications
- 1-2 Years Relevant Experience (or Equivalent Education/Experience)
- Registration To Sell Investment Products (Completed Or In Progress)
- 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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