Personal Banking Associate
BMO US(1 month ago)
About this role
A Customer Service Representative in Retail Banking at BMO delivers exceptional customer service in-branch, guiding customers through personal banking and digital options while identifying their financial needs. The role builds customer relationships, supports branch operations, and collaborates with specialists to connect customers with appropriate banking and investment products.
Required Skills
- Customer Service
- Sales
- Referrals
- Digital Tools
- Client Advice
- Transactions
- Compliance
- Communication
- Collaboration
- Problem Solving
Qualifications
- Certification in Related Field (Desirable)
- Registration to Sell Investment Products (Must be completed within 12 months)
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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