Personal Banking Associate
BMO US(1 month ago)
About this role
A Personal Banking/Lobby Associate at BMO delivers excellent customer service by understanding customer needs and providing appropriate personal banking and investment guidance. The role supports branch objectives by collaborating with partners across channels to grow customer relationships and ensure a positive banking experience. It involves maintaining product knowledge, upholding compliance, and contributing to overall branch performance.
Required Skills
- Customer Service
- Sales
- Relationship Building
- Digital Tools
- Transaction Processing
- Referral Identification
- Compliance
- Risk Management
- Communication
- Collaboration
+2 more
Qualifications
- Certification In Related Field
- Registration To Sell Investment Products
- Equivalent Combination Of Education And Experience
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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