Personal Banking Associate
BMO US(1 month ago)
About this role
Customer-facing role at BMO delivering exceptional service to personal banking customers and prospects. The role identifies customer needs and provides guidance on financial solutions while collaborating with branch partners to grow relationships and achieve business objectives. It supports branch operations and promotes digital and self-serve options to make banking simple and efficient.
Required Skills
- Customer Service
- Sales
- Relationship Building
- Cross-Selling
- Digital Banking
- Compliance
- Communication
- Problem Solving
- Teamwork
- Organization
Qualifications
- 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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