Personal Banking Associate
BMO US(29 days ago)
About this role
A Personal Banking Representative at BMO provides front-line support to personal banking customers in branch settings, serving as the initial point of contact and helping customers navigate banking options. The role focuses on understanding customer needs and guiding them to appropriate financial solutions while supporting the branch's overall customer experience and business objectives.
Required Skills
- Customer Service
- Sales
- Digital Literacy
- Relationship Building
- Compliance
- Communication
- Problem Solving
- Organization
- Teamwork
- Referrals
Qualifications
- Registration To Sell Investment Products (within 12 months)
- 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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