Personal Banking Associate
BMO US(23 days ago)
About this role
A Personal Banking Representative at BMO delivers customer-facing banking support within branch environments, focusing on building relationships and ensuring a positive customer experience. The role supports branch business objectives, facilitates referrals to specialists, and helps customers access digital and self-serve banking options while maintaining compliance and safeguarding customer assets.
Required Skills
- Customer Service
- Sales
- Personal Banking
- Cross-Selling
- Digital Banking
- Compliance
- Risk Management
- Communication
- Problem Solving
- Organization
+1 more
Qualifications
- Registration To Sell Investment Products (Required/In Progress)
- 1-2 Years Relevant Experience
- Certification In Related Field (Preferred)
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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