Personal Banking Associate
BMO US(27 days ago)
About this role
A Personal Banking Representative at BMO delivers exceptional service to customers and prospects by identifying needs and providing guidance on personal banking and investment solutions. The role operates primarily in-branch and across channels, collaborating with partners to grow customer relationships and achieve branch business objectives. It emphasizes customer experience, account servicing, and adherence to risk and compliance standards.
Required Skills
- Customer Service
- Consultative Sales
- Relationship Building
- Digital Banking
- Transaction Processing
- Referral Generation
- Compliance
- Communication
- Organization
- Problem Solving
Qualifications
- Mutual Funds License (Asset)
- Registration To Sell Investment Products (Within 12 Months)
- 1-2 Years 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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