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Personal Banking Associate at BMO - ApplyBlast

Personal Banking Associate

BMO

5 months ago

3.6 on Glassdoor

Guelph, ON, CAN

Onsite

Full Time

Junior

0 applicants

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About this role

A Retail Banking Sales & Service professional at BMO delivers exceptional financial solutions to customers and prospects, identifying needs to guide them toward appropriate banking, investment, and credit products. Acting as a lobby leader, the role involves collaborating with partners to grow customer relationships across various channels while ensuring seamless execution of transaction-based needs. The position emphasizes a consultative approach to provide strategic advice on personal banking, credit cards, and investment opportunities aligned with customer goals.

Responsibilities

Identify customer needs and provide financial solution advice
Guide customers to digital and self-serve banking options
Recommend alternative banking channels and investment products
Execute customer transactions with seamless service delivery
Report suspicious activity related to money laundering

Skills

Qualifications

Registration to sell investment products

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

View Profile

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.