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Personal Banking Associate at BMO - ApplyBlast

Personal Banking Associate

BMO

4 months ago

3.6 on Glassdoor

Canada

Hybrid

Full Time

Junior

0 applicants

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About this role

A Retail Banking Sales & Service professional delivers exceptional service to BMO customers, guiding them through digital options and personal banking solutions. This role involves identifying customer needs, providing strategic advice on financial products, and collaborating with branch partners to drive business results. Responsibilities include managing lobby activities, conducting needs-based conversations, and adhering to risk and compliance processes to safeguard customer assets.

Responsibilities

Deliver exceptional service to BMO customers and prospects
Recommend alternative banking channels based on customer needs
Execute customer transactions seamlessly and accurately
Adhere to risk and compliance processes to safeguard assets
Integrate marketing promotions into personal banking conversations

Skills

Qualifications

1-2 years of relevant experienceSales and business banking solutions knowledge

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.