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Personal Banking Associate at BMO - ApplyBlast

Personal Banking Associate

BMO

4 months ago

3.6 on Glassdoor

Newmarket, ON

Hybrid

Full Time

Junior

0 applicants

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About this role

A Retail Banking Sales & Service professional at BMO delivers exceptional customer service and provides tailored financial advice to help customers achieve their personal banking and investment goals. This lobby leader role involves identifying referral opportunities, guiding clients through branch experiences, and utilizing digital tools to offer seamless banking solutions while adhering to strict regulatory compliance.

Responsibilities

Deliver exceptional service to BMO customers and prospects
Identify customer needs and provide financial solutions
Guide customers on digital and self-serve banking options
Conduct client conversations to recommend banking channels
Maintain current knowledge of banking products and trends

Skills

Qualifications

1 - 2 years relevant experienceSales certification in progress

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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