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Personal Banking Associate at BMO - ApplyBlast

Personal Banking Associate

BMO

4 months ago

3.6 on Glassdoor

Canada

Onsite

Full Time

Junior

0 applicants

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About this role

In a collaborative branch environment, this role delivers exceptional service to BMO customers by identifying needs and guiding them to appropriate financial solutions across personal banking and credit card products. As a lobby leader, the employee recommends alternative channels while ensuring seamless execution of transaction-based needs and maintaining accurate customer profiles. The position involves probing for strategic advice opportunities and contributing to overall branch business results through a consultative approach.

Responsibilities

Deliver exceptional service to BMO customers and prospects
Identify customer needs and provide financial advice
Recommend alternative banking channels and investment solutions
Execute customer transactions and manage error resolution
Identify and report suspicious patterns related to money laundering

Skills

Qualifications

1-2 years relevant experienceConsultative customer service experienceKnowledge of financial services marketplace

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.