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Personal Banking Associate at BMO - ApplyBlast

Personal Banking Associate

BMO

4 months ago

3.6 on Glassdoor

Gander, Newfoundland and Labrador

Hybrid

Full Time

Junior

0 applicants

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About this role

A Branch Team Member at BMO delivers exceptional service to customers and prospects by identifying needs and providing guidance on financial solutions. The role involves collaborating within the branch and across channels to recommend banking services, execute transactions, and contribute to overall business objectives. Staff act as lobby leaders, engaging in needs-based conversations to address everyday banking plans and credit card opportunities while adhering to risk and compliance processes.

Responsibilities

Greet customers and guide them through digital and self-serve banking options
Conduct needs-based conversations to recommend personal banking and investment solutions
Execute customer transactions seamlessly and manage branch operational activities
Identify and report suspicious activity related to money laundering
Collaborate with partners to grow customer relationships beyond personal banking

Skills

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.