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Personal Banking Associate at BMO - ApplyBlast

Personal Banking Associate

BMO

4 months ago

3.6 on Glassdoor

Vancouver, BC

Onsite

Full Time

Junior

0 applicants

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About this role

This role serves as a lobby leader within a Retail Banking branch, delivering exceptional service to customers and proactively identifying their financial needs. The incumbent guides clients through digital and self-serve options while conducting face-to-face conversations to recommend personal banking and investment solutions. By collaborating with internal partners, the role aims to deepen customer relationships and achieve branch business objectives through strategic advice.

Responsibilities

Deliver exceptional service to BMO customers and prospects
Identify customer needs and provide personalized financial advice
Guide clients to digital and self-serve banking options
Recommend alternative channels and investment solutions
Monitor 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

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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.