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Personal Banking Associate at BMO - ApplyBlast

Personal Banking Associate

BMO

4 months ago

3.6 on Glassdoor

Cambridge, ON, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

This role serves as a retail banking lobby leader at BMO, delivering exceptional service to customers and prospects while advising on financial solutions. The position involves guiding clients through digital options, conducting needs-based conversations to recommend banking products, and ensuring seamless transaction execution within the branch environment.

Responsibilities

Guide customers into the branch lobby and direct them to digital options
Conduct needs-based conversations to recommend personal banking and credit products
Identify and report suspicious patterns related to potential money laundering
Collaborate with partners to grow customer relationships beyond personal banking
Execute customer transactions and support operational branch activities

Skills

Qualifications

1 - 2 years relevant experience or certificationRegistration 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.