Personal Banking Associate

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EmployerBMO Financial Group
Category
Job Description

Prince Albert, SKYou have a passion for helping others. As a Personal Banking Associate, you will focus on developing connections with customers in a personal & consultative way. You will help meet the customer’s financial needs by supporting both transaction based and advice based conversations on everyday banking and investment needs. As a digital leader, you will help our customers learn about our digital solutions to make their banking faster, easier, and more personal. You will refer customers to the right partner to build new and grow existing customer relationships. Be a key member of a collaborative and versatile branch & market team Welcome warmly & guide our customers as they walk into the branch lobby, offer advice and guidance on the digital and self-serve options available with the goal of making it easy, simple and fast to bank with BMO Proactively engage with our customers and provide advice based on an understand of their financial needs, focused on everyday banking, digital solutions and investment needs Meet customer’s transaction-based needs with seamless execution Take the initiative and find creative approaches to make each customer’s experience feel personal Collaborate with your BMO partners and identify referral opportunities to further grow the customer’s relationship with BMO beyond personal banking Keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to upholding the highest ethical requirements of our industry Follow through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch Qualifications What we’re looking for… Passionate commitment to helping our customers Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience A focus on results and the ability to thrive in a consultative sales and team-based environment Resourceful self-starter with courage and confidence to approach customers Basic knowledge of specialized sales and business banking solutions to refer to specialists Skilled at personal account opening and Customer Welcome Offers Digitally-savvy and able to identify banking alternatives for our customers Readiness to collaborate and work in different capacities as part of a team Strong interpersonal skills, including the ability to build rapport and connections with customers An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges Focus Spends 50% of time on conversations and requests related to banking services, including handling transactions and supporting customers who walk into the branch. Spends 50% of time on advice-based conversations with customers Skills Projects a professional presence; proactively engages customers in complete conversations about their personal banking needs; listens actively to understand customer needs, clearly explains potential solutions and their benefit to the customer Learns quickly and is motivated to apply new knowledge Is collaborative, enjoys helping others and being part of a team Identifies opportunities for referrals and makes smooth hand offs to partners in BMO FG Knowledge Undergraduate degree and/or equivalent work experience Progressively gains knowledge of financial solutions, BMO’s products, processes and systems, and BMO FG Completion of internal BMO

LocationCanada
Date Posted16 May 2019
Employer ProfileNot Mentioned
keywordBanking Personal Cook personal loan underwriting personal secretaery PERSONAL CARE PRODUCTS personal secretary personal assistant to top management Personal Assist Personal Adminstrative Personal Banker personal banker sales
salarynegotiable
Experience1-5 years
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