What are the responsibilities and job description for the Associate Banker position at BMO Financial?
Job Description:
- Delivers exceptional service to customers and prospects.
- Identifies customer needs and provides advice and guidance on financial solutions that benefit the customer.
- Collaborates with BMO partners to deliver a desired customer experience and achieve business objectives.
Key Responsibilities:
- Collaborates with BMO partners to identify referral opportunities.
- Welcomes and guides customers, offering advice and guidance on digital and self-serve options.
- Conducts client conversations about banking services and recommends alternative channels.
- Meets customer transaction-based needs with seamless execution.
- Reviews customer profiles and engages in needs-based conversations.
- Contributes to meeting branch business results and the customer experience.
- Supports operational activities, including inventory management and escalated service requests.
- Acts as a key member of a collaborative and versatile branch team.
- Probes to understand customer needs and integrates marketing promotions into conversations.
- Organizes work information to ensure accuracy and completeness.
- Takes initiative to find creative approaches that make each customer's experience personal.
Qualifications:
- Typically between 1 – 2 years of relevant experience or certification in a related field.
- Canada only: Registration to sell investment products is desirable or in progress.
- Confident use of social media, tablets, smartphones, and online tools.
- Experience in consultative customer service or sales roles with a drive for a personal customer experience.
- Basic knowledge of specialized sales and business banking solutions.
- Passionate commitment to helping customers.
