What are the responsibilities and job description for the Retail Banking Associate position at BMO Financial?
About Us
BMO Financial Group is driven by a shared Purpose: Boldly Grow the Good in business and life. This calls on us to create lasting, positive change for our customers, our communities, and our people.
We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
As a member of the BMO team, you are valued, respected, and heard. You have more ways to grow and make an impact. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
The Role
This role involves delivering exceptional service to BMO customers and prospects. It also includes identifying customer needs and providing advice and guidance regarding financial solutions that are in the best interests of customers.
You will work collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Your Responsibilities
- Deliver exceptional service to customers and prospects
- Identify customer needs and provide advice and guidance regarding financial solutions
- Work collaboratively within the branch and with BMO partners
- Deliver the desired customer experience and achieve overall business objectives
Requirements
- Typically between 2-3 years of relevant experience
- Post-secondary degree in related field of study desirable or an equivalent combination of education and experience
- Registration to sell investment products completed - as appropriate for the jurisdiction
- Appropriate lending qualifications and designations
- Working knowledge of personal and small business customer needs and solutions
- Working knowledge of retail investments and lending products
