Delivers exceptional service to BMO customers and prospects.
Identifies customer needs and provides advice and guidance regarding financial solutions.
Works collaboratively within the branch and through various channels with BMO partners.
Welcomes and guides customers as they walk into the branch lobby.
Assists in conducting client conversations about banking services.
Reviews customer profiles and engages customers in needs-based conversations.
Contributes to meeting branch business results and customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications).
Probes to understand customers' personal banking and credit card needs.
Identifies and reports suspicious patterns of activity related to money laundering.
Acts as a key member of a collaborative and versatile branch and market team.

Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months)
as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
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.
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.
Basic specialized knowledge.
Verbal & written communication skills
Good.
Organization skills
Good.
Collaboration & team skills
Good.
Analytical and problem solving skills
Good.

Personal Banking Associate

Key skills