Personal Banking Associate
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Key skills for this role
About the Role
BMO is seeking a Personal Banking Associate in Grande Prairie, Alberta to deliver exceptional service to customers. You will identify customer needs, provide advice on financial solutions, and work collaboratively within the branch.
Key Skills for This Role
Responsibilities
- Deliver exceptional service to BMO customers and prospects
- Identify customer needs and provide advice and guidance regarding financial solutions
- Welcome and guide customers as they walk into the branch lobby, offering advice on digital and self serve options
- Meet customer transaction based needs with seamless execution
- Review customer profiles and engage in needs based conversations to identify opportunities
- Contribute to meeting branch business results and the customer experience
Requirements
- Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable
- 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
- Passionate commitment to helping customers
- Strong interpersonal skills, including the ability to build rapport and connections with customers
Full Job Posting
Role Overview
- Delivers exceptional service to BMO customers and prospects.
- Identifies customer needs and provides advice and guidance regarding financial solutions.
Key Responsibilities
- Collaborates with BMO partners to identify referral opportunities.
- Welcomes and guides customers as they walk into the branch lobby.
- 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 such as inventory management, filing, opening and closing activities.
Qualifications
- Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable.
- Registration to sell investment products completed or in progress (must be completed within 12 months).
- 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.
- Passionate commitment to helping customers.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
Salary
- Salary range: $37,400.00 $62,300.00 per year.
- Pay type: Salaried.
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