25 Oct
|
BMO
|
North Lake
Deliver exceptional service at BMO by advising customers on personal banking, credit cards, and digital banking options through branch channels. As a Personal Banking Associate, you identify customer needs and recommend financial solutions in their best interests. You collaborate with BMO partners, conduct needs-based conversations, and support branch business results. Your work includes personal banking advice, referrals, transactions, and customer experience improvement.
Key Responsibilities: Welcome customers and guide them through branch lobby services Recommend digital and self-serve banking options Provide personal banking and investment advice Review profiles and identify everyday banking needs Complete customer transactions and operational activities Requirements: Typically one to two years of relevant experience Consultative customer service or sales experience Solid interpersonal, communication, and collaboration skills Basic knowledge of specialized sales and banking solutions Confident use of tablets, smartphones, and online tools Bring customer-focused advice, referral skills, and personal banking knowledge to BMO’s collaborative branch environment.
📌 BMO Personal Banking Advisor (North Lake)
🏢 BMO
📍 North Lake