Personal Banking Associate
Bank Of Montreal (BMO) based in Cote-Saint-Luc, QC is inviting applications from suitable candidates for the position of Personal Banking Associate. The Bank of Montreal (BMO) is one of Canada’s longest-standing and most prominent financial institutions, holds a pivotal role in the nation’s economic progress. BMO offers a range of personal and commercial banking services as well as wealth management solutions. It remains a reliable financial ally for individuals, businesses, and institutions alike. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: Bank Of Montreal (BMO)
Position: Personal Banking Associate
No of Vacancies: 1
Salary: $35,000.00 – $52,000.00 Annually
Employment Type: Full time
Location: Cote-Saint-Luc, QC H4V 1J2, Canada
Job Location: 6951 chemin Cote St-Luc
Schedule: Full time
Requisition ID/Job ID: R240004268
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have certification in related field of study desirable or an equivalent combination of education and experience
Experience: Candidates should have typically between 1 – 2 years of relevant experience
Other Requirements:
- The candidates should be in the process of completing or have completed registration to sell investment products within the specified timeframe of 12 months, as appropriate for the jurisdiction
- The candidates should be confident and experienced in using social media, tablets, smartphones, online tools, and applications
- The candidates should have some experience in consultative customer service or sales roles, with a drive to deliver a personal customer experience
- The candidates should have basic knowledge of specialized sales and business banking solutions to refer to specialists
- The candidates should have a passionate commitment to helping customers and a drive to deliver a personal customer experience
- The candidates should have a focus on results and the ability to thrive in a consultative sales and team-based environment
- The candidates should be resourceful self-starters with the courage and confidence to approach customers
- The candidates should demonstrate readiness to collaborate and work in different capacities as part of a team
- The candidates should possess strong interpersonal skills, including the ability to build rapport and connections with customers
- The candidates should have an aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- The candidates should have basic specialized knowledge
- The candidates should demonstrate good verbal and written communication skills, as well as organization skills
- The candidates should exhibit good collaboration and team skills, along with analytical and problem-solving skills
Responsibilities:
- The candidates should be able to deliver exceptional service to BMO customers and prospects
- The candidates should be able to identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers
- The candidates should be able to work collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives
- The candidates should be able to collaborate with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking
- The candidates should be able to welcome and guide customers as they walk into the branch lobby, offering advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO
- As a lobby leader, the candidates should be able to assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice
- The candidates should be able to meet customer transaction-based needs with seamless execution
- The candidates should be able to review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs
- The candidates should be able to contribute to meeting branch business results and the customer experience
- The candidates should be able to support operational activities such as inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities
- The candidates should be able to act as a key member of a collaborative and versatile branch and market team
- The candidates should be able to probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice
- The candidates should be able to organize work information to ensure accuracy and completeness
- The candidates should be able to take the initiative to find creative approaches that make each customer’s experience feel personal
- The candidates should be able to look for ways to contribute to the ongoing improvement of the overall branch customer experience
- The candidates should be able to contribute to business results and the overall experience delivered in the branch
- The candidates should be able to work at multiple branches based on market needs, and their work schedule may differ from week to week in terms of days worked, hours, and shifts
- The candidates should be able to follow through on risk and compliance processes and policies to ensure the safeguarding of customers’ assets, maintain their privacy, and act in their best interest
- The candidates should be able to keep current with the wider financial services marketplace, the legal and regulatory environment, and uphold the highest ethical requirements of the industry
- The candidates should be able to maintain current knowledge of personal banking products, practices, and trends and integrate them into customer conversations
- The candidates should be able to identify and report suspicious patterns of activity related to money laundering
- The candidates should be able to comply with legal and regulatory requirements for the jurisdiction
- The candidates should be able to protect the Bank’s assets in compliance with all regulatory, legal, and ethical requirements
- The candidates should be able to complete complex and diverse tasks within given rules and limits
- The candidates should be able to analyze issues and determine next steps, escalating as required
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!