Personal Banking Associate
Bank Of Montreal (BMO) based in Winnipeg, MB is inviting applications from suitable candidates for the position of Personal Banking Associate. The Bank of Montreal (BMO) is a prominent financial institution offering a wide range of banking and financial services. BMO provides personalized banking solutions for individuals and businesses alike. Renowned for its reliability and excellence, BMO serves as a trusted partner in financial management for the Winnipeg community and beyond. 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: Salary is not mentioned, $20.00-$25.00 hourly estimated salary
Employment Type: Part time
Location: Winnipeg, MB
Job Location: 1596 Ness Avenue, Unit A
Work Hours: 18.75
Requisition ID/Job ID: R240008153
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 registered to sell investment products in Canada, with completion or progress toward completion required within 12 months, as appropriate for the jurisdiction
- The candidates should be confident and experienced in the use of 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 possess basic knowledge of specialized sales and business banking solutions to refer to specialists, along with a passionate commitment to helping customers
- The candidates should demonstrate 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 be ready to collaborate and work in different capacities as part of a team
- The candidates should have 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 possess basic specialized knowledge, with good verbal and written communication skills, organization skills, collaboration and team skills, as well as analytical and problem-solving skills
Responsibilities:
- The candidates should be able to deliver exceptional service to BMO customers and prospects, identifying their needs and providing advice and guidance regarding financial solutions that are in their best interests
- 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 banking with BMO easy, simple, and fast
- The candidates should be able to assist in conducting client conversations about banking services as a lobby leader, recommending alternative banking channels and providing personal banking and investment advice
- The candidates should be able to meet customer transaction-based needs with seamless execution and engage customers in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs
- The candidates should be able to support operational activities such as inventory management, escalated service requests, following up on customer applications, filing, and opening and closing activities
- The candidates should be able to act as a key member of a collaborative and versatile branch and market team, probing to understand customer personal banking and credit card needs and integrating 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 and take the initiative to find creative approaches that make each customer’s experience feel personal
- The candidates should be able to contribute to the ongoing improvement of the overall branch customer experience and business results
- The candidates should be able to work at multiple branches based on market needs, with a work schedule that 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 safeguard 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 and 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 and complete complex and diverse tasks within given rules and limits, analyzing issues and determining 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!