About This Role
This part-time Associate Banker position focuses on delivering exceptional service to customers and prospects, identifying their financial needs, and providing advice on suitable solutions. The role involves collaborating with BMO partners to enhance customer relationships and achieve business objectives, while also guiding customers on digital and self-serve banking options.
Responsibilities
- Deliver exceptional service to BMO customers and prospects
- Identify customer needs and provide advice and guidance regarding financial solutions
- Work collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives
- Collaborate with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO
- Welcome and guide customers as they walk into the branch lobby
- Offer advice and guidance on available digital and self-serve options
- Assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice
- Meet customer transaction-based needs with seamless execution
- Review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs
- Contribute to meeting branch business results and the customer experience
- Support operational activities (e.g., inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities)
- Act as a key member of a collaborative and versatile branch and market team
- Probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice
- Organize work information to ensure accuracy and completeness
- Take the initiative to find creative approaches that make each customer's experience feel personal
- Look for ways to contribute to the ongoing improvement of the overall customer experience
- Contribute to business results and the overall experience delivered
- Follow through on risk and compliance processes and policies to safeguard customers' assets, maintain their privacy, and act in their best interest
- Keep current with the wider financial services marketplace, the legal and regulatory environment, and BMO's commitment to uphold the highest ethical requirements of the industry
- Maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations
- Identify and report suspicious patterns of activity related to money laundering
