Personal Banking Associate - Grand Falls

Delivers exceptional service to BMO customers and prospects Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives Welcomes and guides customers as they walk into the branch lobby assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice Meets customer transaction-based needs with seamless execution Reviews customer profiles engages customers in a needs-based conversation to identify potential opportunities addresses everyday banking plans credit card needs Contributes to meeting branch business results supports operational activities acts as a key member of a collaborative versatile branch market team Probes understands customer personal banking credit card needs integrates marketing promotions programs into customer conversations organizes work information ensures accuracy completeness takes initiative find creative approaches make each customers experience feel personal looks contribute ongoing improvement overall customer experience May work multiple branches channels based market needs work schedule may differ week week terms days worked hours shifts Follows risk compliance processes policies safeguard our custome assets maintain privacy act their best interest Keeps current wider financial services marketplace legal regulatory environment commitment uphold highest ethical requirements industry Maintains current knowledge Personal Banking products practices trends integrates into Customer Conversations identifies reports suspicious patterns activity suspected related money laundering Complies legal regulatory requirements jurisdiction Protects Banks assets compliance all regulatory legal ethical Requirements Completes complex diverse tasks given rules limits Analyzes issues determines next steps escalates required Broader Work Accountabilities may assigned needed

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