financial solutions advisor - Surrey - beBeePersonalBanking

    beBeePersonalBanking
    beBeePersonalBanking Surrey

    1 day ago

    Full time

    Job title: Personal Banking Associate

    Description

    Job Title

    A Personal Banking Associate role involves delivering exceptional service to customers and prospects, identifying their needs, and providing advice on financial solutions that are in the best interests of customers.

    • The ideal candidate will collaborate with BMO partners to identify referral opportunities that grow customer relationships beyond personal banking.
    • They will welcome and guide customers as they enter the branch lobby, offering advice on digital and self-serve options to make it easy, simple, and fast for them to bank with us.

    The Personal Banking Associate must have a passion for helping customers and deliver a personalized experience. They should be confident in using social media tools, tablets, smartphones online applications. The associate will contribute towards meeting business results by collaborating across different channels while ensuring seamless execution of tasks based upon an understanding of customer needs.


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