Website Bank of Montreal

Job Description:

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 with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Job Responsibilities:

Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Broader work or accountabilities may be assigned as needed
Identifies customer needs and initiates referrals to BMO colleagues.
Acts as a key member of a collaborative and versatile branch and market team.
May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Contributes to business results and the overall experience delivered in the branch.
Performs initial problem solving within given rules/limits & escalates when required.
Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
Organizes work information to ensure accuracy and completeness.
Protects the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Completes standardized tasks under supervision.
Contributes to meeting branch business results and the customer experience.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Complies with legal and regulatory requirements for the jurisdiction.
Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.

Job Requirements:

Readiness to collaborate and work in different capacities as part of a team.
Collaboration & team skills – Basic (in business environment).
Passionate commitment to helping customers.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Projects a professional presence.
Resourceful self-starter with courage and confidence to approach customers.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
A focus on delivering a personal experience to customers.
Verbal & written communication skills – Basic (in business environment).
Organization skills – Basic (in business environment).
Basic knowledge learned on the job.

Job Details:

Company: Bank of Montreal

Vacancy Type: Full Time

Job Location: Hamilton, Ontario, CA

Application Deadline: N/A

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