Personal Banking Associate Trainee guiding customers in banking solutions at TD Canada Trust. Engaging with clients on financial needs and improving service transactions.
About the role
- Personal Banking Associate at BMO identifying customer needs and providing financial solutions. Engaging customers in consultative conversations and supporting branch operational activities.
Responsibilities
- Delivers exceptional service to BMO customers and prospects.
- Identifies customer needs and provides advice and guidance regarding financial solutions.
- Works collaboratively within the branch and through various channels with BMO partners.
- Welcomes and guides customers as they walk into the branch lobby.
- Assists in conducting client conversations about banking services.
- Reviews customer profiles and engages customers in needs-based conversations.
- Contributes to meeting branch business results and customer experience.
- Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications).
- Probes to understand customers' personal banking and credit card needs.
- Identifies and reports suspicious patterns of activity related to money laundering.
- Acts as a key member of a collaborative and versatile branch and market team.
Requirements
- Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping customers.
- Drive to deliver a personal customer experience.
- A focus on results and the ability to thrive in a consultative sales and team-based environment.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Benefits
- health insurance
- tuition reimbursement
- accident and life insurance
- retirement savings plans
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