Banking Associate

1 month ago

San Francisco, California, United States BMO Financial Group Full time
Job Description

BMO Financial Group is seeking a highly motivated and customer-focused individual to join our team as a Banking Associate. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their interests.

Key Responsibilities:
  • Collaborate with BMO partners to identify referral opportunities that grow customers' relationships with BMO beyond personal banking.
  • Welcome and guide customers as they enter the branch lobby, offering advice and guidance on available digital and self-serve options to make banking easy, simple, and fast.
  • As a lobby leader, conduct 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 in needs-based conversations 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, such as inventory management, escalated service requests, and following up on customer applications.
  • Act as a key member of a collaborative and versatile branch and market team.
  • Probe to understand customer personal banking and credit card needs, integrating 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 branch customer experience.
  • Contribute to business results and the overall experience delivered in the branch.
  • May work at multiple branches based on market needs, with a variable work schedule.
  • 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 our commitment to uphold the highest ethical requirements of our industry.
  • Maintain current knowledge of personal banking products, practices, and trends, integrating them into customer conversations.
  • Identify and report suspicious patterns of activity suspected to be related to money laundering.
  • Comply with legal and regulatory requirements for the jurisdiction.
  • Protect the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Complete complex and diverse tasks within given rules and limits.
  • Analyze issues and determine next steps, escalating as required.
  • Broaden work or accountabilities as needed.
Qualifications:
  • Typically between 1-2 years of relevant experience and/or certification in a related field of study, 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.

We offer a competitive salary range of $41,000 to $63,500, a salaried pay type, and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To learn more about our benefits, please visit our website.

BMO Financial Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and accessible workplace, where everyone feels valued and respected. If you require accommodations during the selection process, please contact your recruiter.

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