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.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Acts as a key member of a collaborative and versatile branch and market team.
- 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.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- 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.
- 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.
- 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.
- Contributes to business results and the overall experience delivered in the branch.
- Contributes to meeting branch business results and the customer experience.
- Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
- Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- Organizes work information to ensure accuracy and completeness.
- Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Verbal & written communication skills – Basic (in business environment).
- Organization skills – Basic (in business environment).
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- Basic knowledge learned on the job.
- Collaboration & team skills – Basic (in business environment).
Vacancy Type: Part Time
Job Location: Edmonton, CA
Application Deadline: N/A