Client-Focused Banking Associate — Growth & Impact

Talentify; Garden Grove (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a customer-focused role within retail banking to deliver exceptional service, identify customer needs, and guide them to suitable financial solutions. You will collaborate with branch partners across channels to ensure a smooth customer experience.

The position emphasizes relationship building, consultative selling, and accurate transaction processing, with exposure to personal banking and credit card needs.

Qualifications

• 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.
• 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.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• Good verbal & written communication and organizational skills.
• Ability to collaborate in a team-based environment and focus on results.

Responsibilities

• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options.
• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Supports operational activities and assists in branch efficiency and risk/compliance.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.

Skills

Customer service

Sales

Verbal communication

Written communication

Interpersonal skills

Active listening

Problem solving

Analytical thinking

Teamwork

Organization

Relationship building

Consultative selling

Product knowledge

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in the United States is seeking a customer-focused role within retail banking to deliver exceptional service, identify customer needs, and guide them to suitable financial solutions. You will collaborate with branch partners across channels to ensure a smooth customer experience.

The position emphasizes relationship building, consultative selling, and accurate transaction processing, with exposure to personal banking and credit card needs.