Associate, Everyday Banking

Updated: June 16, 2024 08:15 AM GMT

BMO

Ondo

Application Deadline:
07/08/2024

Address:
VIRTUAL59 - HomeRes - ON - BMO

Job Family Group:
Retail Banking Sales & Service

Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.
• Integrates marketing promotions and programs into customer conversations when appropriate.
• Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.
• Escalates complex or unresolved customer situations to managers as required.
• Performs any required activities to ensure customer’s requests are accurately processed.
• Maintains current knowledge of personal banking products, practices, and trends and integrates... More Detail