Associate, Everyday Banking - Remote

Overview

The Associate, Everyday Banking role involves understanding customer needs and providing credit and lending-related sales and service to BMO customers or prospects, while ensuring compliance with banking regulations.

In Short

• Understand customer needs and provide credit and lending-related sales.
• Advise customers on lending/credit strategies and products.
• Fulfill sales and service activities in accordance with procedures.
• Identify referrals to other business groups as needed.
• Integrate marketing promotions into customer conversations.
• Maintain knowledge of personal banking products and trends.
• Collaborate with stakeholders to meet business objectives.
• Adhere to regulatory and compliance requirements.
• Perform initial problem-solving and escalate when necessary.
• Complete standardized tasks under supervision.

Requirements

• High school diploma or equivalent work experience.
• Knowledge of personal banking products.
• Understanding of contact center operational processes.
• Basic knowledge of call center technology and metrics.
• Basic verbal and written communication skills.
• Basic organizational and collaboration skills.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and discretionary bonuses.