Personal Banking Associate

Job Title

Lobby Leader

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide advice and guidance regarding financial solutions that best suit customers.
• Collaborate across branch and with BMO partners to provide a seamless customer experience and achieve business objectives.
• Identify referral opportunities for further growth of customer relationships beyond personal banking.
• Welcome and guide customers entering the lobby, offering advice on digital and self‑serve options.
• Act as a lobby leader by conducting client conversations, recommending alternative banking channels, and providing personal banking and investment advice.
• Meet transaction‑based customer needs with seamless execution.
• Review customer profiles and engage in needs‑based conversations to identify opportunities for everyday banking, credit card, and investment produc...