Proactively engage with our customers and provide advice based on an understand of their financial needs, focused on everyday banking, digital solutions and investment needs;
Meet customer’s transaction-based needs with seamless execution;
Take the initiative and find creative approaches to make each customer’s experience feel personal;
Collaborate with your BMO partners and identify referral opportunities to further grow the customer’s relationship with BMO beyond personal banking;
Keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to upholding the highest ethical requirements of our industry;
Follow through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.