1. Tell us about yourself?
2. What can you tell us about the Bank of Montreal?
3. Why do you want to work for BMO?
4. What is your greatest strength?
5. Tell me an accomplishment you are most proud of?
6. Where do you see yourself in five years?
7. Why should I hire you?
8. How did you find this job?
9. What do you like most about your current or last job?
10. What is your experience with Excel?
11. What was your past experience like?
12. Do you have experience with using data to make decisions?
13. What is your experience related to Java/Python?
14. What is your experience with compliance and risk advisory?
Story toolbox + the last 15 seconds giving them a teaser
Talk slowly with higher volume than usual conversation. Pause to avoid saying “Um.”
Look into their eyes to create psychological effect
Hanging some smiling poster in the back
Having a note in front of you + a running script
PAR system (problem, action, results)
2 stories where you were the problem-solving hero, be creative
1 story about interpersonal relationships, tough client, tough co-worker or boss
1 story where you messed up, fix and learn from it
Reiterate what you know about the role
Describe how your experience can address those challenges
I have been in a … industry for … years
And I am currently a … at …
I … something that allowed our team to work much more efficiently. That’s what I love to do.
I love to find inefficiencies and build solutions.
Prior, I worked at … which is a…I dealt with and I also got experience doing … for our elite
customers.
And your company in this role caught my attention because what you are building in the …
industry is exactly in line with my passion and my expertise. And with my range of experience I
see this as a chance for me to make an impact quickly, but also I see this as a major opportunity
for my growth.
Retail businesses is interesting but I’m looking for an industry where I could be really passionate
about it. And I recently took this online course on the psychology behind banking and I found it
so fascinating all different moving parts
I found that… this customer service representative will help support
And through my research… it appears that many of these clients require…
I could come on now and … which something I did from the ground up during my time at the
agency
Then when the requests start to ramp up, in the role of customer service representative, I will act
as a buffer for the team to allow the member to focus while I address the client’s questions and
issues. The more I can keep the clients at bay, the better work the team can do. So I specialize in
keeping clients happy and up to date. I do that now at the agency. I …
From talking to your team and everything I’ve read about the company, I discovered that your
organization prides itself on being fast-paced, high achieving and innovative. I thrive in those
kinds of environments.
This role presents new challenge for me. And I want to spend the next five years developing
deep expertise in the banking industry. I know this role deals a lot with contract negotiation
which is a skill I like to fully master in the coming years, After I’ve built up my credibility and
the experience in the next two three years at your company, I hope to mentor others coming into
the banking industry as mentorship is a big passion of mine.
I want more ownership and be able to make a bigger impact in an organization. I want to work at
more structured environment. I’d like the potential to have more resources to achieve big goals.
My last job has great people. It’s more of the organization as a whole is a bit more transactional.
It doesn’t focus as much on fostering meaningful relationships, but based on your company’s
website and your blog posts, I can tell that you will have a lot of initiatives around building this
inclusive culture. And that’s really what stood out to me and made me feel like I could be a good
figure.
My leadership style has morphed depending on the people I am leading in the type of
environment we’re working in such as I’ve managed a workforce that was very junior, many of
them it was their first job. They had to learn many new skills. And it was an industry that was
heavily deadline driven. And so I found my leadership style in that case to be very hands on,
such as when I brought on a team of five very junior new writers, their article often needed many
rounds of edit and it was a steep learning curve. And I also noticed that many of them didn’t
know how to conduct themselves in a professional setting. I would work very closely with each
writer for their first few assignments. And I was a bit strict like clockwork.
I have been
My real strength is my ability to truly understand what your audience wants. I pride myself on
my reputation to create engaging and compelling content that I know your audience loves and
wants to share.
What I am looking for is a company that I could add value to, that I could produce a positive
return on investment for. Where I could join a strong team. Is this what BMO is looking for?
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Identifies customer needs and initiates referrals to BMO colleagues.
Supports customer requests for banking services, including handling transactions and
supporting customers who walk into the branch.
Welcomes customers warmly and meets their banking service and transactional needs
with seamless execution.
Offers advice and guidance on available digital and self-serve options with the goal of
making it easy, simple, and fast to bank with BMO.
Reviews customer profiles and engages customers in a needs-based conversation to
identify potential opportunities and address everyday banking plans and credit card
needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests,
following up on customer applications, filing, opening and closing activities).
Manages, loads, and reconciles cash transactions between treasury and various branch
units (e.g. CRU).
Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant
service level agreements.
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.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer’s experience feel
personal.
Looks for ways to contribute to the ongoing improvement of the overall branch customer
experience.
Contributes to business results and the overall experience delivered in the branch.
May work at multiple branches based on market needs; work schedule may differ from
week to week in terms of days worked, hours, and shifts.
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Follows through on risk and compliance processes and policies to ensure we safeguard
our customers’ assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory
environment, and our commitment to uphold the highest ethical requirements of our
industry.
Maintains current knowledge of personal banking products, practices, and trends and
integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to
money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical
requirements.
Completes standardized tasks under supervision.
Performs initial problem solving within given rules/limits & escalates when required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
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No prior experience necessary; post-secondary degree or certification in related field of
study is desirable.
High-level knowledge of personal, commercial and partner offers, and how each can best
serve customers’ individual needs.
Confident and experienced in the use of social media, tablets, smart phones, online tools,
and applications.
Highly skilled at helping people who don’t find digital applications intuitive to gain
confidence in how to use them and to understand their benefits.
Projects a professional presence.
Basic knowledge of specialized sales and business banking solutions to refer to
specialists.
Passionate commitment to helping customers.
A focus on delivering a personal experience to customers.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with
customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to
new challenges.
Basic knowledge learned on the job.
Verbal & written communication skills - Basic (in business environment).
Organization skills - Basic (in business environment).
Collaboration & team skills - Basic (in business environment).
Spill the oil
Caught up in the moment
Calm down take a deep breath
Many people suffer a lot with Covid pandemic,
Standard living not
Unemployment rate
Slow growth of economy
Tell me about your self?
Why are you interested in this role?
Why BMO?
What is your greatest achievement?
What are your three greatest strengths?
Tell me about a time when you failed?
Tell me about a time when you worked in a team?
Tell me about a time you came up with something new?
What do you do for fun?
Where do you see yourself five years from now?
What do you think about our current economy?
My name is
I am from
When I was a child, my dad said to me