Personal Banking Associate

7 days ago

Langley, Canada BMO Financial Group Full time
th Ave, Suite 220 Langley British Columbia,V1M 2Y4

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.

Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.


  • Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
  • Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and selfserve options with the goal of making it easy, simple, and fast to bank with BMO.
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Meets customer transactionbased needs with seamless execution.
  • Reviews customer profiles and engages customers in a needsbased conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • 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.
  • 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 complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed

Qualifications:

  • Typically between 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
  • Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) as appropriate for the jurisdiction.
  • Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • Drive to deliver a personal customer experience.
  • A focus on results and the ability to thrive in a consultative sales and teambased environment.
  • Resourceful selfstarter 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 specialized knowledge.
  • Verbal & written communication skills
  • Good.


 Organization skills
  • Good.
  • Collaboration & team skills
  • Good.
  • Analytical and problem solving skills
  • Good.

We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.


As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.

We strive to help you make an impact from day one - for yourself and our customers.

We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in-depth training and coaching, to

  • Personal Banking Associate

    2 months ago

    Langley, Canada BMO Financial Group Full time

    8045 204 Street, CRU-C100 Langley British Columbia,V2Y 5K1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Personal Banking Associate

    3 weeks ago

    Langley, Canada BMO Financial Group Full time

    20330 88th Ave, Suite 220 Langley British Columbia,V1M 2Y4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Personal Banking Associate

    2 weeks ago

    Langley, Canada BMO Financial Group Full time

    8045 204 Street, CRU-C100 Langley British Columbia,V2Y 5K1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Personal Banking Associate

    2 weeks ago

    Langley, Canada BMO Financial Group Full time

    6233 200th Street, Unit 9 Langley British Columbia,V2Y 1A2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Personal Banking Associate

    1 week ago

    Langley, Canada BMO Financial Group Full time

    6233 - 200th Street, Unit 9 Langley British Columbia,V2Y 1A2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...

  • Personal Banking Associate

    12 hours ago

    Langley, Canada BMO Financial Group Full time

    8045 204 Street, CRU-C100 Langley British Columbia,V2Y 5K1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Account Manager, Personal Banking

    1 week ago

    Langley, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

  • Associate Private Banker

    2 weeks ago

    Langley, Canada Scotiabank Full time

    Requisition ID: 174437 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

  • Associate Director

    7 days ago

    Langley, Canada Scotiabank Full time

    Requisition ID: 200293Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of...

  • Credit Analyst, Commercial Banking

    1 week ago

    Langley, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Personal Banker

    2 weeks ago

    Langley, Canada HSBC Full time

    Opening up a world of opportunity. HSBC is a financial services organization serving more than 40 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of new opportunities...

  • Personal Banker

    2 weeks ago

    Langley, Canada HSBC Full time

    Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of new opportunities...

  • Banking Advisor

    2 weeks ago

    Langley, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Private Banking Advisor

    2 months ago

    Langley, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions...

  • Customer Experience Associate

    2 weeks ago

    Langley, Canada Scotiabank Full time

    Requisition ID: 201007 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Associate Director

    4 weeks ago

    Langley, Canada Scotiabank Full time

       Requisition ID: 200293Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution...

  • Associate Director

    4 weeks ago

    Langley, Canada Scotiabank Full time

    Requisition ID: 200293 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service,...

  • Associate Director

    3 weeks ago

    Langley, Canada Scotiabank Full time

    Requisition ID: 200293 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service,...

  • Associate Director

    4 weeks ago

    Langley, Canada Scotiabank Full time

    Requisition ID: 200293Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of...

  • Associate Director

    3 weeks ago

    Langley, Canada Scotiabank Full time

    Requisition ID: 200293Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of...