Personal Banking Associate

Found in: beBee jobs CA - 1 week ago

Abbotsford, British Columbia, Canada BMO Full time
Application Deadline:

04/16/2024

Address:
32988 South Fraser Way

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 self-serve 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 transaction-based needs with seamless execution.
  • 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).
  • 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 1 - 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.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • 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 team-based environment.
  • 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 specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
Grade:
3
Job Category:
Individual Contributor / Collaborateur
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 manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

  • Digital Banking Advisor

    Found in: beBee jobs CA - 1 week ago

    Abbotsford, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on student focused, digital first advice expertise as well as natural problem-solving skills to maximize each interaction. Specifically, you help clients (primarily University students) with their everyday banking, credit, and investment needs through the use of new digital tools in...

  • Financial Planner, Investment and Retirement Planning

    Found in: beBee jobs CA - 1 week ago

    Abbotsford, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...

  • Sexual Health and Blood Borne Infections Nurse- Public Health- Abbotsford

    Found in: beBee jobs CA - 2 weeks ago

    Abbotsford, British Columbia, Canada Fraser Health Authority Full time

    Salary rangeThe salary range for this position is CAD $ $57.78 / hour Why Fraser Health?Fraser Health is responsible for the delivery of hospital and community-based health services from Burnaby to Fraser Canyon on the traditional, ancestral and unceded territories of the Coast Salish and Nlaka'pamux Nations, and is home to six Métis Chartered Communities....

  • Nespresso Coffee Advisor

    Found in: beBee jobs CA - 1 week ago

    Abbotsford, British Columbia, Canada Acosta Group Full time

    Nespresso Coffee AdvisorGeneral InformationCompany: PRE-CALocation: Abbotsford, British Columbia, V2T 4N5Ref #: M55853Function: Brand Advocacy & SalesEmployment Duration: Part-timeDescription and RequirementsAs a Nespresso Coffee Advisor, you'll excite customers and help spark sales for Nespresso by engaging retail customers and making products stand out by...

  • Stores Lead Hand

    Found in: beBee jobs CA - 1 week ago

    Abbotsford, British Columbia, Canada Conair Aerial Firefighting Full time

    Conair is the largest, privately owned, fixed-wing aerial firefighting company in the world, operating a fleet of 70 specialized aircraft to fight forest fires. We have been supporting government agencies around the globe for over 50 years, with a reputation of providing service excellence, making us an industry leader. We are aerospace engineering experts,...

  • Physiotherapist, Home Health

    Found in: beBee jobs CA - 1 week ago

    Abbotsford, British Columbia, Canada Fraser Health Authority Full time

    Salary rangeThe salary range for this position is CAD $ $51.40 / hour Why Fraser Health?Fraser Health is responsible for the delivery of hospital and community-based health services from Burnaby to Fraser Canyon on the traditional, ancestral and unceded territories of the Coast Salish and Nlaka'pamux Nations, and is home to six Métis Chartered Communities....

  • Substance Use Clinician

    Found in: beBee jobs CA - 1 week ago

    Abbotsford, British Columbia, Canada Fraser Health Authority Full time

    Salary rangeThe salary range for this position is CAD $ $50.62 / hour Why Fraser Health?Join Our Team as a Leader in Substance Use Support and Mental Health Care Are you passionate about making a positive impact in the lives of individuals and families affected by substance use disorders and mental illness? We're seeking dedicated Substance Use Clinicians...

  • Personal Banking Associate

    Found in: beBee S CA - 2 weeks ago

    Abbotsford, Canada BMO Full time

    Application Deadline: 04/16/2024Address:32988 South Fraser WayDelivers 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...

  • TD Bank Employment – Customer Experience Associate – Abbotsford

    1 week ago

    Abbotsford, Canada TD Bank Full time

    Job Description: Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent customer experience? If so then, take the next step to your future today and apply for the position of Customer Experience Associate. We are expecting...

  • TD Bank Employment – Customer Experience Associate – Abbotsford

    7 days ago

    Abbotsford, Canada TD Bank Full time

    Job Description: Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent customer experience? If so then, take the next step to your future today and apply for the position of Customer Experience Associate. We are expecting...

  • TD Bank Employment – Customer Experience Associate – Abbotsford

    2 weeks ago

    Abbotsford, Canada TD Bank Full time

    Job Description: Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent customer experience? If so then, take the next step to your future today and apply for the position of Customer Experience Associate. We are expecting...

  • TD Bank Employment

    Found in: Jooble CA O C2 - 1 week ago

    Abbotsford, BC, Canada TD Bank Full time

    Job Description: Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent customer experience? If so then, take the next step to your future today and apply for the position of Customer Experience Associate. We are...

  • Personal Banker

    13 hours ago

    Abbotsford, 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...

  • Banking Advisor

    Found in: Talent CA C2 - 2 weeks ago

    Abbotsford, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat 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...

  • Banking Advisor

    Found in: beBee S CA - 1 week ago

    ABBOTSFORD, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat 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...

  • Relationship Manager Trainee, Business Banking

    5 days ago

    Abbotsford, Canada BMO Financial Group Full time

    32988 South Fraser Way Abbotsford British Columbia,V2S 2A8 Be a part of Canada's leading Business Banking team at BMO who's known to move quickly to provide exceptional services to local businesses with a human touch. As a Relationship Manager Trainee, you'll find yourself collaborating and learning with some of the top Relationship Managers in the industry...

  • Customer Experience Associate

    2 days ago

    Abbotsford, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Customer Experience Associate

    14 hours ago

    Abbotsford, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Customer Experience Associate

    2 days ago

    Abbotsford, Canada TD Bank Full time

    **Work Location**: Abbotsford, British Columbia, Canada **Hours**: 15 **Line of Business**: Personal & Commercial Banking **Pay Details**: **KEY ACCOUNTABILITIES** **CUSTOMER** - **Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience through service...

  • Customer Experience Associate

    14 hours ago

    Abbotsford, Canada TD Bank Full time

    410784BR Retail Banking - Customer Service Abbotsford, BC May 31, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers...

  • Customer Experience Associate

    14 hours ago

    Abbotsford, Canada TD Bank Full time

    410760BR Retail Banking - Customer Service Abbotsford, BC May 31, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers...

  • Accounts Payable Associate

    2 days ago

    Abbotsford, Canada Fraserway RV Full time

    Looking for a great opportunity to work with the largest RV Dealer in the industry? Interested in developing or advancing your career? We are looking for a highly motivated, enthusiastic team player to join our accounting team as an **Accounts Payable Associate**. This is a **Full-Time, Regular** position for our **Head Office in Abbotsford, BC**. **WHY...

  • Associate Dentist

    2 days ago

    Abbotsford, Canada Dedicated Dental Care Full time

    Job Overview: We are seeking a skilled and compassionate Associate Dentist to join Dedicated Dental Care. As an Associate Dentist, you will provide comprehensive dental care to patients of all ages. This is a part-time position with the option of working on Monday and/or Tuesday from 8 - 5. The office has long term staff and comes equipped with Primescan,...

  • Accounting Associate

    5 days ago

    Abbotsford, Canada HUB International Full time

    Join The HUB International Team! Hi we’re HUB. We are proud to be ranked 5th among the world’s largest insurance brokerages, advising businesses and individuals on how to prepare for the unexpected. At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that...

  • Manufacturing Associate

    2 days ago

    Abbotsford, Canada Glessing Gaskets Full time

    Glessing Gaskets Inc. is seeking a motivated individual to join our team as a Manufacturing Associate. As a Manufacturing Associate, you will play a crucial role in the production process, ensuring the efficient and accurate manufacturing of our products. This position requires attention to detail, strong problem-solving skills, and the ability to work...

  • Associate Dentist

    3 days ago

    Abbotsford, Canada Mount Lehman Dental Full time

    P/T or F/T associate required 3-5 days/week in established office in busy strip mall. Fully digital with iTero & long term staff. Solo dentist position with no competition for new patients, recalls, or high end procedures. Full practice autonomy. Minimum 2 yrs experience. Future partnership option for right individual. Currently seeing 50-70 new patients per...

  • Sales Associate

    Found in: Talent CA C2 - 1 week ago

    Abbotsford, Canada Sleep Country Full time

    Job Description As a Sales Associate you will: Engage with customers to identify their needs and wants, promote our quality products and service offerings Ensure our stores are always visually appealing through product presentation, replenishment and store housekeeping Work together as part of the Sales team to exceed goals and expectations ...