Personal Banking Associate

3 weeks ago

Port Hawkesbury, Canada BMO Full time
Application Deadline:

04/28/2024

Address:
634 Reeves Street

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.

  • Personal Banking Associate

    1 week ago

    Port Alberni, Canada TD Bank Full time

    413336BR Retail Banking - Customer Service Port Alberni, BC July 5, 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...

  • Personal banking associate

    2 weeks ago

    Port Alberni, Canada TD Full time

    Lieu de travail:Port Alberni, Colombie-Britannique, CanadaHoraire:37.5Secteur d’activité:Services bancaires personnels et commerciauxDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation...

  • Personal banking associate

    2 weeks ago

    Port Alberni, Canada TD Full time

    Lieu de travail:Port Alberni, Colombie-Britannique, CanadaHoraire:37.5Secteur d’activité:Services bancaires personnels et commerciauxDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation...

  • Personal banking associate

    2 weeks ago

    Port Alberni, Canada TD Full time

    Lieu de travail:Port Alberni, Colombie-Britannique, CanadaHoraire:37.5Secteur d’activité:Services bancaires personnels et commerciauxDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation...

  • Personal banking associate

    2 weeks ago

    Port Alberni, BC, Canada TD Full time

    Lieu de travail: Port Alberni, Colombie-Britannique, Canada Horaire: 37.5 Secteur d’activité: Services bancaires personnels et commerciaux Détails de la rémunération : Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une...

  • Office Support Associate

    1 day ago

    Port Hawkesbury, Canada Walmart Canada Full time

    Position Summary...Working as an Office Support Associate at Walmart Canada is a great way to develop your skills in the retail industry. An Office Support Associate maintain store finances, financial integrity and accuracy, pricing integrity, inventory control, and profitability. If you are looking for an exciting job in customer service or retail, working...

  • Office Support Associate

    2 days ago

    Port Hawkesbury, Canada Walmart Canada Full time

    Position Summary...Working as an Office Support Associate at Walmart Canada is a great way to develop your skills in the retail industry. An Office Support Associate maintain store finances, financial integrity and accuracy, pricing integrity, inventory control, and profitability. If you are looking for an exciting job in customer service or retail, working...

  • Personal Banker

    2 weeks ago

    Port Coquitlam, 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

    4 weeks ago

    Port Coquitlam, 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...

  • Personal Banker

    7 days ago

    Port Coquitlam, Canada BMO Financial Group Full time

    102 - 2564 Shaughnessy Street Port Coquitlam British Columbia,V3C 3G4 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...

  • Storage Property Associate

    1 week ago

    Hawkesbury, Canada Mini Mall Storage Properties Full time

    Established in 2020, Mini Mall Storage Properties has been successfully acquiring storage facilities throughout North America with rapid expansion in the United States. We have a team of talented and diverse self-storage experts who span across 15 states and 7 provinces to support and manage our rapid growth across North America. With over 37,000 units and...

  • Banking Advisor

    6 days ago

    Port Colborne, Ontario, 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

    7 days ago

    Port Coquitlam, British Columbia, 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...

  • Financial Services Associate

    5 days ago

    Port Alberni, 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...

  • Relationship Manager, Business Markets

    1 week ago

    Hawkesbury, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** **What will you do?** - Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs - Proactively contact clients, gather insights through client discovery, understand their needs and changing circumstances and ongoing satisfaction with all of...

  • Banking Advisor

    2 weeks ago

    PORT COLBORNE, 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

    2 weeks ago

    PORT COQUITLAM, 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

    2 weeks ago

    Port Colborne, 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...

  • Financial Services Associate

    5 days ago

    Port Alberni, 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...

  • Full Time Accounting and Bookkeeping Associate

    3 weeks ago

    Port Moody, BC, Canada OpenRoad Auto Group Full time

    General Accounting Associate Full-Time Accounting Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad. OpenRoad is one of the largest and fastest growing automotive retail groups in the country (representing 21 automotive brands...