Personal Banking Associate

3 weeks ago

Courtenay, Canada BMO Full time
Application Deadline:

02/10/2024

Address:
585 England Avenue

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.
Compensation & Benefits:

$ 33,000.00 (minimum) - $ 41,400.00 (mid-point)
The base salary represents BMO Financial Group's hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group's total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Total Rewards .

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. #J-18808-Ljbffr

  • Personal Banker, Retail Banking

    3 weeks ago

    Courtenay, BC, Canada BMO Full time

    Delivers exceptional service to BMO customers and prospects. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate...

  • Personal Banker

    3 weeks ago

    Courtenay, Canada BMO Full time

    Application Deadline: 02/10/2024Address:585 England AvenueDelivers 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 Banker

    3 weeks ago

    Courtenay, Canada BMO Full time

    Application Deadline: 02/10/2024Address:585 England AvenueDelivers 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 Banker

    4 weeks ago

    Courtenay, Canada BMO Full time

    Application Deadline: 02/10/2024Address:585 England AvenueDelivers 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...

  • Banking Advisor

    7 days ago

    Courtenay, Canada Royal Bank of Canada Full time

    **Job Summary** This opportunity is for the Comox Valley Community of Branches including Campbell River. **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...

  • Personal Banker

    3 weeks ago

    Courtenay, BC, Canada BMO Full time

    Application Deadline: 02/10/2024 Address: 585 England Avenue 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...

  • Customer Experience Associate

    4 weeks ago

    Courtenay, 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

    4 weeks ago

    Courtenay, Canada TD Bank Full time

    403264BR Retail Banking - Customer Service Courtenay, BC March 16, 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...

  • Warehouse Associate

    6 days ago

    Courtenay, Canada End of the Roll Courtenay Full time

    End of the Roll Courtenay is under new ownership and is looking for a Warehouse Associate to join their busy team. Career Opportunity: Warehouse Associate Where: Courtenay Type: FULL TIME, PERMANENT When: Weekdays and Weekends (overtime as required) The Warehouse Associate is responsible for ensuring the accurate and seamless processing of incoming and...

  • Associate Commercial Insurance Advisor Ll

    4 weeks ago

    Courtenay, Canada First Insurance Agencies Ltd. - Co-operators Full time

    **Commercial Insurance Advisor II** **Full-Time Opportunity** We are currently recruiting for a full-time Associate Commercial Insurance Advisor II. The Associate Commercial Insurance Advisor II is a key player in the support and development of the agency operation primarily through the sales and service of our specialty lines of Commercial and...

  • Financial Services Representative Ii

    4 days ago

    Courtenay, 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...

  • Client Advisor

    7 days ago

    Courtenay, Canada Royal Bank of Canada Full time

    **Job Summary** This opportunity is for the Comox Valley Community of Branches including Campbell River **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, As an RBC ambassador, you...

  • Relationship Manager

    4 weeks ago

    Courtenay, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Human Resources

    6 days ago

    Courtenay, Canada Mount Washington Pacific, ULC Full time

    **Location**: Mount Washington Alpine Resort, 1 Strathcona Parkway, Mount Washington, BC - **Employment Type**: Salaried, full-time - **Reports To**: Director of Finance - **Your Opportunity**: Are you a people and process person? Do you thrive working in a fast paced, fun environment? Join our team! Mount Washington Alpine Resort is looking for a talented...

  • Financial Advisor

    3 weeks ago

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

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor/Financial Advisor Intern, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help...

  • Sales Associate/cashier

    3 days ago

    Courtenay, Canada Petrocanada Full time

    Person needed to do graveyard shifts ASAP (11pm-7am). duties-— - Running the cash desk. - keeping the store clean - Making sure everything is stocked. - exceptional customer service skills. - merchandising and inventory counting. (previous experienced preffered but not necessary ) **Job Type**: Part-time Part-time hours: 16-30 per week **Salary**:...

  • Enrollment Services Representative

    7 days ago

    Courtenay, Canada North Island College Full time

    Posting Number **Posting Number** - SS0401- Position Information**Division** - Student Services & Registrar**Department** - Student Services, Comox Valley**Supervisor Title** - Associate Registrar**Location** - Comox Valley(CV)**Posting Type** - Internal/External Posting**Position Status** - Temporary**If Others, please specify** **Desired Start Date** -...

  • Enrollment Services Representative

    6 days ago

    Courtenay, Canada North Island College Full time

    Posting Number **Posting Number** - SS0405- Position Information**Division** - Student Services & Registrar**Department** - Student Services, Comox Valley**Supervisor Title** - Associate Registrar**Location** - Comox Valley(CV)**Posting Type** - Internal/External Posting**Position Status** - Regular**If Others, please specify** **Desired Start Date** -...

  • Enrollment Services Representative

    4 weeks ago

    Courtenay, Canada North Island College Full time

    Posting Number **Posting Number** - SS0401- Position Information**Division** - Student Services & Registrar**Department** - Student Services, Comox Valley**Supervisor Title** - Associate Registrar**Location** - Comox Valley(CV)**Posting Type** - Internal/External Posting**Position Status** - Temporary**If Others, please specify** **Desired Start Date** -...

  • Retail Sales Associate

    3 days ago

    Courtenay, Canada Team Wireless Ltd Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 to less than 7 months **Tasks**: - Assist in display of merchandise - Conduct sales transactions through Internet-based electronic commerce - Estimate or quote prices, credit or contract terms, warranties and delivery dates - Greet customers and discuss type, quality and quantity of...