Current jobs related to Personal Banking Associate - Coquitlam - BMO

  • Personal Banking Associate

    2 days ago

    Port Coquitlam, Canada BMO Financial Group Full time

    2325 Ottawa Street Port Coquitlam British Columbia,V3B 8A4 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 Advisor

    41 minutes ago

    Coquitlam, Canada BMO Full time

    A leading financial institution in Metro Vancouver is seeking a Personal Banker to deliver outstanding personal banking service and drive sales in their growing branches. Candidates should have 2-3 years of relevant experience and a post-secondary degree. The role includes engaging customers, recommending tailored solutions, and building relationships. A...

  • Banking Customer Experience Associate

    32 minutes ago

    Coquitlam, Canada TD Full time

    A leading banking institution in Coquitlam, BC is seeking a Customer Experience Associate to facilitate exceptional customer interactions and streamline financial transactions. The ideal candidate has a High School diploma and strong communication skills, with at least one year of relevant experience. Responsibilities include processing financial...

  • Personal Banker: Proactive Banking

    4 weeks ago

    Coquitlam, Canada BMO Financial Group Full time

    A leading financial services institution in Canada is seeking a Personal Banker to provide exceptional service to customers by assessing their needs and offering tailored financial solutions. This role requires 2-3 years of customer engagement and sales experience, along with a strong understanding of personal banking products. The successful candidate will...

  • Banking Advisor

    1 week ago

    Coquitlam, Canada Brewin Dolphin Full time

    **Job Summary** **Note**:In this role, the work schedule is not yet determined; may include split days off (e.g. off Sunday and Wednesday or some other weekday). You will need to have flexibility to work at another branch in the Tri Cities area as needed (Coquitlam, Port Coquitlam and Port Moody) with adequate notice. **What is the opportunity?** This...

  • 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...

  • Financial Services Associate

    4 days ago

    Coquitlam, 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

    7 days ago

    Port Coquitlam, Canada HSBC Full time

    -Job description 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...

  • Customer Experience Associate

    34 minutes ago

    Coquitlam, Canada TD Securities Full time

    Overview Work Location: Coquitlam, British Columbia, Canada Hours: 15 Line Of Business: Personal & Commercial Banking Pay Details: $22.50 - $28.33 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

  • Market Lead, Commercial Banking

    6 hours ago

    Coquitlam, Canada Banque Nationale du Canada Full time

    Area(s) of interest: Advisory services, Commercial banking Being a Market Lead for our Tri Cities team in the Commercial Banking business line at National Bank means taking on a strategic leadership role that goes beyond sales. You will coach and inspire a team of Commercial Account Managers and their leaders, ensuring strong performance across sales,...

Personal Banking Associate

43 minutes ago

Coquitlam, Canada BMO Full time

Personal Banking Associate BMO is hiring a Personal Banking Associate to join our award‑winning Personal Banking team in the Lower Mainland. This role focuses on providing exceptional customer service and delivering personalized financial solutions while supporting branch business objectives. Responsibilities Collaborate with BMO partners to identify referral opportunities and expand customer relationships. Welcome and guide customers, providing advice on available digital and self‑serve options. Conduct client conversations to recommend banking services and alternative channels. Meet customer transaction‑based needs with seamless execution. Engage customers in needs‑based conversations to identify opportunities for banking plans and credit card solutions. Contribute to branch business results and the overall customer experience. Support operational activities such as inventory management, escalated service requests, and filing. Assist as a lobby leader, delivering personalized service and investment advice. Integrate marketing promotions into customer conversations and provide strategic advice. Maintain accurate and complete customer records. Find creative approaches to create a personal customer experience. Identify ways to improve the overall customer experience. Adhere to risk and compliance processes and safeguard customer assets, privacy, and best interests. Stay current with financial services, regulations, and ethical standards. Monitor for suspicious activity related to money laundering and report as required. Follow legal and regulatory requirements for each jurisdiction. Execute complex tasks within set limits. Analyze issues and determine next steps, escalating when necessary. Adapt to market needs, working across multiple branches or channels as required. Qualifications 1–2 years of relevant experience or a related field of study, or an equivalent combination of education and experience. Canada only: Registration to sell investment products within 12 months of appointment. Proficient with social media, tablets, smartphones, and online tools. Experience in consultative customer service or sales, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions. Passionate commitment to helping customers. Results‑oriented mindset and ability to thrive in a consultative sales environment. Self‑starter with courage and confidence to approach customers. Team collaboration skills and willingness to work in various capacities. Strong interpersonal, listening, and problem‑solving skills. Excellent written and verbal communication. Good organizational and analytical skills. Compensation & Benefits Salary: $36,000 – $54,500 per year (Salaried, with potential commission). Additional benefits include health insurance, tuition reimbursement, accident and life insurance, retirement savings plan, and employee banking. The total compensation package varies by location and experience. EEO Statement BMO is an equal opportunity employer. We are committed to an inclusive, equitable and accessible workplace. #J-18808-Ljbffr