Personal Banking Associate

3 weeks ago

Barrie, Canada BMO Financial Group Full time

44 Mapleview Drive W Barrie Ontario,L4N 6L4

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.
- 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.
- 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.

**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

  • Personal Banking Associate Trainee

    1 month ago

    Barrie, Canada TD Bank Full time

    404091BR Retail Banking - Financial Services Barrie, ON March 23, 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...

  • Banking Advisor

    4 weeks ago

    Barrie, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 collaborate...

  • Banking Advisor

    1 hour ago

    Barrie, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 collaborate...

  • Banking Advisor

    4 weeks ago

    Barrie, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 collaborate...

  • Banking Advisor

    4 weeks ago

    Barrie, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 collaborate...

  • Personal Banker

    1 month ago

    Barrie, Canada BMO Financial Group Full time

    44 Mapleview Drive W Barrie Ontario,L4N 6L4 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...

  • Personal Banker

    4 days ago

    Barrie, Canada BMO Financial Group Full time

    44 Mapleview Drive W Barrie Ontario,L4N 6L4 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...

  • Associate Financial Services Specialist

    2 days ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Services Specialist page is loaded Associate Financial Services Specialist Apply locations Barrie, ON time type Full time posted on Posted 2 Days Ago job requisition id 2411786 We’re building a relationship-oriented bank for the modern world. We need...

  • Associate Financial Services Specialist

    1 day ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Services Specialist page is loaded Associate Financial Services Specialist Apply locations Barrie, ON time type Full time posted on Posted 2 Days Ago job requisition id 2411786 We’re building a relationship-oriented bank for the modern world. We need...

  • Associate Financial Services Specialist

    2 days ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Services Specialist page is loaded Associate Financial Services Specialist Apply locations Barrie, ON time type Full time posted on Posted 2 Days Ago job requisition id 2411786 We’re building a relationship-oriented bank for the modern world. We need...

  • Banking Advisor

    1 day ago

    Barrie, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description*This is an opportunity for candidates to express their interest in current and future Banking Advisor positions across our Barrie & Area Communities.  Includes locations such as; Barrie, Midland, Wasaga, Collingwood, Orillia and Innisfil.  Qualified applicants will be contacted to review their resume in more detail.What is the...

  • Banking Advisor

    12 hours ago

    Barrie, Canada RBC - Royal Bank Full time

    Job SummaryJob Description*This is an opportunity for candidates to express their interest in current and future Banking Advisor positions across our Barrie & Area Communities. Includes locations such as; Barrie, Midland, Wasaga, Collingwood, Orillia and Innisfil. Qualified applicants will be contacted to review their resume in more detail.What is the...

  • Banking Advisor

    2 weeks ago

    Barrie, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 collaborate...

  • Banking Advisor

    2 weeks ago

    BARRIE, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 collaborate...

  • Senior Private Banking Advisor

    2 weeks ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Senior Private Banking Advisor page is loaded Senior Private Banking Advisor Apply locations Barrie, ON time type Full time posted on Posted Yesterday job requisition id 2408300 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Senior Private Banking Advisor

    2 weeks ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Senior Private Banking Advisor page is loaded Senior Private Banking Advisor Apply locations Barrie, ON time type Full time posted on Posted Yesterday job requisition id 2408300 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Senior Private Banking Advisor

    2 weeks ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Senior Private Banking Advisor page is loaded Senior Private Banking Advisor Apply locations Barrie, ON time type Full time posted on Posted Yesterday job requisition id 2408300 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Associate Financial Services Specialist

    4 days ago

    Barrie, Ontario, 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 and...

  • Senior Manager

    1 month ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - York & Lakeside Market page is loaded Senior Manager & Team Lead, Business Banking - York & Lakeside Market Apply locations Barrie, ON time type Full time posted on Posted 8 Days Ago job requisition id 2405538 We’re building a ...

  • Senior Manager

    1 month ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - York & Lakeside Market page is loaded Senior Manager & Team Lead, Business Banking - York & Lakeside Market Apply locations Barrie, ON time type Full time posted on Posted 8 Days Ago job requisition id 2405538 We’re building a ...