Personal Banking Associate

2 months ago

Longueuil, Canada BMO Financial Group Full time

7171 boulevard Cousineau Longueuil Quebec,J3Y 8N2

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.

**Compensation and Benefits**:
$35,000.00 - $52,000.00

**Pay Type**:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**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 communi

  • Personal Banking Associate

    2 months ago

    Longueuil, Canada BMO Financial Group Full time

    7171, boulevard Cousineau Longueuil Quebec,J3Y 8N2 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...

  • Personal Banking Associate

    2 months ago

    Longueuil, Canada BMO Financial Group Full time

    2877 chemin Chambly Longueuil Quebec,J4L 1M8 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 Banking Associate Trainee- Longueuil

    3 days ago

    Longueuil, Canada TD Bank Full time

    **Personal Banking Associate Trainee - Longueuil**: - 430972BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 1130 King-Georges Street **Employment Type** - Regular **City** - Longueuil **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Personal Banking Associate

    1 month ago

    Longueuil, Canada TD Bank Full time

    399262BR Retail Banking - Customer Service Longueuil, QC February 10, 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...

  • Personal Banking Associate

    1 month ago

    Longueuil, 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...

  • Personal Banking Associate Trainee- Longueuil

    2 days ago

    Longueuil, Canada TD Bank Full time

    430972BR Retail Banking - Financial Services Longueuil, QC January 24, 2024 Hours 37.5 Workplace Model Onsite Pay Details 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,...

  • Personal Banking Associate

    2 days ago

    Longueuil, 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...

  • Personal Banking Trainee

    6 days ago

    Longueuil, Canada BMO Financial Group Full time

    279 rue Saint-Charles Longueuil Quebec,J4H 1E4 **At BMO you can find a path, pursue your passions, and make your mark! Grow a career and join a team that understands your needs and invests in your strengths!***: **We are actively seeking **new or recent graduates** (college or university)**, **passionate about banking,** and are **available **full-time**,...

  • Personal Banking Associate

    2 weeks ago

    Longueuil, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : KEY ACCOUNTABILITIES CUSTOMER Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience Act as the premier lobby leadership branch representative, by greeting and engaging customers in a range of advice, service, educational, digital,...

  • Investment & Personal Banking Specialist Longueuil

    3 days ago

    Longueuil, Canada Scotiabank Full time

    Requisition ID: 172288 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist Trainee you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to...

  • Banking Advisor

    2 weeks ago

    Longueuil, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience...

  • Banking Advisor

    2 weeks ago

    Longueuil, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience...

  • Banking Advisor

    2 weeks ago

    Longueuil, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience...

  • Banking Advisor

    3 weeks ago

    Longueuil, Canada NBC Full time

    Area of Interest: Advisory services, Personal banking ...

  • Banking Advisor

    4 weeks ago

    Longueuil, Canada National Bank Full time

    A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. Your job: Greet clients and answer...

  • Investment Specialist Associate

    2 weeks ago

    Longueuil, Canada Scotiabank Full time

    Requisition ID: 163276 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Specialist Associate** As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity...

  • Banking Advisor

    1 week ago

    Longueuil, Quebec, Canada National Bank Full time

    Job PostingAttendance On-SiteJob Number: 19861Category: SupportStatus: PermanentType of Contract: PermanentSchedule: Part-Time 30 hoursFull Time / Part Time? Part-TimeNumber of Hours: 30Posting date: 21-Feb-2024Location: Saint-Hubert, Quebec CityProvince/State: QuebecArea of Interest: Advisory services, Personal bankingA career as a Banking Advisor at...

  • Banking Advisor

    4 weeks ago

    Longueuil, Quebec, Canada National Bank Full time

    Job PostingAttendance On-SiteJob Number: 19861Category: SupportStatus: PermanentType of Contract: PermanentSchedule: Part-Time 30 hoursFull Time / Part Time? Part-TimeNumber of Hours: 30Posting date: 21-Feb-2024Location: Saint-Hubert, Quebec CityProvince/State: QuebecArea of Interest: Advisory services, Personal bankingA career as a Banking Advisor at...

  • Banking advisor

    3 weeks ago

    Longueuil, Canada National Bank Full time

    Attendance On-Site Job Number 19861 Category Support Status: Permanent Type of Contract Permanent Schedule: Part-Time 30 hours Full Time / Part Time? Part-Time Number of Hours 30 Posting date 21-Feb-2024 Location: Saint-Hubert, Quebec City Saint-Hubert Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor...

  • Banking advisor

    3 weeks ago

    Longueuil, Canada National Bank Full time

    Attendance On-Site Job Number 19861 Category Support Status: Permanent Type of Contract Permanent Schedule: Part-Time 30 hours Full Time / Part Time? Part-Time Number of Hours 30 Posting date 21-Feb-2024 Location: Saint-Hubert, Quebec City Saint-Hubert Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor...