Personal Banking Associate

5 months ago

Lacombe, Canada BMO Financial Group Full time

5013-5017 50th Avenue Lacombe Alberta,T4L 1K4

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.
- 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 and networ

  • Personal Banking Associate

    4 weeks ago

    Lacombe, Canada TD Bank Full time

    Job Title: Personal Banking Associate Summary: Establish, build, and maintain impactful relationships with customers, guiding them to resolve financial queries and banking needs. At TD Canada Trust, we strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing...

  • Personal Banking Associate

    1 month ago

    Lacombe, Canada TD Bank Full time

    Job Summary:We are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at TD Bank. As a key member of our branch team, you will be responsible for providing exceptional customer service, building relationships with our customers, and helping them achieve their financial goals.Key Responsibilities:Engage with customers...

  • Personal Banking Associate

    1 month ago

    Lacombe, Canada TD Bank Full time

    Job Summary:We are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at TD Bank. As a key member of our branch team, you will be responsible for providing exceptional customer service, building relationships with our customers, and helping them achieve their financial goals.Key Responsibilities:Engage with customers...

  • Personal Banking Associate

    3 weeks ago

    Lacombe, Canada TD Bank Full time

    **Work Location**: Lacombe, Alberta, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $42,000 - $55,900 CAD **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 performing a broad range of customer service...

  • Personal Banking Associate

    1 month ago

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

    Job Summary:We are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch office, you will be responsible for establishing and maintaining impactful relationships with our customers, providing guidance and support to help them achieve their financial goals.Key Responsibilities:Engage customers...

  • Customer Experience Associate

    5 months ago

    Lacombe, Canada Scotiabank Full time

    Requisition ID: 197921 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Customer Experience Associate

    3 weeks ago

    Lacombe, Canada TD Bank Full time

    **Work Location**: Lacombe, Alberta, Canada **Hours**: 15 **Line of Business**: Personal & Commercial Banking **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 performing a broad range of customer service transactions and providing...

  • Customer Service Representative

    5 months ago

    Lacombe, Canada Scotiabank Full time

    Requisition ID: 180512 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **Part-Time - 18.75 Hours/Week** As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help...

  • Dental Associate

    5 months ago

    Lacombe, Canada Optimize Dental Full time

    Dolman Dental is looking to add to our team of Dental professionals! Our clinic is located in the heart of the province with an amazing community. Our community has a lot of charictor and is a friendly beautiful place to live. With great restaurants, parks and events for families you will love living here if you are looking to relocate. With just a short...

  • Sales Associate

    5 months ago

    Lacombe, Canada Agrai-Dairy Mart Ltd. Full time

    **Job description** Capital Sales Associate - Lacombe Branch Agrai-Dairy Mart, Ltd. is a fast-growing milking and dairy barn equipment dealer with three locations covering all of Alberta. We specialize in full sales, installation, and servicing of the following product lines: DeLaval, InBarn, Nuhn, Trioliet, JOZ, and Sun-North Systems. We are currently...

  • Sales Associate

    5 months ago

    Lacombe, Canada Empire Auto Sales Full time

    We are seeking a motivated and customer-oriented Sales Associate to join our team. As a Sales Associate, you will be responsible for providing exceptional customer service, promoting, and selling our products, and ensuring a positive shopping experience for our customers. Duties Include - Support members of a team by completing administrative and customer...

  • Police Administrative Associate

    2 months ago

    Lacombe, Canada Lacombe Police Service Full time

    **EMPLOYMENT OPPORTUNITY** **Job Title**:Police Administrative Associate - Dispatcher/Client/Member Support **Department: Lacombe Police Service** **Job Status: CASUAL position**: - days, nights, weekends, STAT holidays **JOB POSTING: # LPS2024-06** Reporting to the Manager of Police Support Services, the Police Administrative Associate Dispatcher...

  • Warehouse Associate

    5 months ago

    Lacombe, Canada Western Ag Systems Ltd. Full time

    Penner Farm Services the leading providers of livestock equipment, supplies, and services in Western Canada is currently looking for a **Warehouse Associate **for our **Lacombe, AB **location. Key Responsibilities include picking customer orders, preparing and shipping intercompany transfers, receiving product, and unloading trucks and trailers, and loading...

  • Liquor Store Sales Associate

    5 months ago

    Lacombe, Canada SNDL Full time

    Sales Associate, Ace Liquor Lacombe About SNDL About ACE Liquor ACE Liquor is a great place to work, with a friendly atmosphere. We provide our Customers with vast selection of specialty liquors, beers and wines! Each person at ACE plays an important role in our Company′s success. We promote a team atmosphere that is busy and challenging, but always...

  • Warehouse Associate

    5 months ago

    Lacombe County, Canada Hi-Brow Ltd Full time

    Hi Brow is a family owned and operated wholesale distributor of horse, cattle, and pet supplies/feed. We service farm, feed, and pet stores across western Canada. We are proud to be servicing our customers for over 30 years. We are currently hiring for a full time Warehouse Associate. Although experience is an asset, we are willing to train someone with the...

  • Warehouse Associate

    5 months ago

    Lacombe County, Canada Hi-Brow Ltd Full time

    Hi Brow is a family owned and operated wholesale distributor of horse, cattle, and pet supplies/feed. We service farm and feed stores across western Canada. We are proud to be servicing our customers for over 30 years. We are currently hiring for a full time Warehouse Associate. Although experience is an asset, we are willing to train someone with the right...

  • Warehouse Associate

    2 months ago

    Lacombe County, Canada Hi-Brow Ltd Full time

    Hi Brow is a family owned and operated wholesale distributor of horse, cattle, and pet supplies/feed. We service farm, feed, and pet stores across western Canada. We are proud to be servicing our customers for over 30 years. We are currently hiring for a full time Warehouse Associate. Experience is an asset, however, we are willing to train someone with the...

  • Contract Financial Advisor

    5 months ago

    Lacombe, Canada Scotiabank Full time

    Requisition ID: 199792 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Services Professional

    1 month ago

    Lacombe, Canada Royal Bank of Canada Full time

    Job Opportunity:This exciting role at Royal Bank of Canada requires a client-focused sales professional with strong problem-solving skills to maximize each client interaction. As a key ambassador for the bank, you will help clients with their everyday banking, credit, and investment needs, adding value in the moments that matter most to clients and...

  • Client Relations Specialist

    2 weeks ago

    Lacombe, Alberta, Canada Royal Bank of Canada Full time

    Job OverviewAs a Client Relations Specialist at Royal Bank of Canada, you will play a vital role in delivering exceptional client experiences and driving business growth. Your primary responsibility will be to proactively engage with clients, understand their financial needs, and provide personalized solutions to meet their goals.Key...