Personal Banking Associate

2 months ago

Brossard, Canada BMO Financial Group Full time

1005 boul du Quartier Brossard Quebec,J4Z 0M8

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.

**Salary**:
$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 communities and our people. By

  • Personal Banking Associate

    2 months ago

    Brossard, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at BMO. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their goals.Key...

  • Personal Banking Associate

    2 months ago

    Brossard, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at BMO. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their goals.Key...

  • Personal Banking Associate

    5 months ago

    Brossard, Canada TD Bank Full time

    **Personal Banking Associate**: - 431335BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 2220 Boulevard Lapiniere **Employment Type** - Regular **City** - Brossard **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Personal Banking Associate

    5 months ago

    Brossard, Canada TD Bank Full time

    **Personal Banking Associate**: - 426057BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 8330 Boulevard Taschereau, Suite 400 **Employment Type** - Regular **City** - Brossard **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    2 months ago

    Brossard, Quebec, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Associate. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...

  • Personal Banking Associate

    2 months ago

    Brossard, Quebec, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Associate. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...

  • Personal Banking Associate

    3 weeks ago

    Brossard, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at BMO. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their goals.Key...

  • Personal Banking Associate

    2 months ago

    Brossard, Quebec, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at BMO. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their goals.Key...

  • Personal Banking Associate

    2 months ago

    Brossard, Quebec, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at BMO. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their goals.Key...

  • Personal Banking Associate

    2 weeks ago

    Brossard, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Associate. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their needs.Key...

  • Banking Associate

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in providing exceptional client service and support to our high-net-worth clients.Your Key Responsibilities:Provide administrative support to our bankers and...

  • Banking Associate

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in providing exceptional client service and support to our high-net-worth clients.Your Key Responsibilities:Provide administrative support to our bankers and...

  • Personal Banking Associate

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    1005 boul du Quartier Brossard Quebec,J4Z 0M8 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

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    1005 boul du Quartier Brossard Quebec,J4Z 0M8 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

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    2140 boulevard Lapiniere Brossard Quebec,J4W 1L8 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 weeks ago

    Brossard, Canada BMO Financial Group Full time

    2140 boulevard Lapiniere Brossard Quebec,J4W 1L8 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

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    2140 boulevard Lapiniere Brossard Quebec,J4W 1L8 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...

  • Banking Associate

    2 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateAt National Bank, we are seeking a highly skilled Banking Associate to join our team. As a Banking Associate, you will play a crucial role in providing exceptional customer service and support to our clients.Key Responsibilities:Provide administrative support to bankers and private bankersDevelop personalized relationships with...

  • Banking Associate

    3 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateAbout the Role:As a Banking Associate at National Bank, you will have the opportunity to work with a discerning high-net-worth clientele, offering a comprehensive range of financial services to individuals, corporations, and government agencies across Canada.Key Responsibilities:- Provide support to bankers or private bankers by...

  • Banking Associate

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and embark on a rewarding career in wealth management. As a key member of our team, you will provide exceptional client service and support to our private banking clients.About the Role:As a Banking Associate, you will be responsible for:Providing administrative support to our private...