Personal Banking Associate

1 week ago

Welland, Canada BMO Financial Group Full time

800 Niagara Street N, Unit G-3 Welland Ontario,L3C 5Z4

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**:
$33,850.00 - $49,500.00

**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 p

  • Personal Banker

    5 days ago

    Welland, Canada BMO Financial Group Full time

    800 Niagara Street N, Unit G-3 Welland Ontario,L3C 5Z4 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...

  • Customer Experience Associate

    2 weeks ago

    Welland, Canada Scotiabank Full time

    **Requisition ID**: 143695 **Cost Centre**: NIAGARA & THOROLD, WELLAND, ONTARIO **Employee Referral Program - Potential Reward**: $1,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches....

  • Banking Centre Leader

    1 week ago

    Welland, 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...

  • Customer Experience Associate-niagara

    2 weeks ago

    Welland, Canada Scotiabank Full time

    Requisition ID: 214348 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...

  • Sales Associate

    3 days ago

    Welland, Canada Apple Self Storage Full time

    The Sales Associate is responsible for the efficient and effective management of the entire storage facility. This includes ensuring that sales targets are met, improving the commercial performance of the company by exploiting opportunities to maximize profitability, increase customer satisfaction and ensure continued business growth. As well as ensuring...

  • Sales Associate

    6 days ago

    Welland, Canada Apple Self Storage Full time

    We are looking for **Sales Associate **to assist the Manager with the efficient and effective management of the entire storage facility. This includes ensuring that sales targets are met, improving the commercial performance of the company by exploiting opportunities to maximize profitability, increase customer satisfaction and ensure continued business...

  • Sales Associate

    2 weeks ago

    Welland, Canada Pet Valu Full time

    Location: Welland, Ontario **Job Description**: The Pet Valu family of stores includes Pet Valu, Paulmac's Pet Food, Bosley's, Tisol and Total Pet and together we are one of the largest retail operations in North America dedicated to providing families with food and supplies for dogs, cats, companion birds, wild birds, fish, reptiles and small animals. All...

  • Part Time Sales Associate

    3 weeks ago

    Welland, Canada Pet Valu Full time

    Location: Welland, Ontario **Job Description**: Title: Sales Associate - Part Time (Store#4007 Paulmac's Pets Welland) HOURLY RATE - $16.25 What’s in it for You (other than hanging out with pets all day!) - Sales-related bonuses - Staff discounts - Ongoing training, career development & advancement opportunities - Increased earning potential (expert...

  • Customer Service Representative- Niagara

    4 weeks ago

    Welland, Canada Scotiabank Full time

    Requisition ID: 170103 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...

  • Sales Associate

    2 weeks ago

    Welland, Canada 7-Eleven, Inc. Full time

    Overview: The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products; and, naturally, operate...

  • Sales Associate

    1 week ago

    Welland, Canada 7-ELEVEN CORPORATION CANADA Full time

    **Sales Associate** **Overview** The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products;...

  • Sales Associate

    1 week ago

    Welland, Canada 7-ELEVEN CORPORATION CANADA Full time

    **Sales Associate** **Overview** The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products;...

  • Retail Sales Associate

    1 week ago

    Welland, Canada Omni Jewelcrafters Full time

    Job Title: Sales Associate (Part-Time/Full-Time) Location: Welland, Seaway Mall Company: OMNI Jewelcrafters About Us: OMNI Jewelcrafters is a trusted jewelry retailer offering high-quality, affordable jewelry. We are looking for enthusiastic Sales Associates to join our team at our Welland location in the Seaway Mall. **Job Description**: As a Sales...

  • Receiver Stock Person

    1 week ago

    Welland, Canada Staples Canada Full time

    : 1258544 **Who we are** As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. We look for people who are curious, approachable and passionate, and who enjoy finding solutions. If...

  • Sales Associate

    4 weeks ago

    Welland, Canada Just Cozy Full time

    The Sales Associate is responsible for effectively selling Just Cozy products to our customers and for creating a well merchandised and fun place for our customers to shop. Successful Sales Associates are friendly, able to handle multiple tasks at one time while never losing sight of their mission to sell and provide excellent customer service, committed to...

  • Wireless Sales Associate

    2 weeks ago

    Welland, Canada OSL Retail Services Inc Full time

    Overview: **Wireless Sales Associate - 3110 Welland** OSL is a dynamic, people-driven company providing outsourced sales services. We celebrate unique and energetic people that work together to deliver incredible results; great people doing great things every day! We have a hunger to succeed and never miss an opportunity to recognize and celebrate each...

  • Full Time Sales Associate, Welland, The Source

    2 weeks ago

    Welland, Canada The Source (Bell) Electronics Inc. Full time

    **Req Id**:376442 The Source is Canada’s largest tech retailer, and every day we come into work excited to share cool tech and amazing brands with our fellow Canadians. From your local shopping centre to cool music festivals, we are where Canadians live, work and play. Every day our Associates across the country help Canadians find the tech they want and...

  • Retail Sales Associate

    3 weeks ago

    Welland, Canada PPG Paints Full time

    **Bétonel/Dulux is hiring a Retail Store Sales Specialist with an Opportunity to Build Your Career** **This position is for Day Shift with typical store hours between **Monday-Friday 7am - 6pm, Saturday 8am - 4pm & Sunday 11am-3pm **Bétonel/Dulux** is hiring immediately for the position of part-time **Retail Store Sales Associate**. Reporting to the...

  • Sales Associate

    2 weeks ago

    Welland, Canada Best Western Plus Rose City Suites Full time

    Sales Associate - Best Western Plus Rose City Suites - Welland The Sales Associate: is responsible for the active sales efforts within the community and seeking out new opportunities through sales calls. He /She will represent the hotel on social media and nurture relationships with local attractions, halls, golf courses, and corporate accounts for the...

  • Assistant Manager

    2 weeks ago

    Welland, Canada Scotiabank Full time

    Requisition ID: 161257 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business strategies, initiatives and...