Personal Banking Associate

2 months ago

Simcoe, Canada BMO Financial Group Full time

23 Norfolk Street South Simcoe Ontario,N3Y 2V8

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**:
$33,300.00 - $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 communitie

  • Personal Banking Associate

    7 days ago

    Simcoe, Canada TD Bank Full time

    **Personal Banking Associate**: - 424993BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 135 Queensway Drive East **Employment Type** - Regular **City** - Simcoe **Time Type** - Part Time **Province/State** - Ontario **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Personal Banking Associate

    2 months ago

    Simcoe, 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

    5 days ago

    Simcoe, Canada TD Bank Full time

    430928BR Retail Banking - Customer Service Simcoe, ON January 23, 2024 Hours 18.75 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, our...

  • Personal Banking Associate Trainee

    1 week ago

    Simcoe, Canada TD Bank Full time

    **Personal Banking Associate Trainee**: - 417147BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 135 Queensway Drive East **Employment Type** - Regular **City** - Simcoe **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Simcoe, On: Personal Banking Associate

    2 weeks ago

    Simcoe, Canada TD Bank Full time

    401407BR Retail Banking - Customer Service Simcoe, ON March 1, 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 and...

  • Personal Banking Associate

    2 months ago

    Simcoe, Canada BMO Financial Group Full time

    23 Norfolk Street South Simcoe Ontario,N3Y 2V8 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

    1 week ago

    Simcoe, Canada TD Bank Full time

    417147BR Retail Banking - Financial Services Simcoe, ON August 17, 2023 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, our...

  • Customer Experience Associate- Simcoe

    3 weeks ago

    Simcoe, Canada Scotiabank Full time

    Requisition ID: 167147 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...

  • Financial Services Associate

    2 months ago

    Simcoe, 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...

  • Financial Services Associate

    3 days ago

    Simcoe, 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

    2 months ago

    Simcoe, Canada TD Bank Full time

    Work Location: Simcoe, Ontario, Canada Hours: 15 Line of Business: Personal & Commercial Banking Pay Details: **Job 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 through service and advice -...

  • Customer Experience Associate

    2 months ago

    Simcoe, 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...

  • Customer Experience Associate

    2 months ago

    Simcoe, Canada TD Bank Full time

    408346BR Retail Banking - Customer Service Simcoe, ON May 3, 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 and...

  • Customer Experience Associate

    1 week ago

    Simcoe, Canada TD Bank Full time

    406305BR Retail Banking - Customer Service Simcoe, ON April 14, 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 and...

  • Personal Support Worker

    2 weeks ago

    Simcoe, Canada Sienna Senior Living Full time

    Casual PSW_ If you’re passionate about leading a team that is, committed to the Team Member Experience and driven by innovation and growth, then join us! The Personal Support Worker is a critical role within our communities as it impacts the lives of residents and ignites the warmth of human connection. As a Personal Support Worker your typical day will...

  • Manager Advisor Support

    1 week ago

    Simcoe, 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...

  • Associate Financial Advisor

    3 weeks ago

    Simcoe, Canada Essential HR Full time

    We are a busy office and growing. Discover a better place to grow your career: a place that’s caring, engaging and rewarding. We’re proud of our diverse culture of trust and respect. Our Agency aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. **About the Associate...

  • Retail Floor Associate

    2 weeks ago

    Simcoe, Canada Canadian Tire Simcoe Full time

    **Retail Store Associate** Are you ready to join Canada’s most-shopped general merchandise retailer? Canadian Tire offers customers a unique mix of products and services through three specialty categories in which the organization is the market leader - automotive parts, accessories and service; sports and leisure products; and home products. Defined by...

  • Retail Sales Associate

    3 days ago

    Simcoe, Canada M&M Food Market Full time

    **POSITION: MEAL ADVISOR**M&M Food Market. Helping you make real food for real life.** M&M Food Market is a food retailer unlike any other; we don’t just sell products; we offer meal solutions and a unique shopping experience that helps to make customer’s everyday lives a little easier. We’ve been helping customers make delicious meals and entertain...

  • Owner Experience Representative

    3 weeks ago

    Simcoe, Canada Libro Credit Union Full time

    Career Opportunity Libro is growing - and Libro is hiring. Our expansion plans include a series of new hires across southwestern Ontario. Take a look. Who We Are Imagine working for an organization where every employee and customer is an Owner. No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people like...