Personal Banking Associate

7 months ago

Victoria, Canada BMO Financial Group Full time

735 Goldstream Ave, Unit 101 Victoria British Columbia,V9B 2X4

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 & Benefits**:
$ 35,000.00 (minimum) - $ 43,500.00 (mid-point)
The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement s

  • Personal Banking Associate

    7 months ago

    Victoria, Canada TD Bank Full time

    **Personal Banking Associate**: - 426041BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 1568 Fairfield Road **Employment Type** - Regular **City** - Victoria **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At...

  • Personal Banking Associate

    6 months ago

    Victoria, Canada TD Bank Full time

    **Personal Banking Associate**: - 425210BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - #860-2945 Jacklin Road **Employment Type** - Regular **City** - Victoria **Time Type** - Part Time **Province/State** - British Columbia **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    6 months ago

    Victoria, Canada TD Bank Full time

    **Personal Banking Associate**: - 425265BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 107-2187 Oak Bay Avenue **Employment Type** - Regular **City** - Victoria **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    3 weeks ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, British Columbia, Canada **Hours**: 18.75 **Line of Business**: Personal & Commercial Banking **Pay Details**: $22.35 - $29.76 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...

  • Personal Banking Associate

    2 months ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, British Columbia, Canada **Hours**: 18.75 **Line of Business**: Personal & Commercial Banking **Pay Details**: $43,700 - $58,200 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...

  • Personal Banking Associate

    7 months ago

    Victoria, Canada BMO Financial Group Full time

    1225 Douglas Street Victoria British Columbia,V8W 2E6 Fluency in English and Mandarin (strongly favorable) 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...

  • Personal Banking Associate

    5 days ago

    Victoria, Canada BMO Financial Group Full time

    735 Goldstream Ave, Unit 101 Victoria British Columbia,V9B 2X4 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 through various channels with BMO partners to deliver the...

  • Personal Banking Associate

    7 months ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, British Columbia, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **Assist customers with their day to day banking needs and provide them with suitable financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and...

  • Associate, Business Banking

    7 months ago

    Victoria, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Associate, Commercial Banking

    4 months ago

    Victoria, 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...

  • Private Banking Associate

    2 months ago

    Victoria, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** **What will you do?** - You will be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting - Resolve client concerns at first point of contact in a highly professional, timely, and...

  • Associate Private Banker

    6 months ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 200222 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

  • Trust Associate

    1 month ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 212051 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a** Trust Associate **in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...

  • Personal Banker

    5 days ago

    Victoria, Canada HSBC Full time

    Opening up a world of opportunity. HSBC is a financial services organization serving more than 40 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of new opportunities...

  • Banking Advisor

    8 months ago

    Victoria, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a 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 and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

  • Personal Banker

    3 days ago

    Victoria, Canada BMO Financial Group Full time

    Address: 735 Goldstream Ave, Unit 101 Job Family Group: Retail Banking Sales & Service Boldly Grow the Good and Be a part of BMO's excellent Personal Banker team where you will be provided with an online and in-person training program. Join a buzzing team who are serving the community with terrific service and providing outstanding banking solutions to...

  • Accounting Associate

    7 days ago

    Victoria, Canada Royal Roads University Full time

    Under the general direction of the Manager, Accounting, the Accounting Associate (Revenue) is primarily responsible for the preparation of non-student revenue invoicing; maintaining the sales order module and other invoicing systems; invoice filing systems; posting and responding to payment inquiries from customers; deposit reminders and collections. The...

  • Banking & Accounts Receivable Clerk

    1 month ago

    Victoria, Canada University of Victoria Full time

    Organizational Unit- University of Victoria -> VP Finance and Operations -> Financial Services- Location- University of Victoria - Victoria, BC V8W 2Y2 CA (Primary) - Posting Close Date- 2 December 2024- Please note that positions will close at 4 p.m. on the closing date.- FTE- 1.0- Salary Grade- $4,740.00 - $5,056.00- Additional Posting Information:- Salary...

  • Personal Banker

    7 months ago

    Victoria, Canada BMO Financial Group Full time

    1225 Douglas Street Victoria British Columbia,V8W 2E6 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 Banker

    7 days ago

    Victoria, Canada BMO Financial Group Full time

    3451 Saanich Road Victoria British Columbia,V8X 1W6 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...