Personal Banking Associate
4 weeks ago
1661 Denison Street Markham Ontario,L3R 6E4
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 w
-
Personal Banking Associate
3 weeks ago
Markham, Canada TD Bank Full time**Personal Banking Associate - Cantonese**: - 415184BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 4630 Highway 7 **Employment Type** - Regular **City** - Markham **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...
-
Personal Banking Associate
2 weeks ago
Markham, Canada BMO Financial Group Full time900 - 5221 Hwy 7 E Markham Ontario,L3R 1N3 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
3 weeks ago
Markham, Canada BMO Financial Group Full time3993 Highway 7 Markham Ontario,L3R 5M6 This role is only for the Scarborough, Markham and North York markets Mandarin and/or Cantonese is required IFIC is required 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...
-
Personal Banking Associate
3 weeks ago
Markham, Canada BMO Financial Group Full time9660 Markham Road Markham Ontario,L6E 0H8 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
3 days ago
Markham, Ontario, Canada TD Bank Full timeLieu de travail: Markham, Ontario, CanadaHoraire: 37.5Secteur d'activité: Services bancaires personnels et commerciauxDétails de la rémunération: Nous avons à cœur d'offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre...
-
Personal Banking Associate
4 days ago
Markham, Ontario, Canada TD Bank Full timeLieu de travail: Markham, Ontario, CanadaHoraire: 37.5Secteur d'activité: Services bancaires personnels et commerciauxDétails de la rémunération: Nous avons à cœur d'offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre...
-
Personal Banking Officer
4 days ago
Markham, Ontario, Canada Alterna Savings Full timeJob DetailsDescriptionScope of PositionThe Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share...
-
Personal Banking Associate
2 weeks ago
Markham, Canada E. Trademarks and Full timeWork Location:Markham, Ontario, CanadaHours:37.5Line Of Business:Personal & Commercial BankingPay Details:$45,700 - $61,000 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices...
-
Personal Banking Associate
2 weeks ago
Markham, Canada E. Trademarks and Full timeWork Location:Markham, Ontario, CanadaHours:37.5Line Of Business:Personal & Commercial BankingPay Details:$45,700 - $61,000 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices...
-
Business Banking Associate
3 weeks ago
Markham, Canada TD Bank Full time**Work Location**: Markham, Ontario, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $65,600 - $98,400 CAD TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized...
-
Personal Banking Officer
5 days ago
Markham, Canada Alterna Savings Full timeJob DetailsDescriptionScope of PositionThe Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share...
-
Administrative Banking Associate
4 days ago
Markham, Ontario, Canada Worldsource Wealth Management Full timeAbout the RoleWorldsource Wealth Management is seeking a highly skilled and detail-oriented Administrative Banking Associate to join our team. This exciting opportunity will involve processing banking-related functions in a fast-paced environment.Key ResponsibilitiesProcess payment requests for registered and non-registered accounts, ensuring accuracy and...
-
Personal Banking Associate
4 weeks ago
Markham, Canada TD Full timeLieu de travail : Markham, Ontario, Canada Horaire : 37.5 Secteur d’activité : Services bancaires personnels et commerciaux Détails de la rémunération : $45,700 - $61,000 CAD La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des...
-
Personal Banking Associate
3 weeks ago
Markham, Canada TD Bank Full timeLieu de travail: Markham, Ontario, CanadaHoraire: 37.5Secteur d’activité: Services bancaires personnels et commerciauxDétails de la rémunération: Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre...
-
Associate, Commercial Banking
3 weeks ago
Markham, Canada CIBC Full timeWe’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...
-
Client Service Associate, Commercial Banking
3 weeks ago
Markham, Canada Scotiabank Full timeRequisition ID: 158524 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Client Service Associate, Commercial Banking - Markham, Ontario** **Job Purpose**: This role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed...
-
Associate, Commercial Banking
3 weeks ago
Markham, Canada CIBC Full timeWe’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...
-
Markham, Canada TD Bank Full time**Work Location**: Markham, Ontario, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $65,600 - $98,400 CAD Department Overview TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector,...
-
Markham, Canada TD Bank Full timeLieu de travail: Markham, Ontario, Canada Horaire: 37.5 Secteur d’activité: Services bancaires personnels et commerciaux Détails de la rémunération: Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec...
-
Markham, Canada Scotiabank Full timeTitle: Customer Experience Associate - 6 Month Contract - Markham Commercial Banking Centre (30 hours/week) Requisition ID: 211586 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...
