Personal Banking Associate

2 months ago

PointeClaire, Canada BMO Financial Group Full time

6702 Transcanadienne, B-001 Pointe-Claire Quebec,H9R 1C4

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

  • Personal Banking Associate

    5 months ago

    Pointe-Claire, Canada TD Bank Full time

    **Personal Banking Associate**: - 423646BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 201 Hymus Boulevard **Employment Type** - Regular **City** - Pointe Claire **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

    Pointe-Claire, Canada TD Bank Full time

    **Personal Banking Associate - pipeline**: - 431301BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 11701 Boulevard Pierrefonds, 201 Hymus Boulevard, 265A Boulevard St Jean, 317 Brunswick Boulevard, 4840 Boulevard St. Jean **Employment Type** - Regular **City** - Montreal, Pierrefonds, Pointe Claire **Time Type** -...

  • Personal Banking Associate

    5 months ago

    Pointe-Claire, Canada BMO Financial Group Full time

    6500 Trans-Canada Hwy, #130 Pointe-Claire Quebec,H9R 0A5 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...

  • Personal Banking Associate

    5 months ago

    Pointe-Claire, Canada BMO Financial Group Full time

    6702 Transcanadienne, B-001 Pointe-Claire Quebec,H9R 1C4 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...

  • Personal Banker Associate

    5 months ago

    Pointe-Claire, Canada BMO Financial Group Full time

    33, avenue de Donegani Pointe-Claire Quebec,H9R 2V7 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...

  • Client Service Associate

    4 weeks ago

    Pointe-Claire, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Bank. In this role, you will provide dedicated administrative support to our Investment Advisors, ensuring seamless client experiences and exceptional service delivery.Key ResponsibilitiesPrepare and update documentation for client meetings,...

  • Customer Service Associate

    2 weeks ago

    Pointe-Claire, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:As a PIA Client Service Associate at TD, you will deliver exceptional customer experiences to high-value clients. Your role will involve providing specialized administrative support to Investment Advisors, creating reports, and communicating with clients and branch staff.Key Responsibilities:Prepare documentation for client meetings, create...

  • Personal Banker

    5 months ago

    Pointe-Claire, Canada BMO Financial Group Full time

    33, avenue de Donegani Pointe-Claire Quebec,H9R 2V7 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 Pointe-claire

    5 months ago

    Pointe-Claire, Canada Scotiabank Full time

    Requisition ID: 172383 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...

  • Customer Experience Associate

    3 months ago

    Pointe-Claire, Canada Scotiabank Full time

    Requisition ID: 205492 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...

  • Associate Financial Advisor

    5 months ago

    Pointe-Claire, 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

    6 months ago

    Pointe-Claire, 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...

  • Banking Advisor

    4 months ago

    Pointe-Claire, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the West-Island of Montreal locations**What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients...

  • Office Support Associate

    6 months ago

    Pointe-Claire, Canada Walmart Canada Full time

    **Position Summary... **:Working as an Office Support Associate at Walmart Canada is a great way to develop your skills in the retail industry. An Office Support Associate maintain store finances, financial integrity and accuracy, pricing integrity, inventory control, and profitability. If you are looking for an exciting job in customer service or retail,...

  • Associate Financial Advisor

    5 months ago

    Pointe-Claire, 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

    5 months ago

    Pointe-Claire, Canada TD Bank Full time

    **Customer Experience Associate**: - 424850BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 265A Boulevard St Jean **Employment Type** - Regular **City** - Pointe Claire **Time Type** - Part Time **Province/State** - Quebec **Hours** - 30 **Workplace Model** - Onsite **Pay Details** **Department Overview** At...

  • Customer Experience Associate

    5 months ago

    Pointe-Claire, Canada TD Bank Full time

    **Customer Experience Associate**: - 425735BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 201 Hymus Boulevard **Employment Type** - Regular **City** - Pointe Claire **Time Type** - Part Time **Province/State** - Quebec **Hours** - 15 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Financial Services Associate

    5 months ago

    Pointe-Claire, 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 Service Associate

    1 week ago

    Pointe-Claire, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Role OverviewAs a PIA Client Service Associate at The Toronto-Dominion Bank (Canada), you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors. This role involves preparing documentation, creating reports, and communicating with clients and other branch staff.

  • Relationship Manager

    5 months ago

    Pointe-Claire, Canada BMO Financial Group Full time

    6500 Trans-Canada Hwy, #130 Pointe-Claire Quebec,H9R 0A5 Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies,...