Personal Banking Associate

5 months ago

Leduc, Canada BMO Financial Group Full time

4706 - 50th Avenue Leduc Alberta,T9E 6Y6

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**:
$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

  • Personal Banking Associate

    5 months ago

    Leduc, Canada BMO Financial Group Full time

    4706 - 50th Avenue Leduc Alberta,T9E 6Y6 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 Banker

    5 months ago

    Leduc, Canada BMO Financial Group Full time

    4706 - 50th Avenue Leduc Alberta,T9E 6Y6 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 Banker

    5 months ago

    Leduc, Canada TD Bank Full time

    **Personal Banker**: - 415928BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 5409 Discovery Way **Employment Type** - Regular **City** - Leduc **Time Type** - Full Time **Province/State** - Alberta **Hours** - 37.50 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD Canada Trust, we...

  • Customer Experience Associate

    5 months ago

    Leduc, Canada TD Bank Full time

    **Customer Experience Associate**: - 422890BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 5409 Discovery Way **Employment Type** - Temporary **City** - Leduc **Time Type** - Part Time **Province/State** - Alberta **Hours** - 22.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Customer Experience Associate

    5 months ago

    Leduc, Canada TD Bank Full time

    **Customer Experience Associate**: - 417681BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 5409 Discovery Way **Employment Type** - Regular **City** - Leduc **Time Type** - Part Time **Province/State** - Alberta **Hours** - 22.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD Canada...

  • Sales Associate

    5 months ago

    Leduc, 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...

  • Parts Associate

    5 months ago

    Leduc, Canada woodys rv world Full time

    Woody's RV World Leduc currently has an opening for a Retail Parts and Accessories Associate in their fast paced Parts Department. **Rewards/ Perks**: - Great wages (above industry standards) and a profit sharing program - Opportunity to work in a dynamic, fast-paced environment - Educational and new learning opportunities - Continuous advancement within...

  • Temporary Associate

    5 months ago

    Leduc, Canada Kate Spade Full time

    **essential duties and responsibilities** **client & service expert: -** achieves individual sales goals - develops strong product knowledge across all categories - the sales associate is responsible for ensuring exemplary customer service by delivering the ultimate kate spade experience - able to develop a personal clientele through effective use of the...

  • Store Associate

    5 months ago

    Leduc, Canada Foneshop Communications Inc. (Rogers Dealer) Full time

    Foneshop Careers: Leduc, Ab Are you looking to jumpstart your sales career and be a part of a dynamic team that loves technology and provides excellent customer service? If so, Foneshop (an authorized Rogers, Fido Dealer) is the place for you. At Foneshop, we connect Canadians with the latest and most innovative phones and plans on the market. Our sales...

  • Experienced Sales Associate

    6 days ago

    Leduc, Alberta, Canada Cabinet Arts Ltd Full time

    Job Title: Sales AssociateCabinet Arts Ltd is seeking a motivated and detail-oriented Sales Associate to join our team. As a Sales Associate, you will be responsible for providing excellent customer service, maintaining sales records, and preparing merchandise for purchase. If you have a passion for sales and are looking for a challenging and rewarding role,...

  • Equipment Associate

    5 months ago

    Leduc, Canada Sunbelt Rentals of Canada Full time

    Are you seeking an entrepreneurial, empowering workplace that allows you to: - Work in a challenging, fast-paced environment where no day is the same - Advance into mechanic, driver or customer service roles - Work with an incredible team of people in a safety-focused culture Sunbelt Rentals--the fastest growing rental business in North America--is seeking...

  • Optical Associate

    5 months ago

    Leduc, Canada FYidoctors Leduc Full time

    **Why You Should Join Us**: We at FYidoctors put our patient's well-being first and feel honoured that thousands of Canadians across the country trust us with something so valuable. We put health front, and centre and this doctor-led approach has helped us rapidly grow in 12 years from 30 locations to over 300. We could not have gotten to where we are...

  • Associate Ii

    5 months ago

    Leduc, Canada Kate Spade Full time

    **general purpose of the position**:represent and communicate the kate spade brand and lifestyle to customers through sales competency, product expertise and by providing the highest level of customer service. responsibilities include but are not limited to the following: **essential duties and responsibilities** **client & service expert**: - achieves...

  • Retail Sales Associate

    1 month ago

    Leduc, Canada Galaxy Homes Full time

    Job Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Galaxy Homes. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, maintaining a high level of product knowledge, and achieving sales goals.Key Responsibilities:Provide excellent...

  • Shipper/receiver Yard Person

    2 months ago

    Leduc, Canada Fountain Tire Full time

    Overview: **Fountain Tire Leduc **is looking for a skilled and** Shipper/Receiver Yard Person to join our team!** At Fountain Tire, our associates are our number one asset. As a member of our team, you will get to enjoy some of our great benefits: **What’s in it for you?** - ** Competitive wages: ($17 - $19/hour)**: - ** We take care of you and your...

  • Retail Sales Associate

    4 weeks ago

    Leduc, Canada Galaxy Homes Full time

    Job Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Galaxy Homes. As a key member of our sales team, you will be responsible for providing exceptional customer service, building strong relationships with customers, and driving sales growth.Key Responsibilities:Provide excellent...

  • Reception + Retail Associates

    3 weeks ago

    Leduc, Canada Tommy Gun's Original Barbershop Full time

    **Exciting Opportunity: Join our Team at Tommy Gun's Leduc!**: Tommy Gun’s is on the hunt for dynamic and enthusiastic individuals to fill the crucial roles of Front Desk Reception + Retail Associates. We want YOU to be a part of our exciting journey! We are not just looking for employees; we are seeking passionate Reception + Retail Associates who ensure...

  • Retail Sales Associate

    4 weeks ago

    Leduc, Canada Galaxy Homes Full time

    Job Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Galaxy Homes. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, maintaining a high level of product knowledge, and achieving sales goals.Key Responsibilities:Provide excellent...

  • Retail Sales Associate

    4 weeks ago

    Leduc, Canada Galaxy Homes Full time

    Job Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Galaxy Homes. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, maintaining a high level of product knowledge, and achieving sales goals.Key Responsibilities:Provide excellent...

  • Rental Sales Associate

    2 months ago

    Leduc, Canada CanWest Concrete Cutting and Coring Full time

    CanWest is seeking a Rental Sales Associate for our Leduc location. This role will assist the CanWest Concrete Sales team with the following: - Deliver and pick up rented equipment to customers - Wash, grease, maintain returned equipment - Inventory of equipment in and out - Taking payment and invoicing rental customers - Assiting the main CanWest sales...