Personal Banking Associate

5 months ago

ChathamKent, Canada BMO Financial Group Full time

819 St. Clair St Chatham Ontario,N7L 0E9

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**:
$33,850.00 - $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 communities and

  • Personal Banking Associate

    5 months ago

    Chatham-Kent, Canada TD Bank Full time

    **Personal Banking Associate**: - 417222BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 412 George Street **Employment Type** - Regular **City** - Chatham, Dresden **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Personal Banking Associate

    5 months ago

    Chatham-Kent, Canada BMO Financial Group Full time

    348 Lacroix Street Chatham Ontario,N7M 2W3 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...

  • Banking Advisor

    2 months ago

    Chatham-Kent, Canada Royal Bank of Canada Full time

    **Job Summary** 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 with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Personal Banker

    5 months ago

    Chatham-Kent, Canada BMO Financial Group Full time

    348 Lacroix Street Chatham Ontario,N7M 2W3 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...

  • Investment Specialist Associate

    5 months ago

    Chatham-Kent, Canada Scotiabank Full time

    Requisition ID: 180601 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Specialist Associate** As a **Scotiabank Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an...

  • Banking Advisor

    7 days ago

    Chatham-Kent, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Banking Centre Leader I

    5 months ago

    Chatham-Kent, 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

    Chatham-Kent, Canada TD Bank Full time

    **Customer Experience Associate**: - 430724BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 255 King Street West **Employment Type** - Regular **City** - Chatham **Time Type** - Part Time **Province/State** - Ontario **Hours** - 15 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Customer Service Representative

    5 months ago

    Chatham-Kent, Canada Scotiabank Full time

    Requisition ID: 188904 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...

  • Personal Support Worker

    4 months ago

    Chatham-Kent, Canada Wadysacare HealthCare Services Full time

    **JOB RESPONSIBILITIES** - Ensures and promotes the provision of resident-focused care to meet the needs of residents - Provides supervision and/or assistance to residents in the activities of daily living including eating, dressing, transferring, toileting, hygiene, grooming, and bathing as per residents’ individual plans of care to meet their needs and...

  • Local Contract Area Consultant

    5 months ago

    Chatham-Kent, Canada GO Destination Services Full time

    GO Destination Services offers personalized support and guidance for professionals relocating for a new position. We are looking for qualified contract consultants to assist our clients with relocation services. GO Destination Services has been assisting in the relocation of associates for over 20 years both within the United States as well as globally. We...

  • Sales Associate

    5 months ago

    Chatham-Kent, 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...

  • Garden Centre Associate

    5 months ago

    Chatham-Kent, Canada Canadian Tire Full time

    Job Summary: We are seeking a motivated and enthusiastic individual to join our team as a Seasonal Garden Centre Associate. The position is temporary. It will likely start around the end of April and will last until roughly the end of July. As an associate, you will be responsible for assisting customers, providing excellent customer service, and maintaining...

  • Personal Care Attendant

    5 months ago

    Chatham-Kent, Canada March of Dimes Canada Full time

    **Personal Care Attendant - Part Time/ OutreachAttendant Services Program/** **Supportive Housing Chatham - Kent** **Looking for steady, meaningful work?** Join our Community Support Services team at March of Dimes Canada. Provide daily care and support to people with disabilities and seniors in your community. Many people need help to live in their homes...

  • Parts Associate

    5 months ago

    Chatham-Kent, Canada Profota's Farm Equipment Full time

    **About us** Profota's Farm Equipment is a small business in Chatham-Kent, ON N7M 5J2. We are professional. Our work environment includes: - Modern office setting - Growth opportunities Profota's Farm Equipment is looking for a motivated and organized associate to join our parts team in Chatham-Kent, ON. **Responsibilities**: - Assist in the daily...

  • Sales Associate

    3 weeks ago

    Chatham-Kent, Canada CB Canada Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Sherwin-Williams. As a Sales Associate, you will be responsible for providing exceptional customer service, assisting customers with their paint needs, and maintaining a clean and organized store environment.Key ResponsibilitiesAssist customers in person and...

  • Box Office Associate

    3 weeks ago

    Chatham-Kent, Canada Municipality of Chatham-Kent Full time

    The Municipality of Chatham-Kent is seeking a skilled Box Office Attendant to join their Arts and Culture division. This permanent part-time position will work 20 hours per week, providing exceptional customer service and ticket sales support for the Chatham Capitol Theatre, the Chatham Kiwanis Theatre, and CK Tickets.Key Responsibilities:Provide...

  • Sales Associate

    1 week ago

    Chatham-Kent, Canada Chatham Home Store Full time

    The Sales Associate is responsible for providing prompt, courteous and efficient service to customers. Advise customers on appropriate merchandise and related items; processing transactions (cash, credit card, debit card) using retail software; ticketing and replenishing merchandise, cycle counting, and general housekeeping. - Work at the cashier desk...

  • Investment Specialist

    5 months ago

    Chatham-Kent, Canada BMO Financial Group Full time

    819 St. Clair St Chatham Ontario,N7L 0E9 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly...

  • Store Associate

    1 week ago

    Chatham-Kent, Canada Sherwin-Williams Full time

    This position is essential to the success of our retail stores. Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates are also expected to promptly resolve any customer concerns and ensure maximum client...