Personal Banking Associate

2 weeks ago

Salt Spring Island, Canada BMO Financial Group Full time

116 Fulford Ganges Road Salt Spring Island British Columbia,V8K 2S4

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**:
$ 33,000.00 (minimum) - $ 41,400.00 (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 retirem

  • Personal Banking Associate

    1 week ago

    Salt Spring Island, Canada BMO Financial Group Full time

    116 Fulford Ganges Road Salt Spring Island British Columbia,V8K 2S4Delivers 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...

  • Business Banking Advisor

    3 weeks ago

    Salt Spring Island, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Business Banking Advisor to join our team. This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The BBA provides advisory services and develops long-term relationships with current and...

  • Personal Banker in Training

    2 months ago

    Salt Spring Island, Canada BMO Financial Group Full time

    116 Fulford Ganges Road Salt Spring Island British Columbia,V8K 2S4 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...

  • Branch Manager

    4 weeks ago

    Salt Spring Island, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Branch Manager to join our team at our Salt Spring Island branch. The Branch Manager is responsible for developing and directing the growth strategy and service portfolio goals for their assigned branch. This includes promoting assigned branch and First West within the community; providing sales and service leadership to branch...

  • Branch Manager

    20 hours ago

    Salt Spring Island, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Branch Manager to join our team at our Salt Spring Island branch. The Branch Manager is responsible for developing and directing the growth strategy and service portfolio goals for their assigned branch. This includes promoting assigned branch and First West within the community; providing sales and service leadership to branch...

  • Customer Service Representative

    3 weeks ago

    Salt Spring Island, Canada BMO Financial Group Full time

    116 Fulford Ganges Road Salt Spring Island British Columbia,V8K 2S4 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...

  • Client Service Representative

    2 months ago

    Salt Spring Island, 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...

  • Client Service Representative

    6 days ago

    Salt Spring Island, 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...

  • Financial Assistant

    3 weeks ago

    Salt Spring Island, Canada Mouat's Trading Co. Full time

    Job Overview: **Responsibilities**: - Process and reconcile daily sales from Home Hardware, Mouat’s Clothing and Old Salty - Balance office till daily - Prepare bank deposits and coin orders - Collect and process rental property payments - Manage invoicing and payments for repairs and maintenance - Manage the general ledger and journal entries - Support...

  • Financial Assistant

    1 week ago

    Salt Spring Island, Canada Mouat's Trading Co. Full time

    Job Overview:Responsibilities: Process and reconcile daily sales from Home Hardware, Mouat's Clothing and Old Salty Balance office till daily Prepare bank deposits and coin orders Collect and process rental property payments Manage invoicing and payments for repairs and maintenance Manage the general ledger and journal entries Support the Office Manager in...

  • Rcmp Detention Guard

    3 weeks ago

    Salt Spring Island, Canada Commissionaires Victoria, The Islands And Yukon Full time

    **WORK WITH US, NOT FOR US** **Join the Commissionaires!** - As the only not-for-profit security company, our focus is on our employees. Over 90% of our revenues go directly back to our staff in health & dental benefits, RRSP contributions, employee recognition programs, and more._ - Our recent partnership with BMO Financial Group offers our staff prime...

  • Assistant Branch Manager

    4 weeks ago

    Salt Spring Island, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Assistant Branch Manager to join our team at our Salt Spring Island branch. The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive exceptional service by providing leadership, coaching and mentoring to...

  • Assistant Branch Manager

    20 hours ago

    Salt Spring Island, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Assistant Branch Manager to join our team at our Salt Spring Island branch. The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive exceptional service by providing leadership, coaching and mentoring to...

  • Administrator/driver's License Agent

    3 weeks ago

    Salt Spring Island, Canada Seafirst Insurance Full time

    Are you interested in a career in Insurance? We would love to talk to you if so! SeaFirst Insurance Brokers are insurance specialists. Our rapidly growing company has been providing our clients with the finest in general insurance services for over 40 years and are proud to be the largest general insurance brokers on the Saanich Peninsula, with offices in...

  • Foh Team Member

    2 weeks ago

    Salt Spring Island, Canada Harbour House Hotel Full time

    **Job Types**: Full-time, Part-time **Pay**: Starting at $16 **Role Summary** F&B server will serve food and beverage items to customers in a friendly, enthusiastic, professional, and timely manner. Great guest experience comes from many places. The sights, sounds, scents and, importantly, service. As a F&B Server, you’ll welcome our guests, recommend...

  • Boh Team Member

    2 weeks ago

    Salt Spring Island, Canada Harbour House Hotel Full time

    The line cook will ensure high levels of food quality, presentation and cost control according to recipe cards - Food preparation will include operating a variety of kitchen equipment to measure, and mix ingredients, wash peel, cut and shred fruits and vegetables, and trimming and cutting meat, poultry and fish for use. - Control food waste, loss and usage...

  • Member Advisor

    4 weeks ago

    Salt Spring Island, Canada First West Credit Union Full time

    We are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to...

  • Member Advisor

    1 month ago

    Salt Spring Island, Canada First West Credit Union Full time

    We are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to...

  • Administrator/driver's License Agent

    1 week ago

    Salt Spring Island, Canada Seafirst Insurance Full time

    Are you interested in a career in Insurance? We would love to talk to you if soSeaFirst Insurance Brokers are insurance specialists. Our rapidly growing company has been providing our clients with the finest in general insurance services for over 40 years and are proud to be the largest general insurance brokers on the Saanich Peninsula, with offices in...

  • Auto Insurance/appointed Agent

    2 months ago

    Salt Spring Island, Canada Seafirst Insurance Full time

    Are you interested in a career in Insurance? We would love to talk to you if so! SeaFirst Insurance Brokers are insurance specialists. Our rapidly growing company has been providing our clients with the finest in general insurance services for over 40 years and are proud to be the largest general insurance brokers on the Saanich Peninsula, with offices in...