Personal Banking Associate

4 weeks ago

Brampton, Canada BMO Financial Group Full time

45 Montpelier St Brampton Ontario,L6Y 6H4

This position is based out of our new Mississauga Road & Financial Drive branch in Brampton. This position requires availability to work anytime during branch hours, Monday through Saturday.
IFIC or CSC must be completed

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.
- 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.

**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 working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for

  • Personal Banking Associate

    1 month ago

    Brampton, Canada BMO Financial Group Full time

    9505 Mississauga Rd Brampton Ontario,L6X 0Z8 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

    1 month ago

    Brampton, Canada BMO Financial Group Full time

    52 Peel Centre Drive Brampton Ontario,L6T 0E2 IFIC or CSC must be completed 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...

  • Personal Banking Associate

    3 days ago

    Brampton, Canada BMO Financial Group Full time

    180 Sandalwood Pkwy, Units 2,3 Brampton Ontario,L6Z 1Y4 IFIC or CSC must be completed 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...

  • Personal Banking Associate

    2 weeks ago

    Brampton, Canada TD Bank Full time

    Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres de votre navigateur ou sélectionner Accepter pour consentir à...

  • Personal Banking Associate

    2 weeks ago

    Brampton, Canada TD Bank Full time

    Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres de votre navigateur ou sélectionner Accepter pour consentir à...

  • Personal Banking Associate

    2 weeks ago

    Brampton, Canada TD Bank Full time

    Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres de votre navigateur ou sélectionner Accepter pour consentir à...

  • Personal Banking Associate

    2 weeks ago

    Brampton, ON, Canada TD Bank Full time

    Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres de votre navigateur ou sélectionner Accepter pour consentir à...

  • Personal Banker

    1 month ago

    Brampton, Canada BMO Financial Group Full time

    52 Peel Centre Drive Brampton Ontario,L6T 0E2 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

    1 month ago

    Brampton, Canada BMO Financial Group Full time

    45 Montpelier St Brampton Ontario,L6Y 6H4 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

    6 days ago

    Brampton, Canada National Bank of Canada Full time

    **Primary Locations**:Brampton, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Brampton, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and provide...

  • Banking Advisor

    2 days ago

    Brampton, Canada National Bank Full time

    Attendance On-Site Job Number 20974 Category Support Status: Permanent Type of Contract Permanent Schedule: Part-Time 29 hours Full Time / Part Time? Part-Time Number of Hours 29 Posting date 09-May-2024 Location: Brampton, Ontario City Brampton Province/State Ontario Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at...

  • Banking Advisor

    2 days ago

    Brampton, Canada National Bank Full time

    Attendance On-Site Job Number 20974 Category Support Status: Permanent Type of Contract Permanent Schedule: Part-Time 29 hours Full Time / Part Time? Part-Time Number of Hours 29 Posting date 09-May-2024 Location: Brampton, Ontario City Brampton Province/State Ontario Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at...

  • Investment Specialist Associate

    13 hours ago

    Brampton, Canada Scotiabank Full time

    **Requisition ID**: 150426 **Salary Range**: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 opportunity to master...

  • Financial Services Associate

    1 month ago

    Brampton, 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...

  • Senior Manager

    3 weeks ago

    Brampton, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - Brampton/Vaughan Market page is loaded Senior Manager & Team Lead, Business Banking - Brampton/Vaughan Market Apply locations Brampton, ON time type Full time posted on Posted Yesterday job requisition id 2405539 We’re building a ...

  • Senior Manager

    3 weeks ago

    Brampton, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - Brampton/Vaughan Market page is loaded Senior Manager & Team Lead, Business Banking - Brampton/Vaughan Market Apply locations Brampton, ON time type Full time posted on Posted Yesterday job requisition id 2405539 We’re building a ...

  • Senior Manager

    3 weeks ago

    Brampton, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - Brampton/Vaughan Market page is loaded Senior Manager & Team Lead, Business Banking - Brampton/Vaughan Market Apply locations Brampton, ON time type Full time posted on Posted Yesterday job requisition id 2405539 We’re building a ...

  • Sr. Manager Internal Audit, Rogers Bank

    35 minutes ago

    Brampton, Canada Rogers Communications Full time

     Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to develop and implement innovative financial solutions and experiences. The bank offers unique cash-back benefits and financing options for Rogers purchases using cutting-edge...

  • Senior Manager

    3 weeks ago

    Brampton, ON, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - Brampton/Vaughan Market page is loaded Senior Manager & Team Lead, Business Banking - Brampton/Vaughan Market Apply locations Brampton, ON time type Full time posted on Posted Yesterday job requisition id 2405539 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Maintenance Person

    1 month ago

    Brampton, Canada Courtyard Marriott Brampton Full time

    Keep all equipment in good repair with a minimum of downtime by providing day-to-day maintenance of the hotel. And to complete maintenance work orders from all departments on a timely basis by following hotels standard operating procedures. Continually work towards and support the improvement of engineering service to guests, other departments and fellow...