Personal Banker Associate
2 months ago
285 Coldwater Road West Orillia Ontario,L3V 3M1
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**:
$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 our people.
-
Personal Banking Associate
5 months ago
Orillia, Canada TD Bank Full time**Personal Banking Associate**: - 430918BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 39 Peter Street North **Employment Type** - Regular **City** - Orillia **Time Type** - Part Time **Province/State** - Ontario **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...
-
Personal Banking Associate Trainee
5 months ago
Orillia, Canada TD Bank Full time**Personal Banking Associate Trainee**: - 415317BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 39 Peter Street North **Employment Type** - Regular **City** - Orillia **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...
-
Customer Service Representative
4 weeks ago
Orillia, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banker Associate. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their goals.Key...
-
Sales Associate
2 months ago
Orillia, Ontario, Canada beBee Professionals Full time $30,000 - $50,000We are seeking a highly motivated and customer-focused Sales Associate to join our team at beBee Professionals in Orillia, Canada.Key Responsibilities:Provide exceptional customer service and assist customers with their purchases.Maintain a thorough knowledge of products and promotions to offer accurate information and recommendations.Process transactions...
-
Sales Associate
2 months ago
Orillia, Canada Orillia Hyundai Full timeRoles of Sales Associate - Provide high level of customer satisfaction - Grow and service your personal client base - Complete all necessary OEM courses. - Provide the highest level of Hyundai product knowledge to our client base. - Introduces customers to service department personnel to emphasize to them the quality and efficiency of service repairs and...
-
Associate Dentist
6 months ago
Orillia, Canada Dr. Peggy Wong DentistryMariposa Dental Full timeSeeking part time associate to join our busy and modern dental practice(s). We are an assignment practice with 80% of patients having private dental insurance. We are a digital practice and mostly paperless. Located in a high traffic area our 8 op newly built location has a well established client base that continues to grow with a secondary location or...
-
Sales Associate
2 months ago
Orillia, Canada The Wireless Kiosk at Costco Full timeBrand: The Wireless Kiosk at Costco Location: 1265 - Orillia - 625 University Ave. Orillia, Ontario - L3V 0Y7 **OVERVIEW** Join one of the best retail teams in Canada. Wireless etc. is the exclusive operator of the wireless kiosks at Costco Wholesale warehouses across Canada. Operated by Glentel Inc., a billion-dollar+ organization, Wireless etc. is...
-
Store Associate
6 months ago
Orillia, Canada Sherwin-Williams Full timeThis is 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...
-
Store Associate
5 months ago
Orillia, Canada Sherwin-Williams Full timeThis is 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...
-
Associate Dentist
6 months ago
Orillia, Canada Dr. Peggy Wong Dentistry Full timeSeeking part time associate to join our busy and modern dental practice. We are an assignment practice with 80% of patients having private dental insurance. We are digital and COVID adapted with PPE, air purifiers and N95s. Located in a high traffic area our 8 op newly built location has a well established client base that continues to grow. Minimum of 3...
-
Sales Associate
5 months ago
Orillia, Canada PET VALU Orillia Two Locations Full timeJob Overview: We are seeking a motivated and customer-oriented Sales Associate to join our team. As a Sales Associate, you will be responsible for providing exceptional customer service, driving sales, and maintaining a clean and organized store environment. This is a great opportunity for individuals who enjoy working in a fast-paced retail...
-
Food Service Associate
4 weeks ago
Orillia, Ontario, Canada Wimpy's Diner Full timeAt Wimpy's Diner, we are seeking a skilled Food Service Associate to join our team. As a Food Service Associate, you will be responsible for providing exceptional customer service, preparing and serving food and beverages, and maintaining a clean and safe dining environment.Key Responsibilities:Customer Service: Greet patrons, present menus, make...
-
Inside Sales Associate
1 month ago
Orillia, Canada White Cap Canada Inc. Full timeWhat We Offer:Comprehensive Benefits Packages starting on your first day of employment!RRSP Matching Plan.Competitive Salary.Career Growth Opportunities and Internal Learning Centre.Wellness Programs & Tuition Reimbursement.And MORE!A position at White Cap Canada (Formally Brafasco/Brock White/National Concrete Accessories) isn’t your ordinary job....
-
Inside Sales Associate
1 month ago
Orillia, Canada White Cap Canada Inc. Full timeWhat We Offer:Comprehensive Benefits Packages starting on your first day of employment!RRSP Matching Plan.Competitive Salary.Career Growth Opportunities and Internal Learning Centre.Wellness Programs & Tuition Reimbursement.And MORE!A position at White Cap Canada (Formally Brafasco/Brock White/National Concrete Accessories) isn’t your ordinary job....
-
Inside Sales Associate
2 months ago
Orillia, Canada White Cap Canada Inc. Full time**What We Offer**: - Comprehensive Benefits Packages starting on your first day of employment! - RRSP Matching Plan. - Competitive Salary. - Career Growth Opportunities and Internal Learning Centre. - Wellness Programs & Tuition Reimbursement. - And MORE! A position at White Cap Canada (Formally Brafasco/Brock White/National Concrete Accessories) isn’t...
-
Budtender (Sales Associate)
2 months ago
Orillia, Canada The Den Cannabis Store Full timeFor anyone looking to jump into the budding industry of legalized recreational Cannabis sales in Ontario, look no further! Here at The Den Cannabis store, we are aiming to fill our budtender positions with an incredible team to provide our customers with a knowledgeable shopping experience. Our goal is to stand out in the crowd for our superb customer...
-
Retail Sales Associate
3 months ago
Orillia, Canada Eclipse Stores Inc Full timeIf you love fashion and working with people, we have a job for you! Eclipse Stores Inc. is a growing woman’s clothing retailer with over 80 stores across Canada. We are looking for an energetic, friendly person with an interest in fashion to fill the role of Sales Associate in our Eclipse Store in the Orillia Square Mall. Responsibilities Include: -...
-
Food Service Associate
5 months ago
Orillia, Canada Dexterra Group Full timeJob Description WHAT'S THE JOB? At Dana Hospitality, we create exceptional customer experiences that make our clients shine. Powered by passionate people, we bring the right teams with the right skills together to turn problems into solutions and challenges into moments of ingenuity. As a Food Services Associate , reporting to the Chef...
-
Counter / Warehouse Associate
5 months ago
Orillia, Canada Nedco Full timeFor 100 years, **Nedco** has been a cornerstone in the electrical industry. With branches across Canada, Nedco**, ** a division of Rexel Canada Electrical Inc., is pleased to offer one-stop shopping for a wide range of quality products such as communications, wire and cable, distribution, lighting, data, home integration and security. The **Counter /...
-
Sales Associate
5 months ago
Orillia, Canada The Wireless Kiosk at Costco Full timeBrand: The Wireless Kiosk at Costco Location: 1265 - Orillia - 625 University Ave. Orillia, Ontario - L3V 0Y7 Join the Wireless Kiosk at Costco, a subsidiary of Glentel. We are proud to be recognized as 2022 Best Place to Work by HR Director Magazine. **The Wireless Kiosk at Costco. The best place to grow your sales career. Everyday.** We are a leader in...