Personal Banking Associate

2 weeks ago

Toronto, Canada BMO Financial Group Full time

5516-5522 Yonge St, Units 4-7 Toronto Ontario,M2N 7L3

IFIC or CSC must be completed

Mandarin speaking is highly in demand

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 cal

  • Associate, Corporate Banking

    1 week ago

    Toronto, Canada Sumitomo Mitsui Banking Corporation Full time

    **Role Description**: The Associate will also assist managing the credit portfolio through on-going monitoring and reporting of asset quality. **Role Objectives**: - Participate in the negotiation, structuring, and execution of new transactions. Cross-sell products (derivatives, DCM, trade finance, etc.) - Participate in the due diligence of new...

  • Personal Banking Associate

    18 hours ago

    Toronto, Canada TD Bank Full time $45,700 - $61,000

    Job Description: Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,...

  • Associate, Banking Compliance

    3 weeks ago

    Toronto, Canada Sumitomo Mitsui Banking Corporation Full time

    **Role Description**: Reporting to the Director, Regulatory Governance (“Director”), the Associate, Banking Compliance works closely with the Analyst, Regulatory Compliance with respect to the governance and execution of Canada Branch compliance risk management programs and related projects and initiatives. The position is responsible for a variety of...

  • Personal Banking Associate

    2 weeks ago

    Toronto, Canada BMO Full time

    Join to apply for the Personal Banking Associate role at BMO.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...

  • Corporate Banking Associate

    4 weeks ago

    Toronto, Canada Sumitomo Mitsui Banking Corporation Full time

    Overview: **Responsibilities**: - To ensure that all business activities are in full compliance with all Bank policies and procedures, including Anti-Money Laundering policies, and the requirements of the relevant regulatory bodies as communicated by SMBCCB’s Compliance Department. - To assist the Managing Director in the achievement of budget targets,...

  • Personal Banking Associate Trainee

    4 weeks ago

    Toronto, Canada TD Bank Full time

    **Personal Banking Associate Trainee**: - 417361BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 45 Overlea Boulevard **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    242 Bloor Street W Toronto Ontario,M5R 2B5 IFIC/CSC required upon hiring Previous banking experience an asset This position is 100% on-site at 242 Bloor Street, Toronto, in the Bloor-Yorkville neighborhood with high volume business and diverse clientele. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides...

  • Personal Banking Associate

    3 weeks ago

    Toronto, Canada BMO Financial Group Full time

    Address: 900 Dufferin St, Units 607,615 Job Family Group: Retail Banking Sales & Service Portuguese or Spanish language skill is in very high demand 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...

  • Personal Banking Associate

    3 weeks ago

    Toronto, Canada Alterna Savings Full time

    **Scope of Position** This is a dual role that serves in a unique capacity as ambassador for new/existing members of Alterna. The incumbent must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and meet the needs of all mass market members by providing...

  • Personal Banking Associate

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    700 University Ave Unit 104B Toronto Ontario,M5G 1X7 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...

  • Personal Banking Associate

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    171 East Liberty St, #106/108 Toronto Ontario,M6K 3P6 IFIC or CSC must be completed This role is at East Liberty and Hannah and is full time. Portuguese language skills in high demand. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best...

  • Personal Banking Associate

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    3320 Yonge Street Toronto Ontario,M4N 2M4 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

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    55 Bloor Street West Toronto Ontario,M4W 1A6 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

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    1502 Dupont Street Toronto Ontario,M6P 3S1 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

    3 weeks ago

    Toronto, Canada BMO Financial Group Full time

    4700 Keele Street Toronto Ontario,M3J 1P3 This is a full time position at the York Lanes branch. 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...

  • Personal Banking Associate

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    863 Brown's Line Toronto Ontario,M8W 3V7 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

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    2450 Sheppard Ave E, Unit 119 Toronto Ontario,M2J 1X1 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...

  • Personal Banking Associate

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    2859 Dundas Street West Toronto Ontario,M6P 1Y9 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

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    5140 Yonge Street, Unit 101 Toronto Ontario,M2N 6L7 IFIC and 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

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    4700 Keele Street Toronto Ontario,M3J 1P3 This is a full time role at York Lanes Branch. IFIC or CSC must 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...