Personal Banking Associate

5 months ago

Richmond, Canada BMO Financial Group Full time

3880, No 3 Road, Unit 100 Richmond British Columbia,V6X 2C1

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 calls on us to create lasting, positive change for our customers, o

  • Personal Banking Associate

    5 months ago

    Richmond, Canada TD Bank Full time

    **Personal Banking Associate**: - 426768BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 3960 Francis Road **Employment Type** - Regular **City** - Richmond **Time Type** - Part Time **Province/State** - British Columbia **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department Overview** At...

  • Personal Banking Associate

    5 months ago

    Richmond, Canada TD Bank Full time

    **Personal Banking Associate**: - 425312BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 5917 Perth Street **Employment Type** - Regular **City** - Richmond **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Hours/Availability Detail** - Weekdays...

  • Personal Banking Associate

    1 month ago

    Richmond Hill, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at BMO. As a key member of our branch, 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 best interests.Key...

  • Personal Banking Associate

    1 month ago

    Richmond Hill, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at BMO. As a key member of our branch, 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 best interests.Key...

  • Personal Banking Associate

    5 months ago

    Richmond Hill, Canada TD Bank Full time

    **Personal Banking Associate**: - 417118BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 10381 Bayview Avenue **Employment Type** - Regular **City** - Richmond Hill **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

    Richmond, Canada BMO Financial Group Full time

    5300 No. 3 Road, Unit 322 Richmond British Columbia,V6X 2X9 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...

  • Personal Banking Associate

    5 months ago

    Richmond Hill, Canada BMO Financial Group Full time

    1070 Major Mackenzie Dr E Richmond Hill Ontario,L4S 1P3 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

    5 months ago

    Richmond Hill, Canada BMO Financial Group Full time

    11680 Yonge Street Richmond Hill Ontario,L4E 0K4 This is a full time role at Yonge and Towerhill. 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

    5 months ago

    Richmond Hill, Canada BMO Financial Group Full time

    550 Highway #7 East Richmond Hill Ontario,L4B 3Z4 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...

  • Manager, Personal Banking

    5 months ago

    Richmond, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

  • Business Banking Associate

    5 months ago

    Richmond, Canada TD Bank Full time

    **Business Banking Associate**: - 431701BR **Job Category - Primary** - Commercial Banking **Work Location** - 5991 #3 Road **Employment Type** - Regular **City** - Richmond **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** - TD Commercial Banking...

  • Personal Banking Associate

    5 months ago

    Richmond Hill, Canada BMO Financial Group Full time

    550 Highway #7 East Richmond Hill Ontario,L4B 3Z4 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 Banker Associate

    5 months ago

    Richmond, Canada BMO Financial Group Full time

    11000 No 5 Road Richmond British Columbia,V7A 4E7 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...

  • Customer Experience Associate

    18 hours ago

    Richmond, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    About the JobWe are seeking a highly skilled Customer Experience Associate to join our team at The Toronto-Dominion Bank. In this role, you will be responsible for delivering exceptional customer experiences and providing top-notch service to our clients.Key ResponsibilitiesProcess financial transactions accurately and efficiently, adhering to standardized...

  • Banking Advisor

    2 weeks ago

    Richmond, British Columbia, Canada NBC Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at NBC. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal banking and investment products.Key Responsibilities:Provide personalized banking and investment advice to clientsAssist clients with mortgage...

  • Banking Advisor

    5 months ago

    Richmond, Canada National Bank of Canada Full time

    Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to 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 use your analytical skills in order to offer a people-centric experience for branch clients. This role...

  • Banking Advisor

    1 month ago

    Richmond, British Columbia, Canada NBC Full time

    Job Title: Banking AdvisorAt NBC, we're looking for a skilled Banking Advisor to join our team. As a Banking Advisor, you'll play a key role in providing exceptional client service and building strong relationships with our customers.Key Responsibilities:Provide personalized financial advice and solutions to clientsConduct needs assessments and develop...

  • Banking Advisor

    1 month ago

    Richmond, British Columbia, Canada NBC Full time

    Job Title: Banking AdvisorAt NBC, we're looking for a skilled Banking Advisor to join our team. As a Banking Advisor, you'll play a key role in providing exceptional client service and building strong relationships with our customers.Key Responsibilities:Provide personalized financial advice and solutions to clientsConduct needs assessments and develop...

  • Banking Advisor

    3 weeks ago

    Richmond, British Columbia, Canada NBC Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals, and building strong relationships with our customers.Key ResponsibilitiesProvide personalized banking...

  • Banking advisor

    6 months ago

    Richmond, Canada NBC Full time

    Area of Interest: Advisory services, Personal banking ...