Personal Banker Associate

2 weeks ago

Edmonton, Canada BMO Financial Group Full time

17504 100 Ave Edmonton Alberta,T5S 2S2

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.

**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 yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and

  • Personal Banker

    4 weeks ago

    Edmonton, Canada HSBC Full time

    -Job description Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of...

  • Personal Assistant

    4 days ago

    Edmonton, Canada Helping Hands Personal Assistants Full time

    Helping Hands Personal Assistants is looking to hire an energetic, self-directed, organized, and compassionate individual to join our team. This friendly, caring, and respectful individual will be responsible for assisting clients with common activities of daily living, providing home support services, and building strong, meaningful relationships. **This...

  • Personal Banker

    4 weeks ago

    Edmonton, Canada BMO Financial Group Full time

    11630 87th Ave Edmonton Alberta,T6G 0Y2 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...

  • Personal Banker

    3 days ago

    Edmonton, Canada BMO Financial Group Full time

    10803 23rd Avenue Edmonton Alberta,T6J 7B5 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 through various channels with BMO partners to deliver the desired customer...

  • Universal Banker I

    3 days ago

    Edmonton, 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...

  • Universal Banker I

    4 weeks ago

    Edmonton, 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...

  • Universal Banker I

    4 weeks ago

    Edmonton, 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...

  • Universal Banker I

    4 weeks ago

    Edmonton, 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...

  • Cpa Student or Newly Designated Cpa

    3 days ago

    Edmonton, Canada Chopek & Associate Professional Corporation Full time

    We are currently seeking a Full-time CPA Student or a Newly designated CPA for our growing team. Chopek & Associates is a fast-growing accounting, tax and business consulting firm in Edmonton serving clients across Alberta. Our team of professionals use cutting-edge technology to drive growth while providing our clients with expert advice across diverse...

  • Personal Banking Associate

    7 days ago

    Edmonton, Canada BMO Financial Group Full time

    6220 199th Street NW Edmonton Alberta,T5T 2K4 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

    Edmonton, Canada BMO Financial Group Full time

    13370 114th Ave Edmonton Alberta,T5M 4B7 This position requires availability to work any time during branch hours. Mutual Funds licensing (IFIC/CSC) is required. 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....

  • Personal Banking Associate

    7 days ago

    Edmonton, Canada BMO Financial Group Full time

    5503 23rd Avenue Edmonton Alberta,T6L 7B9 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 days ago

    Edmonton, Canada BMO Financial Group Full time

    8211 104th Street NW Edmonton Alberta,T6E 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 achieve...

  • Personal Banking Associate

    4 weeks ago

    Edmonton, Canada BMO Financial Group Full time

    137th Avenue & 66th Street Edmonton Alberta,T5C 3C8 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 Trainer

    7 days ago

    Edmonton, Canada Touchmark Full time

    ETHIC - Excellence, Teamwork, Hospitality, Integrity, and Compassion - steadfastly characterizes our mission to continually enrich the daily lives of residents. We practice these principles with every task and interaction, from personal caregiver assistance to mowing the grass. At Touchmark, we say: I AM AN ALLY - I AM A FRIEND - I AM A GIVER We are...

  • Receptionist/administrative Assistant

    4 weeks ago

    Edmonton, Canada Victorian Management Ltd. Full time

    Victorian Management Ltd is a condominium management company located in southeast Edmonton near Whitemud Drive and 50th Street. We are hiring an experienced, friendly, professional individual to join our team on a full-time basis as our reception/administrative assistant. Hours are Monday to Friday 9am to 4:30pm Overview - Medical benefits including...

  • Development Associate

    3 days ago

    Edmonton, Canada University of Alberta Full time

    **MED Dean Admin Non-budgeted**: - Competition No. **A100649583** - Closing Date **Mar 14, 2023** This position is a part of the Association of the Academic Staff of the University of Alberta (AASUA). In accordance with the Administrative and Professional Officer Agreement, this full time continuing position offers a comprehensive benefits package found...

  • Personal Banking Associate

    4 weeks ago

    Edmonton, Canada BMO Financial Group Full time

    10803 23rd Avenue Edmonton Alberta,T6J 7B5 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...

  • Sales Associate

    3 weeks ago

    Edmonton, Canada Fine Sight Solutions Full time

    We are one of the leading providers in Sales, Customer Service, and Business Development for top-tier nationwide clients. We are in search of an entry-level Sales Associate that has an exuberant personality and a passion for working with others! Our entry-level Sales Associates place a huge emphasis on the attention to detail with each customer account, and...

  • Sales Associate

    3 weeks ago

    Edmonton, Canada Fine Sight Solutions Full time

    We are one of the leading providers in Sales, Customer Service, and Business Development for top-tier nationwide clients. We are in search of an entry-level Sales Associate that has an exuberant personality and a passion for working with others! Our entry-level Sales Associates place a huge emphasis on the attention to detail with each customer account, and...