Personal Banking Associate

6 months ago

Ajax, Canada BMO Financial Group Full time

475 Westney Rd N, Unit 5-6 Ajax Ontario,L1T 3H4

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.
- 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 f

  • Personal Banking Associate

    6 months ago

    Ajax, Canada BMO Financial Group Full time

    180 Kingston Rd E, Unit B1 Ajax Ontario,L1Z 0C7 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

    6 months ago

    Ajax, Canada BMO Financial Group Full time

    180 Kingston Rd E, Unit B1 Ajax Ontario,L1Z 0C7 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. Works collaboratively within the branch and with BMO partners to deliver the desired customer...

  • Customer Experience Representative

    4 weeks ago

    Ajax, Ontario, Canada Scotiabank Full time

    We are seeking a Customer Experience Representative to join our Community Banking team. In this role, you will be the face of our branch, providing exceptional service to our customers and helping them achieve their financial goals.About the RoleThe Senior Customer Experience Associate is the primary point of contact for customers, ensuring their needs are...

  • Personal Banker

    4 weeks ago

    Ajax, Canada BMO Financial Group Full time

    180 Kingston Rd E, Unit B1 Ajax Ontario,L1Z 0C7 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...

  • Senior Banking Customer Experience Professional

    3 weeks ago

    Ajax, Ontario, Canada Scotiabank Full time

    About the Role:We are seeking an enthusiastic and driven individual to join our team as a Senior Customer Experience Associate at our Westney Heights Plaza Branch. As a key member of our Canadian Banking Branch network, you will provide exceptional service to our customers throughout their journey.Key Responsibilities:- Act as a lobby leader, ensuring...

  • Customer Experience Associate- Ajax Main Branch

    6 months ago

    Ajax, Canada Scotiabank Full time

    Requisition ID: 188291 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Senior Customer Experience Associate

    1 month ago

    Ajax, Ontario, Canada Scotiabank Full time

    Requisition ID: 207136At Scotiabank, we're seeking a skilled Senior Customer Experience Associate to join our Canadian Banking Branch network. As a key member of our team, you'll play a vital role in delivering exceptional customer service and driving business results.About the RoleOur Senior Customer Experience Associates are the face of our branches,...

  • Personal Banker Trainee/mngr Personal Financial

    6 months ago

    Ajax, Canada TD Bank Full time

    **Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 417281BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 15 Westney Road North **Employment Type** - Regular **City** - Ajax **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Customer Experience Associate- Westney Heights

    5 months ago

    Ajax, Canada Scotiabank Full time

    Requisition ID: 199023 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Personal Banker Trainee/mngr Personal Financial

    6 months ago

    Ajax, Canada TD Bank Full time

    **Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 426540BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 75 Bayly Street West **Employment Type** - Regular **City** - Ajax **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Financial Service Associate

    1 day ago

    Ajax, 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...

  • Customer Experience Associate- Westney Heights Plaza

    5 months ago

    Ajax, Canada Scotiabank Full time

       Requisition ID: 199023Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleOur Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Client Relationship Associate Self Storage

    5 months ago

    Ajax, Canada Green Storage Inc. Full time

    Join the Leading Green Storage Revolution Green Storage, a pioneer in the Canadian self-storage industry, is seeking a motivated and passionate professional to join our team as a Self Storage Janitorial & Maintenance team member. Since our establishment in 2014, we have been committed to providing eco-friendly and energy-efficient storage facilities...

  • Sales Associate

    6 months ago

    Ajax, Canada Ricki's Full time

    **RICKI’S** **SALES ASSOCIATE** **DURHAM CENTRE - AJAX, ONTARIO** **PART TIME** As a Sales Associate with Ricki’s you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What You’ll Love** - Expand your...

  • Associate Dentist

    2 months ago

    Ajax, Canada Wyndam Manor Dental Full time

    We are looking for an outgoing and committed Associate Dentist to join our amazing practice**.** Must be able to **independently fill their patient schedule**. We have a great team and continue to grow at a very fast pace. Minimum 2 years of experience required. **Job Type**: Part-time Work Location: In person

  • Associate Dentist

    3 months ago

    Ajax, Canada DENTAL clinic Ajax Full time

    We have an exciting Part Time Associate Dentist opportunity available for our clinic in Ajax, Ontario. Days: 1-2 days a week - **Friday** **(10a-7p) or/and Saturday(10a-5p)** - Graduate from an accredited DDS/DMD Program or Completion of the NDEB Equivalency program - Licensed and in good standing with the provincial licensing - Strong communication...

  • Associate Dentist

    5 months ago

    Ajax, Canada KC Dental-Ajax Full time

    We have an exciting Part Time Associate Dentist opportunity available for our clinic in Ajax, Ontario. Days**:One weekday (10a-7p) ONLY!** **Requirements**: - Graduate from an accredited DDS/DMD Program or Completion of the NDEB Equivalency program - Licensed and in good standing with the provincial licensing - Strong communication skills - A **minimum of...

  • Dental Associate

    6 months ago

    Ajax, Canada DENTAL clinic Ajax Full time

    We have an exciting Part Time Associate Dentist opportunity available for our clinic in Ajax, Ontario. Days: ONE day a week-**Wed/Thursday or Friday** **(10a-7p)** - Graduate from an accredited DDS/DMD Program or Completion of the NDEB Equivalency program - Licensed and in good standing with the provincial licensing - Strong communication skills - A...

  • Sales Associate

    6 months ago

    Ajax, Canada Rogers Communications Full time

    Our branded retail team is at the heart of our success. We represent the welcoming spirit of our company. Our retail teams are outgoing and approachable individuals who understand how our products and services fit into everyday life, and we’re excited to show customers how that technology can enhance and simplify their lives. We deliver a seamless...

  • Warehouse Associate

    5 months ago

    Ajax, Canada Conceptual Fusion Design Inc. Full time

    **Job Overview**: As a Warehouse Associate for our design firm, you will play a crucial role in supporting the logístical and operational aspects of our design projects. This role involves the handling, organizing, and tracking of materials and furnishings, ensuring timely and accurate delivery to project sites. The Warehouse Associate will contribute to...