Personal Banking Associate

7 months ago

Halifax, Canada BMO Financial Group Full time

6371 Quinpool Road Halifax Nova Scotia,B3L 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 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**:
$33,300.00 - $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 communiti

  • Personal Banking Associate

    2 days ago

    Halifax, Canada BMO Financial Group Full time

    1695 Grafton Street Halifax Nova Scotia,B3J 0E7 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

    2 days ago

    Halifax, Canada BMO Financial Group Full time

    5506 Spring Garden Rd, #101 Halifax Nova Scotia,B3J 1G5 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...

  • Private Banking Associate

    7 months ago

    Halifax, 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...

  • Private Banking Associate

    3 months ago

    Halifax, 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...

  • Associate, Commercial Banking, Diversified

    7 months ago

    Halifax, Canada BMO Financial Group Full time

    1695 Grafton Street Halifax Nova Scotia,B3J 0E7 **The Associate will work as part of a three person deal team. Together they will manage a portfolio of diverse Commercial clients with significant borrowing needs. As well as helping to provide great service to our clients, the Associate facilitates monitoring and analysis of financial information to manage...

  • Private Banking Associate

    7 months ago

    Halifax, Canada TD Bank Full time

    **Work Location**: Halifax, Nova Scotia, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **Department Overview**: **Job Description**: **Job Description**: **Understand the Private Wealth Management (PWM) businesses and how Private Banking acts as a key partner within it. Specifically**: - **Types of HNW clients, the nature of...

  • Business Banking Associate, National Real Estate

    7 months ago

    Halifax, Canada TD Bank Full time

    **Business Banking Associate, National Real Estate Group**: - 431295BR **Job Category - Primary** - Commercial Banking **Work Location** - 1791 Barrington Street **Employment Type** - Regular **City** - Halifax **Time Type** - Full Time **Province/State** - Nova Scotia **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department...

  • Associate, Commercial Banking

    7 months ago

    Halifax, 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...

  • Associate, Commercial Banking

    7 months ago

    Halifax, 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...

  • Assistant, Private Banking

    2 weeks ago

    Halifax, 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...

  • Associate Relationship Manager, Business Banking

    8 months ago

    Halifax, 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...

  • Wealth Management Associate Program

    2 months ago

    Halifax, Canada Scotiabank Full time

    Requisition ID: 211301 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program** **Private Banking Associate** Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome) teammates who make...

  • Banking Advisor

    3 weeks ago

    Halifax, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Manager, Payments

    4 weeks ago

    Halifax, Canada Scotiabank Full time

    Requisition ID: 212660 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Leads/oversees and contributes to the overall success of the CMCC Commercial team/ Commercial Banking / Automotive Finance / Agriculture / National Growth team in Canada ensuring business strategies, plans and initiatives are...

  • Tissue Bank Assistant

    4 weeks ago

    Halifax, Canada Nova Scotia Health Authority Full time

    Click here to apply as an internal applicant. Req ID: 191816 Location: Central Zone, MacKenzie Building - QEII Department: OPCZ Tissue Bank Type of Employment: Permanent Hourly FT ( 100% ) x 2 NSGEU Healthcare PositionPosting Closing Date: 27-Nov-24 Nova Scotia Health is the largest provider of health services in Nova Scotia, with some...

  • Senior Banking Relationship Specialist

    3 weeks ago

    Halifax, Nova Scotia, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled Senior Banking Relationship Specialist to join our team at Royal Bank of Canada.As a Senior Banking Relationship Specialist, you will play a key role in building and maintaining strong relationships with clients, providing expert advice on banking solutions, and driving business growth.Your primary focus will be...

  • Private Banking Advisor

    3 months ago

    Halifax, Canada Royal Bank of Canada Full time

    **Job Summary** **What is this opportunity?** A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high-net-worth Private Banking clients through day-to-day interactions. You will support the high-net-worth client relationship team by delivering tailored advice and solutions...

  • Customer Experience Associate

    7 months ago

    Halifax, Canada Scotiabank Full time

    Requisition ID: 169657 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...

  • Personal Banker

    7 months ago

    Halifax, Canada BMO Financial Group Full time

    6371 Quinpool Road Halifax Nova Scotia,B3L 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 Banker

    7 months ago

    Halifax, Canada BMO Financial Group Full time

    6980 Mumford Road, Unit 312 Halifax Nova Scotia,B3L 4W2 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...