Personal Banking Associate

2 weeks ago

Smiths Falls, Canada BMO Financial Group Full time

25 Beckwith Street South Smiths Falls Ontario,K7A 2A9

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**:
$33,850.00 - $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 com

  • Personal Banking Associate

    4 weeks ago

    Niagara Falls, Canada BMO Financial Group Full time

    7555 Montrose Road Niagara Falls Ontario,L2H 2E9 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

    3 weeks ago

    Niagara Falls, Canada BMO Financial Group Full time

    6760 Morrison St, Unit 1 Niagara Falls Ontario,L2E 6Z8 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

    3 weeks ago

    Niagara Falls, Canada BMO Financial Group Full time

    6760 Morrison Street, Unit 1 Niagara Falls Ontario,L2E 6Z8 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

    3 weeks ago

    Fenelon Falls, Canada BMO Financial Group Full time

    39 Colborne Street Fenelon Falls Ontario,K0M 1N0 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

    2 weeks ago

    Niagara Falls, Canada BMO Financial Group Full time

    7555 Montrose Road Niagara Falls Ontario,L2H 2E9 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

    2 weeks ago

    Fenelon Falls, Canada BMO Financial Group Full time

    39 Colborne Street Fenelon Falls Ontario,K0M 1N0 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...

  • Financial Services Associate

    1 week ago

    Smiths Falls, 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...

  • Banking Centre Leader Iii

    5 days ago

    Smiths Falls, 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...

  • Part-time Sales Associate

    1 week ago

    Smiths Falls, Canada Pet Valu Full time

    Location: Smiths Falls, Ontario The Pet Valu family of stores includes Pet Valu, Paulmac's Pet Food, Bosley's, Tisol and Total Pet and together we are one of the largest retail operations in North America dedicated to providing families with food and supplies for dogs, cats, companion birds, wild birds, fish, reptiles and small animals. All of our stores...

  • Financial Services Associate

    3 weeks ago

    Smiths Falls, 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...

  • Temporary Part-time Sales Associate

    4 weeks ago

    Smiths Falls, Canada Pet Valu Full time

    Location: Smiths Falls, Ontario The Pet Valu family of stores includes Pet Valu, Paulmac's Pet Food, Bosley's, Tisol and Total Pet and together we are one of the largest retail operations in North America dedicated to providing families with food and supplies for dogs, cats, companion birds, wild birds, fish, reptiles and small animals. All of our stores...

  • Temporary Part-time Sales Associate

    3 weeks ago

    Smiths Falls, Canada Pet Valu Full time

    Location: Smiths Falls, Ontario **Job Description**: The Pet Valu family of stores includes Pet Valu, Paulmac's Pet Food, Bosley's, Tisol and Total Pet and together we are one of the largest retail operations in North America dedicated to providing families with food and supplies for dogs, cats, companion birds, wild birds, fish, reptiles and small...

  • Customer Service Representative

    4 weeks ago

    Smiths Falls, Canada Scotiabank Full time

    Requisition ID: 195572 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate/ Smiths Falls/ Permanent/ Part-time 22.5h, 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...

  • Sales Associate

    2 weeks ago

    Smiths Falls, Canada Pet Valu Full time

    Location: Smiths Falls, Ontario **Job Description**: Title: Sales Associate - Part Time (Store#2193 Smiths Falls) HOURLY RATE - $16.25 What’s in it for You (other than hanging out with pets all day!) - Sales-related bonuses - Staff discounts - Ongoing training, career development & advancement opportunities - Increased earning potential (expert level...

  • Temporary Part Time Sales Associate

    2 days ago

    Smiths Falls, Canada PET VALU Full time

    Description :Title: Sales Associate – Part TimeHOURLY RATE – $17.20/hr*Must be available to work evening and weekends.*What’s in it for You (other than hanging out with pets all day!)Sales-related bonusesStaff discounts Ongoing training, career development & advancement opportunities Increased earning potential (expert level course completion)Flexible...

  • Sales Associate

    2 weeks ago

    Smiths Falls, Canada Ontario Vape Full time

    Sales Associate - Must be over 19 Years Old **Duties**: - Engage with customers to understand their needs and recommend appropriate products or services - Provide exceptional customer service and build strong relationships with customers - Maintain knowledge of current sales and promotions - Process customer transactions accurately and efficiently - Assist...

  • Sales Associate

    3 weeks ago

    Smiths Falls, Canada Ontario Vape Full time

    Sales Associate - Must be over 19 Years Old **Duties**: - Engage with customers to understand their needs and recommend appropriate products or services - Provide exceptional customer service and build strong relationships with customers - Maintain knowledge of current sales and promotions - Process customer transactions accurately and efficiently - Assist...

  • Automotive Sales Associate

    3 weeks ago

    Smiths Falls, Canada DIXON AUTOMOTIVE GROUP Full time

    **Dixon Automotive Group Canada Ltd. is looking for a Sales Associate to join our team!** The Dixon Automotive Group is a local family owned and operated company consisting of Kia of Brockville, Smiths Falls Kia, Brockville Nissan, 6 Dixon’s Car & Truck Rental locations and 5 CarStar body shops. If you have sales or customer service experience, we want...

  • Wireless Sales Associate 5811 Smith Falls

    4 weeks ago

    Smiths Falls, Canada OSL Retail Services Inc Full time

    Overview: **Wireless Sales Associate (** **Scarborough** **Part-Time)** Life at OSL: We celebrate unique and energetic people that work together to deliver incredible results. We have a hunger to succeed and never miss an opportunity to recognize and celebrate each other's milestones. We support those around us, and we’re always pushing each other to...

  • Wireless Sales Associate Smith Falls 5811

    2 weeks ago

    Smiths Falls, Canada OSL Retail Services Inc Full time

    Overview: **Wireless Sales Associate | Smith Falls | 5811** At OSL we celebrate unique and energetic people that work together to deliver incredible results. We have a hunger to succeed and never miss an opportunity to recognize and celebrate each other's milestones. We support those around us, and we’re always pushing each other to reach new heights. If...