Personal Banking Associate

2 weeks ago

Wolfville, Canada BMO Financial Group Full time

424 Main Street Wolfville Nova Scotia,B4P 1C9

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.
- 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 netwo

  • Personal Banking Associate

    5 days ago

    Wolfville, Canada BMO Financial Group Full time

    424 Main Street Wolfville Nova Scotia,B4P 1C9 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 days ago

    Wolfville, Canada BMO Financial Group Full time

    424 Main Street Wolfville Nova Scotia,B4P 1C9 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

    4 days ago

    Wolfville, Canada Massiah's Cleaning Full time

    We are seeking a highly motivated and results-driven Sales Associate to join our commercial cleaning company. In this role, you will be responsible for generating new business opportunities, building relationships with potential clients, and driving sales growth. Previous sales experience, particularly in the commercial cleaning industry, is highly...

  • Administrative Assistant

    6 days ago

    Wolfville, 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...

  • Financial Advisor

    2 weeks ago

    Wolfville, Canada Royal Bank of Canada> Full time

    Job SummaryWhether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences.Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you...

  • Financial Advisor

    1 week ago

    WOLFVILLE, Canada Royal Bank of Canada Full time

    Job SummaryWhether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences.Job DescriptionWhat is the opportunity?As an RBC Financial...

  • Financial Advisor

    2 weeks ago

    Wolfville, Canada RBC - Royal Bank Full time

    Job SummaryWhether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child's education or recommending how to borrow for their "Someday", your expertise will contribute to creating meaningful and memorable client experiences.Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract,...

  • Client Advisor Business Services

    2 weeks ago

    Wolfville, Canada Royal Bank of Canada> Full time

    Job SummaryAs an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs.Job DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client...

  • Client Advisor Business Services

    1 week ago

    WOLFVILLE, Canada Royal Bank of Canada Full time

    Job SummaryAs an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs.Job DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client...

  • Client Advisor Business Services

    2 weeks ago

    Wolfville, Canada RBC - Royal Bank Full time

    Job SummaryAs an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs.Job DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client...

  • Archivist, 5 Month Limited Term Appointment

    7 days ago

    Wolfville, Canada Acadia University Full time

    **Vaughan Memorial Library & Esther Clark Wright Archives** **Archivist (Archivist I, II, or III)** **Full-time 5-month Contractually Limited Term (CLT) Appointment** **(January 15-June 15, 2024) **Acadia University and the Library & Archives acknowledge that we are in Mi’kma’ki, the ancestral and unceded territory of the Mi’kmaw Nation. This land is...

  • Clt Assistant Professor

    1 day ago

    Wolfville, Canada Acadia University Full time

    **Department of Psychology** **Developmental Psychology, Assistant Professor** **9.5 month Limited Term Position** **Position #21110** Acadia University is in Mtaban, Mi'kmaki, the ancestral and unceded territory of the Mi'kmaw, Wolastoqiyik, and Peskotomuhkati (Passamaquoddy) people. The university is committed to upholding the spirit and tenets of...

  • Guest Service Agent

    4 weeks ago

    Wolfville Ridge, Canada Old Orchard Inn Full time

    We are looking for a SUPER STAR personality to help build Atlantic Canada's Premier Destination Resort, are you them??? **SCOPE AND GENERAL PURPOSE** Greet and register guests, provide prompt and courteous service, and close out guest accounts upon completion of stay to meet Old Orchard Inn's high standards of quality. **MAIN DUTIES** **1.** Demonstrate...

  • Front Desk Agent

    5 days ago

    Wolfville Ridge, Canada Old Orchard Inn Full time

    We are looking for a SUPER STAR personality to help build Atlantic Canada's Premier Destination Resort, are you them??? **SCOPE AND GENERAL PURPOSE** Greet and register guests, provide prompt and courteous service, and close out guest accounts upon completion of stay to meet Holloway and brand high standards of quality. **MAIN DUTIES** **1.** Demonstrate...