Personal Banking Associate

3 weeks ago

Maple Creek, Canada BMO Financial Group Full time

129 Jasper Street Maple Creek Saskatchewan,S0N 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 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

  • Associate Financial Advisor

    1 month ago

    Maple, 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 Services Associate

    4 weeks ago

    Maple, 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...

  • Personal Banker

    4 weeks ago

    Maple Ridge, Canada HSBC Full time

    Opening up a world of opportunity. HSBC is a financial services organization serving more than 40 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 new opportunities...

  • Personal Banker

    1 month ago

    Maple Ridge, Canada BMO Financial Group Full time

    22410 Lougheed Highway Maple Ridge British Columbia,V2X 2T6 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...

  • Customer Service Representative

    1 week ago

    Maple Creek, Canada BMO Financial Group Full time

    129 Jasper Street Maple Creek Saskatchewan,S0N 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...

  • Customer Experience Associate

    2 hours ago

    Maple Ridge, Canada Scotiabank Full time

       Requisition ID: 200251Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs 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 goals.Our...

  • Assistant Store Manager

    2 days ago

    Maple Creek, Canada Red Apple Full time

    About Us Red Apple Stores is Canada's favourite chain of over 140 small-town general merchandise retail stores. For more than 20 years, branded as The Bargain! Shop or Red Apple, we have been your reputable neighborhood retailers who bring you big brands, quality products, and big savings on food, fashion, home, and more at convenient locations in...

  • Customer Experience Associate

    1 month ago

    Maple Ridge, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Customer Experience Associate

    1 month ago

    Maple Ridge, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Customer Experience Associate

    7 days ago

    Maple Ridge, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Financial Services Associate

    1 month ago

    Stoney Creek, Canada Tandia Financial Credit Union Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in our Hamilton Region. This is a full-time permanent role and work hours are Monday to Friday with occasional Saturday shifts. Do you have experience in lending and know the laws and regulations...

  • Customer Experience Associate

    1 month ago

    Maple Ridge, Canada TD Bank Full time

    404447BR Retail Banking - Customer Service Maple Ridge, BC March 27, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers...

  • Customer Experience Associate

    7 days ago

    Maple Ridge, Canada TD Bank Full time

    407566BR Retail Banking - Customer Service Maple Ridge, BC April 28, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers...

  • Sales Associate

    1 day ago

    Maple, Canada Rogers Communications Full time

    At Rogers, our retail team is the heart of our success. They don’t just embrace the latest technology and content—it's part of who they are. They're outgoing and approachable team members who want to share their knowledge and experience with others. They understand that our customers rely on technology to enhance and simplify their lives and they're...

  • Customer Experience Associate

    5 days ago

    Maple Ridge, British Columbia, Canada TD Bank Full time

    Work Location:North York, Ontario, CanadaHours:15Line of Business:Personal & Commercial BankingPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job...

  • Financial Services Associate

    1 month ago

    Stoney Creek, Canada Tandia Financial Credit Union Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in our Hamilton Region. This is a full-time temporary 12- month contract role covering a maternity leave and work hours are Monday to Friday with occasional Saturday shifts. Do you have experience...

  • Associate Dentist

    1 month ago

    Stoney Creek, Canada Daas Dental Full time

    We are seeking a skilled and compassionate Associate Dentist to join our growing dental practice who can work every Saturday. As an Associate Dentist, you will provide comprehensive dental care to patients of all ages. This is an excellent opportunity to join a reputable dental office and work alongside a dedicated team of professionals. **Job Type**:...

  • Sales Associate

    1 day ago

    Maple Ridge, Canada 7-Eleven, Inc. Full time

    Overview: The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products; and, naturally, operate...

  • Payroll and Accounting Specialist

    4 weeks ago

    Maple, Canada TanenbaumCHAT Full time

    **Who we’re looking for**: Responsibilities include but are not limited to the following: - Monthly payroll for 205 employees, both unionized and non-unionized - Maintain records on employee absenteeism - Maintain accurate records and prepare remittances for pension contributions, benefits and union dues payable - Ensure databases are set up and reflect...

  • Retail Sales Associate

    1 month ago

    Maple, Canada Pioneer Family Pools Full time

    The purpose of the **Sales Representative** position is to assist customers in finding the right solution for their outdoor furniture needs while also driving sales to help the Company achieve its targets. In this role you will work independently and in a team. It will be your teams responsibility to create a clean, organized, realistic display of the...