Personal Banking Associate

2 weeks ago


Laval, Canada BMO Financial Group Full time

2040-2042 boul des Laurentides Laval Quebec,H7M 2R5

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.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

**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



  • Laval, Canada BMO Financial Group Full time

    333 boul Cure Labelle Laval Quebec,H7L 2Z9 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...


  • Laval, Canada BMO Financial Group Full time

    2040-2042 boul des Laurentides Laval Quebec,H7M 2R5 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...


  • Laval, Canada BMO Financial Group Full time

    23 boul Samson Laval Quebec,H7X 3S5 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...


  • Laval, Canada BMO Financial Group Full time

    957 boulevard d'Auteuil Laval Quebec,H7E 5J7 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...


  • Laval, Canada TD Bank Full time

    **Personal Banking Associate Trainee - Centropolis**: - 415297BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 2105 Daniel-Johnson Boulevard **Employment Type** - Regular **City** - Laval **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay...


  • Laval, Canada TD Bank Full time

    **Personal Banking Associate Trainee - Laval Centre-Ville**: - 417301BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - Place Carnaval 3855 Boul Le Carrefour **Employment Type** - Regular **City** - Laval **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay...


  • Laval, Canada The Toronto-Dominion Bank (Canada) Full time

    Description :  Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a  Personal Banking Associate  for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and...


  • Laval, Canada TD Bank Full time $65,600 - $98,400

    Work Location: Laval, Quebec, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 65 600 $/$65,600 - 98 400 $/$98,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague...


  • Laval, Canada Scotiabank Full time

    Requisition ID: 135171 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service...


  • Laval, Canada Scotiabank Full time

    Requisition ID: 199628 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...


  • Laval, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** **What will you do?** - You will be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting - Resolve client concerns at first point of contact in a highly professional, timely, and...


  • Laval, Quebec, Canada Scotiabank Full time

    About the RoleAs a Senior Investment & Personal Banking Specialist Trainee, you will be customer-centric and able to connect with people in a relatable way. You will provide exceptional service throughout the customer's journey and focus on delivering trusted financial advice.The successful candidate will have a minimum of two years of related experience...


  • Laval, Canada Scotiabank Full time

    Requisition ID: 217860 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist Trainee you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to...

  • Senior Investment

    4 hours ago


    Laval, Quebec, Canada Scotiabank Full time

    Role OverviewWe are seeking a motivated individual to join our team as a Senior Investment & Personal Banking Specialist. In this role, you will be responsible for providing exceptional service to our customers and delivering trusted financial advice.About the JobYou will work closely with our customers to understand their financial goals and preferences,...

  • Senior Investment

    3 weeks ago


    Laval, Canada Scotiabank Full time

    Title: Senior Investment & Personal Banking Specialist - Quartier Laval, QC Requisition ID: 214953 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an...

  • Senior Investment

    3 weeks ago


    Laval, Canada Scotiabank Full time

    Title: Senior Investment & Personal Banking Specialist - Quartier Laval, QCRequisition ID: 214953Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential...

  • Senior Investment

    2 days ago


    Laval, Canada Scotiabank Full time

    Title: Senior Investment & Personal Banking Specialist Trainee- Laval 440, QC Requisition ID: 218279 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable...

  • Senior Investment

    2 days ago


    Laval, Quebec, Canada Scotiabank Full time

    Title: Senior Investment & Personal Banking Specialist Trainee- Laval 440, QCRequisition ID: 218279Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable way. As an...

  • Banking Advisor

    2 weeks ago


    Laval, Canada National Bank of Canada Full time

    **- *Attention* - ** A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your...

  • Banking Advisor

    5 days ago


    Laval, Canada National Bank Full time

    Youtube VideoA career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients.Your job:Greet clients...