Personal Banking Associate

2 months ago

TroisRivières QC, Canada BMO Financial Group Full time

5885, boulevard Jean XXIII TROIS-RIVIERES Quebec,G8Z 4N8

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.

**Salary**:
$35,000.00 - $52,000.00

**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 communities and our

  • Personal Banking Associate

    3 months ago

    Montréal, QC, Canada BMO Financial Group Full time

    61 boul Rene-Levesque ouest MONTREAL Quebec,H2Z 1A3 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

    4 months ago

    Montréal, QC, Canada BMO Financial Group Full time

    1800 rue Jean-Talon East Montreal Quebec,H2E 1T5 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 months ago

    Saint-Jérôme, QC, Canada BMO Financial Group Full time

    288 rue Saint-Georges SAINT-JEROME Quebec,J7Z 5A6 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

    1 month ago

    Montréal, QC H2Y 1L6, Canada BMO Financial Group Full time

    1625 boulevard Graham MONTREAL Quebec,H3R 1G7 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

    3 weeks ago

    Lévis, QC G6V 6C5, Canada BMO Financial Group Full time

    44, boul President Kennedy LEVIS Quebec,G6V 6C5 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

    1 month ago

    Montréal, QC H2Y 1L6, Canada BMO Financial Group Full time

    1101 Mont-Royal Avenue East MONTREAL Quebec,H2J 1X9 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 months ago

    Rivière-du-Loup, QC, Canada BMO Financial Group Full time

    428, rue Lafontaine RIVIERE-DU-LOUP Quebec,G5R 3B8 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...

  • Corporate Banking Associate

    2 months ago

    Montréal, QC, Canada National Bank of Canada Full time

    As a Corporate Banking Associate in the Québec team at National Bank, you will provide specialized support within the team for analyzing and structuring complex corporate credit files, including both new financing and renewals with significant changes in conditions. You will also be responsible for carrying out various complex analyses and financial data...

  • Personal Banker

    3 months ago

    Trois-Rivières, QC, Canada BMO Financial Group Full time

    5885, boulevard Jean XXIII Trois-Rivieres Quebec,G8Z 4N8 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 through various channels with BMO partners to deliver the...

  • Associate - Commercial Banking Associate Program

    4 months ago

    Montréal, QC, 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 advisor

    3 weeks ago

    Trois-Rivières, Canada National Bank Full time

    Youtube Video A career as a Banking Advisor at National Bank is a 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 and use your analytical skills in order to offer a people-centric experience for branch clients. This role...

  • Account Manager Commercial Banking

    3 months ago

    Trois-Rivières, QC, Canada National Bank of Canada Full time

    A career as an Account Manager, Commercial Banking in the 1859 Corporate and Private Wealth team means having the responsibility of growing the portfolio of business clients that will be assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all of your clients' financial projects. It means evolving and quickly...

  • Account Manager Commercial Banking

    1 month ago

    Trois-Rivières, Canada National Bank Full time

    A career as an Account Manager, Commercial Banking in the 1859 Corporate and Private Wealth team means having the responsibility of growing the portfolio of business clients that will be assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all of your clients' financial projects. It means evolving and quickly...

  • Account Manager Commercial Banking

    4 weeks ago

    Trois-Rivières, Canada National Bank Full time

    A career as an Account Manager, Commercial Banking in the 1859 Corporate and Private Wealth team means having the responsibility of growing the portfolio of business clients that will be assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all of your clients' financial projects. It means evolving and quickly...

  • Account Manager Commercial Banking

    1 month ago

    Trois-Rivières, Canada National Bank Full time

    A career as an Account Manager, Commercial Banking in the 1859 Corporate and Private Wealth team means having the responsibility of growing the portfolio of business clients that will be assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all of your clients' financial projects. It means evolving and quickly...

  • Account Manager Commercial Banking

    4 weeks ago

    Trois-Rivières, Canada National Bank Full time

    A career as an Account Manager, Commercial Banking in the 1859 Corporate and Private Wealth team means having the responsibility of growing the portfolio of business clients that will be assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all of your clients' financial projects. It means evolving and quickly...

  • Banking Advisor

    1 month ago

    Trois-Rivières, Canada National Bank Full time

    Attendance On-Site Job number 22982 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 11-Oct-2024 Location: Trois-Rivieres, Quebec City Trois-Rivieres Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a...

  • Account Manager Commercial Banking

    3 months ago

    trois-rivières, Canada National Bank Full time

    A career as an Account Manager, Commercial Banking in the 1859 Corporate and Private Wealth team means having the responsibility of growing the portfolio of business clients that will be assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all of your clients' financial projects. It means evolving and quickly...

  • Account Manager Commercial Banking

    3 months ago

    Trois-Rivières, Canada National Bank Full time

    A career as an Account Manager, Commercial Banking in the 1859 Corporate and Private Wealth team means having the responsibility of growing the portfolio of business clients that will be assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all of your clients' financial projects. It means evolving and quickly...

  • Account Manager Commercial Banking

    3 months ago

    trois-rivières, Canada National Bank Full time

    A career as an Account Manager, Commercial Banking in the 1859 Corporate and Private Wealth team means having the responsibility of growing the portfolio of business clients that will be assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all of your clients' financial projects. It means evolving and quickly...