Personal Banking Associate

17 hours ago

Montréal QC HY L, 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 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 peop

  • Personal Banking Associate

    3 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

    2 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

    5 months ago

    Montréal, Canada TD Bank Full time

    **Personal Banking Associate**: - 425327BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 1401 Rue Bleury **Employment Type** - Regular **City** - Montreal **Time Type** - Part Time **Province/State** - Quebec **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD Canada...

  • Personal Banking Associate

    5 months ago

    Montréal, Canada TD Bank Full time

    **Personal Banking Associate**: - 426360BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 480 Boulevard Don Quichotte **Employment Type** - Regular **City** - Notre-Dame-De-I'Ile-Perrot **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Personal Banking Associate

    5 months ago

    Montréal, Canada TD Bank Full time

    **Personal Banking Associate**: - 416380BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 2001 Rue University **Employment Type** - Regular **City** - Montreal **Time Type** - Part Time **Province/State** - Quebec **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Personal Banking Associate

    5 months ago

    Montréal, Canada TD Bank Full time

    **Personal Banking Associate**: - 424432BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 800 Rene Levesque Boulevard West **Employment Type** - Regular **City** - Montreal **Time Type** - Part Time **Province/State** - Quebec **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    5 months ago

    Montréal, Canada TD Bank Full time

    **Personal Banking Associate**: - 417272BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 11701 Boulevard Pierrefonds **Employment Type** - Regular **City** - Montreal **Time Type** - Part Time **Province/State** - Quebec **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department Overview** At...

  • Personal Banking Associate

    5 months ago

    Montréal, Canada TD Bank Full time

    **Personal Banking Associate**: - 417804BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 525 Jean Talon Ouest **Employment Type** - Regular **City** - Montreal **Time Type** - Part Time **Province/State** - Quebec **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Personal Banking Associate

    5 months ago

    Montréal, Canada TD Bank Full time

    **Personal Banking Associate**: - 426318BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 525 Jean Talon Ouest **Employment Type** - Regular **City** - Montreal **Time Type** - Part Time **Province/State** - Quebec **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Personal Banking Associate

    5 months ago

    Montréal, Canada TD Bank Full time

    **Personal Banking Associate**: - 424214BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 5409 Ch Queen Mary **Employment Type** - Regular **City** - Montreal **Time Type** - Part Time **Province/State** - Quebec **Hours** - 22.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD Canada...

  • Personal Banking Associate

    5 months ago

    Montréal, Canada TD Bank Full time

    **Personal Banking Associate**: - 417635BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 1201 Boulevard Laird **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Personal Banking Associate

    5 months ago

    Montréal, Canada TD Bank Full time

    **Personal Banking Associate**: - 415166BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 38 Place Du Commerce **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Personal Banking Associate

    5 months ago

    Montréal, Canada TD Bank Full time

    **Personal Banking Associate - pipeline**: - 424790BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 1601 Rue Ste Catherine West **Employment Type** - Regular **City** - Montreal **Time Type** - Part Time **Province/State** - Quebec **Hours** - 15 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate- Lachine

    5 months ago

    Montréal, Canada TD Bank Full time

    **Personal Banking Associate - Lachine**: - 431371BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 2942 Rue Remembrance **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    129 boul D'Anjou Chateauguay Quebec,J6J 2R3 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

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    9440 boul Lacordaire, Bldg D Montreal Quebec,H1R 0C8 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

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    3300, Cote Vertu Montreal Quebec,H4R 2B7 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

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    205 Labelle Boulevard Rosemere Quebec,J7A 2H3 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

    5 months ago

    Montréal, 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

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    35, rue Blainville ouest Ste-Therese Quebec,J7E 1X1 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...