Personal Banking Associate

1 week ago

Quebec City, Canada BMO Financial Group Full time

8400 boul Henri-Bourassa, #100 Quebec Quebec,G1G 4E2

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 manage

  • Personal Banking Associate

    16 hours ago

    Quebec City, 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...

  • Personal Banking Associate

    16 hours ago

    Quebec City, 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...

  • Personal Banking Associate

    5 days ago

    Quebec City, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** **WELCOME TO STUDENTS - CEGEP GARNEAU** 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...

  • Personal Banking Associate

    17 hours ago

    Quebec, Canada Bmo Full time

    We are looking to hire a meticulous Personal Banking Associate to join our exceptional team at BMO in Québec, QC.Growing your career as a Full Time Personal Banking Associate is an amazing opportunity to develop necessary skills.If you are strong in communication, emotional intelligence and have the right aptitude for the job, then apply for the position of...

  • Personal Banking Associate

    3 days ago

    Quebec, Canada Bmo Full time

    We are looking to hire a meticulous Personal Banking Associate to join our exceptional team at BMO in Québec, QC.Growing your career as a Full Time Personal Banking Associate is an amazing opportunity to develop necessary skills.If you are strong in communication, emotional intelligence and have the right aptitude for the job, then apply for the position of...

  • Personal Banking Associate

    3 days ago

    Quebec, Canada Bmo Full time

    We are looking to hire a meticulous Personal Banking Associate to join our exceptional team at BMO in Québec, QC.Growing your career as a Full Time Personal Banking Associate is an amazing opportunity to develop necessary skills.If you are strong in communication, emotional intelligence and have the right aptitude for the job, then apply for the position of...

  • Personal Banking Associate

    Found in: Talent CA 2 C2 - 2 weeks ago

    Québec City, Canada BMO Full time

    Application Deadline: 05/03/2024Address:555, boulevard Ste-AdeleDelivers 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...

  • Personal Banking Associate

    Found in: Talent CA 2 C2 - 2 days ago

    Québec City, Canada BMO Full time

    Application Deadline: 04/21/2024Address:2840 Place DavisDelivers 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...

  • Associate Financial Service Specialist

    3 days ago

    Quebec City, 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...

  • Wealth Management Associate

    2 days ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more precisely within Khalil Consulting Group **Your...

  • Influencer Relations Associate

    2 weeks ago

    Quebec City, Canada Voldex Full time

    **About The Role**: Voldex is seeking an Contract Influencer Relations Associate to help foster business relationships with creators on the Roblox platform. This entry-level position will work closely with Voldex’s marketing team to define, implement, and track the success of Influencer campaigns and build lasting, mutually-beneficial relationships with...

  • Customer Experience Associate

    3 days ago

    Quebec City, 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

    2 days ago

    Quebec City, 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...

  • Personal Banker

    Found in: Talent CA 2 C2 - 1 week ago

    Québec City, Canada BMO Full time

    Application Deadline: 05/02/2024Address:1750 Chemin du Fer a ChevalDelivers 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...

  • Banking Advisor

    Found in: beBee S CA - 1 week ago

    Quebec, Canada RBC - Royal Bank Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the Quebec City locations **What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their...

  • Underwriter

    3 days ago

    Quebec City, Canada Banque Laurentienne Full time

    Quebec- Finance & treasuryFull Time- 26274- 20 July 2023**Laurentian Bank. Seeing beyond numbers** **Building a better and different financial institution** Financial Benefits Working Environment Commuting and Travelling Food and Drinks Nice to have Financial Benefits Pension plan Group Insurance Stock purchase program Mortgage, Line of Credit,...

  • Business Banking – Relationship Manager

    2 weeks ago

    Quebec, Canada HSBC Bank Canada Full time

    Canada's Largest Indigenous Owned Newswire, Employment, Event and Tender ServiceNationTalk began as Canada’s largest Indigenous newswire, employment, event, and tender service. We have since developed into a 360-degree single source solution for public and media relations and digital asset marketing. Post your opportunity listing today by emailing...

  • Business Banking – Relationship Manager

    2 weeks ago

    Quebec, Canada HSBC Bank Canada Full time

    Canada's Largest Indigenous Owned Newswire, Employment, Event and Tender ServiceNationTalk began as Canada’s largest Indigenous newswire, employment, event, and tender service. We have since developed into a 360-degree single source solution for public and media relations and digital asset marketing. Post your opportunity listing today by emailing...

  • Business Banking – Relationship Manager

    1 week ago

    Quebec, Canada HSBC Bank Canada Full time

    Canada's Largest Indigenous Owned Newswire, Employment, Event and Tender ServiceNationTalk began as Canada’s largest Indigenous newswire, employment, event, and tender service. We have since developed into a 360-degree single source solution for public and media relations and digital asset marketing. Post your opportunity listing today by emailing...

  • Banking Advisor

    Found in: Talent CA C2 - 2 weeks ago

    Québec City, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the Quebec City locations **What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their...