Personal Banking Associate

3 weeks ago

Surrey, Canada BMO Financial Group Full time

10155 King George Highway Surrey British Columbia,V3T 5H9

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 m

  • Personal Banking Associate

    7 months ago

    Surrey, Canada TD Bank Full time

    **Personal Banking Associate**: - 414813BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 12852 96th Avenue, Unit 100 **Employment Type** - Regular **City** - Surrey **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    7 months ago

    Surrey, Canada BMO Financial Group Full time

    7488 King George Hwy, #110,160 Surrey British Columbia,V3W 0H9 Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved...

  • Personal Banking Associate

    7 months ago

    Surrey, Canada BMO Financial Group Full time

    135 15850 26th Avenue Surrey British Columbia,V3Z 2N6 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

    7 months ago

    Surrey, Canada BMO Financial Group Full time

    5661 - 152 Street Surrey British Columbia,V3S 9A5 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 days ago

    Surrey, Canada BMO Financial Group Full time

    7488 King George Hwy, #110,160 Surrey British Columbia,V3W 0H9 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...

  • Personal Banking Associate

    7 months ago

    Surrey, Canada TD Bank Full time

    **Work Location**: Surrey, British Columbia, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **KEY ACCOUNTABILITIES** **CUSTOMER** - **Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience**: - **Act as the...

  • Personal Banking Associate

    5 days ago

    Surrey, Canada BMO Financial Group Full time $35,000 - $52,000

    5661 152 Street Surrey British Columbia,V3S 9A5 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 weeks ago

    Surrey, Canada BMO Financial Group Full time

    5711 176-A Street Surrey British Columbia,V3S 6S6 Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit card strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures....

  • Personal Banking Associate

    5 days ago

    Surrey, Canada BMO Financial Group Full time

    10155 King George Highway Surrey British Columbia,V3T 5H9 Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures....

  • Customer Service Banking Associate

    6 days ago

    Surrey, British Columbia, Canada TD Bank Full time

    Company OverviewTD Bank is a leading financial institution that strives to build deep and long-lasting relationships with its customers.Job SummaryWe are seeking a highly skilled Customer Service Banking Associate to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key...

  • Business Banking Associate

    7 months ago

    Surrey, Canada TD Bank Full time

    **Work Location**: Surrey, British Columbia, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **Please note**:Mobility throughout **Pacific **is required** **Applications must include an unofficial transcript, cover letter (one letter-sized page or less) and a resume (two letter-sized pages or less).** **Who We...

  • Business Banking Advisor

    2 weeks ago

    Surrey, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Business Banking Advisor to join our Envision Financial team at our Fleetwood & Sunshine Hills branches. This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The BBA provides advisory...

  • Client Service Associate, Commercial Banking

    2 weeks ago

    Surrey, British Columbia, Canada Scotiabank Full time

    Requisition ID: 135893 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Be part of this winning team..This exciting role contributes to the overall success of Commercial Banking in a defined market area in Canada.You will support the team's business strategies and objectives and at the same time be the...

  • Manager, Business Banking

    4 days ago

    Surrey, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Personal Banker

    7 months ago

    Surrey, Canada HSBC Full time

    -Job description Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 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...

  • Personal Banker

    4 days ago

    Surrey, Canada BMO Financial Group Full time

    5711 176-A Street Surrey British Columbia,V3S 6S6 NOTE: 2 potential openings Fluency in English and Punjabi is a strong asset Join a buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch recognition! This team also cares about you and your development which...

  • Personal Banker

    2 weeks ago

    Surrey, Canada BMO Financial Group Full time

    10455 - 152nd Street Surrey British Columbia,V3R 7M8 Join a buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch recognition! This team also cares about you and your development which means you can pave the way to drive your skills, learning and career...

  • Customer Experience Associate

    7 months ago

    Surrey, Canada Scotiabank Full time

    **Requisition ID**: 188654 **Employee Referral Program - Potential Reward**: $1,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. **About the role**: As 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...

  • Customer Experience Associate

    8 months ago

    Surrey, Canada Scotiabank Full time

    Requisition ID: 181651 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As 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...

  • Customer Experience Associate

    2 days ago

    Surrey, Canada Scotiabank Full time

    Requisition ID: 179420 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As 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...