Personal Banking Associate

7 months ago

Waterloo, Canada BMO Financial Group Full time

90 Weber Street Waterloo Ontario,N2J 3G8

This is a Monday to Saturday branch

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.

**Compensation and Benefits**:
$33,300.00 - $49,500.00

**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 fo

  • Personal Banking Associate

    1 week ago

    Waterloo, Canada BMO Financial Group Full time

    **Address**: 664 Erb Street West **Job Family Group**: Retail Banking Sales & Service 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...

  • Personal Banking Associate

    1 week ago

    Waterloo, Canada BMO Financial Group Full time

    255 King Street North Waterloo Ontario,N2J 4V2 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

    7 months ago

    Waterloo, Canada BMO Financial Group Full time

    730 Glen Forrest Boulevard Waterloo Ontario,N2L 4K8 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

    Waterloo, Canada BMO Financial Group Full time

    730 Glen Forrest Boulevard Waterloo Ontario,N2L 4K8 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...

  • Senior Commercial Banking Director

    4 months ago

    Waterloo, Canada National Bank of Canada Full time

    p>A career as a Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects.Identify and develop business opportunities in your market, increase your...

  • Senior Commercial Banking Director

    4 months ago

    Waterloo, Canada Banque Nationale du Canada Full time

    div>Area of Interest: Advisory services, Commercial bankingA career as a Commercial Banking Director at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects.Your role:Identify and...

  • Associate Private Banker

    1 week ago

    Waterloo, Canada Scotiabank Full time

    Requisition ID: 174300 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

  • Personal Banker

    4 days ago

    Waterloo, Canada HSBC Full time

    Opening up a world of opportunity. HSBC is a financial services organization serving more than 40 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 new opportunities...

  • Banking Advisor

    2 days ago

    Waterloo, Canada National Bank of Canada Full time

    **Primary Locations**:Waterloo, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Kitchener, you'll 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 provide...

  • Credit Analyst, Commercial Banking Distribution

    4 months ago

    Waterloo, Canada Scotiabank Full time

    Requisition ID: 206504 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Credit Analyst, Commercial Banking - Waterloo, Ontario** **Purpose** Contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support...

  • Chief Commercial Banking Officer

    1 month ago

    Waterloo, Ontario, Canada National Bank of Canada Full time

    A career in Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects.Taking Charge of Business GrowthYour key responsibilities will include:Identifying and...

  • Personal Banker

    7 months ago

    Waterloo, Canada BMO Financial Group Full time

    664 Erb Street West Waterloo Ontario,N2T 2Z7 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...

  • Associate Financial Advisor

    18 hours ago

    Waterloo, 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...

  • Customer Experience Associate

    7 months ago

    Waterloo, Canada Scotiabank Full time

    Requisition ID: 201340 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: Our Senior Customer Experience Associates 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...

  • Vp Product, Manulife Bank

    21 minutes ago

    Waterloo, Canada Manulife Full time

    **_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....

  • Bank - Knowledge Management Specialist

    7 months ago

    Waterloo, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Bank Knowledge Management Consultant

    6 months ago

    Waterloo, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Senior Commercial Banking Director Transformation Lead

    4 weeks ago

    Waterloo, Ontario, Canada Banque Nationale du Canada Full time

    Unlock Your Potential as a Senior Commercial Banking DirectorAre you a seasoned professional with a passion for commercial banking and leadership? Do you have what it takes to drive business growth and deliver exceptional results?About the RoleWe are seeking an experienced Senior Commercial Banking Director to join our team at Banque Nationale du Canada. As...

  • Client Relationship Manager, Commercial Banking

    18 hours ago

    Waterloo, Canada Scotiabank Full time

    Requisition ID: 158616 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...

  • Client Relationship Manager, Commercial Banking

    2 hours ago

    Waterloo, Canada Scotiabank Full time

    Requisition ID: 167974 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: This role services clients within the Waterloo/Kitchener region. **Is This Role Right for You? In this role, you will**: - Promotes the development and profitable growth of the commercial banking portfolio in...