Personal Banker Associate

2 weeks ago

PointeClaire, Canada BMO Financial Group Full time

33, avenue de Donegani Pointe-Claire Quebec,H9R 2V7

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.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

**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

  • Personal Banking Associate

    2 days ago

    Pointe-Claire, Canada BMO Financial Group Full time

    6500 Trans-Canada Hwy, #130 Pointe-Claire Quebec,H9R 0A5 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...

  • Associate Financial Advisor

    4 weeks ago

    Pointe-Claire, 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...

  • Sales Account Associate

    4 weeks ago

    Pointe-Claire, Canada Globe electric Full time

    **Sales Account Associate** Canadian-based and owned, **Globe Electric** has proudly paved the way in innovative lighting solutions since 1932. **Globe Electric** is the CREATIVE ENERGY company! We value our employees and the role they play in developing innovative lighting solutions, supporting our clients and being our ambassadors in supporting social...

  • Sales Account Associate

    4 weeks ago

    Pointe-Claire, Canada Globe Electric Full time

    **JOB DESCRIPTION** **Position**: Sales Account Associate **Summary** Reporting directly to the Sales Manager, the Sales Account Associate is responsible for maintaining positive working relationships with all assigned customers, the sales team, and all Globe departments. They will act as the lead person on all projects relating to their customers...

  • Financial Services Associate

    4 weeks ago

    Pointe-Claire, 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...

  • Sales Associate

    6 days ago

    Pointe-Claire, Canada Orangetheory fitness Pointe-Claire Full time

    Are you outgoing, love to sell, help people, and **passionate about health and fitness?** If YES! then this is the job for you. Orangetheory Fitness (OTF), is the hottest and fastest-growing fitness franchise in North America. With 1400 studios worldwide and over a million members, we are changing the face of fitness. You will be in the front line that...

  • Sales Associate

    4 weeks ago

    Pointe-Claire, Canada Orangetheory fitness Pointe-Claire Full time

    Are you outgoing, love to sell, help people, and **passionate about health and fitness?** If YES! then this is the job for you. Orangetheory Fitness (OTF), is the hottest and fastest-growing fitness franchise in North America. With 1400 studios worldwide and over a million members, we are changing the face of fitness. You will be in the front line that...

  • Sales Associate Sunglass Hut

    7 days ago

    Pointe-Claire, Canada Sunglass Hut Full time

    **Requisition ID**:818874 **Store #**: 004324 Sunglass Hut **Position**:Casual Part-Time **Total Rewards**: **Benefits/Incentive Information** Sunglass Hut is a global leader in the sale of premium sunglasses with over 1600 retail stores across North America. By joining our team you'll grow with the brightest in retail! We offer competitive benefits,...

  • Sales Associate Sunglass Hut

    4 weeks ago

    Pointe-Claire, Canada Sunglass Hut Full time

    **Requisition ID**:834099 **Store #**: 004324 Sunglass Hut **Position**:Casual Part-Time **Total Rewards**: **Benefits/Incentive Information** Sunglass Hut is a global leader in the sale of premium sunglasses with over 1600 retail stores across North America. By joining our team you'll grow with the brightest in retail! We offer competitive benefits,...

  • Business Development Associate

    4 weeks ago

    Pointe-Claire, Canada Vera Inkjet Full time

    _**Version française plus bas**_ **Business Development Associate** - and long-term goals. **Job description** - Responsible for documenting client meetings, feedback forms and reports; updating and maintaining sales pipeline and CRM - Serves as a liaison between the client, research and development, production and shipping departments to ensure all...

  • Sales Associate Sunglass Hut

    4 weeks ago

    Pointe-Claire, Canada Sunglass Hut Full time

    **Requisition ID**:833965 **Store #**: 004324 Sunglass Hut **Position**:Casual Part-Time **Total Rewards**: **Benefits/Incentive Information** Chez Sunglass Hut, nous sommes toujours au soleil. Vous trouverez un espace dynamique avec des possibilités infinies pour faire progresser votre carrière. Nous souhaitons vous voir réussir, développer votre...

  • Business Development Associate

    4 weeks ago

    Pointe-Claire, Canada ME Events Group Full time

    Marcus Evans, founded in 1983, is a global business intelligence and event marketing company, with 46+ offices in 20+ countries. Headquartered in the UK, we are rated in the top 20 UK companies for work/life balance. Working across all industry sectors our Summits, Conferences and Online Events brands deliver innovative high-level content, networking and...

  • Associé(E) Aux Ventes/sales Associate

    7 days ago

    Pointe-Claire, Canada Michael Kors Full time

    **ASSOCIÉ(E) AUX VENTES** **QUI VOUS ÊTES**: Nos contributeurs chez Michael Kors sont des personnes élégantes et avant-gardistes qui ont la volonté d'obtenir des résultats et une passion pour l'engagement client. En tant qu'Associé(e) aux ventes, vous êtes un joueur d'équipe qui a la capacité d'effectuer plusieurs tâches et qui se concentre sur...

  • Sales Associate

    4 weeks ago

    Pointe-Claire, Canada Foot Locker Full time

    Overview: You recognize yourself when you enter one of our stores. You love to talk about athletic sneakers and apparel as much as you love to collect them. You always scope out the latest styles, and enjoy sharing your enthusiasm with Customers. It’s easy for you to start up natural, friendly conversations, adapt to different types of Customers, and...

  • Assistant Manager

    3 weeks ago

    Pointe-Claire, Canada COACH Full time

    Sales/productivity goals: communicates goals for the team in partnership with the Store Manager and/or Associate Manager(s), tracks store's performance at all times and achieves sales through team Productivity Management: holds sales team accountable for personal productivity Takes ownership and commitment for delivering results; actively aware of personal...

  • Assistant Manager

    3 weeks ago

    Pointe-Claire, Canada COACH Full time

    Sales/productivity goals: communicates goals for the team in partnership with the Store Manager and/or Associate Manager(s), tracks store's performance at all times and achieves sales through team Productivity Management: holds sales team accountable for personal productivity Takes ownership and commitment for delivering results; actively aware of personal...

  • Assistant Manager

    3 weeks ago

    Pointe-Claire, Canada COACH Full time

    Sales/productivity goals: communicates goals for the team in partnership with the Store Manager and/or Associate Manager(s), tracks store's performance at all times and achieves sales through team Productivity Management: holds sales team accountable for personal productivity Takes ownership and commitment for delivering results; actively aware of personal...

  • Sales Associate

    3 weeks ago

    Pointe-Claire, Canada FOOT LOCKER Full time

    Overview You recognize yourself when you enter one of our stores. You love to talk about athletic sneakers and apparel as much as you love to collect them. You always scope out the latest styles, and enjoy sharing your enthusiasm with Customers. It's easy for you to start up natural, friendly conversations, adapt to different types of Customers, and resolve...

  • Sales Associate

    3 weeks ago

    Pointe-Claire, Canada FOOT LOCKER Full time

    Overview You recognize yourself when you enter one of our stores. You love to talk about athletic sneakers and apparel as much as you love to collect them. You always scope out the latest styles, and enjoy sharing your enthusiasm with Customers. It's easy for you to start up natural, friendly conversations, adapt to different types of Customers, and resolve...

  • Front End Supervisor

    4 weeks ago

    Pointe-Claire, Canada The Home Depot Canada Full time

    Under the management of Front End Supervisors, our Associates can flourish and reach their peak. They provide leadership by coaching, training, motivating and inspiring associates to perform at their best and encouraging their personal and professional development and growth. Front End Supervisors set objectives to delight our customers and grow long-term...