Personal Banking Associate

1 month ago

Wetaskiwin, Canada BMO Financial Group Full time

5020 - 50th Avenue Wetaskiwin Alberta,T9A 0S4

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.
- 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 manager support and networ

  • Personal Banker

    1 month ago

    Wetaskiwin, Canada BMO Financial Group Full time

    5020 - 50th Avenue Wetaskiwin Alberta,T9A 0S4 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...

  • Banking Advisor

    1 day ago

    Wetaskiwin, Canada RBC - Royal Bank Full time

    Job SummaryJob Description*** The successful candidate will be required to work 3 days per week at the Wetaskiwin branch and 2 days per week at the Camrose branch. Therefore must be fully mobile and flexible to the hours and needs of both branches, including Saturdays ***What is the opportunity?This unique position calls on your client-focused sales...

  • Customer Experience Associate

    1 week ago

    Wetaskiwin, 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...

  • Sales Associate

    3 days ago

    Wetaskiwin, Canada 7-Eleven, Inc. Full time

    Overview: The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products; and, naturally, operate...

  • Retail Sales Associate, Wetaskiwin

    4 weeks ago

    Wetaskiwin, Canada The Source (Bell) Electronics Inc. Full time

    **Req Id**:407711 At The Source, we believe that the right tech makes all the difference and exist to help Canadians discover the endless possibilities of tech. We carry the latest tech, offer advice across all categories and networks, and put our customers first to ensure they find the right tech for them. Every day our Associates across the country help...

  • Customer Service Representative

    7 days ago

    Wetaskiwin, Canada BMO Financial Group Full time

    5020 - 50th Avenue Wetaskiwin Alberta,T9A 0S4 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...

  • Finance - Financial Analyst (3yr Term Position)

    1 month ago

    Wetaskiwin, Canada City of Wetaskiwin Full time

    Join our team! Financial Analyst - 3 Year Term Full Time | 35 Hours Internal | External Competition No. FIN-24-16 $85,324- $104,937 Annual Salary The City of Wetaskiwin Situated just 35 minutes south of Edmonton and 55 minutes north of Red Deer, the City of Wetaskiwin is the home of possibility! Nestled by the hills where peace was made, Wetaskiwin is a...

  • Financial Analyst

    1 month ago

    Wetaskiwin, Canada City of Wetaskiwin Full time

    Join our team! Financial Analyst Full Time | 35 Hours Internal | External Competition No. FIN-24-10 $85,324- $104,937 Annual Salary The City of Wetaskiwin Situated just 35 minutes south of Edmonton and 55 minutes north of Red Deer, the City of Wetaskiwin is the home of possibility! Nestled by the hills where peace was made, Wetaskiwin is a vibrant,...

  • Client Advisor

    1 month ago

    Wetaskiwin, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Finance - Financial Analyst (3yr Term Position)

    2 weeks ago

    Wetaskiwin, Canada City of Wetaskiwin Full time

    Finance - Financial Analyst (3yr Term Position) City Hall Wetaskiwin, 4705 50 Ave, Wetaskiwin, Alberta, Canada Req #32 April 26, 2024 Join our team! Full Time | 35 Hours Internal | External Competition No. FIN-24-16 The City of Wetaskiwin Situated just 35 minutes south of Edmonton and 55 minutes north of Red Deer, the City of Wetaskiwin is the home...

  • Bookkeeper/administrative Assistant

    1 month ago

    Wetaskiwin, Canada Green Nation Naturals Inc Full time

    Green Nation Naturals is looking for an experienced, well-organized individual. Currently this is a part-time position that could lead to full time with company growth. - 5+ years full cycle bookkeeping experience including Financial Reporting - Proficient in Payroll - Proficient with QuickBooks and MS Office (particularly Excel) including working with...

  • Sales and Stock Associate

    2 days ago

    Wetaskiwin, Canada Great Canadian Liquor Store Full time

    Are you an energetic dynamic person who loves customer service? We want you to work with our team at Great Canadian Liquor! **You Are**: - Energetic - Customer Oriented - A great co-worker - Creative - Over the age of 18 - Comfortable lifting and moving up to 20lbs **You will receive**: - Generous discount on products **Hours of Work**: - 20-25 hours...

  • Client Service Representative

    3 days ago

    Wetaskiwin, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • General Office Clerk

    2 days ago

    Wetaskiwin, Canada Ajoc International Inc. Full time

    Work Term: Permanent - Work Language: English - Hours: 37.5 hours per week - Education: Secondary (high) school graduation certificate - Experience: 2 years to less than 3 years **Work setting**: - Rural area - General office **Tasks**: - Type and proofread correspondence, forms and other documents - Receive and forward telephone or electronic enquiries -...

  • Human Resources Generalist

    1 month ago

    Wetaskiwin, Canada Wetaskiwin & District Association for Community Service Full time

    The Wetaskiwin and District Association for Community Service is a not-for-profit organization dedicated to enhancing the quality of life for individuals who have disabilities. Innovative programs are created for each person and provided in a respectful way that maintains their personal dignity. As a leader in the provision of community based services, we...

  • Administrative Assistant

    4 weeks ago

    Wetaskiwin, Canada Wetaskiwin Air Services Full time

    **Job description** **Wetaskiwin Air Services/Absolute Aviation** (WAS/AA) currently is hiring for an Administration Assistant & Reception position. This position is an Administrative role focused on supporting all aspects of the organization by providing customer service to our external clients and engaging in the day to day support of both the Aircraft...

  • Stockperson/cartpusher

    1 week ago

    Wetaskiwin, Canada Walmart Canada Full time

    **Position Summary... **:To provide exceptional customer service and assist in salesfloor operations in order to ensure a positive shopping experience and drive customer loyalty. **What you'll do...**: 1. Assists in customer service through the collection of shopping carts from the cart corrals, parking lot and store perimeter and returns them to a safe...

  • Stockperson/cartpusher

    2 weeks ago

    Wetaskiwin, Canada Walmart Canada Full time

    **Position Summary... **:Working as a Stockperson/Cartpusher at Walmart Canada is a great way to develop your skills in the retail industry. A Stockperson/Cartpusher collects shopping carts from the cart corrals, parking lot, and store perimeter and returns them to a safe storage location, while maintaining exemplary customer service. If you are looking for...

  • Stockperson/cartpusher

    2 weeks ago

    Wetaskiwin, Canada Walmart Canada Full time

    Position Summary...Working as a Stockperson/Cartpusher at Walmart Canada is a great way to develop your skills in the retail industry. A Stockperson/Cartpusher collects shopping carts from the cart corrals, parking lot, and store perimeter and returns them to a safe storage location, while maintaining exemplary customer service. If you are looking for an...

  • general office clerk

    2 days ago

    Wetaskiwin, Canada Ajoc International Inc. Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 37.5 hours per weekEducation: Expérience: EducationSecondary (high) school graduation certificateWork settingRural areaGeneral officeTasksType and proofread correspondence, forms and other documentsReceive and forward telephone or electronic enquiriesWork on reports from manual or...