Personal Banking Associate-mandarin Speaking

4 weeks ago


Newmarket, Canada BMO Financial Group Full time

1111 Davis Drive Newmarket Ontario,L3Y 7V1

IFIC or CSC must be completed

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 an



  • Newmarket, Canada BMO Financial Group Full time

    1111 Davis Drive Newmarket Ontario,L3Y 7V1 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...


  • Newmarket, Canada BMO Financial Group Full time

    1111 Davis Drive Newmarket Ontario,L3Y 7V1 IFIC or CSC must be completed This role is at 404 Shopping Centre and is full time. 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...


  • Newmarket, Canada The Source Full time

    **Req Id**:418808 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...


  • Newmarket, Canada BMO Financial Group Full time

    16654 Yonge Street, Unit P1 Newmarket Ontario,L3X 2N8 Mandarin is highly preferred 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...


  • Newmarket, Canada York Hyperbaric Medical Center Full time

    York Hyperbaric Medicine Centre provides hyperbaric oxygen treatments for a variety of conditions for Newmarket and Brampton. We are seeking a Hyperbaric Patient Coordinator who is fluent in Mandarin and Cantonese for a Full Time position. As a Hyperbaric Patient Coordinator, you will be joining a team of compassionate health care providers seeking to...

  • Dental Receptionist

    3 weeks ago


    Newmarket, Canada York Centre Dental Health Clinic Full time

    Priority will be given to those with previous dental office experience. If no experience, training for this position will also be provided. Must be able to speak **Mandarin** and **English; ** **Mandarin** is indispensable; Cantonese is an asset. Knowledge of Abeldent is an asset. **Job Types**: Full-time, Part-time Pay: $19.25-$28.00 per hour Expected...


  • Newmarket, Canada Bell Full time

    Req Id: 418808 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...


  • Newmarket, Canada Virgin Plus Full time

    At Virgin Plus, we don’t have “customers”, we have Members. And Members get access to exclusive music events, VIP treatment, and killer music, entertainment, fashion and travel deals from the world’s must-have brands. If you think you’ve got what it takes to make Virgin Plus life even sweeter, then read on, my friend, because we want you on our...


  • Newmarket, Canada Virgin Plus Full time

    Req Id: 418915 At Virgin Plus, we don’t have “customers”, we have Members. And Members get access to exclusive music events, VIP treatment, and killer music, entertainment, fashion and travel deals from the world’s must-have brands. If you think you’ve got what it takes to make Virgin Plus life even sweeter, then read on, my friend, because we...

  • Sales Associate

    3 weeks ago


    Newmarket, Canada Rossahut Full time

    **What This Position is All About** The Sales Associate in Upper Canada Mall is accountable for delivering service excellence which drives results and enhances the customer experience. The Sales Associate will excel at executing the Customer Service Strategy and delivering sales results, through their communication skills. They will be working closely with...

  • Sales Associate

    1 month ago


    Newmarket, Canada Rossahut Full time

    **What This Position is All About** The Sales Associate in Upper Canada Mall is accountable for delivering service excellence which drives results and enhances the customer experience. The Sales Associate will excel at executing the Customer Service Strategy and delivering sales results, through their communication skills. They will be working closely with...


  • Newmarket, Canada OAK+FORT Full time

    OAK + FORT is brought together by a passionate group of people with a natural bond over an aesthetic vision that radiates throughout the collections. Fueled by the purpose to enhance and explore our own personal style—we authentically embody a place where individuality and uniqueness are celebrated. An ever-evolving point of view, joy in self-expression,...


  • Newmarket, Canada Scotiabank Full time

    Requisition ID: 189857 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

  • Personal Banker

    3 weeks ago


    Newmarket, Canada BMO Financial Group Full time

    17600 Yonge Street Newmarket Ontario,L3Y 4Z1 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 Banker

    2 weeks ago


    Newmarket, Canada BMO Financial Group Full time

    1111 Davis Drive Newmarket Ontario,L3Y 7V1 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...


  • Newmarket, Canada Bank of New Zealand Full time

    Our role as the Bank of New Zealand is to help navigate New Zealand towards a better future, this means working in an energising environment built around our customers to help our communities prosper. This is an engaging & rewarding tūranga (role) with plenty of progression in a very diverse, experienced team. If you can imagine a better future, let's find...


  • Newmarket, Canada Bank of New Zealand Full time

    Our role as the Bank of New Zealand is to help navigate New Zealand towards a better future, this means working in an energising environment built around our customers to help our communities prosper. This is an engaging & rewarding tūranga (role) with plenty of progression in a very diverse, experienced team. If you can imagine a better future, let's find...


  • Newmarket, Canada Billyard Insurance Group Full time

    '''Duties - Answer customer inquiries and resolve issues in a timely and professional manner - Assist customers with product information, pricing, and order placement - Maintain customer records and update account information as needed - Utilize data entry skills to input and update customer information in the system '''Qualifications - Mandarin speaking -...


  • Newmarket, Canada TD Bank Full time

    **Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 415187BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 1155 Davis Drive **Employment Type** - Regular **City** - Newmarket **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay...


  • Newmarket, Ontario, Canada TD Bank Full time

    Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I:BRJob Category - Primary Retail Banking Financial ServicesWork Location 1155 Davis DriveEmployment Type RegularCity NewmarketTime Type Full TimeProvince/State OntarioHours 37.5Workplace Model OnsitePay DetailsDepartment OverviewAt TD Canada Trust, we are the frontline of TD Bank. We strive to...