Personal Banking Associate

6 months ago

Ottawa, Canada BMO Financial Group Full time

499 Terry Fox Drive Ottawa Ontario,K2T 1H7

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**:
$35,000.00 - $52,000.00

**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 for our customers, our communities an

  • Personal Banking Associate

    4 weeks ago

    Ottawa, Canada TD Bank Full time

    **Work Location**: Ottawa, Ontario, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $43,700 - $58,200 CAD **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 performing a broad range of customer service...

  • Personal Banking Associate Trainee

    5 months ago

    Ottawa, Canada TD Bank Full time

    **Personal Banking Associate Trainee**: - 414862BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 3671 Strandherd Drive **Employment Type** - Regular **City** - Ottawa **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    3 weeks ago

    Ottawa, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking...

  • Personal Banking Associate

    6 months ago

    Ottawa, Canada BMO Financial Group Full time

    303 Rideau Street Ottawa Ontario,K1N 5Y4 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

    6 months ago

    Ottawa, Canada BMO Financial Group Full time

    340 Albert St Ottawa Ontario,K1R 7Y6 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...

  • Personal Banking Associate

    3 months ago

    Ottawa, Canada BMO Financial Group Full time

    1465A Richmond Rd Ottawa Ontario,K2B 6R9 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

    2 months ago

    Ottawa, Canada BMO Financial Group Full time

    90 Elgin Street, Units 4 & 6 Ottawa Ontario,K1P 0C6 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

    1 day ago

    Ottawa, Canada BMO Financial Group Full time

    20 - 1826 Robertson Road Ottawa Ontario,K2H 5Z6 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

    2 months ago

    Ottawa, Canada BMO Financial Group Full time

    4265 Strandherd Dr Ottawa Ontario,K2J 6E5 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

    2 months ago

    Ottawa, Canada Alterna Savings Full time

    **Scope of Position** This is a dual role that serves in a unique capacity as ambassador for new/existing members of Alterna. The incumbent must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and meet the needs of all mass market members by providing...

  • Personal Banking Associate

    6 months ago

    Ottawa, Canada Alterna Savings Full time

    **Scope of Position** This is a dual role that serves in a unique capacity as ambassador for new/existing members of Alterna. The incumbent must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and meet the needs of all mass market members by providing...

  • Personal Banking Associate Trainee- Ottawa Central

    6 months ago

    Ottawa, Canada TD Bank Full time

    **Personal Banking Associate Trainee - Ottawa Central**: - 433358BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 100 Bayshore Drive, 1582 Bank Street, 2150 Robertson Road, 2940 Bank Street **Employment Type** - Regular **City** - Nepean, Ottawa **Time Type** - Full Time **Province/State** - Ontario **Hours** -...

  • Personal Banking Officer

    6 months ago

    Ottawa, Canada Alterna Savings Full time

    **Scope of Position** The Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and...

  • Business Banking Associate

    5 months ago

    Ottawa, Canada TD Bank Full time

    **Work Location**: Ottawa, Ontario, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **Department Overview: **TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized...

  • Associate Private Banking Advisor

    7 months ago

    Ottawa, 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

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 183280 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...

  • Personal Banking Associate

    2 months ago

    Ottawa, Canada Alterna Savings Full time

    **Scope of Position** This role is the ambassador for new members to Alterna, all walk in requests and referrals to the rest of the sales team. The incumbents must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and is able to meet the needs of all mass...

  • Personal Banking Associate- Bilingualism Preferred

    6 months ago

    Ottawa, Canada Alterna Full time

    **Scope of Position** This role is the ambassador for new members to Alterna, all walk in requests and referrals to the rest of the sales team. The incumbents must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and is able to meet the needs of all mass...

  • Associate, Real Estate Banking, Ottawa

    5 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 198819 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. In this role you will contribute to the overall success of the Real Estate Group in Canada ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives...

  • Associate, Real Estate Banking, Ottawa

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 198819 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. In this role you will contribute to the overall success of the Real Estate Group in Canada ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives...