Personal Banking Associate

1 week ago

MontTremblant, Canada BMO Financial Group Full time

845, rue de Sainte-Jovite Mont Tremblant Quebec,J8E 3J8

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.

**Salary**:
$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 and our

  • Personal Banking Associate

    4 months ago

    Mont-Tremblant, Canada BMO Financial Group Full time

    845, rue de Sainte-Jovite Mont Tremblant Quebec,J8E 3J8 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

    2 days ago

    Mont-Royal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch, you will be responsible for delivering exceptional customer experiences and contributing to the ongoing improvement of our branch's customer experience.Key ResponsibilitiesProvide personalized service and advice to...

  • Personal Banking Associate

    2 days ago

    Mont-Royal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch, you will be responsible for delivering exceptional customer experiences and contributing to the ongoing improvement of our branch's customer experience.Key ResponsibilitiesProvide personalized service and advice to...

  • Personal Banking Associate

    2 days ago

    Mont-Royal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch, you will be responsible for delivering exceptional customer experiences and contributing to the ongoing improvement of our branch's customer experience.Key ResponsibilitiesProvide personalized service and advice to...

  • Personal Banking Associate

    2 days ago

    Mont-Royal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch, you will be responsible for delivering exceptional customer experiences and contributing to the ongoing improvement of our branch's customer experience.Key ResponsibilitiesProvide personalized service and advice to...

  • Personal Banking Associate

    2 days ago

    Mont-Royal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch office, you will be responsible for establishing and maintaining impactful relationships with our customers, providing guidance and support to help them achieve their financial goals.Key ResponsibilitiesEngage customers...

  • Personal Banking Associate

    2 days ago

    Mont-Royal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch office, you will be responsible for establishing and maintaining impactful relationships with our customers, providing guidance and support to help them achieve their financial goals.Key ResponsibilitiesEngage customers...

  • Personal Banking Associate

    3 months ago

    Mont-royal, Canada BMO Financial Group Full time

    2305 chemin Rockland Mont-Royal Quebec,H3P 3E9 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 days ago

    Mont-Royal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Key AccountabilitiesCustomerDeliver exceptional customer experiences through every interaction, driving customer satisfaction and loyalty.Act as the primary point of contact for customers, providing advice and guidance on banking products and services.Develop and maintain strong relationships with customers, understanding their needs and preferences.Provide...

  • Personal Banking Associate

    2 days ago

    Mont-Royal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Key AccountabilitiesCustomerDeliver exceptional customer experiences through every interaction, driving customer satisfaction and loyalty.Act as the primary point of contact for customers, providing advice and guidance on banking products and services.Develop and maintain strong relationships with customers, understanding their needs and preferences.Provide...

  • Personal Banking Associate

    4 months ago

    Mont-Saint-Hilaire, Canada BMO Financial Group Full time

    255 boul Sir Wilfrid Laurier Mont-St-Hilaire Quebec,J3H 3N8 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...

  • Personal Banking Associate

    3 months ago

    Mont-Saint-Hilaire, Canada BMO Financial Group Full time

    255 boul Sir Wilfrid Laurier Mont-St-Hilaire Quebec,J3H 3N8 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...

  • Personal Banking Associate

    2 days ago

    Mont-Royal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Key AccountabilitiesCustomerDeliver exceptional customer experiences through every interaction, driving ongoing improvement of the branch customer experience.Act as the premier lobby leadership branch representative, engaging customers in advice, service, educational, digital, and informational conversations.Utilize curiosity to discover and advise on...

  • Personal Banking Associate

    2 days ago

    Mont-Royal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Key AccountabilitiesCustomerDeliver exceptional customer experiences through every interaction, driving ongoing improvement of the branch customer experience.Act as the premier lobby leadership branch representative, engaging customers in advice, service, educational, digital, and informational conversations.Utilize curiosity to discover and advise on...

  • Banking Advisor

    1 day ago

    Mont-Tremblant, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and building strong relationships with our customers.Key ResponsibilitiesProvide personalized banking solutions to clients, including advice on financial products...

  • Banking Advisor

    1 day ago

    Mont-Tremblant, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and building strong relationships with our customers.Key ResponsibilitiesProvide personalized banking solutions to clients, including advice on financial products...

  • Banking Advisor

    4 months ago

    Mont-Tremblant, Canada National Bank of Canada Full time

    **Primary Locations**:Mont-Tremblant, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:25**: A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and...

  • Banking Advisor

    5 days ago

    Mont-Tremblant, Canada Royal Bank of Canada> Full time

    {"Job Summary": "As a Banking Advisor at Royal Bank of Canada, you will play a key role in delivering exceptional client experiences and driving sales growth. You will be responsible for building strong relationships with clients, understanding their financial needs, and providing tailored solutions to meet their goals.Key Responsibilities:* Proactively...

  • Banking Advisor

    2 weeks ago

    Mont-Tremblant, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals, and building long-term relationships.Key ResponsibilitiesGreet clients and answer their questions in...

  • Banking Advisor

    5 days ago

    Mont-Tremblant, Canada Royal Bank of Canada> Full time

    {"Job Summary": "As a Banking Advisor at Royal Bank of Canada, you will play a key role in delivering exceptional client experiences and driving sales growth. You will be responsible for building strong relationships with clients, understanding their financial needs, and providing tailored solutions to meet their goals.Key Responsibilities:* Proactively...