Personal Banking Associate

3 weeks ago

Waterloo, Canada BMO Financial Group Full time

730 Glen Forrest Boulevard Waterloo Ontario,N2L 4K8

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 and coaching, to manager

  • Personal Banking Associate

    4 weeks ago

    Waterloo, Canada BMO Financial Group Full time

    90 Weber Street Waterloo Ontario,N2J 3G8 This is a Monday to Saturday branch 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...

  • Banking Advisor

    7 days ago

    Waterloo, 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...

  • Personal Banker

    4 weeks ago

    Waterloo, Canada HSBC Full time

    -Job description Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of...

  • Senior Manager

    2 weeks ago

    Waterloo, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - Kitchener/Waterloo/Cambridge/Guelph Markets page is loaded Senior Manager & Team Lead, Business Banking - Kitchener/Waterloo/Cambridge/Guelph Markets Apply locations Waterloo, ON time type Full time posted on Posted 8 Days Ago job requisition id 2405546 ...

  • Senior Manager

    2 weeks ago

    Waterloo, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - Kitchener/Waterloo/Cambridge/Guelph Markets page is loaded Senior Manager & Team Lead, Business Banking - Kitchener/Waterloo/Cambridge/Guelph Markets Apply locations Waterloo, ON time type Full time posted on Posted 8 Days Ago job requisition id 2405546 ...

  • Senior Manager

    2 weeks ago

    Waterloo, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - Kitchener/Waterloo/Cambridge/Guelph Markets page is loaded Senior Manager & Team Lead, Business Banking - Kitchener/Waterloo/Cambridge/Guelph Markets Apply locations Waterloo, ON time type Full time posted on Posted 8 Days Ago job requisition id 2405546 ...

  • Admin Associate

    7 days ago

    Waterloo, Canada TD Bank Full time

    394499BR Administrative / Clerical / Support Waterloo, ON January 5, 2023 Company Overview Department Overview TD Wealth Private Investment Advice is a premier full-service brokerage and wealth management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling the comprehensive...

  • Junior Associate/graduate

    4 weeks ago

    Waterloo, Canada Waystone Governance Ltd. Full time

    **_For over 20 years, Waystone has been at the cutting edge of specialist services for the asset _**_management_**_ industry - partnering with institutional investors, investment funds and asset managers. We work with our clients to help build, support, and protect investment structures and strategies worldwide._**_ _**_Our success depends upon our ability...

  • Associate Director

    7 days ago

    Waterloo, Canada BMO Full time

    Application Deadline: 05/03/2024Address:20 Erb Street WestFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards,...

  • Senior Manager

    2 weeks ago

    Waterloo, ON, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - Kitchener/Waterloo/Cambridge/Guelph Markets page is loaded Senior Manager & Team Lead, Business Banking - Kitchener/Waterloo/Cambridge/Guelph Markets Apply locations Waterloo, ON time type Full time posted on Posted 8 Days Ago job requisition id 2405546 We’re building a relationship-oriented bank for the...

  • Associate Dentist

    4 weeks ago

    Waterloo, Canada The Tooth Corner Full time

    The Tooth Corner in Waterloo is currently recruiting for an Associate to join our incredible team! We are a warm family of dentists from across Southeastern Ontario, focusing on patient-centered care. Our clinic is located in Waterloo and is an excellent opportunity for both new graduates and those with more experience. **Job Type**: Part-time Part-time...

  • Sales Associate

    7 days ago

    Waterloo, Canada The Hygate on Lexington Full time

    **Job description** The Hygate on Lexington is Waterloo's newest and most incredible retirement residence, and we are looking for a Sales Associate to join our team! We are looking for an outgoing, charismatic professional to support the Sales and Marketing efforts at Hygate. Primary responsibilities will include: - On-boarding of new prospects and...

  • Sales Associate

    6 days ago

    Waterloo, Canada Rmes.inc Full time

    Ambition, innovation, integrity and teamwork drive us daily. Looking for a challenge? Rmes inc. is looking for a motivated sales associate who is ready to demonstrate his or her entrepreneurial skills in a company that can offer you unlimited opportunities in Ontario, we are in full expansion. Working at Rmes inc. is like running your own business. You are...

  • Sales Associate

    3 days ago

    Waterloo, Canada St. Jacobs Antiques Market Full time

    Responsibilities: - Engage with customers to understand their needs and provide appropriate product recommendations - Demonstrate product features and benefits to customers - Assist customers in making purchasing decisions - Process sales transactions accurately and efficiently - Maintain a clean and organized sales floor **Experience**: - Previous...

  • Associate Dentist

    4 weeks ago

    Waterloo, Canada Iris Dentistry Full time

    **Looking for growth opportunities in a friendly and fun dental office where you can advance your career and feel great about going to work every day?** Iris Dentistry is looking for an Associate Dentist to join our growing team. **Responsibilities**: - Examining patients' teeth and gums to diagnose and treat various oral health issues. - Utilizing X-rays...

  • Psychologist or Psychological Associate

    7 days ago

    Waterloo, Canada Dr. Kathy Smolewska, C.Psych. & Associates Full time

    Dr. Kathy Smolewska, C.Psych. & Associates is a small multi-disciplinary practice that provides psychological and neuropsychological assessment and treatment services to individuals living in Waterloo, Kitchener, Cambridge, Guelph and surrounding areas. Although the primary focus of our clinic is providing psychological and neuropsychological assessments...

  • Private Banking Compliance and Operations Manager

    3 weeks ago

    Waterloo, Canada BMO Full time

    Application Deadline: 05/10/2024Address:20 Erb Street WestWill be working with RCM's to do Compliance and operations for Private Banking, Trust and InvestmentsSupports the business/group leader in the effective implementation, maintenance and administration of first line of defense (1st LOD) programs (e.g., operational risk, AML, compliance, regulatory,...

  • Associate Investment Counselor

    4 weeks ago

    Waterloo, Canada BMO Financial Group Full time

    20 Erb Street West Waterloo Ontario,N2L 1T2 Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the...

  • Private Client Services Tax Associate

    4 weeks ago

    Waterloo, Canada RSM US LLP Full time

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...

  • Retail Sales Associate

    4 weeks ago

    Waterloo, Canada Sherri's Living Large Full time

    **JOIN OUR TEAM!** Sherri's Living Large is a family owned and operated business that offers trendy decor and an array of outdoor furniture, BBQs, and structures. We are recognized for our large selection of high quality patio furniture, and also our variety of wall art and decor. if you enjoy working with people and have a passion for design then this may...