Personal Banking Associate

4 days ago

Mississauga, Canada BMO Financial Group Full time

215 Lakeshore Road West Mississauga Ontario,L5H 1G5

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.

**About Us**

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 togethe

  • Personal Banking Associate

    4 weeks ago

    Mississauga, Canada BMO Financial Group Full time

    6605 Hurontario Street Mississauga Ontario,L5T 0A4 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

    4 weeks ago

    Mississauga, Canada BMO Financial Group Full time

    3173 Winston Churchill Mississauga Ontario,L5L 2W1 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...

  • Personal Banking Associate

    2 days ago

    Mississauga, Canada BMO Financial Group Full time

    985 Dundas Street East Mississauga Ontario,L4Y 2B9 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...

  • Personal Banking Associate

    2 days ago

    Mississauga, Canada BMO Financial Group Full time

    6780 Meadowvale TownCtr Cir #2 Mississauga Ontario,L5N 4B7 IFIC or CSC must be complete 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...

  • Personal Banking Associate

    4 days ago

    Mississauga, Canada BMO Financial Group Full time

    7050 St Barbara Blvd Mississauga Ontario,L5W 0E6 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

    Mississauga, Canada BMO Financial Group Full time

    6780 Meadowvale TownCtr Cir #2 Mississauga Ontario,L5N 4B7 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

    4 days ago

    Mississauga, Ontario, Canada BMO Full time

    03/29/ Lakeshore Road East, #113Retail Banking Sales & ServiceDelivers 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...

  • Personal Banking Associate

    4 days ago

    Mississauga, Ontario, Canada BMO Full time

    03/29/ St Barbara BlvdRetail Banking Sales & ServiceDelivers 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

    Mississauga, Ontario, Canada BMO Full time

    Application Deadline: 01/09/2025 Address: 2825 Eglinton Avenue West Job Family Group: Retail Banking Sales & Service 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...

  • Personal Banking Associate

    4 weeks ago

    Mississauga, Canada TD Bank Full time

    **Work Location**: Mississauga, Ontario, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $23.37 - $31.20 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 Associare

    5 days ago

    Mississauga, Canada BMO Financial Group Full time

    Address: 3643 Cawthra Road Suite B-1 Job Family Group: Retail Banking Sales & Service 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...

  • Personal Banking Officer

    2 days ago

    Mississauga, Ontario, 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...

  • Internal Audit Manager

    4 weeks ago

    Mississauga, Canada Citi Full time

    **Job Description**: The Audit Manager is an intermediate level role responsible for managing a team that is performing complex and critical audits and assessments of Citi’s risk and control environments in coordination with the Audit team. The overall objective is to recruit, develop, and manage an effective Internal Audit team, that ensures the firm...

  • Retail Banking Associate

    3 days ago

    Mississauga, Ontario, Canada Scotiabank Full time

    About the PositionThis role is an exciting opportunity for individuals who enjoy working in a dynamic environment and are passionate about delivering exceptional customer experiences. As a Customer Experience Associate, you will play a key part in building strong relationships with customers and helping them achieve their financial goals.Your...

  • Account Manager, Personal Banking

    4 days ago

    Mississauga, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

  • Associate, Commercial Banking

    4 weeks ago

    Mississauga, 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...

  • Personal Banking Specialist

    3 days ago

    Mississauga, Ontario, Canada National Bank Full time

    What You'll Do:You'll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients.You'll help clients use our banking applications and ABMs.You'll demonstrate the ability to build lasting business relationships.

  • Banking and Financial Services Instructor

    5 days ago

    Mississauga, Canada BizTech College Full time

    **JOB SUMMARY**: BizTech is seeking a well-qualified ‘**Banking and Financial Services Instructor**’ to join our team at the campus in Mississauga, Ontario. This strong personality will be responsible for planning, organizing, and teaching in a manner that associates with the values of BizTech College. The suitable person will be using a range of...

  • Personal Injury Associate

    2 weeks ago

    Mississauga, Canada ZSA Legal Recruitment Full time

    Location: Mississauga/Hybrid | Experience: 1-3 years Our client is a well-established boutique law firm in the personal injury field. To address an immediate need, this firm is seeking a junior associate with 1-3 years of relevant experience in both AB and Tort. The role requires just one day per week in the firm’s Mississauga office. For more details,...

  • Personal Injury Associate

    2 weeks ago

    Mississauga, Ontario, Canada ZSA Legal Recruitment Full time

    Location: Mississauga/Hybrid | Experience: 1-3 yearsOur client is a well-established boutique law firm in the personal injury field. To address an immediate need, this firm is seeking a junior associate with 1-3 years of relevant experience in both AB and Tort. The role requires just one day per week in the firm's Mississauga office.For more details, please...