Personal Banking Associate

2 weeks ago

West Vancouver, Canada BMO Financial Group Full time

5303 Headland Dr, Unit 255 West Vancouver British Columbia,V7W 3C5

Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.
- Integrates marketing promotions and programs into customer conversations when appropriate.
- Delivers exceptional customer service that builds trust through expertise, providing responsive service and support.
- Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- Handles incoming calls in an informed, professional, and efficient manner.
- Escalates complex or unresolved customer situations to managers as required.
- Performs any required activities to ensure customer’s requests are accurately processed.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
- 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 post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Knowledge of personal banking products.
- Knowledge of competitive marketplace and trends in product offerings.
- Knowledge of contact centre operational processes and policies.
- Knowledge of call centre technology, processes and metrics.
- 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 support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

  • Personal Banking Associate

    2 weeks ago

    West Vancouver, Canada BMO Financial Group Full time

    5303 Headland Dr, Unit 255 West Vancouver British Columbia,V7W 3C5 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...

  • Personal Banking Associate

    3 weeks ago

    West Vancouver, Canada BMO Financial Group Full time

    1783 Marine Drive West Vancouver British Columbia,V7V 1J5 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 weeks ago

    Vancouver, Canada TD Bank Full time

    **Personal Banking Associate**: - 414852BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 3308 Shrum Lane **Employment Type** - Regular **City** - Vancouver **Time Type** - Part Time **Province/State** - British Columbia **Hours** - 15 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Personal Banking Associate

    3 weeks ago

    Vancouver, Canada TD Bank Full time

    **Personal Banking Associate**: - 425335BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 1001 Hamilton Street **Employment Type** - Regular **City** - Vancouver **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.50 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    4 weeks ago

    Vancouver, Canada TD Bank Full time

    **Work Location**: Vancouver, British Columbia, Canada **Hours**: 18.75 **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 Associate

    4 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 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

    Vancouver, Canada BMO Financial Group Full time

    1004 Hamilton Street Vancouver British Columbia,V6B 2R9 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 through various channels with BMO partners to deliver the...

  • Personal Banking Associate

    4 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    958 Denman Street Vancouver British Columbia,V6G 2M2 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

    Vancouver, Canada BMO Financial Group Full time

    777 West Broadway Avenue Vancouver British Columbia,V5Z 4J7 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 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    4502-4508 10th Avenue W Vancouver British Columbia,V6R 2J1 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 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 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

    Vancouver, Canada BMO Financial Group Full time

    7150 Kerr Street Vancouver British Columbia,V5S 4W2 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

    Vancouver, Canada BMO Financial Group Full time

    2601-2609 Granville Street Vancouver British Columbia,V6H 3H2 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...

  • Personal Banking Associate

    3 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    2102 West 41st Avenue Vancouver British Columbia,V6M 1Z2 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 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    103 2nd Avenue West Vancouver British Columbia,V5Y 1B8 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

    Vancouver, Canada BMO Financial Group Full time

    2104 Lahb Avenue Unit 120 Vancouver British Columbia,V6L 0B4 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...

  • Personal Banking Associate

    4 weeks ago

    North Vancouver, Canada BMO Financial Group Full time

    1505 Lonsdale Avenue North Vancouver British Columbia,V7M 2J4 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...

  • Personal Banking Associate

    3 weeks ago

    North Vancouver, Canada BMO Financial Group Full time

    3060 Edgemont Boulevard North Vancouver British Columbia,V7R 2N4 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...

  • Personal Banking Associate

    3 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 Actively seeking **recent graduates** for Personal Banking Associate roles, with opportunity to grow your career with BMO. These are **full time positions** at **various locations throughout the lower mainland (Vancouver, Burnaby, Richmond, Surrey, etc.)** **Roles require availability to work any time...

  • Private Banking Associate

    3 weeks ago

    Vancouver, Canada RBC Full time

    Job SummaryJob Description What is the opportunity? As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital...