Current jobs related to Personal Banking Associate - St Albert - BMO Financial Group

  • Personal Banking Associate

    6 days ago

    Prince Albert, Saskatchewan, Canada TD Bank Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team at TD Bank. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and providing expert advice on our range of personal banking products and services.Key ResponsibilitiesProvide personalized banking...

  • Personal Banking Associate

    7 days ago

    Prince Albert, Saskatchewan, Canada TD Bank Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team at TD Bank. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and providing expert advice on our range of personal banking products and services.Key ResponsibilitiesProvide personalized banking...

  • Personal Banking Associate

    6 days ago

    Prince Albert, Saskatchewan, Canada TD Bank Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team at TD Bank. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and providing expert advice on our range of personal banking products and services.Key ResponsibilitiesProvide personalized banking...

  • Personal Banking Associate

    17 hours ago

    St. John's, Newfoundland and Labrador, 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

    14 hours ago

    St. John's, Newfoundland and Labrador, 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 weeks ago

    Prince Albert, Canada BMO Financial Group Full time

    801 15th Street East Prince Albert Saskatchewan,S6V 0C7 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 weeks ago

    Prince Albert, Saskatchewan, Canada BMO Full time

    Job Title: Retail Banking Sales & Service Representative About the Role: We are seeking a highly motivated and customer-focused Retail Banking Sales & Service Representative to join our team. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing...

  • Personal Banking Associate Trainee

    3 months ago

    St. Thomas, Canada TD Bank Full time

    **Personal Banking Associate Trainee**: - 424334BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 1063 Talbot Street **Employment Type** - Regular **City** - St. Thomas **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    7 days ago

    Prince Albert, Saskatchewan, Canada TD Bank Full time

    Customer Service Representative Provide exceptional customer experiences, promote TD Bank products and services, and contribute to business objectives in a dynamic and fast-paced environment. Key Responsibilities: Create personalized customer experiences through exceptional service and advice Act as a premier lobby leadership branch representative,...

  • Personal Banking Associate

    4 months ago

    St. George, Canada BMO Financial Group Full time

    9 Beverly Street W St George Ontario,N0E 1N0 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

    4 months ago

    St. Catharines, Canada BMO Financial Group Full time

    121 Lakeshore Road St Catharines Ontario,L2N 2T7 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

    3 months ago

    St. Catharines, Canada BMO Financial Group Full time

    31 King Street St Catharines Ontario,L2R 6W7 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

    3 months ago

    St. Catharines, Canada BMO Financial Group Full time

    222 - 228 Glendale Avenue St Catharines Ontario,L2T 2K5 This is a Monday 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...

  • Personal Banking Associate

    3 months ago

    St. Stephen, Canada BMO Financial Group Full time

    67 Milltown Boulevard St Stephen New Brunswick,E3L 1G4 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

    3 months ago

    St. Catharines, Canada BMO Financial Group Full time

    31 King Street St Catharines Ontario,L2R 6W7 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

    3 months ago

    St. George, Canada BMO Financial Group Full time

    9 Beverly Street W St George Ontario,N0E 1N0 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 weeks ago

    Prince Albert, Saskatchewan, Canada BMO Full time

    About the RoleWe are seeking a highly skilled and motivated Personal Banking Associate to join our team at BMO. As a key member of our branch, you will be responsible for delivering exceptional customer service and providing financial solutions to our clients.Key ResponsibilitiesCustomer Service: Provide personalized service to our customers, identifying...

  • Financial Services Associate

    1 week ago

    St. Albert, Alberta, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world.As a member of the Personal and Business Banking Team, you'll partner with Financial Advisors to help high-value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek...

  • Financial Services Associate

    1 week ago

    St. Albert, Alberta, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world.As a member of the Personal and Business Banking Team, you'll partner with Financial Advisors to help high-value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek...

  • Personal Banking Associate

    2 weeks ago

    Prince Albert, Saskatchewan, Canada BMO Full time

    About the RoleWe are seeking a highly skilled and motivated Personal Banking Associate to join our team at BMO. As a key member of our branch, you will be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesCustomer Service: Provide personalized service to customers, identifying their...

Personal Banking Associate

4 months ago

St Albert, Canada BMO Financial Group Full time

394 St Albert Rd St Albert Alberta,T8N 5J9

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 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 an