Personal Banking Associate

2 weeks ago

Oakville, Canada BMO Financial Group Full time

475 Cornwall Road Oakville Ontario,L6J 7S8

IFIC or CSC must be completed

Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit card 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.
- Delivers exceptional customer service that builds trust through expertise, providing responsive service and support.
- 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.
- Probes to understand customer needs and provides advice related to personal banking and credit card strategies in the best interests of the customer.
- Manages all transactional outcomes of customer calls or defers to appropriate internal business groups.
- Escalates complex or unresolved customer situations to managers as required.
- Performs any required activities to ensure customer’s requests are accurately processed.
- Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations in a professional manner.
- Integrates marketing promotions and programs into customer conversations when appropriate.
- 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

    4 weeks ago

    Oakville, Canada TD Bank Full time

    411469BR Retail Banking - Customer Service Oakville, ON June 14, 2023 Company Overview 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 understanding their needs and providing personalized financial solutions, our purpose is to help our customers and...

  • Personal Banking Associate

    4 weeks ago

    Oakville, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **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 understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    4 weeks ago

    Oakville, Canada BMO Financial Group Full time

    240 Leighland Ave, Unit 112b Oakville Ontario,L6H 3H6 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

    Oakville, Canada BMO Financial Group Full time

    1461 Rebecca Street Oakville Ontario,L6L 1Z8 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...

  • Financial Service Associate- Business Banking

    4 weeks ago

    Oakville, 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 Banker

    7 days ago

    Oakville, Canada BMO Financial Group Full time

    475 Cornwall Road Oakville Ontario,L6J 7S8 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...

  • Private Banking Advisor

    4 weeks ago

    Oakville, 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...

  • Financial Services Associate

    9 hours ago

    Oakville, 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...

  • Financial Service Associate

    4 weeks ago

    Oakville, 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...

  • Scotiamcleod Investment Associate

    5 days ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 181868 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Community Associate

    4 weeks ago

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

    Client Associate (IR Licensed) CIBC Wood Gundy page is loaded Client Associate (IR Licensed) CIBC Wood Gundy Apply locations Oakville, ON time type Full time posted on Posted Yesterday job requisition id 2404808 We’re building a relationship-oriented bank for the modern world. As a member of CIBC Wood Gundy, you will be responsible for building and...

  • Financial Planning Administrative Associate

    4 weeks ago

    Oakville, Canada Imperial Lifestyle Management Full time

    **Who We Are** Imperial Lifestyle Management we are experts in financial planning, management and administration. Our clients are highly trained professionals who trust us to manage their affairs. When they’re delivering patient care, spending time with their family, they’re assured their business is in good hands. As a fast-growing business, we are...

  • Client Associate

    3 weeks ago

    Oakville, Canada Canadian Imperial Bank of Commerce Full time

    Client Associate (IR Licensed) CIBC Wood Gundy page is loaded Client Associate (IR Licensed) CIBC Wood Gundy Apply locations Oakville, ON time type Full time posted on Posted Yesterday job requisition id 2404808 We’re building a relationship-oriented bank for...

  • Client Associate

    3 weeks ago

    Oakville, Canada Canadian Imperial Bank of Commerce Full time

    Client Associate (IR Licensed) CIBC Wood Gundy page is loaded Client Associate (IR Licensed) CIBC Wood Gundy Apply locations Oakville, ON time type Full time posted on Posted Yesterday job requisition id 2404808 We’re building a relationship-oriented bank for...

  • Client Associate

    4 weeks ago

    Oakville, Canada Canadian Imperial Bank of Commerce Full time

    Client Associate (IR Licensed) CIBC Wood Gundy page is loaded Client Associate (IR Licensed) CIBC Wood Gundy Apply locations Oakville, ON time type Full time posted on Posted Yesterday job requisition id 2404808 We’re building a relationship-oriented bank for...

  • Sales Associate

    1 day ago

    Oakville, Canada Consult2Bond Inc. Full time

    **Job Posting**:_**Hybrid Inside/Outside Sales Associate - Industrial Tapes**:_ - **Hybrid Inside/Outside Sales Associate - Industrial Tapes**:_ We are currently looking for Sales Associate to grow and manage our industrial tape business in the Greater Toronto and Surrounding areas where you will work on gaining market share for the products and services we...

  • Sales Associate

    5 days ago

    Oakville, Canada Consult2bond Inc. Full time

    **Job Posting**:_**Hybrid Inside/Outside Sales Associate - Industrial Tapes**:_ - **Hybrid Inside/Outside Sales Associate - Industrial Tapes**:_ We are currently looking for Sales Associate to grow and manage our industrial tape business in the Greater Toronto and Surrounding areas where you will work on gaining market share for the products and services we...

  • Sales Associate

    4 days ago

    Oakville, Canada Consult2Bond Inc. Full time

    **Job Posting**:_**Hybrid Inside/Outside Sales Associate - Industrial Tapes**:_ - **Hybrid Inside/Outside Sales Associate - Industrial Tapes**:_ We are currently looking for Sales Associate to grow and manage our industrial tape business in the Greater Toronto and Surrounding areas where you will work on gaining market share for the products and services we...

  • Sales Associate

    9 hours ago

    Oakville, Canada Consult2Bond Inc. Full time

    **Job Posting**:_**Hybrid Inside/Outside Sales Associate - Industrial Tapes**:_ - **Hybrid Inside/Outside Sales Associate - Industrial Tapes**:_ We are currently looking for Sales Associate to grow and manage our industrial tape business in the Greater Toronto and Surrounding areas where you will work on gaining market share for the products and services we...

  • Sales Associate

    4 weeks ago

    Oakville, Canada The Deck Store Full time

    Job Summary: We are seeking a dynamic and motivated Sales Associate to join our team. The Sales Associate will be responsible for providing exceptional customer service, promoting and selling products, and ensuring a positive shopping experience for our customers. **Responsibilities**: - Greet customers and assist them in finding the right products -...