Personal Banking Associate
6 months ago
4729 Marine Avenue Powell River British Columbia,V8A 2L2
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 3 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**:
$33,850.00 - $49,500.00
**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.
**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
-
Personal Banking Associate
2 months ago
High River, Canada TD Bank Full time**Work Location**: High River, Alberta, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $43,700 - $58,200 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
2 months ago
Campbell River, Canada TD Bank Full time**Work Location**: Campbell River, British Columbia, Canada **Hours**: 18.75 **Line of Business**: Personal & Commercial Banking **Pay Details**: n/a - n/a 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...
-
Personal Banking Associate Trainee
6 months ago
High River, Canada TD Bank Full time**Personal Banking Associate Trainee**: - 426745BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 315 Macleod Trail **Employment Type** - Regular **City** - High River **Time Type** - Full Time **Province/State** - Alberta **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...
-
Full-cycle Bookkeeper
2 months ago
Powell River, Canada Banking On It Bookkeeping Full timeAre you an experienced and reliable full-cycle bookkeeper with a strong work ethic? I am looking for YOU! Necessary are the solid understanding of bookkeeping practices and GAAP. You must be fully experienced in payroll, GST & BC PST and you must be strong and experienced with Sage 50. Experience with other accounting software would be a bonus. Looking for...
-
Full-cycle Bookkeeper
3 days ago
Powell River, Canada Banking On It Bookkeeping Full timeNecessary are the solid understanding of bookkeeping practices and GAAP. You must be fully experienced in payroll, GST & BC PST and you must be strong and experienced with Sage 50. Experience with other accounting software would be a bonus. Looking for proficient communication skills (written & oral) and proactive with an ability to hyper focus, prioritize...
-
Personal Banking Service Professional
2 weeks ago
High River, Canada TD Bank Full timeOverview of TD BankTD Bank is one of the world's leading global financial institutions, with a presence in Canada, the United States, and around the world. Our vision is to be the better bank, and our purpose is to enrich the lives of our customers, communities, and colleagues.We strive to deliver legendary customer experiences to over 27 million households...
-
Personal Banking Specialist
6 months ago
Belle River, Canada Libro Credit Union Full timeCareer Opportunity Libro is growing - and Libro is hiring. Our expansion plans include a series of new hires across southwestern Ontario. Take a look. Careers - Job Opportunities With Libro Credit Union | Libro With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation, joining leaders of a global movement of people using...
-
Store Associate
4 weeks ago
Powell River, Canada Dollarama L.P. Full timeIf you are looking to join a team that manages with a highly visible, hands-on approach and provide the leadership and vision to fuel the growth of a successful Canadian business, then we are the right place for you!As a team player, the Store Associate performs all general operations and merchandising duties required to successfully run a store. These...
-
Rebuild Associate
7 months ago
Powell River, Canada inclusion powell river Full timeKindred ReBuild is a community focused social enterprise that supports inclusive employment and will centre the business around the values of the circular economy, diverting materials from the waste stream and making sure as many materials as possible are being reused and repurposed as many times as possible. We arebuilding a sustainable business focused on...
-
Real Estate Administrative Assistant/conveyancer
6 months ago
Powell River, Canada Royal LePage Powell River Full timePreference will be given to applicants with bookkeeping, accounting and/or real estate experience. Wages commensurate with experience and skills. Anticipated hours are Thursday & Friday 9am to 5pm (with a 1-hour unpaid lunch break) Only qualified resumes will be contacted and interviewed. **Responsibilities include**: - Greet visitors, collect and manage...
-
Mortgage Specialist
7 months ago
Powell River, Canada BMO Financial Group Full time4729 Marine Avenue Powell River British Columbia,V8A 2L2 Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and...
-
Banking Advisor
3 weeks ago
High River, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...
-
Customer Service Representative
3 weeks ago
Powell River, Canada BMO Financial Group Full time4729 Marine Avenue Powell River British Columbia,V8A 2L2 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 Banker
1 week ago
Campbell River, Canada TD Bank Full time**Work Location**: Campbell River, British Columbia, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $49,300 - $69,700 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...
-
Client-Focused Banking Professional
2 weeks ago
High River, Canada Royal Bank of Canada Full time**Overview of the Opportunity**Royal Bank of Canada is seeking an exceptional Client-Focused Banking Professional to join our team in High River. As a key member of our Personal and Commercial Banking division, you will play a vital role in delivering exceptional client experiences and driving business growth.**Estimated Salary: $62,000 - $82,000 per year**,...
-
Financial Services Representative Ii
7 months ago
Powell River, Canada CIBC Full timeWe’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...
-
Small Business Advisor
3 months ago
Powell River, Canada Scotiabank Full timeRequisition ID: 207888 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...
-
Customer Experience Associate
4 months ago
Campbell River, Canada Scotiabank Full timeRequisition ID: 203450 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...
-
Financial Advisor
3 months ago
Powell River, Canada Scotiabank Full timeRequisition ID: 207293 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Banking Advisor
3 weeks ago
Western Manitoba (Swan River), Canada RBC Full timeJob Summary Job Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients...