Personal Banking Associate

4 weeks ago

Glace Bay, Nova Scotia, Canada BMO Full time
Job Summary

We are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at BMO. 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 advice and guidance on financial solutions that meet their best interests.

Key Responsibilities
  • Collaborate with BMO partners to identify referral opportunities that grow the customer's relationship with BMO beyond personal banking.
  • Welcome and guide customers as they enter the branch lobby, offering advice and guidance on available digital and self-serve options to make banking easy, simple, and fast.
  • Conduct client conversations about banking services to recommend alternative channels and provide personal banking and investment advice.
  • Meet customer transaction-based needs with seamless execution.
  • Review customer profiles and engage in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contribute to meeting branch business results and the customer experience.
  • Support operational activities, such as inventory management, escalated service requests, and following up on customer applications.
  • Act as a key member of a collaborative and versatile branch and market team.
  • Proactively seek opportunities to improve the overall branch customer experience.
Requirements
  • Typically 1-2 years of relevant experience and/or certification in a related field of study, or an equivalent combination of education and experience.
  • Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
  • Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
  • Some experience in a consultative customer service or sales role, 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.
What We Offer

BMO offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.

Apply now to join our team and take the first step towards a rewarding career in personal banking

  • Personal Banking Associate

    4 weeks ago

    Glace Bay, Nova Scotia, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Associate. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their needs.Key...

  • Personal Banking Associate

    4 weeks ago

    Glace Bay, Nova Scotia, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Associate. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their needs.Key...

  • Personal Banking Associate

    3 weeks ago

    Glace Bay, Nova Scotia, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Associate. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...

  • Personal Banking Associate

    3 weeks ago

    Glace Bay, Nova Scotia, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Associate. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...

  • Personal Banking Associate

    5 months ago

    Thunder Bay, Canada BMO Financial Group Full time

    859 Fort William Road Thunder Bay Ontario,P7B 0A9 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

    5 months ago

    Thunder Bay, Canada BMO Financial Group Full time

    1020 Dawson Road Thunder Bay Ontario,P7B 5V1 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

    5 months ago

    Mahone Bay, Canada BMO Financial Group Full time

    562 Main Street Mahone Bay Nova Scotia,B0J 2E0 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

    5 months ago

    Gore Bay, Canada BMO Financial Group Full time

    68 Meredith Street East Gore Bay Ontario,P0P 1H0 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

    5 months ago

    Thunder Bay, Canada TD Bank Full time

    **Work Location**: Thunder Bay, Ontario, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **KEY ACCOUNTABILITIES** **CUSTOMER** - **Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience**: - **Act as the...

  • Personal Banking Associate

    5 months ago

    Thunder Bay, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : KEY ACCOUNTABILITIES CUSTOMER Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience Act as the premier lobby leadership branch representative, by greeting and engaging customers in a range of advice, service, educational, digital,...

  • Business Banking Associate

    5 months ago

    Thunder Bay, Canada TD Bank Full time

    **Business Banking Associate**: - 430823BR **Job Category - Primary** - Commercial Banking **Work Location** - 1039 Memorial Avenue Branch **Employment Type** - Regular **City** - Thunder Bay **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** This is an exciting introductory...

  • Customer Service Representative

    5 months ago

    Glace Bay, Canada BMO Financial Group Full time

    37 Union Street Glace Bay Nova Scotia,B1A 2P6 Come join our Customer Service Team in Glace Bay! This role is 18.75 to a maximum of 24 hours per week. You will receive great initial training, team support and growth opportunities! Come 'Grow the Good' in your community and career! Delivers exceptional service to BMO customers and prospects. Identifies...

  • Sales Associate

    5 months ago

    North Bay, Canada Bell - Wireless Personal Communications Inc. Full time

    WPCI is a Bell dealer operating locations from Windsor, ON to North Bay, ON. We are proud to hold the award for TOP CUSTOMER SERVICE for Bell for all of Canada from 2014 to present. We pride ourselves on providing outstanding customer service before and after the sale. We are currently seeking a Retail Sales Associate for our **975 MCKEOWN AVE **location in...

  • Banking Advisor

    1 month ago

    Oak Bay, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and client-focused Banking Advisor to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Job DescriptionWhat is the Opportunity?This unique position calls on your client-focused sales expertise...

  • Banking Advisor

    1 month ago

    Oak Bay, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and client-focused Banking Advisor to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Job DescriptionWhat is the Opportunity?This unique position calls on your client-focused sales expertise...

  • Banking Relationship Manager

    3 weeks ago

    Oak Bay, British Columbia, Canada Royal Bank of Canada Full time

    Unlock Your Potential as a Banking AdvisorAt Royal Bank of Canada, we're seeking a talented Banking Advisor to join our team. As a key member of our Personal and Commercial Banking division, you'll play a vital role in helping clients achieve their financial goals.Key Responsibilities:Proactively engage with clients to understand their banking needs and...

  • Banking Advisor

    2 months ago

    Thunder Bay, 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...

  • Banking Advisor

    3 weeks ago

    Oak Bay, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat 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...

  • Personal Banker

    2 months ago

    Thunder Bay, Canada BMO Financial Group Full time

    859 Fort William Road Thunder Bay Ontario,P7B 0A9 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 desired...

  • Personal Banker

    5 months ago

    Gore Bay, Canada BMO Financial Group Full time

    68 Meredith Street East Gore Bay Ontario,P0P 1H0 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 Banker

    5 months ago

    Thunder Bay, Canada BMO Financial Group Full time

    859 Fort William Road Thunder Bay Ontario,P7B 0A9 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...

  • Customer Experience Associate

    5 months ago

    Thunder Bay, Canada Scotiabank Full time

    **Requisition ID**: 201101 **Employee Referral Program - Potential Reward**: $1,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. **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...

  • Manager Associates

    2 weeks ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** ** Specific location is to be determined, however successful incumbent must be mobile within the Sudbury OR Thunder Bay Markets ** The Manager, Associates within our MSNWO Financial Planning business is responsible for developing and leading a team of associate sales support professionals. Through focused...

  • Customer Experience Associate

    5 months ago

    Thunder Bay, Canada Scotiabank Full time

    Requisition ID: 196059 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...