Personal Banking Associate
1 month ago
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 walk into 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 banking 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.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organize 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, with a variable work schedule.
- Follows through on risk and compliance processes and policies to safeguard customer assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and BMO's commitment to upholding the highest ethical requirements of the industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects BMO's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes complex and diverse tasks within given rules and limits.
- Analyzes issues and determines next steps, escalating as required.
- Typically between 1-2 years of relevant experience and/or certification in a related field of study, 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.
- 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.
- Basic specialized knowledge.
- Verbal and written communication skills - Good.
- Organization skills - Good.
- Collaboration and team skills - Good.
- Analytical and problem-solving skills - Good.
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
-
Personal Banking Associate
1 week ago
Kirkland, Quebec, Canada BMO Full timeJob OverviewBMO is seeking a motivated and customer-focused Personal Banking Associate to join our team. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and growing their relationships with BMO.About the RoleThis role involves working collaboratively within the branch and with BMO partners to deliver...
-
Personal Banking Associate
4 weeks ago
Kirkland, Quebec, Canada BMO Full timeJob SummaryWe 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...
-
Banking Professional
1 week ago
Kirkland, Quebec, Canada National Bank Full timeJoin Our Team as a Banking AdvisorWe're looking for an experienced Banking Advisor to join our team at National Bank. As a Banking Advisor, you'll have the opportunity to work with a diverse range of clients, providing personalized financial solutions and exceptional customer service.Your Key Responsibilities:Provide expert advice on banking products and...
-
Wealth Management Associate
4 weeks ago
Kirkland, Quebec, Canada National Bank Full timeJob Title: Wealth Management AssociateJob Summary:We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a Wealth Management Associate, you will play a key role in supporting our investment advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment...
-
Wealth Management Associate
1 month ago
Kirkland, Quebec, Canada National Bank Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and supporting our investment advisors in their daily activities.Key ResponsibilitiesProvide superior customer...
-
Customer Relationship Manager
2 weeks ago
Kirkland, Quebec, Canada BMO Full timeAbout BMOBMO is a leading financial institution dedicated to empowering individuals and businesses to achieve their goals.Job SummaryWe are seeking a highly motivated Customer Relationship Manager to join our team. As a key member of our sales and service team, you will be responsible for delivering exceptional customer experiences and growing revenue...
-
Financial Services Representative
1 week ago
Kirkland, Quebec, Canada National Bank Full timeAbout the RoleAs a Banking Advisor at National Bank, you will be part of a dynamic team that is passionate about providing exceptional client experiences.Job DescriptionGreet clients and answer questions in a friendly and approachable manner.Help clients use banking applications and ABMs to manage their finances effectively.Listen actively to clients' needs...
-
Customer Relationship Advisor
1 week ago
Kirkland, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly skilled Customer Relationship Advisor to join our team. In this role, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.About the RoleThe ideal candidate will have 1-2 years of relevant experience and/or certification in a related field of study. You will...
-
Customer Service Representative
2 weeks ago
Kirkland, Quebec, Canada BMO Full timeJob DescriptionAt BMO, we're seeking a skilled Customer Service Representative to join our team. As a key member of our retail banking sales and service team, you'll be responsible for delivering exceptional service to our customers and prospects.Key ResponsibilitiesProactively engage with existing customers and prospects to identify their financial needs...
-
Entry Level MIS Analyst
4 weeks ago
Kirkland, Quebec, Canada Phillips & Cohen Associates Full timeJob Title: Entry Level MIS AnalystJob Summary:Phillips & Cohen Associates, Ltd. is seeking an Entry Level MIS Analyst to join our analytics department. The successful candidate will be responsible for processing client files and static reports into systems of record, as well as running ad-hoc queries and transforming client data for movement into acceptable...
-
Warehouse Team Member
2 weeks ago
Kirkland, Quebec, Canada Nedco Full timeJob Title: Counter/Warehouse AssociateAt Nedco, we're looking for a skilled Counter/Warehouse Associate to join our team. As a Counter/Warehouse Associate, you will be responsible for completing the order process while working in a fast-paced warehouse environment.Responsibilities:Receiving and processing stock.Picking and shipping duties.Confirming stock...
-
Personal Banking Associate
5 months ago
Kirkland, Canada TD Bank Full time**Personal Banking Associate**: - 415169BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 3662 Boul St. Charles **Employment Type** - Regular **City** - Kirkland **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...
-
Personal Banking Associate
4 weeks ago
Kirkland Lake, Canada The Toronto-Dominion Bank (Canada) Full timeOverview We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Associate. This role is an excellent opportunity for someone who is passionate about delivering exceptional customer experiences and wants to build a rewarding career in the financial services industry. Key Responsibilities As a Personal...
-
Personal Banking Associate
4 weeks ago
Kirkland Lake, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch, you will be responsible for delivering exceptional customer experiences and providing expert advice on our range of banking products and services.Key ResponsibilitiesProvide personalized banking solutions to customers,...
-
Personal Banking Associate
4 weeks ago
Kirkland Lake, Canada The Toronto-Dominion Bank (Canada) Full timeDescription : CUSTOMER Create a consistent and exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience Leads the customer onboarding experience to assist each customers in becoming digitally enabled, building their day-to-day banking capabilities, and...
-
Investment & Personal Banking Specialist -kirkland
3 months ago
Kirkland, Canada Scotiabank Full timeRequisition ID: 205978 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
-
Personal Banker
5 months ago
Kirkland, Canada BMO Financial Group Full time3190 boul St-Charles Kirkland Quebec,H9H 3C1 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 Banker
3 months ago
Kirkland, Canada BMO Financial Group Full time3190 boul St-Charles Kirkland Quebec,H9H 3C1 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 customer...
-
Banking Advisor
2 weeks ago
Kirkland, Canada National Bank Full timeAttendance On-Site Job number 23294 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 22-Feb-2024 Location: Kirkland, Quebec City Kirkland Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile and...
-
Customer Experience Associate
6 months ago
Kirkland, Canada Scotiabank Full timeRequisition ID: 195826 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...
-
Wealth Management Associate
1 month ago
Kirkland, Canada National Bank Full time### Job SummaryAs a Wealth Management Associate at National Bank, you will play a vital role in supporting investment advisors in providing exceptional customer service to clients. Your primary responsibilities will include assisting advisors in meeting client requests, carrying out routine financial transactions, and ensuring compliance with regulatory...
-
Customer Experience Associate
6 months ago
Kirkland, Canada TD Bank Full time**Customer Experience Associate**: - 415936BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 3662 Boul St. Charles **Employment Type** - Regular **City** - Kirkland **Time Type** - Part Time **Province/State** - Quebec **Hours** - 22.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...
-
Customer Experience Associate
6 months ago
Kirkland, Canada TD Bank Full time**Customer Experience Associate**: - 426274BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 3662 Boul St. Charles **Employment Type** - Regular **City** - Kirkland **Time Type** - Part Time **Province/State** - Quebec **Hours** - 18.75 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...
-
Wealth Associate
6 months ago
Kirkland, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in...
-
Wealth Associate
5 months ago
Kirkland, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in...
-
Wealth Management Associate
3 months ago
Kirkland, Canada National Bank of Canada Full timeA career as a Wealth Management Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors...
-
Wealth Management Associate
3 months ago
Kirkland, Canada National Bank Full timeA career as a Wealth Management Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in...
-
Wealth Management Associate
2 months ago
Kirkland, Canada National Bank Full timeAttendance Hybrid Job number 22495 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 15-Feb-2024 Location: Kirkland, Quebec City Kirkland Province/State Quebec Area of Interest: Wealth management A career as a Wealth Management Associate at National Bank is a job where you can...
-
Customer Experience Associate
12 hours ago
Kirkland Lake, Canada TD Bank Full time**Work Location**: Kirkland Lake, Ontario, Canada **Hours**: 25 **Line of Business**: Personal & Commercial Banking **Pay Details**: $21.00 - $25.98 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...
-
Réceptionniste
4 weeks ago
Kirkland, Canada Chartwell Manoir Kirkland Full timeAs a Receptionist/Concierge you will perform a variety of accounting functions as well as confidential clerical and receptionist duties associated with the daily operations at the residence, while consistently maintaining a safe and secure environment. As an employee of Chartwell, you can enjoy growing your career and be a part of a dedicated team that...
-
Clinical Research Associate Manager
3 weeks ago
Kirkland, Canada Merck Sharp & Dohme Full time**Clinical Research Associate Manager** **Location: Based in British Columbia or Alberta** This role will be key to ensure strong monitoring in our clinical trials. Under the oversight of the Clinical Research Director or Head of Site Management and Monitoring, the person is responsible to manage a team of 6-14 Clinical Research Associates and to ensure...