Personal Banking Associate

3 weeks ago

Hamilton, Ontario, 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 goals.

Key Responsibilities
  • Proactively complete daily lead calls and manage pipeline with a minimum of 10 pre-books weekly.
  • Deliver exceptional service to BMO customers and prospects, identifying their needs and providing advice and guidance on financial solutions.
  • Collaborate 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.
  • As a lobby leader, assist in conducting 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 customers in a needs-based conversation 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.
  • 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 ensure the safeguarding of customer assets and the maintenance of their privacy.
  • 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 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 and diverse tasks within given rules and limits.
  • Analyzes issues and determines next steps, escalating as required.
Qualifications
  • 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.
  • Registration to sell investment products completed or in progress, 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.

Salary: $35,000.00 - $52,000.00

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 the 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.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://www.bmo.com/en/careers/benefits

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.

To find out more, visit us at https://www.bmo.com/en/careers

BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written, and fully executed agency agreement contract for service to submit resumes.

  • Personal Banking Associate

    3 weeks ago

    Hamilton, Ontario, Canada BMO Financial Group Full time

    Job SummaryAt BMO Financial Group, we 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...

  • Personal Banking Associate

    4 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryBMO is seeking a highly 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 prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their best interests.Key...

  • Personal Banking Associate

    4 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryBMO is seeking a highly 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 prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their best interests.Key...

  • Personal Banking Associate

    3 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryAs a Personal Banking Associate at BMO, you will play a key role in delivering exceptional service to our customers and prospects. Your primary responsibility will be to identify customer needs and provide advice and guidance on financial solutions that are in their best interests. You will work collaboratively within the branch and with BMO...

  • Personal Banking Associate

    4 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryBMO is seeking a highly 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 prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their goals.Key...

  • Personal Banking Associate

    4 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    About the RoleBMO is 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 providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized banking services to...

  • Personal Banking Associate

    4 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    About the RoleBMO is 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 providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized banking services to...

  • Personal Banking Associate

    4 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    About the RoleBMO is 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 providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized banking services to...

  • Personal Banking Associate

    4 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryWe 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 goals.Key...

  • Personal Banking Associate

    4 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryWe 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 goals.Key...

  • Personal Banking Associate

    4 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryWe 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 goals.Key...

  • Personal Banking Associate

    4 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryWe 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 goals.Key...

  • Personal Banking Associate Trainee

    2 weeks ago

    Hamilton, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a skilled Personal Banking Associate Trainee 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.Key ResponsibilitiesEngage customers in day-to-day advice needs, service transactions, digital education, and customer problem...

  • Personal Banking Associate

    3 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryWe 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 goals.Key...

  • Personal Banking Associate

    3 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    About the RoleBMO Financial Group is seeking a highly 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 prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their best...

  • Business Banking Associate

    3 weeks ago

    Hamilton, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job DescriptionThis is an exciting opportunity to join our team as a Business Banking Associate and embark on a rewarding career in commercial banking. As a key member of our team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key Responsibilities:Assist clients with their financial...

  • Commercial Banking Associate

    3 weeks ago

    Hamilton, Ontario, Canada TD Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Commercial Banking Associate to join our team. As a Commercial Banking Associate, you will be responsible for providing exceptional customer service and support to our clients, while also developing and maintaining strong relationships with them.Key ResponsibilitiesProvide exceptional...

  • Commercial Banking Associate

    3 weeks ago

    Hamilton, Ontario, Canada TD Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Commercial Banking Associate to join our team. As a Commercial Banking Associate, you will be responsible for providing exceptional customer service and support to our clients, while also developing and maintaining strong relationships with them.Key ResponsibilitiesProvide exceptional...

  • Professional Banking Associate Trainee

    2 days ago

    Hamilton, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:We are seeking a Personal Banking Associate Trainee to join our team at The Toronto-Dominion Bank (Canada). As a key member of our banking operations team, you will play a critical role in delivering exceptional customer experiences and providing guidance to customers on banking solutions.Key Responsibilities:Establish and maintain impactful...

  • Business Banking Professional

    4 weeks ago

    Hamilton, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Join Our Team as a Business Banking AssociateThis is an exciting opportunity to kick-start your career in the dynamic world of Commercial Banking. As a Business Banking Associate, you will gain a solid understanding of commercial lending through financial analysis, risk management, and industry analysis. You will work closely with mid-market businesses to...