Personal Banking Associate

4 weeks ago

London, 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 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.
  • 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 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 varying 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 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 may 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.
  • 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.

Salary and Benefits

The salary range for this position is $33,850.00 - $49,500.00, with a pay type of Salaried. BMO's total compensation package includes performance-based incentives, discretionary bonuses, and other perks and rewards. We also offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About BMO

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.

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/.

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

    4 weeks ago

    London, 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 best interests.Key...

  • Personal Banking Associate

    4 weeks ago

    London, Ontario, Canada BMO Full time

    Job SummaryWe 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 interests.Key...

  • Franchise Banking Specialist

    4 weeks ago

    London, Ontario, Canada Scotiabank Full time

    Franchise Banking Specialist RoleThe Franchise Banking Specialist will be part of a national team responsible for leveraging market area expertise for the profitable growth of Scotiabank's franchising portfolio in their region and for developing new customer acquisitions.In this role, you will acquire new franchising customer relationships through engaging...

  • Career Opportunities in Private Banking

    1 week ago

    London, Ontario, Canada Scotiabank Full time

    **Company Overview**Scotiabank is a leading provider of advice, products, digital experiences, and financial services in over 50 countries. As a purpose-driven organization, we are committed to results and foster an inclusive, high-performing culture.Private Banking Associate RoleThis salaried program provides an opportunity to develop sales and...

  • Banking Advisor

    4 weeks ago

    London, Ontario, Canada National Bank Full time

    Job Title: Banking AdvisorAt National Bank, we're committed to providing exceptional service to our clients. As a Banking Advisor, you'll play a key role in delivering this promise by providing personalized support and guidance to our customers.Your Key Responsibilities:* Greet clients and answer their questions in a friendly and approachable manner* Help...

  • Senior Commercial Banking Team Lead

    1 week ago

    London, Ontario, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future".We help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.This...

  • Senior Commercial Banking Team Leader

    5 days ago

    London, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking an experienced Commercial Banking Team Leader to join our team at Scotiabank.As a key member of our commercial banking team, you will be responsible for leading and managing a team of sales professionals to achieve business objectives and drive revenue growth.Key ResponsibilitiesLead and manage a team of Senior Client...

  • Banking Advisor

    1 month ago

    London, Ontario, Canada National Bank Full time

    Job Title: Banking AdvisorAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building lasting relationships with our customers. Your primary responsibility will be to greet clients, answer their questions, and help them navigate our banking applications and ABMs.Key Responsibilities:Greet clients and...

  • Wealth Management Associate Program

    1 month ago

    London, Ontario, Canada Scotiabank Full time

    Unlock Your Potential in Private BankingScotiabank is seeking highly motivated and sales-focused individuals to join our Wealth Management Associate Program. As a Private Banking Associate, you will play a critical role in developing and maintaining relationships with high-net worth clients, providing personalized financial advice and solutions to meet their...

  • Senior Commercial Banking Leader

    1 month ago

    London, Ontario, Canada Scotiabank Full time

    Job SummaryScotiabank is seeking a seasoned commercial banking professional to lead our Commercial Distribution team in London, Ontario. As Director and Group Lead, you will be responsible for managing a mid-market team, driving financial growth, and developing strategic relationships with clients.Key ResponsibilitiesLead a team of Senior Client Relationship...

  • Franchise Banking Specialist

    4 weeks ago

    London, Ontario, Canada Scotiabank Full time

    Franchise Banking Specialist Job SummaryWe are seeking a highly skilled Franchise Banking Specialist to join our team at Scotiabank. As a key member of our Commercial Business Banking team, you will be responsible for leveraging market area expertise to drive the profitable growth of our franchising portfolio in your region.Key Responsibilities:Acquire new...

  • Commercial Banking Director and Group Lead

    4 weeks ago

    London, Ontario, Canada Scotiabank Full time

    Role OverviewThe Director and Group Lead, Commercial Banking is responsible for managing a team that contributes to the overall success of the Commercial Bank. This includes meeting financial objectives related to the profitable growth and retention of the team's assigned portfolio of Commercial clients.Key ResponsibilitiesManage a mid-market team that...

  • Commercial Banking Leader

    1 month ago

    London, Ontario, Canada Scotiabank Full time

    Job Title: Commercial Banking LeaderScotiabank is seeking a seasoned Commercial Banking Leader to join our team in London, Ontario. As a key member of our Commercial Banking team, you will be responsible for leading a team of Senior Client Relationship Managers, Client Relationship Managers, and Associate Group Leads to drive business growth and client...

  • Banking Advisor

    4 weeks ago

    London, Ontario, Canada National Bank Full time

    Job Title: Banking AdvisorAs a Banking Advisor at National Bank, you will have the opportunity to work in a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.Your Key Responsibilities:Greet clients and answer their questions in a friendly and...

  • Senior Commercial Banking Team Lead

    1 week ago

    London, Ontario, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, driven by our purpose: for every future. We aim to help our customers, their families, and their communities achieve success through a wide range of advice, products, and services.The estimated salary for this role ranges from $120,000 to $180,000 annually, depending on experience.Job OverviewThis is an...

  • Banking Professional

    4 weeks ago

    London, Ontario, Canada National Bank Full time

    Job DescriptionAs a Banking Advisor at National Bank, you will have the opportunity to work in a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.Your Key ResponsibilitiesGreet clients and answer their questions in a friendly and approachable...

  • Commercial Banking Director and Group Lead

    1 month ago

    London, Ontario, Canada Scotiabank Full time

    Job Title: Director and Group Lead, Commercial BankingAre you a seasoned professional with a passion for leading high-performing teams and driving business growth in the commercial banking sector?About the Role:Lead a team of Senior Client Relationship Managers, Client Relationship Managers, and Associate Group Leads to achieve business objectives and...

  • Franchise Banking Specialist

    4 weeks ago

    London, Ontario, Canada Scotiabank Full time

    Role OverviewThe Franchise Banking Specialist will be responsible for leveraging market area expertise to drive the profitable growth of Scotiabank's franchising portfolio in their region. This role will involve acquiring new franchising customer relationships through engaging local franchisees, Centres of Influence, and Scotiabank partners and associations...

  • Wealth Management Associate Program

    4 weeks ago

    London, Ontario, Canada Scotiabank Full time

    Requisition ID: 202587Scotiabank is a leading provider of advice, products, digital experiences, and financial services in more than 50 countries. We are committed to helping our customers become better-off through our Private Banking and Wealth Advisory businesses.The Wealth Management Associate Program is a 5-month salaried program that focuses on building...

  • Senior Commercial Banking Manager

    2 weeks ago

    London, Ontario, Canada Scotiabank Full time

    Lead a Winning Commercial TeamThe Commercial Distribution Director is responsible for managing a team that drives the growth and success of the Commercial Bank. This includes meeting financial objectives, understanding client and business trends, and developing strategic plans to deepen relationships with clients. The role requires a sales leader who can...