Personal Banking Associate

3 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 Financial Group. 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 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.
  • Prove understanding of customer personal banking and credit card needs, integrating marketing promotions and programs into customer conversations to provide strategic advice.
  • Organize work information to ensure accuracy and completeness.
  • Take the initiative to find creative approaches that make each customer's experience feel personal.
  • Look for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Contribute 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.
  • Follow through on risk and compliance processes and policies to safeguard customer assets, maintain their privacy, and act in their best interest.
  • Keep 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.
  • Maintain current knowledge of personal banking products, practices, and trends, integrating them into customer conversations.
  • Identify and report suspicious patterns of activity suspected to be related to money laundering.
  • Comply with legal and regulatory requirements for the jurisdiction.
  • Protect the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Complete complex and diverse tasks within given rules and limits.
  • Analyze issues and determine 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: $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 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:

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 .

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

    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 goals.Key...

  • Personal Banking Associate

    3 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 goals.Key...

  • Personal Banking Associate

    2 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 interests.Key...

  • Personal Banking Associate

    2 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

    3 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...

  • Wealth Management Associate Program

    2 months ago

    London, Ontario, Canada Scotiabank Full time

    Job DescriptionRole OverviewThe Private Banking Associate role is a key position in Scotiabank's Wealth Management division, responsible for providing exceptional client service and building strong relationships with high-net-worth individuals. As a Private Banking Associate, you will work closely with experienced Private Bankers to deliver tailored...

  • Wealth Management Associate Program

    2 months ago

    London, Ontario, Canada Scotiabank Full time

    Job DescriptionRole OverviewThe Private Banking Associate role is a key position in Scotiabank's Wealth Management division, responsible for providing exceptional client service and building strong relationships with high-net-worth individuals. As a Private Banking Associate, you will work closely with experienced Private Bankers to deliver tailored...

  • Franchise Banking Specialist

    3 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...

  • Banking Advisor

    3 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...

  • Banking Professional

    3 weeks ago

    London, Ontario, Canada National Bank Full time

    Job Title: Banking AdvisorAre you passionate about delivering exceptional client experiences and building lasting relationships? Do you have a strong interest in finance and a desire to make a positive impact on people's lives?About the Role:As a Banking Advisor at National Bank, you will play a key role in providing personalized banking solutions to our...

  • Banking Advisor

    4 weeks ago

    London, Ontario, Canada National Bank Full time

    Job Title: Banking AdvisorAt National Bank, we're looking for a talented Banking Advisor to join our team. As a Banking Advisor, you'll play a key role in providing exceptional client service and building lasting relationships with our customers.Key Responsibilities:Greet clients and answer questions in a friendly and approachable mannerHelp clients use our...

  • Banking Advisor

    4 weeks ago

    London, Ontario, Canada National Bank Full time

    Job Title: Banking AdvisorAt National Bank, we're looking for a talented Banking Advisor to join our team. As a Banking Advisor, you'll play a key role in providing exceptional client service and building lasting relationships with our customers.Key Responsibilities:Greet clients and answer questions in a friendly and approachable mannerHelp clients use our...

  • Wealth Management Associate

    4 weeks ago

    London, Ontario, Canada NBC Full time

    {"h1": "Wealth Associate Role at National Bank Financial", "p": "As a Wealth Associate at National Bank Financial, you will play a key role in supporting clients in achieving their financial goals. Your responsibilities will include managing client portfolios, providing personalized financial advice, and collaborating with specialists to meet client needs.",...

  • Wealth Management Associate

    4 weeks ago

    London, Ontario, Canada NBC Full time

    {"h1": "Wealth Associate Role at National Bank Financial", "p": "As a Wealth Associate at National Bank Financial, you will play a key role in supporting clients in achieving their financial goals. Your responsibilities will include managing client portfolios, providing personalized financial advice, and collaborating with specialists to meet client needs.",...

  • Banking Advisor

    1 month 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 Responsibilities:Greet clients and answer their questions in a friendly and...

  • Banking Advisor

    1 month 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 Responsibilities:Greet clients and answer their questions in a friendly and...

  • Banking Advisor

    1 month ago

    London, Ontario, Canada National Bank Full time

    Job Title: Banking AdvisorJoin National Bank as a Banking Advisor and embark on a versatile and varied career that allows you to live your ambitions and make a positive impact on your own life and the lives of your clients and colleagues.Your Role:Greet clients and answer their questions in a friendly and approachable manner.Help clients use our banking...

  • Banking Advisor

    1 month ago

    London, Ontario, Canada National Bank Full time

    Job Title: Banking AdvisorJoin National Bank as a Banking Advisor and embark on a versatile and varied career that allows you to live your ambitions and make a positive impact on your own life and the lives of your clients and colleagues.Your Role:Greet clients and answer their questions in a friendly and approachable manner.Help clients use our banking...

  • Banking Advisor

    3 weeks 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

    3 weeks 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...