Personal Banking Associate

3 weeks ago

Barrie, 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

  • Collaborate with BMO partners to identify referral opportunities and grow the customer's relationship with BMO.
  • Welcome and guide customers as they enter the branch, offering advice and guidance on available digital and self-serve options.
  • Conduct client conversations about banking services, recommending alternative channels and providing 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 filing.
  • Act as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs, integrating 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 and maintain their privacy.
  • Keeps current with the wider financial services marketplace, legal and regulatory environment, and BMO's commitment to upholding the highest ethical requirements.
  • Maintains current knowledge of personal banking products, practices, and trends, integrating 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 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 offers a comprehensive total compensation package, including performance-based incentives, discretionary bonuses, and other perks and rewards. To view more details of our benefits, please visit our website.

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.

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.

Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

  • Personal Banking Associate

    4 weeks ago

    Barrie, 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

    4 weeks ago

    Barrie, 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 needs.Key...

  • Personal Banking Associate

    4 weeks ago

    Barrie, Ontario, Canada BMO Full time

    Job SummaryWe 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...

  • Agricultural Business Banking Associate

    4 weeks ago

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

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our Agriculture Services team as a Business Banking Associate. In this role, you will work closely with experienced Account Managers to develop a career in agricultural business banking.Key ResponsibilitiesAssist in the development of business relationships with...

  • Agricultural Business Banking Associate

    4 weeks ago

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

    About the RoleWe are seeking a motivated and detail-oriented Associate to join our Business Banking team in Ag Services. As an Associate, you will play a key role in supporting our experienced Account Managers in delivering exceptional customer service and building strong relationships with our agricultural clients.Key ResponsibilitiesAssist Account Managers...

  • Customer Experience Associate

    1 week ago

    Barrie, Ontario, Canada TD Bank Full time

    Job Description:At TD Bank, we are committed to delivering exceptional customer experiences. As a Customer Experience Associate, you will play a key role in building deep and long-lasting relationships with our customers by providing information and advice on services, products, and solutions.Key Responsibilities:- Process financial transactions accurately...

  • Personal Banker

    4 weeks ago

    Barrie, Ontario, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and customer-focused Personal Banker to join our team. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that meet their best interests.Key...

  • Franchise Banking Specialist

    3 weeks ago

    Barrie, 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...

  • Senior Customer Service Associate

    1 week ago

    Barrie, Ontario, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading bank in the Americas. Our purpose 'for every future' drives our commitment to helping customers achieve their financial goals.We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.The RoleWe're...

  • Franchise Banking Specialist

    4 weeks ago

    Barrie, Ontario, Canada Scotiabank Full time

    Role OverviewThe Franchise Banking Specialist will be responsible for developing and maintaining relationships with high-value franchising customers, Centres of Influence, and Association relationships in the assigned market area. This role requires a strong knowledge of the franchising segment, business and finance advice, and the ability to build and...

  • Wealth Associate

    4 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    About the Role:We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service to our clients and supporting our investment advisors in their daily activities.Key Responsibilities:Support investment advisors in providing superior...

  • Wealth Associate

    4 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service to our clients and supporting investment advisors in their daily activities.Key Responsibilities* Provide superior customer service to clients and respond to...

  • Customer Experience Associate

    2 days ago

    Barrie, Ontario, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, driven by its purpose: 'for every future'. The bank helps customers, their families and communities achieve success through various advice, products and services.The company values the unique skills and experiences each individual brings to the Bank, committed to creating an inclusive and accessible environment...

  • Wealth Associate

    4 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Job Title: Wealth AssociateAs a Wealth Associate at National Bank, you will play a key role in supporting investment advisors in providing exceptional customer service to clients. Your primary responsibility will be to assist in the management of client relationships, ensuring that clients receive the highest level of service and support.Key...

  • Wealth Associate

    4 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank as a Wealth Associate and take on a challenging role that requires exceptional customer service skills and the ability to work in synergy with clients and colleagues.Your Key Responsibilities:Support investment advisors in providing superior customer service and meet client requestsCarry out routine operations...

  • Personal Banker

    4 weeks ago

    Barrie, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. As a Personal Banker, 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...

  • Wealth Associate

    4 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank as a Wealth Associate and contribute to the success of our clients by providing exceptional customer service and support to investment advisors.About the Role:Support investment advisors in delivering superior customer service and meeting client requests.Carry out routine financial transactions, including...

  • Personal Banker

    4 weeks ago

    Barrie, Ontario, Canada BMO Full time

    Job SummaryAs a Personal Banker at BMO, you will be responsible for delivering exceptional customer service and sales experiences to our clients. You will work collaboratively with our team to identify customer needs and provide advice and guidance on financial solutions that meet their goals. Your primary focus will be on building strong relationships with...

  • Customer Experience Associate

    7 days ago

    Barrie, Ontario, Canada Scotiabank Full time

    About the RoleScotiabank is seeking a Customer Experience Associate to be the face of our branches, providing exceptional service to customers and helping them achieve their financial goals.This role requires a people-centric individual who can connect with customers in a relatable way, understanding their needs and delivering tailored solutions. As an...

  • Customer Experience Associate, Barrie

    4 weeks ago

    Barrie, Ontario, Canada TD Bank Full time

    Job Description:At TD Bank, we are committed to delivering exceptional customer experiences. As a Customer Experience Associate, you will play a key role in building deep and long-lasting relationships with our customers.Key Responsibilities:Process financial transactions accurately and efficientlyUnderstand and determine customer needs to recommend...