Personal Banking Associate

2 weeks ago

Brossard, Quebec, Canada BMO Full time
Job Summary

We 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 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, and offer 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 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 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.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold 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 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; escalates as required.
Qualifications
  • Typically between 1 – 2 years of relevant experience and/or certification in a related field of study desirable 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 $35,000.00 - $52,000.00, and the pay type is Salaried. 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.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are interested in this opportunity, please submit your application through our website.

  • Personal Banking Associate

    1 month ago

    Brossard, Quebec, 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

    1 month ago

    Brossard, Quebec, 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 months ago

    Brossard, Quebec, Canada BMO Full time

    About the RoleWe 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...

  • Personal Banking Associate

    2 months ago

    Brossard, Quebec, Canada BMO Full time

    About the RoleWe 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...

  • Personal Banking Associate

    3 weeks ago

    Brossard, Quebec, 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 months ago

    Brossard, Quebec, Canada BMO Full time

    About the RoleWe 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 months ago

    Brossard, Quebec, Canada BMO Full time

    About the RoleWe 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...

  • Banking Associate

    3 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in providing exceptional client service and support to our high-net-worth clients.Your Key Responsibilities:Provide administrative support to our bankers and...

  • Banking Associate

    3 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in providing exceptional client service and support to our high-net-worth clients.Your Key Responsibilities:Provide administrative support to our bankers and...

  • Banking Associate

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in providing exceptional client service and support to our high-net-worth clients.Your Role:Provide administrative support to our bankers and private bankers,...

  • Banking Associate

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in providing exceptional client service and support to our high-net-worth clients.Your Role:Provide administrative support to our bankers and private bankers,...

  • Banking Associate

    2 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateAt National Bank, we are seeking a highly skilled Banking Associate to join our team. As a Banking Associate, you will play a crucial role in providing exceptional customer service and support to our clients.Key Responsibilities:Provide administrative support to bankers and private bankersDevelop personalized relationships with...

  • Banking Associate

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in providing exceptional client service and support to our high-net-worth clients.Your Key Responsibilities:Provide administrative support to our bankers and...

  • Banking Associate

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in providing exceptional client service and support to our high-net-worth clients.Your Key Responsibilities:Provide administrative support to our bankers and...

  • Banking Associate

    3 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and embark on a rewarding career in wealth management. As a key member of our team, you will provide exceptional client service and support to our private banking clients.About the Role:As a Banking Associate, you will be responsible for:Providing administrative support to our private...

  • Banking Associate

    2 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateAbout the Role:As a Banking Associate at National Bank, you will have the opportunity to work with a discerning high-net-worth clientele, offering a comprehensive range of financial services to individuals, corporations, and government agencies across Canada.Key Responsibilities:- Provide support to bankers or private bankers by...

  • Banking Associate

    3 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Your Role:Provide administrative support to our bankers and private bankers,...

  • Banking Associate

    3 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Your Role:Provide administrative support to our bankers and private bankers,...

  • Banking Associate

    2 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateWe are seeking a highly skilled Banking Associate to join our team at National Bank. As a Banking Associate, you will play a key role in providing exceptional client service and support to our clients.Key Responsibilities:Provide administrative support to bankers and private bankersDevelop personalized relationships with clients...

  • Banking Associate

    3 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateJoin National Bank as a Banking Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will provide exceptional client service and support to our bankers and private bankers, ensuring seamless administrative follow-up and customer satisfaction.Your Key...