Talent.com
BMO
Personal Banking AssociateBMO • Whitby, Ontario, Canada
Personal Banking Associate

Personal Banking Associate

BMO • Whitby, Ontario, Canada
Il y a plus de 30 jours
Salaire
36 000,00 $CA par an
Type de contrat
  • Temps partiel
Description de poste
Application Deadline:

05/29/2026

Address:
1615 Dundas Street East

Job Family Group:

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • Collaborates 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 with the goal of making it easy, simple, and fast to bank with BMO.
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Meets customer transaction-based needs with seamless execution.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Acts 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 to provide strategic advice.
  • Organizes 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 customer experience.
  • Contributes to business results and the overall experience delivered.
  • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • 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 & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.


Qualifications:
  • Typically between 1 - 2 years of relevant experience and/or certification in 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, Smart phones, online tools, and applications.
  • Some experience in a consultative customer service or sales roles, 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 & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
Salary :

$36,000.00 - $54,500.00

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 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: ://jobs.bmo.com/global/en/Total-Rewards

About Us

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 ://jobs.bmo.com/ca/en .

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.
Créer une alerte emploi pour cette recherche

Personal Banking Associate • Whitby, Ontario, Canada

Offres similaires

Personal Banking Associate

BMOWhitby, Durham Region, CA
Temps plein

Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work... Voir plus

 • Offre sponsorisée

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausBrock, ON, CA
Télétravail
Temps plein +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Voir plus

 • Offre sponsorisée

Personal Banking Associate

TDBeaverton, ON, CA
Temps plein

Base salary: $43,900 – $58,600 CAD per year.At TD Canada Trust, we build long‑lasting relationships with customers through customer service transactions and advice on services, products, and soluti... Voir plus

 • Offre sponsorisée

Banking Advisor

National Bank of CanadaOshawa, Durham Region, CA
Temps plein

A career as a Banking Advisor at National Bank is 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... Voir plus

 • Offre sponsorisée

Anita looking for a babysitter or nanny in Beaverton

SitlyBeaverton, CA
Temps partiel

Hello! We have a toddler and are looking for occasional baby sitting services. Voir plus

 • Offre sponsorisée

Personal Banking Associate

Bank of MontrealPickering, ON, CA
Temps partiel

Application Deadline:05/29/2026Address:1360 Kingston Rd, Unit 15Job Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects.Identifies customer needs ... Voir plus

 • Offre sponsorisée

Frontline Personal Banking Advisor

TD BankBeaverton, ON, CA
Temps plein

Une grande institution financière au Canada recherche un conseiller bancaire personnel pour engager les clients dans leurs besoins quotidiens, proposer des solutions adaptées et assurer leur éducat... Voir plus

 • Offre sponsorisée

Personal Banker: Trusted Financial Advisor

TD BankWhitby, Durham Region, CA
Temps plein

Une institution financière de premier plan située à Whitby recherche un conseiller client pour fournir des conseils experts sur les produits et services de la banque.Le candidat idéal aura une expé... Voir plus

 • Offre sponsorisée

Survey Taker: Earn up to $25 per survey (Remote)

Earn HausBrock, ON, CA
Télétravail
Temps plein +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Voir plus

 • Offre sponsorisée

Complete Online Surveys For Cash (Up to $25/per)

Earn HausBrock, ON, CA
Temps plein +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Voir plus

 • Offre sponsorisée

Bilingual Customer Engagement Associate

BET99oshawa, on, ca
Temps plein

BET99 is Canada’s Premiere Online Sportsbook and Casino.Since launching in 2020, we have continuously innovated the online gaming landscape, rapidly growing our customer base and expanding our inte... Voir plus

 • Offre sponsorisée

Personal Banking Associate - Future Opportunities

TD BankBeaverton, ON, CA
Temps plein

Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés.Pour en savoir plus sur les témo... Voir plus

 • Offre sponsorisée

Mortgage Specialist

BMO FinancialPickering, ON, Canada
Temps partiel

Application Deadline: 07/03/2026 Address: 1360 Kingston Rd, Unit 15 Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities.Are you looking for a chance to let you... Voir plus

 • Offre sponsorisée

Join As a Customer Experience Associate in Banking Services

TDOshawa
Temps plein

Become a Customer Experience Associate and play a vital role in delivering exceptional service to banking clients.You will efficiently process transactions and cultivate customer relationships in a... Voir plus

 • Offre sponsorisée

Elder Care Provider Wanted - Join As An Elder Care Provider In Cannington, Ontario Earn $75 Per

ElderCare.comCannington, Ontario, Canada
75,00 $CA par heure
Temps plein

Hello! We are a family in Cannington, Ontario, currently looking for a compassionate and responsible elder care provider to join us.This is a unique full-time, live-in opportunity where you can tru... Voir plus

 • Offre sponsorisée

Personal Banking Associate Beaverton

TDBeaverton, ON, CA
Temps plein

Become a Personal Banking Associate at TD Canada Trust in Beaverton, Ontario.Provide outstanding customer service and guide clients to banking solutions effectively every day.In this role, you will... Voir plus

 • Offre sponsorisée

Banking Advisor

Banque Nationale du CanadaOshawa, Durham Region, CA
Temps plein

Advisory services, Personal banking.Greet clients and answer questions.Help clients use our banking applications and ABMs.Listen to clients’ needs and resolve situations that may be complex.Give ad... Voir plus

 • Offre sponsorisée

Banking Advisor with Client Engagement

Banque Nationale du CanadaOshawa
Temps plein

Become a Banking Advisor focused on client engagement and personal banking solutions.This role encourages you to address client needs while enhancing their banking experience through expert applica... Voir plus

 • Offre sponsorisée

Personal Banker

TD BankWhitby, Canada
Temps plein

Nous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recueillir des renseignements sur votre utilisation de ce site Web.Les témoins essentiels soutie... Voir plus

 • Offre sponsorisée

Kara looking for a babysitter or nanny in Little Britain

SitlyLittle Britain, CA
Temps partiel

We have 1 child (1 girl, 4 years old).Feel free to contact me so we can make an appointment. Voir plus