Talent.com
Personal Banking Associate
Personal Banking AssociateBMO • London, Ontario, Canada
Personal Banking Associate

Personal Banking Associate

BMO • London, Ontario, Canada
9 days ago
Job type
  • Part-time
Job description
Application Deadline:

04/26/2026

Address:
1182 Oxford St W

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 :

$34,750.00 - $51,800.00

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: https://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 https://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.
Create a job alert for this search

Personal Banking Associate • London, Ontario, Canada

Similar jobs

Customer-Focused Banking Specialist

PopularSt. Thomas, ON, CA
Full-time

A leading financial institution is seeking a Bank Representative in St.Thomas, Ontario, to deliver exceptional customer service by assisting clients with transactions such as deposits and sales of ...Show more

 • Promoted

Personal Lines Account Manager

SIB CORP.London, ON, CA
Full-time +1

Join the StoneRidge Insurance Brokers Team!.We are always looking for amazing people to join the team!.StoneRidge Insurance Brokers is seeking aPersonal Lines Account Managerwho thrives on deliveri...Show more

 • Promoted

Client-Focused Wealth Associate Role

National BankLondon, ON, CA
Full-time

Elevate client relations as a Wealth Associate, delivering top-tier customer service in a hybrid work model.Collaborate with wealth advisors to provide impactful financial management and support.Th...Show more

 • Promoted

Client Services Associate in Wealth Management

AGF InvestmentsLondon, ON, CA
Full-time

Seek a detail-oriented Associate in Client Services & Operations to enhance client experiences through exceptional operational support.This position focuses on high-net-worth client engagement and ...Show more

 • Promoted

Wealth Associate In Client Services

Banque Nationale du CanadaLondon, Canada
Full-time

Foster client satisfaction as a Wealth Associate in Client Services.Deliver quality service alongside investment advisors while handling financial transactions in a hybrid work arrangement.In this ...Show more

 • Promoted

Client Associate

CIBCLondon, ON, CA
Full-time

We’re building a relationship‑oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strength...Show more

 • Promoted

Senior personal banker

BMO Financial GroupLondon, ON, CA
Part-time

Date limite pour présenter sa candidature.Ventes et service, Services bancaires aux particuliers.Offrir un service exceptionnel aux clients actuels et potentiels de BMO.Déterminer les besoins des c...Show more

 • Promoted

Sales Associate in Family-Focused Retail

Carters Inc.London, ON, CA
Full-time

Join a dynamic environment as a Sales Associate, becoming the first face families see while navigating important parenting moments.Assist customers with baby essentials in a supportive atmosphere f...Show more

 • Promoted

Personal Banker

BMOLondon, ON, CA
Full-time

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...Show more

 • Promoted

Senior Personal Banker

BMOLondon, ON, CA
Full-time

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...Show more

 • Promoted

Wealth Associate

National BankLondon, ON, CA
Full-time

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ...Show more

 • Promoted

Engaging Personal Trainer Opportunity

GoodlifekidsLondon, ON, CA
Full-time

Launch your fitness career as an engaging Personal Trainer.Connect with clients, customize fitness plans, and support their journeys toward healthier lifestyles in a welcoming environment.In this p...Show more

 • Promoted

Stylish Brand Engagement Associate

ABERCROMBIE AND FITCHLondon, ON, CA
Full-time

Become a Brand Representative and enhance customer interactions.Provide a stylish and friendly approach while prioritizing customer needs in an energetic retail space.In this role, you'll be the fa...Show more

 • Promoted

Bilingual Customer Engagement Associate

BET99london, on, ca
Full-time

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...Show more

 • Promoted

Bilingual Customer Engagement Associate - BET99

BET99london, on, ca
Full-time

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...Show more

 • Promoted

Business Banking Associate

TD BankLondon, ON, CA
Full-time

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...Show more

 • Promoted

Wealth Associate

Banque Nationale du CanadaLondon, ON, CA
Full-time

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ...Show more

 • Promoted

Private Client Associate at RBC PH&N

RBCLondon, ON, CA
Full-time

Elevate client service as a Private Client Associate with RBC PH&N Investment Counsel.Provide exceptional portfolio administration and relationship support to high net-worth clients every day.In th...Show more