Talent.com
BMO
Personal Banking AssociateBMO • Olds, Alberta, Canada
No longer accepting applications
Personal Banking Associate

Personal Banking Associate

BMO • Olds, Alberta, Canada
30+ days ago
Salary
CA$36,000.00 yearly
Job type
  • Part-time
Job description
Application Deadline:

06/29/2026

Address:
100 6900 46 Street

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.
Create a job alert for this search

Personal Banking Associate • Olds, Alberta, Canada

Similar jobs

Want Cash Jobs? Earn With Uber Instead

Uber eatsInnisfail, AB, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Sales Associate

Kaizen Automotive GroupAirdrie, AB, CA
Full-time

Rev Up Your Career at Airdrie Dodge in Airdrie, Alberta!.Join a team where progress isn’t just a goal, it’s the culture we live and breathe.As part of a family‑owned and operated automotive group,.... Show more

 • Promoted

Seasonal Yard Associate

SiteOne Landscape SupplyBalzac, AB, CA
Full-time

Our Yard Associates help achieve world‑class store performance while contributing to and supporting the overall branch strategy, performance, and growth.Yard Associates organize product for deliver... Show more

 • Promoted

Business Development Advisor - Spanish Required

Cuso InternationalAirdrie, Alberta
Permanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.You will support the identification... Show more

 • Promoted

Spanish Private Tutoring Jobs Penhold

SuperprofPenhold, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Elder Care Provider Wanted - Compassionate Elder Care Provider Needed In Delburne, Alberta Earn $18

ElderCare.comRed Deer County, Alberta, Canada
CA$18.00 hourly
Full-time

We are a family in Delburne, Alberta searching for a compassionate and dedicated elder care provider to join us as a full-time, live-in companion.This is a wonderful opportunity to make a meaningfu... Show more

 • Promoted

Sales Associate

LuxotticaCrossIron, AB, CA
Full-time

At Sunglass Hut, we’re always in the sun.You’ll find a dynamic space with endless possibilities to grow your career.We are a culture that wants to see you succeed, develop your customer expertise a... Show more

 • Promoted

From Hobby to Income: Turn Gaming into a Paying Side Hustle

Free Cash by AlmediaBowden, Other, Canada
Full-time

Receive a $5 welcome bonus when you complete your first offer!Make money in your spare time by completing online tasks:.Take paid surveys (5-15 minutes each).Test new mobile games and apps.Share yo... Show more

 • Promoted

Earn Money By Taking Surveys - Remote

AlmediaInnisfail, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

Sales Associate Position at Airdrie Dodge

Kaizen Automotive GroupAirdrie, AB, CA
Full-time

Transform your career as a Sales Associate at Airdrie Dodge, where customer satisfaction is the driving force behind everything we do.Facilitate vehicle sales and provide memorable experiences to c... Show more

 • Promoted

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

Earn HausPenhold, AB, CA
Remote
Full-time +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... Show more

 • Promoted

Banking Advisor (On-Site) - C$49,000 - C$60,700 A Year

NationalRed Deer County, Canada
Full-time

Banking Advisor providing advisory services and personal banking. Show more

 • Promoted

Pet Bather

PetSmart Store Support Group, Inc.Airdrie, AB, CA
Full-time

PetSmart does Anything for Pets and Everything for You – JOIN OUR TEAM!.At PetSmart, we’re more than just a company.We believe when our associates are happy and healthy, they can provide the best p... Show more

 • Promoted

Pet Groomer

PetSmart Store Support Group, Inc.Airdrie, AB, CA
Full-time

PetSmart does Anything for Pets – JOIN OUR TEAM!.At PetSmart, Anything for Pets begins with our people.Every associate plays a vital role in creating meaningful experiences for pets and their famil... Show more

 • Promoted

Associate Lawyer - Banking & Financial Services - Urban Legal Recruitment Inc.

Urban Legal Recruitment Inc.airdrie, ab, ca
Full-time

Exciting Opportunity at a Premier National Firm in Banking and Financial Services!.Our client is a distinguished national firm, recognized globally for its prowess in the financial services domain.... Show more

 • Promoted

Part-Time Gas Bar & Customer Service Associate

Valleyview Co-opOlds, Town of Olds, CA
Part-time

A local co-operative organization in Canada is looking for a part-time Team Member to perform various responsibilities, including dispensing fuel and providing exceptional guest service.The role re... Show more

 • Promoted

Executive Personal Assistant

The Knee Clinic - Alberta's Only Private Knee Clinicairdrie, ab, ca
Full-time

The Knee Clinic is Alberta's only private knee clinic, offering exceptional care with no need for a physician referral.Located in Calgary, AB, we pride ourselves on providing minimal wait times for... Show more

 • Promoted

Associate Lawyer - Family - Caron & Partners LLP

Caron & Partners LLPairdrie, ab, ca
Full-time

Caron & Partners LLP is a mid-sized Calgary law firm dedicated to providing clients with quality legal services and strategic advice for over 55 years.We offer a broad range of legal services in va... Show more

 • Promoted

Executive Personal Assistant - The Knee Clinic - Alberta's Only Private Knee Clinic

The Knee Clinic - Alberta's Only Private Knee Clinicairdrie, ab, ca
Full-time

The Knee Clinic is Alberta's only private knee clinic, offering exceptional care with no need for a physician referral.Located in Calgary, AB, we pride ourselves on providing minimal wait times for... Show more

 • Promoted

Retail Sales Associate

PUMA GruppeCrossIron, AB, CA
Full-time

SPEED & SPIRIT is what we look for in our candidates, defined by some simple values that inspire us to BE DRIVEN in our performance, BE VIBRANT in our sporting legacy, BE TOGETHER in our team spiri... Show more