Talent.com
BMO
Personal Banking AssociateBMO • Joliette, Quebec, Canada
Personal Banking Associate

Personal Banking Associate

BMO • Joliette, Quebec, Canada
22 days ago
Job type
  • Part-time
Job description
Application Deadline:

08/13/2026

Address:
32 Place Bourget sud

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: 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 • Joliette, Quebec, Canada

Similar jobs

Personal Banking Associate in Quebec

TDLongueuil
Full-time

Join TD Canada Trust as a Personal Banking Associate in Saint-Hubert, Quebec.Drive exceptional customer experiences while addressing banking needs and product queries.This role involves engaging cu... Show more

 • Promoted

TD Canada Trust Personal Banker Position

TDLongueuil
Full-time

Shape financial futures as a Personal Banker at TD Canada Trust located in Saint-Hubert, Quebec.Drive customer satisfaction through personalized advice and expert financial solutions.You will be in... Show more

 • Promoted

Sales Associate Position at RONA

RONABoucherville, Montérégie, CA
Full-time

As a Sales Associate at RONA, you will strengthen customer interactions while assisting them with their DIY projects.Your role contributes significantly to the store’s success and community involve... Show more

 • Promoted

Sales Associate

StaplesBoucherville, Montérégie, CA
Full-time

Deliver exceptional customer service and enhance customer engagement and satisfaction.Drive sales in the furniture, technology and supplies areas of the store.Set and achieve sales and margin goals... Show more

 • Promoted

Sales Associate

RONABoucherville, Montérégie, CA
Full-time

At RONA, our employees let their passion blossom every day.Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities... Show more

 • Promoted

Banking Advisor

National Bank of CanadaBeloeil, QC, CA
Full-time

A career as a Banking Advisor at National Bank is a 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 and colleague... Show more

 • Promoted

Personal Banking Associate (Full Time)- St-Bruno - C$45,700 - C$61,000 A Year

TdBoucherville, Canada
Full-time

Assists customers with banking solutions, providing advice, handling transactions, and promoting digital banking while ensuring positive customer experience. Show more

 • Promoted

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

Earn HausSaint-Felix-de-Valois, QC, 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

Retail Sales Representative

Acosta Sales & MarketingJoliette, Lanaudière, CA
Full-time

Your passion for sales, our platform for success!.We are looking for a results-driven Sales Representative to serve our Big Box and Convenience Store customers.You will meet with customers to execu... Show more

 • Promoted

Personal Banking Associate Trainee - Boucherville

TDBoucherville, Montérégie, CA
Full-time

Competitive salary range: CAD 45,700 – 61,000 per year.TD is committed to providing fair and equitable compensation.Base pay may vary based on skills, experience, knowledge, location, and business ... Show more

 • Promoted

Personal Banking Associate, Full time (Future Opportunities)- Montérégie

TDLongueuil
Full-time

At TD Canada Trust, we are the frontline of TD Bank.We strive to build deep and long‑lasting relationships with our customers by performing a broad range of customer service transactions and provid... Show more

 • Promoted

Shop, Deliver, Earn Cash - Instacart

Instacart ShoppersGabriel, QC, CA
Part-time +1

Start earning money fast and be your own boss.Instacart is a leading retail enablement platform that works with grocers and retailers to transform how people shop.Instacart’s platform helps people ... Show more

 • Promoted

Personal Banking Associate (Full Time)- St-Bruno - C$45,700 - C$61,000 A Year

TD SecuritiesBoucherville, Canada
Full-time

The Personal Banking Associate will build customer relationships, advise on solutions, and provide a positive experience. Show more

 • Promoted

Retail Cashier & Customer Service Associate

Tigre GéantBeloeil, QC, CA
Full-time

A leading retail store in Beloeil is seeking a friendly and motivated Store Associate.The role involves providing excellent customer service, managing transactions, and maintaining store standards.... Show more

 • Promoted

Personal Banking Associate (Full Time)- St-Hubert, Cousineau - C$45,700 - C$61,000 A Year

TD Canada TrustBoucherville, Canada
Full-time

Assists customers with banking transactions, provides advice, and promotes digital banking solutions.Requires strong customer service and organizational skills. Show more

 • Promoted

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

Earn HausSaint-Felix-de-Valois, QC, CA
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 - $55,200 - $66,900 A Year

NationalBoucherville, Canada
Full-time

Seeking a Banking Advisor to join National, responsible for client financial guidance and advisory services within a banking environment. Show more

 • Promoted

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

Earn HausSaint-Felix-de-Valois, QC, 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

Conseiller Finances Personnelles – Relation Client

DesjardinsJoliette, Lanaudière, CA
Full-time

Une institution financière coopérative recherche un conseiller en finances personnelles à Joliette pour développer des relations durables avec les clients et proposer des solutions financières adap... Show more

 • Promoted

Apparel Softgoods Associate | Customer Service

Tigre GéantBeloeil, QC, CA
Part-time

A retail company in Beloeil is seeking a friendly and motivated Softgoods Associate.The role focuses on delivering exceptional customer service, accurately handling transactions, and maintaining an... Show more