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Personal Banking Associate, Summer 2026 (co-opinternship) 4 Months
Personal Banking Associate, Summer 2026 (co-opinternship) 4 MonthsBank of Montreal • Halifax, Nova Scotia, Canada
Personal Banking Associate, Summer 2026 (co-opinternship) 4 Months

Personal Banking Associate, Summer 2026 (co-opinternship) 4 Months

Bank of Montreal • Halifax, Nova Scotia, Canada
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

Application Deadline:

02/05/2026

Address:

360 Lacewood Drive

Job Family Group:

Retail Banking Sales & Service

As a co-op/intern student at BMO you will have the opportunity to be heard keep growing and make a difference.

You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.

Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program BMO First Friend peer assignment BMO Social Squad student-led activities BMO U corporate learning platform and access to various Employee Resource Groups to further develop your network within BMO.

Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Students who recently graduated are invited to apply to our New Grad opportunities which are available at in learning more about our campus program Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMOonCampus or joining our LinkedIn group BMO Campus Recruiting & Early Talent.

To apply for this opportunity please submit your resume and an unofficial copy of your academic transcript. By applying for this general posting you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward you will be provided additional information.

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 customers 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 customers 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 Banks 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.

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:

$34750.00 - $51800.00

Pay Type:

Salaried

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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: 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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others 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.


Required Experience:

Intern


Key Skills
Time Management,Computer Skills,Data Collection,Intellectual Property Law,Securities Law,Process Management,Grant Writing,CPT Coding,Program Development,Public Speaking,Manufacturing,Writing Skills
Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 34750 - 51800
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Personal Banking Associate Summer 2026 coopinternship 4 Months • Halifax, Nova Scotia, Canada

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